GPT 5.0, H20 Chip Tariffs, ... | s4mmy OKX Feed

GPT 5.0, H20 Chip Tariffs, Nakamigo AI deep fakes and TAO updates It's been an eventful week for Crypto AI Here's the roundup of the latest news to get you up to speed (1/16)

2/ @pmarca nailed the internet thesis in 1996 AI is the equivalent asymmetric bet today This explains why a third of VC funding is in the most revolutionary tech of our generation

s4mmy

a16z nailed the Internet thesis in 1996. The equivalent opportunity today is in AI. Why else would a third of VC funding be in this segment?

3/ Open AI's 'Open Router' API usage tanked on June 6th, coinciding with students' term ending Speculation around cheating, however this is API usage not end users; EdTech platforms interfacing with OpenAI AI Edu' is clearly a huge opportunity

John Wang

the school year ended and chatgpt usage plummeted 70% maybe the cluely opportunity is bigger than we think

5/ Big Tech Company-specific tariffs are being implemented NVIDIA and AMD agree to pay 15% of its H20 China Chips sales to the US Expect more Big Tech firms to follow (Intel for semi conductors) NVDA stock continues to price discovery

The Kobeissi Letter

Instead, Nvidia is expected to sell ~1.5 million H20 chips to China in 2025. This should generate close to ~$25 billion in revenue, per our estimates. It would cost Nvidia ~$3.8 billion, much less than $50 billion over 3 years. But, here's why it's truly a massive move.

7/ Nasdaq listed "Oblong Inc." has committed $8mm into Bittensor’s TAO token, fully staked with a main validator to support network operations The commit was announced earlier this year, but now capital has been deployed

8/ Grayscale's AI Fund is published and reveals a TAO holding of 31% Similar positions in @nearprotocol and DePIN protocols

Quinten | 048.eth

Grayscale’s AI Fund with 30% in $TAO 👀

9/ OpenAI funds Endex to the tune of $14mm The vision: bring AI to excel Product market fit for professionals; most of which use Excel daily However, IMO AI Agents will replace Excel altogether imminently

Tarun Amasa

It’s official. We’ve raised $14m led by @OpenAI Startup Fund to bring AI to Excel. Endex is the first AI agent to live inside Excel. For the past year, we've been working with financial firms. Today we’re releasing it to the world. Our capacity is limited; comment below for an early invite 🧵

11/ Remember when GROK had a crypto wallet set up by @bankrbot ? Its holdings just surpassed a million USD in value Maybe @nikitabier could use this for the X product budget?

mleejr

grok wallet hit a million

12/ Talking of BANKR... @unichain integrates with its tech stack, enabling transfer of assets on Uniswap's native chain

deployer

unichain now live on bankr + clanker v4 upgrade! token creators now earn more, 60% of the fees, and can lock/vest tokens, eg: "hey bankr deploy a token called X, lock 20% of the supply and vest it over 30 days" minimum lock time is 7 days — so if you lock 20%, it’s held for 7 days, then starts vesting over the next 30 days.

15/ GIZA surpasses $1 billion in pure autonomous volume Powered by its ARMA agents The token surges more than 75% in a few days, further juicing rewards for users

Giza

✦ 𝐆𝐢𝐳𝐚 𝐣𝐮𝐬𝐭 𝐬𝐮𝐫𝐩𝐚𝐬𝐬𝐞𝐝 $𝟏,𝟎𝟎𝟎,𝟎𝟎𝟎,𝟎𝟎𝟎 𝐢𝐧 𝐚𝐠𝐞𝐧𝐭𝐢𝐜 𝐯𝐨𝐥𝐮𝐦𝐞 ✦ That's $1B. 100% autonomous. Zero human involvement. Our intelligent agents turn your idle capital into 24/7, higher-earning yield machines. The Active Capital Era is here ↓

16/ I'll round out this post with some top tips on AI usage from Balaji Stay right of the left curve, frens

Balaji

There are now two kinds of AI retards. The first kind of retard uses AI everywhere, even where it shouldn’t be used. The second kind of retard sees AI everywhere, even where it isn’t used.

Find this useful? Give it a like & share with frens Want more? I produce a FREE weekly newsletter; link in bio Disclaimer: I hold investments & have existing partnerships with some of the Agents/protocols mentioned above

s4mmy

GPT 5.0, H20 Chip Tariffs, Nakamigo AI deep fakes and TAO updates It's been an eventful week for Crypto AI Here's the roundup of the latest news to get you up to speed (1/16)

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