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Been saying this every week for the past 3-4 weeks now
Vibes feel like FTX/Luna all over again. Drawdown without any bounce.
BUT under the surface, fundamentals are forming (especially with DeAI)
- Open models (DeepSeek, Qwen, Kimi) becoming the default for YC & Silicon Valley startups
- DeAI infra being used for real workloads, by real people (and agents).. Yep
- Bittensor’s biggest event in ~2 weeks
Doing a little bit of further DeAI breakdown on The After Hour EP.30
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