AI ROLLUP #9: $6M DeepSeek Shocker | $500B AI Push | Venice’s Billion-Dollar Airdrop | Solana DEX Record

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Tech News, News, Technology

4.8 • 1.1K Ratings

🗓️ 30 January 2025

⏱️ 71 minutes

🔗️ Recording | iTunes | RSS

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Summary

Ejaaz and David reunite to unpack the DeepSeek shockwave: how a mere $6M open-source AI model rattled OpenAI’s dominance, nudged Nvidia’s stock, and sparked a fresh “arms race” in crypto AI. Meanwhile, Trump’s massive AI funding pledge and Solana’s record DEX volumes signal that the space might be heading for its biggest bull run yet.

On the builder side, ARC’s rust-based agents partner with the Solana Foundation, AI16Z launches a $10M fund, and Virtuals teases multi-chain expansions that could redefine how agent tokens earn revenue. Between China’s fast breakthroughs and America’s big AI bets, the race to integrate AI and crypto has never been hotter. Buckle up, anon.

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TIMESTAMPS & RESOURCES

0:00 China & DeepSeek

12:43 Why Markets Rattled
https://en.wikipedia.org/wiki/Jevons_paradox

24:32 OpenAI & Perplexity Agent Products
https://x.com/OpenAI/status/1882509286439637448
https://x.com/perplexity_ai/status/1882466239123255686
https://x.com/sama/status/1884066337103962416

34:12 AI Agent Chain Wars

39:42 Virtuals is expanding to SOLANA!
https://x.com/virtuals_io/status/1883107553183162507
https://x.com/state_of_mika/status/1883107601183048078
https://x.com/vaderresearch/status/1883597990830731678
https://www.lookonchain.com/articles/1035

53:01 AIXBT is becoming a product
https://x.com/aixbt_terminal/status/1882755705586982969

56:01 VeniceAI launches a token that pays for your agent’s expenses
https://x.com/askvenice/status/1883925135825990091
https://x.com/iampaulgrewal/status/1884051994324947001

1:03:13 Griffain now has a Shopify integration for their agents
https://x.com/griffaindotcom/status/1883230795764322328

1:05:22 ARC partnered with Solana
https://x.com/arcdotfun/status/1884325639047819476

1:06:36 Ai16z $10M x Jupiter Fund & Rebrand?
https://x.com/shawmakesmagic/status/1883124194013319340
https://x.com/shawmakesmagic/status/1884376511391674742

1:08:45 What is Ejaaz paying attention to?

1:10:02 Closing & Disclaimers

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Transcript

Click on a timestamp to play from that location

0:00.0	Welcome Bankless Nation to the AI roll-up where we say up to speed with the emerging trends in developments in the AI
0:12.4	crypto space. I'm David Hoffman here with my co-host, E-Jazz. E-Jazz, man, big week in AI this week.
0:18.9	Big week. Big week. Big week.
0:20.9	How are you doing, man?
0:21.9	Good to see you.
0:22.9	China, David.
0:23.9	China is how it's going?
0:25.9	Dude, the CCP is coming for our AI models and I don't know what to do about it.
0:31.0	But no, okay, so let's set the stage for a second here, right?
0:36.7	Because a completely unheard of AI model has taken away the limelight, David.
0:41.3	Forget about open AI, forget about Anthropics Claude.
0:44.3	It's all about this model called DeepSeek, which is an open source AI model developed by a team in China.
0:52.3	And it may surprise you to hear that it costs next to nothing compared to Open AI.
0:58.2	And it beats Open AI's top model by a decent chunk or at least matches it standard.
1:05.1	And the thing that's blowing people's mind is, aside from the fact that it's, you know,
1:09.0	from China, USA's number one rival, is the fact that it's, you know, from China, USA's number one rival,
1:11.6	is the fact that it costs next to nothing. And they pioneered two groundbreaking research
1:18.5	techniques, which seemed to catch everyone else who has spent billions and billions of dollars
1:24.7	into this off guard. Did you catch any of this, David?
1:27.5	Yeah, so I've actually been going down this rabbit hole pretty deeply over the last two days.
1:30.7	We did an episode with this one individual who made this article that apparently went around
1:36.3	both Wall Street investors and then he was watching in like Google Analytics where this article
	...

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