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8 pieces · May 2024 to Oct 2025

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AI7 DePIN5 DeFi2 L1/L21 Tooling1

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52024

32025

Start here · the strongest pieces on Google Cloud

Explainer25 May 2024io.net H100 GPUs via Aethir at $1.19 per hour vs AWS and Google CloudExplains what Nvidia H100 GPUs are and prices io.net's Aethir-supplied capacity at $1.19 per hour against AWS and Google Cloud A100 pricing. Notes the A100 comparison is not like for like.Thesis17 Jul 2024Cloud compute market sizing and why Aethir fits the GPU shortageSizes cloud infrastructure (AWS 31%, Azure 25%, Google 11%, over $400B annual by year-end) and ties GPU scarcity (Nvidia 80% share, 4-11 month delivery) to the case for Aethir, which reports $36M ARR and a $30B+ TAM.Breakdown01 Aug 2025Theoriq playbook: Alpha Protocol, AlphaSwarm and THQ for agent-driven DeFiBreaks down Theoriq's two layers (Alpha Protocol registry and AlphaSwarm multi-agent liquidity management) and the THQ stake, delegate and slash model. Notes the Kaito launchpad sale was heavily over-subscribed ahead of TGE.

Timeline · every piece, newest first

2025 3

23 Oct 2025INFINIT x Google Cloud: A2A integration for agentic financeINFINIT integrates Google's Agent2Agent protocol and Vertex AI (Model Garden, RAG Engine, Gemini) to distribute its agent coordination layer. Positions it as the capital-management complement to Google's AP2 agent payments protocol.BreakdownAIDeFi17 likes

01 Aug 2025Theoriq playbook: Alpha Protocol, AlphaSwarm and THQ for agent-driven DeFiBreaks down Theoriq's two layers (Alpha Protocol registry and AlphaSwarm multi-agent liquidity management) and the THQ stake, delegate and slash model. Notes the Kaito launchpad sale was heavily over-subscribed ahead of TGE.BreakdownAIDeFi29 likes

21 Jul 2025Big compute is cracking: summary of the DeAI case against centralized cloudSummarizes an article arguing AI demand is outrunning inelastic centralized compute: complexity doubles every 3-4 months, data center energy may exceed 945 TWh by 2030, and a 1,000-GPU cluster costs $2.8M monthly. io.net aggregates >35,000 GPUs at up to 90% lower cost, with zkML as the trust layer.BreakdownAIDePIN15 likes

2024 5

18 Sep 2024Google Cloud joins Wormhole Guardians: what it means for WArgues Google Cloud running a Wormhole Guardian node strengthens decentralization of the validation layer and signals ZK interop work. Highlights Wormhole's product suite and its position as the main interop solution on high-performance chains.Market takeL1/L2Tooling22 likes

12 Aug 2024DePIN GPU networks versus a $79B quarterly cloud marketCites Messari's $20B DePIN market and Q2 2024 cloud spend of $79B (up 22% YoY), with AWS at 32%, Azure 23% and Google Cloud 12%. Argues GPU DePINs like io.net and Aethir can serve startups priced out of centralized GPUs.ThesisDePINAI26 likes

17 Jul 2024Cloud compute market sizing and why Aethir fits the GPU shortageSizes cloud infrastructure (AWS 31%, Azure 25%, Google 11%, over $400B annual by year-end) and ties GPU scarcity (Nvidia 80% share, 4-11 month delivery) to the case for Aethir, which reports $36M ARR and a $30B+ TAM.ThesisAIDePIN40 likes

30 May 2024Decentralized GPU networks in AI: io.net case study on training vs inferenceExplains the difference between AI model training and inference, then applies it to io.net's GPU supply. Compares io.net H100 pricing at $1.19 per hour against AWS at about $3.06 and Google Cloud at about $2.48.ExplainerAIDePIN23 likes

25 May 2024io.net H100 GPUs via Aethir at $1.19 per hour vs AWS and Google CloudExplains what Nvidia H100 GPUs are and prices io.net's Aethir-supplied capacity at $1.19 per hour against AWS and Google Cloud A100 pricing. Notes the A100 comparison is not like for like.ExplainerAIDePIN88 likes

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Nvidia20 AWS9 Aethir26 io.net71 INFINIT25 Theoriq18 Wormhole24 Solana60

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