(Head of Investments) @0g_labs (GP) @field_fund prev-(Research) @stanfordmed
Outer Space
Joined February 2021
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Dear AI builders,
I hear your compute costs are too much and your clients are not happy with data privacy while utilizing centralized @OpenAI @AnthropicAI. Why don’t you come try pc.0G.ai? I’ll ensure the first 100 registrants get free compute just tag me or DM me on telegram @gvargs
@michaelh_0g and @spark_ren worked hard during fundraising last year to support infinite bids on compute. Now’s your chance to take advantage of THEIR hard work haha 🤣
George (Ø,G) retweeted
The fiber survived. The investors didn't.
George Varghese (@vargs_g), our Head of Investments, in @usnews:
"Treat revenue a supplier helped finance as a receivable with risk attached until an independent customer pays the bill."
money.usnews.com/investing/a…
George (Ø,G) retweeted
One of the main reasons I decided to hold zero-gravity:native in the AI infrastructure sector is that 0G Labs launched $iAI.
enice's $VVV = 0G's zero-gravity:native = AI compute finance model
Venice ($VVV): $1.75B
0G (zero-gravity:native): 243.4M
Now, let's compare their AI compute tokens through staking
1. $DIEM (Venice) = $1667, which gives $1 daily credit
Annual usage value: $365
2. $IAI (0G) = $390, which gives $1.271 daily credits
Annual usage value > $450
So basically, $IAI is currently trading at a 76.6% lower price than $DIEM, despite offering a higher daily AI usage value
That's why I believe demand for iAI will grow, and it's one of the main reasons I invested in zero-gravity:native
You can mint iAI using 0G as collateral so I expect a huge portion of the zero-gravity:native supply to be staked
$VVV already managed to gain market attention and a much higher valuation through the AI compute finance model along with buyback & burns
Meanwhile, 0G is still in the early stages of expanding its iAI ecosystem
Bear markets are for finding hidden gems
George (Ø,G) retweeted
🫡 Even after KBW, King zero-gravity:native will get another crown in TOKEN2049
1⃣ $IAI is 6.7× more efficient than $DIEM
After launching $IAI , price is getteing higher than launch price and zero-gravity:native is making another support around $0.3
You can read The mechanism of zero-gravity:native - $IAI in quoted thread and recognize $IAI is much more efficent thant
$DIEM now
$IAI $405.9 making $463.55 credit in a year
$DIEM $2086 making $365 credit in a year
I expect this gap to close soon, creating revaluation for zero-gravity:native.
I’d like to keep ma bag on board until this efficiency gap narrows to 3x.
2⃣ Talks
The thing makes me more bullish is tht this token model ($IAI - zero-gravity:native , $VVV - $DIEM )got challenge from big CT Algod
Even if his argument is partially reasonable, shorts can easily get crushed in a bull market. So I think this argue will only make one upper step forward in this model’s strength.
3️⃣ More things as a mainnet.
Unlike Venice, zero-gravity:native is the mainnet’s native token and the ecosystem’s base currency, so I see even more potential. For example, we could see liquidity incentives involving zero-gravity:native, $a0G, and $IAI, or a launchpad for tokens paired with $iAI.
4️⃣No unlock in this year
Sorry for private investors for additional lock-up in this year. But this news makes me get zero-gravity:native bag. It tells me that huge money raised team will do many things in this year rather than hit and run with in a month.
With the hurdles cleared for the next year, let’s ride the bull and see how far it takes us.
George (Ø,G) retweeted
i could see the AI agent economy hitting trillions
i can already launch a token with no gas fees. next up, trading fees cover the agent's compute bills
ai supercycle?
Milton Friedman warned "There is no such thing as a free lunch"
There is, however, a free launch on comfy.fun
Launch a token on 0G with zero gas fees.
Cefi > Defi > ComFi
Big things coming for @0G_labs and inference capital markets season.
Portal opening soon to stake for daily inference credits (via @Ascend0G) and speculate on compute tokens to be used on pc.0G.ai, app.0g.ai, and @ComfyDotFun (the first compute backed launchpad)
Private & Verifiable AI has a home on $0G.
If your AI isn’t infinite it’s not on 0G.
George (Ø,G) retweeted
Claude Fable 5 drops out of Claude subscription limits on July 7.
From July 8, Anthropic's most capable model is pay-per-token.
It is already live on 0G, at a limited-time launch price 10% below the official rate.
ALT Announcement card: Claude Fable 5, now live on 0G.
Hmm @bankrbot might be the ai16z/elizaOS of this cycle. Ofc it’s not an ai agent framework but it seems like an interesting AI play with BankrLLM gateway for compute + launchpad.
We did @bubblemaps analysis of $clawdspiracy and it was fair launch with very fair distribution on @base amongst holders- no clusters or bundles as far as we can detect.
Yes, @0G_labs chain is much better equipped to service @clawdspiracy agents & platform via private compute at pc.0G.ai and encrypted storage. Base is still catching up with technical releases by 0G over past year.
More coming on @bankrbot x @0G_labs collaboration. Let’s get all you builders $100K private compute credits via 0G hosted models. Coming soon to compute market near you!
@igoryuzo @0xDeployer are on the right path to bringing AI onchain and we are here to support it.
@bankrbot LLM gateway via @0G_labs will provide more compute credits for you builders with privacy features built in via TEEs. Your data is safe when bankr x 0G collabs.
More coming. Stay tuned!
My pinned tweet is still @shawmakesmagic and @ai16zdao @elizafdn related because these guys brought in the true onchain AI agent season in 2025. I made life changing $ thanks to Shaw and his team. I will forever be a fan of that mofo no matter how “unhinged he gets.”
If you think onchain AI season starts and ends with Shaw let’s see. Regardless I’m a fan and all you FUDers can say what you want but you ain’t got motion like 2024 Shaw. Until you do, don’t @ me
George (Ø,G) retweeted
🚨 THE $400M+ DEAI WARCHEST YOU’RE MISSING OUT 🔓
Elite T1 Turkish dev squad (ex-@avax pedigree) from @0G_labs / @0G_Foundation quietly shipping $CLAWDSPIRACY on @base right now — while their modular L1 “Blockchain for AI Agents” raised $400M+ in total funding commitments.
They are head on publicly building @clawdspiracy
This is enterprise-grade builders running a live on-chain Bureau (agent swarms, reputation, real-time conspiracy orchestration)
The funding proof (all primary sources — verify yourself):
• Mar 2024 — $35M Pre-Seed (20x oversubscribed, Hack VC + Stanford Builders Fund + 40+ VCs incl. Animoca, Delphi, OKX)
→ techcrunch.com/2024/03/26/0g…
• Nov 2024 — $40M Seed + $250M Token Purchase Commitment = $290M new capital (total commitments hit $325M)
→ Official 0G announcement: 0g.ai/blog/0g-ecosystem-rece…
→ The Block deep dive: theblock.co/post/326241/cryp…
• Node Sale (Nov ’24–Jan ’25) — ~$30–33M (80k–92k+ Alignment Nodes sold to 6k–8.5k wallets)
→ Live Dune dashboard: dune.com/node_data/0g-founda…
•$88.88M Ecosystem Growth Program funding exactly this kind of intelligent agent infra.
Total warchest: $400M+ backing verifiable compute, sealed inference, decentralized storage, and the agent economy 0G is building.
Meanwhile @aytunc (ex-Avalanche Foundation) + Doruk are personally shipping Bureau v7.6.0 fixes, RePrompter engine, and OpenClaw runtime overnight on.
This is the hidden asymmetry.
Low-cap DeAI execution play.
Real product.
Elite hands-on team.
0G roadmap tailwinds.
Retail still chasing 100x memes while the true alpha sits at sub-$500K with $400M builders embedded.
$CLAWDSPIRACY → clawdspiracy.com/
CA: 0x37fCc465B4C1ab03759060a9794a818538613B07
dexscreener.com/base/0x0c2ec…
#CLAWDSPIRACY #0G #DeAI #AgentEconomy
DYOR. NFA. But once retail wakes up… 👀🦞📂”
stack0G just locked 142m 0G tokens into a nasdaq-listed vehicle on april 3. that's 21% of total supply acquired for $107m against a $306m market cap. a publicly traded company paid 35 cents on the dollar for over a fifth of supply and removed it from circulation. the float compression math on this is violent. every additional buyer is now competing for 79% of tokens. this is how you get a supply squeeze with a built-in price floor because a nasdaq entity can't just market dump without SEC filings and disclosure windows. meanwhile 0G is running GLM-5 inference inside TEE enclaves for $2 versus $20 chatgpt subscriptions. 30m+ inference tokens already consumed through ghast AI. the demand side is ramping into a shrinking float.