Intro

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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