The Agentic Future: AI Agent Weekly Analysis (2.12.25)
AI coins rally off the pico lows as life is injected back into some of the larger infrastructure projects. Europe ramps up its AI spend & Asia pushes Open Source catalyzing further agentic innovation
I’ll use a decade of traditional finance/corporate experience to refine the chaos into bite-sized chunks for you to digest
This newsletter consists of three parts:
Snippet Partner (Agent Hustle)
Market Overview
Headline News
Enjoy the journey and if you have any questions feel free to reach out to me on X
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Artificial Intelligence (AI) dips to 32% (down 2% on last week), but remains the dominant attention vacuum, as consistent developments brace the industry:
AI is a macro movement that will disrupt every industry; it’s why VC investment reached new all time highs last year — expect this to continue particularly with the Stargate OpenAI US raise of $500bn last month:
But where has capital been deployed over the past 7 days?
Nansen’s terminal provides great analysis on net flows, filtered by “Smart Money”:
Fartcoin leads inflows, followed by the usual suspects; ARC, Ai16z, Virtuals and AIXBT
But Ai16z is demonstrating clear dominance with significantly lower outflows leading to an overall “Netflow” of $963k over 7 days — Smart money is accumulating
AI Agent Analysis (Cookie):
Currently, there are 1,440 AI Agents recorded on Cookie totalling $7.6bn:
This is an increase of 13 (+1%) Agents listed on Cookie, with a relatively steady market cap indicating a possible bottom (last week included below for reference):
So who are the key movers over the past week?
Weekly AI Agent Analysis
As the market experiences sideways chop, we see life return to AI Agent infrastructure, notably ARC, Ai16z, VVV and AVA:
For the daily analysis you can refer direct to my X account where I break down market developments as they emerge:
February 5th — "as software becomes easier to create, value only accrues to the most differentiated and exceptional products." - dabit3
February 6th — "The Second American Revolution." - naval
February 7th — "It feels like we're close to the AI bottom." - Flowslikeosmo
February 10th — "AI agents will be the thing that finally kills McKinsey" - gregisenberg
February 11th — "Huge rebound in the Crypto AI sector" - Tyler_Did_It
Or listen to my daily AI Agent roundups on Spotify:
And via Amazon Music
I produce a broader roundup daily. Here’s several interesting developments:
February 4th — Last week’s newsletter for completeness.
February 5th — SwarmNode receives support from NVIDIA startup program and maintains a spike in mindshare and price as serverless infra gains traction
February 6th — X embraces Agents on its social media platform by engaging with Virtuals among many other Agentic protocols
February 7th — Giza’s Arma agents framework now has $500k in deposits under management by > 10k agents on Base and Mode; autonomous yield strategies
February 10th — Whisper gains attention as it merges mobile and Agents to support onchain transactions and education in a seamless UI
February 11th — Billionaire Reid Hoffman (LinkedIn founder) casually mentions $YNE sending its price more than 2x
February 12th — This agent flags likely rugs and scams for you on “PumpFun” so you don't have to think twice before trading
Broader AI Corner News:
Pinkfish Launches: A new service to help enterprises build AI agents, securing over 100 users and enterprise clients.
OpenAI Developing AI Agents: AI agents to perform tasks of software engineers, hinting at AI as future virtual coworkers.
&AI for Patent Law: Raised $6.5M for "Andy," an AI agent for patent attorneys, automating patent management tasks.
AI & Blockchain Integration: Partnr connects consumer crypto with AI agents to boost crypto adoption.
AI in Crypto Trading: New tools use NLP for market sentiment analysis to enhance trading decisions.
OpenAI's Deep Research: Introduced for ChatGPT Pro users, enabling complex research tasks.
Dynamic TAO Upgrade: Bittensor's dTAO upgrade next week, aiming to shift focus in crypto AI.
AI Agent Saturation: Overcrowded AI agent space with many projects tackling similar issues.
Eliza's Growth: Parity with Solana's GitHub stars, with new features in v0.1.9 release.
ai16zdao Tokenomics Revamp: Deploying treasury into liquidity pools to improve liquidity.
Bittensor's dTAO: Introducing market-driven subnet valuations for more decentralized governance.
AI Innovation Initiatives: autonolas, mira_network, and nillionnetwork
launching programs for AI development.
OpenAI's AI Chip: Finalizing design for in-house AI chip to diversify from Nvidia's GPUs.
That’s a wrap for issue 111 of S4mmy’s Snippets. I hope you enjoyed it.
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Disclaimer: The content covered in this newsletter is not to be considered investment or financial advice. It is for informational and educational purposes only.
I hold some of the assets mentioned in this newsletter.