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5 pieces · Aug 2024 to Aug 2026 · 1 flagship

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AI5 Robotics1 Perps1 Privacy1 DePIN1

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Breakdown21 Aug 2026Weekly AI x Robotics digest: open models, AI capital, Unitree IPOFirst weekly digest on AI x Robotics: open-weight releases (GLM-5.3, DeepSeek V4 Pro, Qwen3.8-Max), AI funding and revenue, and the Unitree IPO. Argues post-training is the new moat and Hyperliquid perps priced Unitree better than the Shanghai open.Breakdown05 Sep 2024io.net State of the Network: why IO could be a generational opportunityBreaks down io.net's $40M raise and long-term plan against rising AI compute costs and a roughly $2.5T cloud market by 2032. Argues it is the only decentralized GPU network with Ray-based geo-distributed clustering.Explainer15 Jan 2025Curl: Nillion's MPC framework for private LLM inferenceExplains Curl, a novel MPC framework based on Meta's CrypTen and optimized for private LLMs. It reduces running time and errors in private inference and is tensor-parallelizable, suiting sensitive-data cases like healthcare and personalized agents.

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2026 1

21 Aug 2026Weekly AI x Robotics digest: open models, AI capital, Unitree IPOFirst weekly digest on AI x Robotics: open-weight releases (GLM-5.3, DeepSeek V4 Pro, Qwen3.8-Max), AI funding and revenue, and the Unitree IPO. Argues post-training is the new moat and Hyperliquid perps priced Unitree better than the Shanghai open.BreakdownAIRoboticsPerps24 likes

2025 1

15 Jan 2025Curl: Nillion's MPC framework for private LLM inferenceExplains Curl, a novel MPC framework based on Meta's CrypTen and optimized for private LLMs. It reduces running time and errors in private inference and is tensor-parallelizable, suiting sensitive-data cases like healthcare and personalized agents.ExplainerPrivacyAI32 likes

2024 3

10 Sep 2024LLM benchmark: GPT-4o and Claude 3.5 Sonnet lead MMLU, GPQA and MATHRelays Artificial Analysis benchmarking of leading LLMs on MMLU, GPQA and MATH, prompted by the Reflection Llama 3.1 70B controversy. GPT-4o and Claude 3.5 Sonnet top all three categories.DataAI12 likes

05 Sep 2024io.net State of the Network: why IO could be a generational opportunityBreaks down io.net's $40M raise and long-term plan against rising AI compute costs and a roughly $2.5T cloud market by 2032. Argues it is the only decentralized GPU network with Ray-based geo-distributed clustering.BreakdownDePINAI108 likes

22 Aug 2024AI dystopia risk: big tech concentration in compute, talent and dataArgues five big tech firms control distribution, compute, talent, capital and data for AI, risking an oligopolistic market. Sees open-source, verifiable computation and public blockchains as the counterweight.ThesisAI8 likes

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OpenAI13 Anthropic11 DeepSeek10 Unitree12 Nillion35 io.net71 Hack VC7 AWS9

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