Weekly Update #6: AI Agents Go Mainstream
Gemini Robotics redefines automation | Manus executes tasks | Presearch’s decentralized web | MoonPay vs. Stripe |
Hey there,
Big week for AI robots and Web3! Let’s cut through the noise.
🤖 AI + Robotics: Breaking Into the Physical World
1. Google’s Gemini Robotics
Breakthrough: Combines vision, language, and motion to perform tasks like unscrewing caps or assembling parts.
Gemini Robotics (VLS): Vision-Language-System built on Gemini 2.0 framework
Processes visual/text inputs → Generates physical actions (e.g., unscrewing caps, basketball dunks)
Success rate: 74.5% (vs. 42.6% for legacy systems)1
Gemini Robotics ER: Embodied Reasoning model for spatial adaptation
Supports bi-arm robots & humanoids like Apptronik’s Apollo
Success Rate: 74.5% in untrained environments (vs. 42.6% for older systems).
Tech Stack: Built on Gemini 2.0 framework with “Embodied Reasoning” for spatial adaptation.
Impact: Goldman Sachs forecasts a 63% reduction in industrial training costs by 2027.
2. China’s Manus AI Agent
Backbone: Alibaba’s Qwen-70B model + Anthropic’s Claude for reasoning.
Use Case: Generates a 12-page investment report in 23 minutes (vs. 8 hours for analysts).
Efficiency Gains:
Market Analysis: 82% success rate, saves 5.5 hrs/week.
Candidate Screening: 78% success rate, saves 4.8 hrs/week.
“Manus generated a 12-page investment report on Southeast Asian proptech startups in 23 minutes—a task that typically takes analysts 8 hours.”
– MIT Technology Review
3. Unitree Open-Sources Humanoid Tech
Released G1 robot algorithms for public development
Demoed 16 H1 robots performing folk dance at China’s Spring Festival Gala
Forecast: Commercial humanoid applications by 2026
4. MCP: The ‘USB-C’ for AI
Anthropic’s Model Context Protocol (MCP) is becoming the go-to standard for connecting AI agents to business tools.
What it Solves: No more custom code to link AI to CRMs, databases, or payment systems.
Adoption: Usage up 317% YoY (used by Microsoft, Salesforce, and Coinbase).
Why It Wins:
Open-source & backed by Anthropic.
Works like a universal plug-and-play for AI.
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Web3 Infrastructure: Trustless & Decentralized
1. Presearch’s Decentralized Search Engine
Key Features:
Zero user tracking (vs. Google’s data harvesting).
PRE GPT 2.0: AI chatbot with community-governed answers.
50% ad revenue shared with node operators.
Roadmap:
Q2 2025: First AI-native web crawl.
Q3 2025: PRE token governance for search rankings.
CEO Tim Enneking: “We’re putting search power back in people’s hands”
2. Korea Blockchain Week 2025
Focus Areas:
RWA Tokenization: Bridging $16T in real-world assets (real estate, commodities) to chains.
Quantum Resistance: New encryption standards for post-quantum threats.
Speakers: Vitalik Buterin (Ethereum), Helen Hai (UN Blockchain Lead), Jensen Huang (NVIDIA).
3. MoonPay vs. Stripe: The Stablecoin Race
MoonPay acquired Iron (a stablecoin infrastructure platform) in a $100M+ deal, doubling down on enterprise crypto payments.
Goal: Compete with Stripe by offering businesses stablecoin payments, treasury automation, and 24/7 cross-border transactions.
Why Iron? Its API-first platform simplifies stablecoin integration for companies.
Stripe’s Counter: Just spent $1.1B on Bridge Network to build similar tools.
What They’re Saying:
“Digital wallets will be universal. We’re bridging crypto and traditional finance.”
— Ivan Soto-Wright, MoonPay CEO“Clear stablecoin rules will unlock massive value.”
— Patrick Collison, Stripe
Our Take: Expect more mergers as crypto-native firms and fintech giants clash over stablecoins.
Cybersecurity: Assam’s AI Lab
First in India:
Deepfake Detection: 94% accuracy in pilot tests
ASSAMSAT: AI-powered satellite for disaster response
Real-Time Threat Map: Monitors 12B+ daily web interactions.
Strategic Insights
🚀 Key Headlines
Ripple Secures UAE Crypto License: Details
BNY Mellon x Circle Expand Partnership: Read
Victoria’s Secret Launches Digital Product Passports (NFTs for supply chain): Explore
VanEck Files for Avalanche ETF: SEC Filing
Larry Page’s New AI Startup, Dynatomics: Rumors
📚 Essential Reads
The Distributed Rebellion (Crypto x AI thesis): Delphi Labs
MCP: USB-C for AI Agents: Anthropic
Quantum-Proof Blockchains: IEEE Report
The Top 100 GenAI Apps. A16Z. Link
Is Bitcoin the 21st century gold? Deutsche Bank. Link
Is the Metaverse Dead? Glassnode. Link
Seven Canonical Tokens, Defined. a16z crypto. Link
Crypto x AI Investment Thesis 2025. Cyber Fund. Link
Consumer AI on DePAI/ Robotics. Sandra. Link
💰 Funding Tracker
Why This Matters:
AI is no longer just code—it’s manipulating the physical world.
Web3 is rebuilding the internet’s infrastructure with privacy and user ownership.
Stay ahead,
– Akash
P.S. Walmart’s Roblox game lets you shop while gaming. Try it here. 🎮
P.P.S. Larry Page (Google co-founder) is building a secret AI startup called Dynatomics. No one knows what it does yet. 👀