🐎 Weekly Roundup: Brody's Alpha List

My takeaways on what I read this week

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Good Morning β˜•οΈ 

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.

Let’s dive in πŸ‘‡οΈ 

Highlights of the Week

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