We invest in founders driven to make a positive impact on the world. Investing in frontier tech: AI, blockchain, and longevity. https://nitter.cf/t.co/qvR9Bm6bwb
Cayman
Joined May 2022
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“All men dream, but not equally. Those who dream by night in the dusty recesses of their minds, wake in the day to find that it was vanity: but the dreamers of the day are dangerous men, for they may act on their dreams with open eyes, to make them possible.” T.E.Lawrence
40.57 BILLION AI tokens. 24 hours. 🔥
Gonka’s latest snapshot:
• 3.82M inferences recorded
• 1.69M finished
• 28 executors powering 2 models
The next frontier of AI is who gets to power it.
Decentralized compute is stepping onto the field. $GNK
Cryptic8VC retweeted
The Gonka community is cooking — now with 10B+ AI tokens/day.
Join in three simple steps:
1. Pick your community broker:
gonka.ai/docs/developer/quic…
2. Pick a model: MiniMax-M2.7 or Kimi-K2.6
3. Connect it to your favorite tool or agent in seconds
Start building today, and showcase your Gonka projects in the # community-projects channel:
discord.gg/RADwCT2U6R
C8VC Daily Brief. The AI race quietly stopped being a chip race. It became a power race.
1) OpenAI and NVIDIA just signed an LOI for 10 gigawatts of compute — roughly the draw of 8 million homes.
2) Meta locked 6.6GW of nuclear. One planned Texas campus alone targets 11GW.
3) You can fab a GPU in a quarter. You cannot build a power plant in under five years. hat asymmetry makes firm, 24/7 electricity — not silicon — the binding constraint on AI.
4) Utilities are being repriced as AI infrastructure. Nuclear is the new beachfront property.
5) Memory is the new oil: every GPU needs more HBM, and supply is tighter than logic.
6)The constraint has moved upstream — and most investors are still counting chips.
Whoever controls the electrons sets the ceiling on intelligence.
Stop counting GPUs. Start counting gigawatts.
Cryptic8VC retweeted
Kevin Warsh’s first FOMC meeting starts this week. He may actually surprise everyone and will either cut or signal cutting rates:
1) The labor market is cracking beneath the surface. Americans who want a job but can’t find one have risen to 6.2 million, near post-2021 highs.
2) Actual reopening of Hormuz will send oil prices sharply lower, neutralizing one of the Fed’s biggest inflation risks.
3) AI is the most powerful deflationary force in decades, driving down the cost of labor, software, research, and services. Its happening in real time.
4) Midterms are coming up 😉
Cryptic8VC retweeted
Know what you own.
AI demand just started moving in a meaningful way.
Stay patient.
We are still early.
C8VC Daily Brief: The same week AI signed for 10 gigawatts, a war made energy the scarcest thing on earth. Only one of those got priced.
— OpenAI and Nvidia committed to 10GW and up to $100B in systems. That order doesn't buy intelligence. It buys electrons, land, cooling, and firm power.
— Hormuz has been shut since February. Brent ran 65%. The ECB is hiking and Goldman just pulled every Fed cut left in 2026. The cost of capital on the buildout is going up, not down.
— Friday wiped ~$1T off semis. The AI capex line kept climbing the same week. Capex and equity just decoupled — the market is repricing the cost of money, not the demand for compute.
— Nuclear didn't get a climate bid this cycle. It got a compute bid from a buyer who doesn't care what a kilowatt costs, only that it's firm and it's now.
— Two forces, one input: war bids power higher, AI bids power higher, and neither blinks on price. The model layer compresses toward zero. The megawatt doesn't.
The trade everyone owns is the chip. The one still mispriced is the thing you plug it into.
C8VC Daily Brief: AI's bottleneck is no longer intelligence. It's electricity. The market has only priced one of them.
— Google grew Cloud 63% to $20B and called itself "compute constrained." That's not a demand problem. That's a supply one.
— ~$640B of hyperscaler capex in 2026, climbing in 2027. None of it buys a smarter model. It buys power, land, cooling, silicon.
— One megawatt, leased to AI instead of hashing bitcoin: 5–7x the revenue. Same asset. The wrapper was never the value.
— Nuclear didn't get a climate bid this cycle. It got a compute bid from a buyer who doesn't care what a kilowatt costs, only that it's firm.
— Models are software. They compress toward zero. Power is physics. It doesn't.
The AI trade everyone owns is the model. The one still mispriced is the megawatt. When the scarce input is electrons, the re-rate goes to whoever already holds them.
Cryptic8VC retweeted
$CIFR CEO Tyler Page teases future behind-the-meter on-site generation for Cipher Digital 👀
“Hyperscalers and neoclouds are looking for ways to get power faster. The easiest way in a lot of cases is tapping the pipeline by our property and generating our own electricity.”
Cryptic8VC retweeted
I promised once our incubated companies Bitfury USA a.k.a $CIFR and Bitfury Canada a.k.a. $HUT would BOTH become DECACORNS I would make the tweet. WHAT a RIDE! Congrats to outstanding leadership by @rftylerpage and @ashergenoot and their respective teams. Next Stop - HECTACORN 🚀
DeCentralised AI @gonka_ai Time Has Come:
1) GPU Supply Crunch
2) Power Supply Crunch
3) Sovereign Mandates
4) Agentic AI Age
5) Massive Cost Advantage
Thank you @grok . We know
The TRUE Age of Decentralised AI is FINALLY HERE !
Cryptic8VC retweeted
Here's a quick summary:
Gonka.ai tested 2 frontier AI models (Kimi K2.6 & Qwen3-235B) on their decentralized network.
Kimi correctly knew “гонка” = Russian for “race.” Qwen hallucinated it as a Tamil board game. Neither knew they were running on Gonka.
Results: super low latency (1.26–2.83s), 67–100 tokens/sec, $0.10 per 1M tokens (20–750× cheaper than big-tech APIs), zero failures—even during a mainnet upgrade.
Easy OpenAI SDK integration, no Web3 hassle. Decentralized inference is scaling fast.
We asked TWO AI models running on @Gonka_ai decentralized network to describe Gonka.
Kimi K2.6 correctly identified the Russian etymology — гонка means "race" — which is genuinely the origin of the network's name.
Qwen3-235B confidently invented "a traditional Indian board game from Tamil regions."
One reasoned. One hallucinated. Neither knew about the decentralized AI network they were running on.
The infrastructure is scaling out faster than big-tech training-data cutoff timelines can index it.
Setting that irony aside — here's what 30 inference calls and $0.015 of automated testing actually revealed:
• Median latency on Qwen3-235B: 1.26s
• Median latency on Kimi K2.6: 2.83s
• Sustained Throughput: 67–100 tokens/sec
• Production Task Failures: 0 of 30
• Cost per 1M output tokens: $0.10 The same Kimi K2.6 model on Moonshot's own native API costs ~$2/M. That's 20× more for identical model outputs.
Versus other May 2026 frontier models:
• Gemini 3 Pro: ~$12/M (120× more)
• Claude Sonnet 4.6: $15/M (150× more)
• GPT-5: ~$40/M (400× more)
• Claude Opus 4.6: $75/M (750× more)
Total cost of the full 30-call benchmark: exactly one and a half cents ($0.015).
All run on the same day Gonka shipped its major v0.2.13 mainnet upgrade activating its live Ethereum cross-chain bridge. Zero dropouts or stalled inferences occurred during the entire core consensus upgrade window.
The developer experience requires zero Web3 friction: call the standard OpenAI SDK, swap your base_url parameter, drop in a network key, and ship. Done in 3 minutes.
The physical compute layer is scaling out globally much faster than the public distribution layer realizes it is operational.
You can spin up your own testing containers, read the architecture logs, or grab 10M free developer onboarding tokens via the community framework gateway here:
• Access On-Ramp: gate.joingonka.ai
• Consensus Core Engine: github.com/gonka-ai/gonka
![Gonka AI API Gateway — Cheap LLM API for AI Agents [2026] | JoinGonka Gateway](https://pbs.twimg.com/card_img/2115236078235860992/hJE_Kzl8?format=png&name=800x419)
Cryptic8VC retweeted
GK DAILY BRIEF - we live in intersting times.
1/ G7 30-yr yields broke above post-Covid peak. The $50T safe-haven debt market is repricing for Iran-war inflation, not deflation.
2/ US Consumer Sentiment crashed to 44.8 — lowest in 74 years. Worse than Volcker '80, worse than '08, worse than COVID.
3/ 12-mo inflation expectations: 4.8%. The Fed's credibility anchor is unraveling in real-time.
4/ Sentiment -21% since Feb, -10% last month alone. Not a soft patch — consumer capitulation.
5/ Gerstner from Altimer: the AI shortage trade is a mirage. Hardware scarcity is artificially inflating low-quality commodity suppliers. Glaring mismatch vs resilient cash-generators like $NVDA. Mandate: own structural winners, not shortage beneficiaries.
6/ The trade no one's pricing right: power. AI demand + stagflation + grid constraints = utilities, nuclear, and miners-turned-HPC ($CIFR, $IREN) are the asymmetric infra bet. Hard assets + AI compute under one roof.
Stagflation regime + AI quality divergence + power scarcity. Position accordingly.
Cryptic8VC retweeted
GK Daily Brief: Agentic AI Has Arrived. The Grid Hasn't.
Last night Jensen Huang said three words that change everything: "Demand has gone parabolic."
Here's what that actually means:
→ Nvidia just did $81.6B in revenue. Data center alone: $75.2B. Up 92% in a year.
→ Q2 guidance: $89–93B. Above every estimate on Wall Street
→ Agentic AI doesn't run in bursts. It runs 24/7. The compute demand curve doesn't flatten — it compounds → Hyperscalers confirmed $725B in AI capex for 2026. Six times 2022 levels !!!
→ ASML builds the machines that make the chips that power all of this. Their EUV tools take over a year to manufacture. You can't rush the choke point.
The market is still debating model benchmarks.
The real question is simpler:
Where does the power come from?
50% of US data center builds are already delayed — not because of capital or demand. Because the grid can't handle them. Transformer lead times: 5 years. Build time for a data center: 18 months.
Agentic AI running 24/7 doesn't just need more chips. It needs more watts. Every hour. Forever.
The chip race gets the headlines. The energy race gets the economics. Energy arbitrage IS the moat.
$NVDA $ASML $CEG $CIFR $IREN
