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OpenAI

13 pieces · Aug 2024 to Aug 2026 · 3 flagship

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AI13 DePIN3 Perps2 Robotics1 Hyperliquid1 Tooling1

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Start here · the strongest pieces on OpenAI

Thesis25 Oct 2025Sentient: the Linux of AI and a $10B+ launch valuation caseArgues open-source AI wins as Linux did, and that Sentient's GRID, ROMA benchmarks and four NeurIPS 2025 papers justify a $10B-$30B TGE valuation. Benchmarks against Bittensor ($8B) and Anthropic ($183B).Article30 Jan 2025DeepSeek: Implications for DePIN and the broader AI SectorLong-form article on DeepSeek R1's claimed sub-$5M training cost, its MoE and sparse activation design, and what it means for GPU scarcity and decentralized GPU networks like io.net. Covers closed vs open models and DePIN challenges.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.

Timeline · every piece, newest first

2026 5

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.BreakdownAIRoboticsPerps

18 Jun 2026Why a ZHIPU perp on Hyperliquid matters: Chinese frontier AI at a discounttrade.xyz bought the ZHIPU HIP-3 ticker, bringing a perp on HK-listed Zhipu (~$120B) onchain. Compares it with Anthropic (~$965B), OpenAI (~$852B) and SpaceX (over $2T) to argue the Chinese frontier trades at a fraction of US comps.ThesisAIPerpsHyperliquid

15 Feb 2026AI release calendar for February 2026: DeepSeek V4, Grok 4.20, Sonnet 5Lists expected and rumored model launches and highlights DeepSeek V4 reports: ~1T MoE with ~32B active, 1M+ context, Engram architecture and 80%+ on SWE-Bench Verified. Notes competition shifting from benchmarks to agent orchestration.Market takeAI

15 Feb 2026OpenAI hires OpenClaw creator: what it means for agents and cryptoReads OpenAI's hire of Peter Steinberger as a catalyst for OpenClaw adoption and a fumble by Anthropic. Argues the agentic economy is a crypto opportunity via onchain verifiability, decentralized compute and agent-ready financial infra.Market takeAI

29 Jan 2026AI season roundup: Clawdbot, Claude Cowork, Kimi K2.5 and open models31-part curated thread tracking late January 2026 AI news: the viral Clawdbot agent, Anthropic's Cowork and skills releases, vibe-coding tools and open-weights model launches.OtherAITooling

2025 4

25 Oct 2025Sentient: the Linux of AI and a $10B+ launch valuation caseArgues open-source AI wins as Linux did, and that Sentient's GRID, ROMA benchmarks and four NeurIPS 2025 papers justify a $10B-$30B TGE valuation. Benchmarks against Bittensor ($8B) and Anthropic ($183B).ThesisAI

29 Jul 2025August as the start of AI season: GPT-5, Kaito campaigns and rate cutsArgues GPT-5 will pull attention back to crypto x AI while six projects with live Kaito campaigns and upcoming TGEs drive CT attention. Rate cuts would be the last accelerator for an altseason led by DeAI and agents.Market takeAIMacro

13 Mar 2025WTF is S1: a $50 reasoning model and the commoditization of AIExplains S1, a reasoning model reportedly trained for under $50 via distillation on 1,000 curated questions, with budget forcing giving dynamic control of reasoning length. Reads it as evidence of advanced model commoditization.ExplainerAI

30 Jan 2025DeepSeek: Implications for DePIN and the broader AI SectorLong-form article on DeepSeek R1's claimed sub-$5M training cost, its MoE and sparse activation design, and what it means for GPU scarcity and decentralized GPU networks like io.net. Covers closed vs open models and DePIN challenges.ArticleAIDePIN

2024 4

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.DataAI

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.BreakdownDePINAI

24 Aug 2024The race to AGI is a battle for compute, and how DePIN can counter itArgues AGI development is bottlenecked by finite compute, with Nvidia at about 80% of GPU supply and big clouds absorbing most of it. Says geo-distributed clustering by DePINs like io.net can even the playing field.ThesisAIDePIN

21 Aug 2024Four AI labs raised $31.4B: why agents need crypto railsOpenAI, Anthropic, xAI and Databricks have raised $31.4B combined. Argues the resulting agent economy needs the permissionless, deterministic infrastructure that crypto provides.ThesisAI

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Anthropic11 DeepSeek10 Meta5 io.net71 Nvidia20 AWS9 Unitree12 trade.xyz9

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