EP 37 — Building Useful AI on Crypto Rails with Ejaaz

Bullish

• $CRYPTOAI— Bullish on agent platforms and AI applications in crypto, particularly in DeFi, sports betting, and trading. These platforms are expected to enable a new 'agent app layer' or 'services layer' where significant revenue will be generated.

  • “The number one sector that I'm excited about are these agent platforms. And the reason why I'm so excited about them is I don't think they're gonna just be launch platforms. I think they're gonna enable this thing called what I'm calling the agent app layer or the services layer, which I think you know, you're talking about revenue models earlier, Saurabh, I think, which is where most of the revenue is gonna get made.”

    Ejaaz·58:44Hear it

  • “On the agent side of things, I really wanna see some of the application agents like killer. Right? So I think we're gonna see an agent somewhere in the DeFi AI world, whether it's, like, a sports betting agent or a trading agent, actually end up doing really, really well and outperforming the market.”

    Ejaaz·58:47Hear it

  • “But it's forcing crypto to do something that they've never done before, dude, which is, like, build, like, a really good product. Like, it's good. It's like forcing people to actually think from first principles what do the user want.”

    Ejaaz·38:24Hear it

  • “I think there's an opportunity for agents to kind of, like, capture that crossover between web2 and web3.”

    Ejaaz·37:29Hear it
• $DEPIN— Bullish on decentralized compute networks for AI model training, with potential for significant growth and user ownership.

  • “I actually think some of these deep end networks, specifically compute and training, are gonna get really, really powerful. If you look at, like, what News and PrimeIntellect and now Jensen recently just announced are working on, they're very, very early. But if you can actually create a network that people can have ownership in that train AI models to, like, a really good, like, specification, that's frigging awesome Right. In my opinion.”

    Ejaaz·58:47Hear it

Not investment advice.