The Rollup

The GRID & Open AGI Future, Digital Asset Treasury, Borderless Markets & Ondo Chain, Trump, and $500K BTC with Himanshu Tyagi, David Hsu, Ian De Bode and Les Borsai

18 snips
Aug 14, 2025
Join Himanshu Tyagi, co-founder of Sentient, as he drives the push for open-source AI, and David Hsu from Ether5 Ventures, focusing on Hyper EVM investments. Ian De Bode discusses tokenizing stocks to enhance accessibility, while Les Borsai, a serial entrepreneur, dives into digital assets. They explore the intersection of AI and cryptocurrency, the evolving tokenization landscape, and the challenges in regulatory frameworks. Their engaging banter offers insights into the speculative nature of crypto investments and the importance of strategic financial maneuvers.
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INSIGHT

Grid As A Unified AI Stack

  • Sentient's Grid unifies models, agents and data into a single interface called Grid chat.
  • The goal is to convert disparate AI components into converged multi-model flows for unified economic outputs.
INSIGHT

Open Source Models Need Neutral Champions

  • Open-source non-China models are strategically important and likely to be supported by academic and national efforts.
  • Grid focuses on fine-tuning and multi-model flows rather than building frontier models from scratch.
INSIGHT

Compute And Distribution Form The Moat

  • The current AI leader edge is mostly resource and distribution, not unique technical secrets.
  • AI progress is an engineering problem of experiments and compute, like 'rocket science' that requires burning resources.
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