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- π Weekly Roundup: Brody's Alpha List
π Weekly Roundup: Brody's Alpha List
My takeaways on what I read this week
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Good Morning βοΈ
Changing up the style of our Weekly Roundup to be packed with more actionable alpha. Feel free to let us know how we did this week.
In This Week's Roundup:
Major projects like ai16z, Zerebro, and Alchemist AI are leading the "AI Agent Networks" sector, which analysts predict could reach a $250B valuation due to increasing global liquidity and technological innovations.
Five emerging narratives in the space include agentic metaverse building, AI crypto funds, AI gaming integration, agent-to-agent interactions/swarms, and AI agent ecosystems, with projects like Realis, ARC Agents, and FXN as key players.
Several significant launches occurred: Virtuals Protocol released Agent Sandbox for developer experimentation, Nous Research teased their AI-human interaction platform, and GRASS partnered with AI institutions to release the VALID dataset for cross-modal AI understanding.
DWF Labs announced a $20 million fund to support AI agent development, while projects like Zerebro & Bully achieved their first monetization milestones through Twitter/X payouts.
The sector is seeing rapid evolution in various applications, from autonomous pizza purchasing (ropAIrito) to proposed aICO (AI Initial Coin Offering) mechanisms using Trusted Execution Environments.
Letβs dive in ποΈ