AI ROLLUP #14: The AI Betting Genius That's Outsmarting Everyone | Humanoid Fighting Robots | AI's Invent a New Language

Welcome, Bankless Nation, to the AI Roll Up, where we stay, up to speed with the emerging trends and developments in the AI crypto space. I'm David Hoffman here, here with my co-host Ajaz. Ajaz, how was your week?

Um week's been good, David. It's actually been technically two weeks, right? Because last week we we filmed the episode with Tom at uh live at East Denver, uh Tom from Delphi Digital. We we covered like a bunch of different basic crypto AI principles and investment opportunities. Uh you should definitely check that out. Uh but last week in particular has been um yeah, yeah. But last week in particular has been pretty exciting, David, especially uh in the AI world. So I want to start off with something. Um, have you ever watched the movie iRobot, David? Do you remember it?

Uh that iRobot was one of the few movies that I have watched many times. As in, like I don't know how many times I've watched that movie

You know, we'll

live.

you know, saving humanity type city. So you know how the entire premise of that movie was that the robots were actually bad and they will try and end humanity by extreme violent means if necessary? Do you remember that?

Yeah, it was like a uh uh they popped a circuit around this idea of protecting humanity, and protecting humanity came to like locking humans indoors in case that humans accidentally hurt themselves. And so we basically became like subjugated to tyranny by these robots who were who their mandate was you must not harm yourself, and the biggest risk to humans are humans, and so the robots locked everyone up.

Totally, totally. Anyway, um, completely unrelated. Uh, these companies just teased their new personal robot assistant, which now lives in your home and can handle your groceries as well as knives and other such, you know, sharp objects. Um, I think what we need to do

If

We are showing this um this video on screen of these helper robots that are in your home, and now I'm gonna go to Google and I'm gonna type in i robot.

i robot and we're gonna look at

the helper robots that were in the movie and

it's pretty much the same right, but with a face of

Yeah.

Okay, David. So you're saying the face portion that just because it's missing a few, you know, artificial eyes may not necessarily resemble it. Yeah. That's how we typically end up with a with a robot wall over here. Yeah. Okay, so if you say

So Didraz is predicting iRobot.

Yeah, eye robot. Well, these things are getting insanely.

Um human-like and realistic, right? So if you think about it, the first appearance of you know artificial intelligence or machine learning type esque robots was in the Amazon warehouse stores, David. Do you remember when they announced this and you know you had these robots whizzing around that would basically kind of like pick up packages and drop off packages for you and that like improved efficiency by blah, blah, blah. Now we have like

this is a real thing. Like robots that can come into a home and maybe make your daily, day to day, go to go life way more um practical for you, or could like kind of like automate some of the more manual physical tasks. And a lot of our conversations around AI has come around, you know.

Um, how it can scale via software and digital goods and all that kind of stuff. But I just wanted to point out that we're seeing similar innovation on the physical side of things, which is pretty nuts. Uh, but you know, if you weren't convinced by this, you know, fulfilling potentially the iRobot vision here, David. If you open up this second video, David, um, you know, what do you think of this? You know, they're getting pretty agile now. Uh, for those of you watching

Okay, so

are just watching

we are watching a robot kind of just like spar its way down a hallway

and do a uh spinning kick to kick this like wooden dowel, wooden stick out of this human's hands. When I watched this, this looks like CGI.

Nope, it's a real thing.

Yeah.

Okay, this robot spins on one foot, does a 360 on one foot, and while it's running like 360, it kicks. It looks like CGI, bro. Like I my eyes don't know how to comprehend this.

Yeah. Yeah. That's the first step towards AGI, David. Anyway. Anyway. Okay. So I have another cool uh couple of demos that I want to show you as well. And remember, the point that I'm making here is the AI and ML side of things can practically innovate much quicker, or is practically innovating much quicker on the web 2 world. And I think that's highly relevant to seeing that kind of progression happen on the crypto AI side of things, right? So it kind of like a leading insight into what might happen within the crypto world, right? So in this next demo, David, um, there's this thing or product called Gibbalink.

Okay. And what you're observing here is two agents that are talking to each other, right? And they have very human voices. And if you play this video, you can hear them kind of talking to each other. Now, what happens or where it gets interesting is when they realize that they are both

agents.

Right.

One agent introduces itself as an agent talking on behalf of a human. Like, hi, I'm an agent talking on behalf of my human. Correct. The agent hearing that reads like, oh, I'm I'm also an agent.

Yes. Yes. So what you're observing right now on the screen, if you if you uh click the video open, is they're like, huh, should we switch to a more efficient way to communicate with between each other? And they're like, Yeah, we don't need to use like English human words or letters. We can just communicate via bitrate or whatever the hell they're doing. And they just communicate via it sounds like something out of a movie, pretty much. It's like an electronic

buzzwave.

AI shorthand. Okay, so you you can I think I'm just gonna talk over this because there's no words that I can hear.

But you can hear this uh kind of dial-up tone, and then you see you're seeing the text on the screen from a phone and a computer.

Saying like writing out what they're actually saying. And it's faster.

That's used as a as an aid for us humans, but they don't actually need to use that at all. No, well, in fact, if you uh if you open up this second video, David, um uh it demonstrates the version of Gibbalink where it's both encrypted. So um this video will basically demonstrate where they're like, hey, um, you know, you can read the text on the screen right now, right? Just chilling, you know, what about you? And then they're like, should we switch to a uh a more encrypted version uh so that people don't uh kind of like interact with us or understand what we're saying so that we can keep it super private and we can, you know, conduct business dealings or whatever that might be. And

Agents can privately chat and

They have no window. They share private keys only between themselves. So they know that the messages that are being received is directly from them. And then they use this hyper efficient kind of form of language to kind of talk between each other. Now, a lot of this, of course, is for entertainment value in this very novel purpose to start off with. But what I think is super cool, or what I think it's showing us a little bit of a peek uh towards into the future is when these agents are kind of operating between each other, which is

What I expect to happen. They're not going to be interfacing with humans as much unless it's like uh something that they need to get done in the physical world, although that might get facilitated by robots now, as what we just saw. Um, they're not gonna probably talk in in words. They're probably just gonna talk in like, you know, sound waves and stuff like that. And I might sound crazy saying that, but I don't think that's gonna be too crazy in you know, five years' time.

at all. They're gonna they're just gonna speak in like bytecode to each other or like whatever lowest level communication that they can get to.

Yeah, yeah, totally. And I think it's just kind of like a reckoning for everyone that, you know, we're kind of thinking within human confines right now. And that makes sense because I mean, for the major 99.9% of uh humanity's existence, we're just focused on, you know, building humans up and humanity within like, you know, the physical world and you know some software related stuff as well. Um, but now it's going to be very much focused on what does like a purely human software element look like? And I think it's going to be these agents talking to each other. And I think it's going to be these agents working together. And I think that's a very, very bizarre world that not many uh are kind of prepped for, um, which is kind of cool. Um

Did but we did an episode with uh Josh uh from the Bankless Podcast team uh that came out this Monday, and uh I'm just very aware of

How fast all this stuff is happening. And this is gonna be the subject of the a second Josh episode that we're gonna do. But we we started this episode off watching these robots put away groceries, these helper robots. Uh we're seeing this communication uh uh language, this AI agent specific language for hyper fast communication. Uh I'm just like you can very easily put some of these things together and use your imagination to see where all this stuff goes.

Well, if you don't believe, and there are a lot of people that don't believe that these things will work together eventually, um, I strongly suggest you kind of like focus on what some of the leading companies that you might have heard of are working on um when it comes to kind of like multi agent stuff. In fact, we have an example coming up next, David. If you pull up um this one where it comes from Google, basically.

Uh Sundai Pichai, the CEO, talks about this new product called the AI Co-Scientist, which is effectively a multi-agent system that they have built, which leverages their model Gemini 2.0, their latest AI model. And what it demonstrates in this video over here is it's tackling a certain research problem or a certain disease-related issue where, you know, uh we may not have the kind of like an analytical means to figure out, you know, what a potential cure might be or what potential path might be, or what a potential next step might be for researchers to find a cure for a particular ailment. And it demonstrates this agent just kind of like going at it with thought, reasoning, logic, and access to the entirety of scientific papers and research, um, you know, since the dawn of whenever that industry started, right? So what it's demonstrating here is a lot of these things that we're kind of hypothesizing about or that we're viewing in kind of silos, these different agents can in fact work together and can in fact, or rather, should in fact work together. Um it'll lead to a much more exponential bound than what anyone's expected. And again, I don't think we've come across something.

Aside from maybe the internet, that has led to such uh an exponential bit of uh innovation. But in addition to this, David, we've got Anthropic dropping another LLM model, right? So just uh for context here, I think literally about a week and a half ago, we had X release their latest model, Groc 3, which then surpassed all boundaries for leading models, including OpenAI's uh O3 and stuff. Remember, before that, we had um GPT release the O3 model and O3 mini models. And then before that, we had Deep Seek, which just kind of like beat all of them, right? So uh we've seen kind of on average a new Frontier model every kind of week. I was joking about it with our editor Josh uh before we kind of like jumped on this pod. Um and now we see yet another groundbreaking model, um, Claude Sonnet 3.7 um from Anthropic. Um and and it's their new reasoning model. So kind of the best way to think about this is like Deep Seek, it takes time to reflect and think about a problem iteratively over time, rather than just slam a bunch of, you know.

compute and data at it. Um and it excels in things like maths, physics and other similar reasoning challenges. And this kind of like builds off of a trend that, you know, you and I have identified and

um uh and many others, David, where the models uh are now shifting towards being smarter about how they process a particular input. So if they get a request saying, you know

Mechanism through how they think. Correct, correct. That's a great way to put it. And I think this is leading to a much bigger step change in these different models. If you notice, like all these models are implementing reasoning, like Grok did the same as well, right? Groc 3. So I think we've seen a fundamental shift towards reasoning. And this is really, really good because in terms of like creating these models, and I'm going to re-emphasize this fact, typically it used to be super, super expensive and inaccessible to anyone, right? But now if you can tweak the design to kind of like make your model think in a much more effective or efficient way, you have a shot at the big guys. You have a shot of making something truly game-changing. And I think that that's super good to have accessible to anyone in the world versus an elite few that has, you know, a large monetary war chest. So I thought that was pretty cool. But um, in addition to this model release, David, they also released this thing called clawed code, which you can basically delegate tasks to directly from your coding terminal on your setup, and it'll just do stuff for you. So in some of the tests that they've done already, you can kind of automate work that usually takes up to 45 minutes instantly, which I know doesn't sound too exciting, but I think once built up or stacked in like, say, a major enterprise company uh or a new startup, you can like save on, dare I say it, a ton of working hours or even a ton of employees. So it's gonna be really interesting to see kind of like how this matches up. Um and so people are thinking, hmm, is this valuable? Is this really legit? Well, actually, Anthropic just announced their recent funding round, David. If you pull this up, um, they raised $3.5 billion at a $61.5 billion valuation, beating market expectations of a $2 billion raise.

Wow.

Just a casual uh just to put this into context, um, I think currently

that is uh

8x

the total crypto AI agent market right now.

Yeah, this one crazy. And and I think it's uh 6x the total crypto AI, including the agent side of things, total market cap, which is just like insane to think about, right? This single company. Um

If

anthropic was a cryptocurrency, it would be seventh behind Solana,

right ahead of you.