In today’s issue:

  • AI agents to supercharge this crypto capital cycle?
  • Optimus and IRON foretold in 2014
  • The DS game you never knew you needed

Editor’s note: Today, we bring you a guest piece by Sam Volkering from his publication AI Collision which was first published on Tuesday 12 November.

You can hear from Sam more often at AI Collision and learn more about the latest developments in AI by simply clicking here to sign up for free.

Welcome to AI Collision 💥,

If you haven’t been paying attention…

Source: Coingecko

Now, this is very clearly not a crypto newsletter. But do not think that crypto and AI aren’t a match made in heaven.

In fact, it was a few weeks ago on 18 October that I wrote to you about an utter BONKERS AI story involving a crypto token called Goatseus Maximus.

At the time I said,

I’m not sure we’ve had as wild an AI story in the entire time I’ve been publishing AI Collision. I’m definitely going to keep an eye on how this unfolds.

Well, I did keep an eye on it. Since then the GOAT token has climbed as high as $0.9697 (a marketcap of almost $1 billion). That’s around 232% higher than when I mentioned it and came across it just three and a half weeks ago!

Of course, there are many other AI stories now evolving in the crypto markets. But there’s one that I seem to be fascinated with – and that’s the surge of AI agents both in social media and in capital markets.

I point you to this particular tweet on X.com.

To the untrained eye this doesn’t seem like much. But CreatorBid is a platform on the Base network (Coinbase’s blockchain network) that allows anyone to create an AI agent, deploy it and create a crypto token that underpins it.

I was playing around with it yesterday and it got me thinking – just what limits there are on these things? But more on that another day.

The point here is that AI agents can be deployed to do whatever they’re instructed. For instance, you could deploy an AI to trade crypto markets for you. I would say the stock market, but from what I can gather thus far, you still need a real human to establish a stock account. Therefore all trades would still need to be human executed, albeit you could be taking instruction from an AI agent.

But with crypto you could quite easily deploy and link a wallet address to the AI agent, fund the wallet, and then let them loose on trading the market, AI fund managers, AI traders…

It’s not that wild an idea. But back to Creator Bid. Not long after that, WSB launched “Agent Zero”, an AI agent. And according to a recent post:

Source: @CreatorBid on X.com

Now I’ll be first to admit, I’m not 100% sure exactly what’s going on here – as in if this agent is trading the market, or this is effectively a memecoin and as the AI agent posts and engages with the community, it generates trading and adoption and hodlers of the token, thereby generating fees for the treasury. I think it’s that second one.

If so, the idea of an AI agent effectively being the centrepiece of a memecult backed by a memecoin, yeah, it’s weird – but also in today’s markets… not so weird.

What does interest me though, is the idea of letting AI agents loose into capital markets like this. Is this a preview of what all markets will look like in the next few years? And are these AI agent memecoins the next Dogecoin or GOAT? I don’t know, but AI agents are certainly here to stay, as are memecoins (if Doge is anything to go by). It’s a market right now that you need to be brave in, but by jingo, there’s a lot of money to be made!

I refuse to miss this… and you shouldn’t either

Mega trends like AI have the power to make or break your financial future on a scale that no other market force can.

That’s because mega trends are the financial tide that lifts all boats. Grab hold of it – and you could see the biggest gains of your lifetime.

The last time we were at the tipping-point of a mega trend like this was almost 30 years ago, with the internet.

That rising tide made early investors of Amazon or Netflix huge returns today. Almost two decades before that, it was the PC mega trend. When Apple and Microsoft made early investors millionaires.

Today, we’re at the tipping-point of another mega trend.

Only this time…

I believe the gains for early investors could be bigger than anything we’ve ever seen. Today I want to show you how to get in on this opportunity… right now… starting immediately.

So please, make time to watch my newest presentation – and find the name of what could be the #1 investment of the next decade.

Capital at risk. Past performance is not a reliable indicator of future results.

AI gone wild 🤪

Back in August 2014 I was preparing a research report on KUKA AG, a big industrial robotics company. That aside, the crux of this foray into a robotics company was that back then we were at the early stages of a new, society-changing technology revolution.

At the time I wrote,

It will go something like this:

  • TV station does report on “game-changing technology”.
  • Shows picture of someone using it at home, explains they’re one of a couple of thousand in the world.
  • Reporter says it probably won’t catch on but that it’s nifty tech.
  • Big corporations, doubters claim it’s never going to happen and won’t impact them much, if at all.
  • 30 years later we forget what life is like without it. It has changed the very fabric of society.

This is kind of a rinse and repeat system that mainstream media go through.

It happened with the car, personal computer, the internet, online media and the smartphone.

Now you can add the next big change in technology to that list. I’m talking about – home robots.

However, there will be a slight change to the end results. What took 30 years in the case of online media and the internet, will only take five to 10 years with robots.

How can I be certain?

Because this tech revolution has already started.

From there I went into detail about where this investment theme had come from and where it was going. Now, here we are, 10 years later and I thought it best check in on that because we’re right at that 10-year period I mentioned about home robotics.

And based on that… well… I was wrong.

None of us have robots in the home. Well, we do actually, at least some of us. We’ve got vacuums, lawnmowers, some people have robot dogs securing the perimeter of their compound, and there’s the forever expanding suite of “smart home” tech (yes, that is robotics).

But we don’t have the full-blown home assistant humanoid robots. At least, not this year.

The expectation is that next year Tesla is going to commercially produce its Optimus robot (we’ve covered that before). But Tesla is not the only one.

Last week XPENG (a Chinese tech company) released its IRON humanoid robot at the XPENG AI Day 2024.

Source: XPENG

You can see its “show reel” video of the Iron via my tweet here.

Of course, XPENG is by no means the posterchild of humanoid robotics. That title is so far firmly with Optimus and Elon. But I suspect that with multiple contenders already now hitting the market, we’re now on the cusp of that humanoid robot in the house being a very serious reality.

Not ten years, but most likely 11 years from my first prediction on it. Can I get some points for being a little bit close to the mark?

And yes, if we do start to see humanoid robots as consumer devices, which now does seem like an inevitable reality in the next year, they will be chock full of AI tech and most likely linked to the giant AI data centres that Big Tech is building.

That simply means when you see Optimus, IRON or any other robot like this, know that it’s further evidence of the transformative rollout of AI into our world.

Boomers & Busters 💰

AI and AI-related stocks moving and shaking up the markets this week. (All performance data below over the rolling week.) [Figures correct at time of writing.]


Boom 📈

  • Tesla (NASDAQ:TSLA) up 44%
  • Vicarious Surgical (NYSE:RBOT) up 38%
  • Appen (ASX:APX) up 37%


Bust 📉

  • iRobot (NASDAQ:IRBT) down 23%
  • Team Internet Group (LSE:TIG) down 34%
  • Wearable Devices (NASDAQ:WLDS) down 16%

From the hive mind 🧠

Weirdest AI image of the day

Weird unreleased Nintendo DS games – r/weirddalle

ChatGPT’s random quote of the day

“Data is the new oil, but like oil, it’s useless unless refined.”
– Clive Humby, 2006

Thanks for reading, see you next time!

Sam Volkering
Editor-in-Chief, AI Collision

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