OpenAI just killed n8n, Zapier, and 1,000s of AI startups with one update.
Dev Day announcement of AgentKit. 8 minutes to production agents. No code. And they plan to improve it over time.
Investing in AI is a perilous sport if one is not careful.
I’m often struck by how similar early-stage VC is to liquid investing in crypto
Both are driven by hype, flows, and momentum - not by fundamentals
I’ve seen “hot” startups - still very early and light on tech - get preemptive offers for up-rounds. Shocking how much of this is hype vs fundamentals
Early-stage VC should be about backing outliers before they’re obvious - not chasing narratives and momentum like in short-term liquid trading
The counter here is: the best founders can turn hype into a self-fulling prophecy, where bigger rounds lead to better hires, bigger partnerships, etc. But more often, it leads to lower focus and zombie outcomes
Most 2021/22 crypto VCs showing DPI did it by buying BTC/ETH/SOL near the lows, not via successful ventures or liquid venture investing
LPs are in two minds - they made good money, but not in the way they signed up to pay 2/20 for. The skill being rewarded is timing trades - not sourcing elite founders and helping them build enduring companies
There's a narrative in the US/UK that low-skilled immigrants are important because they do the jobs locals don't want to do (cleaning, taxi-driver, barista, food-serving, lawn-mowing, etc)
What does the 10-20y robot adoption curve mean for this type of immigration? Does it give way to nationalists to become more protective of their borders? Or potentially the opposite, where humanity becomes more globalized and put on equal footing?
More thoughts: https://x.com/antavedissian/status/1953561682514743386
Goldman Sachs on Agentic AI: "spinning up AI coworkers on demand will be a baseline capability."
This is where the org chart breaks.
1 founder + 100 agents.
Cool post, outlining a Darwinian-like mutation process for AI agents, but where evolution is systematic and empirical.
Again, more credence to my feeling that AI is shifting from "tool" to "lifeform" – and, if this direction holds, we could see a Cambrian explosion of AI agents, each evolving independently, developing their own traits, tools, and goals.
Agent swarms, self-modifying systems, emergent behavior. Wild stuff. 👇
https://richardcsuwandi.github.io/blog/2025/dgm/
Wimbledon makes me miss living in London more than usual - few things beat catching Centre Court midweek! 🥲
Men’s semis tomorrow - Alcaraz, Sinner, Djoko, Fritz - all killers. And Djoko’s last chance to win Wimbledon. Might be one of the best final weekends in years 🎾🥂
Kudos to Hugging Face on dropping a 3B model w/ 128k context and dual reasoning modes that beats 4B peers 👏
Open models are becoming smaller, better, and actually usable at the edge. And Hugging Face is open-sourcing everything, not just the weights.
This confirms a longstanding belief: AI's future is small, sovereign, and composable.
Smaller models unlock powerful possibilities in decentralized AI, like decentralized inference and on-device agents.
This means we're moving toward:
- less reliance on centralized clouds, meaning models can run closer to the source of data (better network resilience and improved data privacy)
- lower latency, more private AI agents that run on-device (more personalized experienced without compromising privacy and relying on remote servers)
IMO - this convergence of efficient, open-source AI with decentralized AI infra is where the most exciting innovations in "crypto x AI" will emerge.
Exciting times ahead!
https://huggingface.co/blog/smollm3
