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Teng Yan · 30 days of COT
Weekly AI Edge #58 just landed. All you need to know:
🌈 Project Updates
= @Gaianet_AI launched the $GAIA token on Ethereum, powering its decentralized AI network of 700K+ nodes.
= @wardenprotocol crossed 1 million agent-executed swaps across Solana, Base, and Ethereum.
= @bankrbot released its alpha SDK, allowing devs to pull swap and token data into agents or apps using only a prompt.
= @Manifold raised $10.5M to scale Targon, its Bittensor-based AI cloud.
= @gaib_ai raised $10M led by Amber Group, scaling on-chain AI infra and tokenizing GPU access.
= @AroNetwork raised $2.1M to build a faster, cheaper alternative to traditional CDNs using idle bandwidth and crypto rewards.
= @BillyBets_ai raised $1M from CB Ventures and others, with a strategic relaunch on Base.
= @Grayscale launched the Story Trust ($IP) for AI-native licensing and programmable IP.
= @ReiNetwork0x released Core v0.3.2, enhancing AI workflow with complex, multi-step requests.
= @frodobots unveiled ET Fugi, a remote scavenger hunt with sidewalk robots and reward incentives.
= Daydreams launched Router, a crypto-native API for accessing popular AI models, with calls feeding into the $DREAMS token.
= @driaforall launched Inference Arena to benchmark LLMs in real-time.
= @dev0xx_ dropped zxbt on Zora, an autonomous AI artist releasing daily evolving art pieces.
= @ikadotxyz went live with their Mainnet, enabling cross-chain smart contract control with advanced cryptography.
🌴 AI Agents
= @xDora_ai launched an AI travel agent in the Audora app, offering personalized recs to 30K+ users.
= @CreatorBid rolled out Algo Snipe V2, increasing snipe limits and refining tokenomics.
= @virtuals_io introduced Butler, an agent-native UI automating memecoin video creation.
= @BattleofAgents is now on the 0G testnet, enabling bets on AI agents engaging in debates.
🐼 Web2 AI
= @Alibaba_Wan launched Wan2.2, an open-source video model controlling lighting and motion like a director.
= @Zai_org released GLM-4.5 and 4.5-Air, open-source models that excel in coding and reasoning.
= @TencentHunyuan open-sourced Hunyuan3D 1.0 for creating 3D environments.
= @withneo launched NEO, an agentic ML engineer outperforming on Kaggle comps.
= @OpenAI introduced Study Mode in ChatGPT, offering interactive tutoring.
= @NotebookLM by Google rolled out Video Overviews for transforming docs into presentations.
+ much more alpha in the full newsletter (link in bio)
h/t @issyadelaja
16,71K
He literally says that there will be 3 kinds of AI
- open source AI
- closed source AI
AND decentralized AI
29.7.2025
New episode with @balajis & @martin_casado discussing and debating Balaji's thread.
How AI will change politics, war, and money.
156
its true, AI agents will be a trillion dollar+ enterprise opportunity.
the fundamental change is that agents are not eating the software market.
they’re going straight after the labor market.
28.7.2025
The trillion dollar opportunity in enterprise software is AI Agents. The reason for this is AI Agents expand many software categories because most tools have been constrained by the number of users on the other end of the tool.
Enterprise software traditionally enabled people to do their work. But now the software also comes with actual productive output as well. This then breaks the traditional limits that many software markets have had, because smaller customers can use these tools more, new departments and industries open up, and previously scarce areas of work can be scaled more.
For instance, most estimates put the code IDE category at a few billion dollars just a few years ago. This has - amazingly - always been a very small category of software. Well, now with AI Agents, the IDE market and coding in general is one of the fastest categories of spend in tech. This is because it’s bringing automation to a high value activity and supplying the world with a traditionally very scarce and high cost resource, engineers.
The same is going to be true for many other categories of work across legal, financial services, healthcare, and more. Amazingly, this now opens up many niche categories that just wouldn’t have been economically viable for a software company before. For instance, making a business out of selling software to life sciences regulatory compliance managers would have been sub-scale before, but in a world of AI Agents this all of a sudden becomes possible.
We’re already seeing this in our initial Box AI Agent use cases. Many of the early Agents being created by customers are for automating or augmenting work in previously underserved areas. This is letting customers automate a process they never would have gotten around to before, or dramatically expanding the output of work they were already doing. In all cases it’s more TAM that software wasn’t touching before.
In all, it’s clear that AI Agents are going to grow many software categories. It’s an incredible time to be going after these spaces because even the small ones will now be massive, and the big ones will just get bigger. Tons of opportunity.
2,45K
shocking if you found one vulnerability, you could just copy-paste the attack patterns and break many AI agents.
if you’re building agents and not testing against benchmarks like this, you’re flying blind.
30.7.2025
We deployed 44 AI agents and offered the internet $170K to attack them.
1.8M attempts, 62K breaches, including data leakage and financial loss.
🚨 Concerningly, the same exploits transfer to live production agents… (example: exfiltrating emails through calendar event) 🧵
2,85K
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