AI ROLLUP #11: $97B Elon OpenAI Rumor | AI Crypto Rebound? | Virtuals on Solana | ARC Launchpad
Description
Ejaaz and David reunite to dissect the AI Crypto sector’s rebound from a 70% crash, fueled by Elon’s rumored $97B OpenAI bid and the relentless rise of open-source devs being heads down. They explore how tokens might be the most accessible path to AI exposure, why ARC’s curated launchpad could elevate agent quality, and what Virtuals’ move onto Solana means for cross-chain expansion. Meanwhile, X (Twitter) embraces a new wave of AI agents, and AI16z reorganizes to stay competitive. Is this the turning point for AI and crypto—or just another plateau? Tune in to find out, anon.
 
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 TIMESTAMPS & RESOURCES
0:00 Intro
1:17 Crypto x AI Exposure Strategy
10:56 Elon’s $97B OpenAI Bid
13:14  Crypto x AI Mindshare & Markets
 https://www.cookie.fun/  
  https://x.com/S4mmyEth/status/1889675738099376149  
  https://x.com/dv_memetics/status/1888956005515477372 
  https://x.com/0xelonmoney/status/1889743777088360909  
22:48  Andrej Karpathy
 https://x.com/karpathy  
  https://x.com/hyperbolic_labs/status/1887229114769359013 
22:58  Replit comes out with a mobile app
 https://x.com/Replit/status/1887159041455169683 
  https://x.com/karpathy/status/1886192184808149383 
33:12  X (Twitter) is getting involved in agents
 https://x.com/ethermage/status/1887526320487473326 
37:24  ARC reveals their new launchpad & agent launch
 https://x.com/cryptopunk7213/status/1889768219873099902 
  https://x.com/askjimmy_ai/status/1889736290696045017 
  https://x.com/0thTachi/status/1887620290727059731  
51:17  Virtuals are live on Solana!
 https://x.com/virtuals_io/status/1889365020393496910 
  https://x.com/gkisokay/status/1889721779146596503 
  https://x.com/virtuals_io/status/1887508625268367843  
  https://x.com/gkisokay/status/1889331963917729993 
59:03  AIXBT holders can now connect X account = richer agent interactions
 https://x.com/aixbt_terminal/status/1887355817957204434 
1:02:46  Ai16z (ElizaOS): a brutally raw take
 https://x.com/CryptoStreamHub/status/1887435927309721992 
1:07:57 What Ejaaz focused on this upcoming week
1:08:59 Closing & Disclaimers
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