The Agentic Future: AI Agent Weekly Analysis (4.8.25)

Global financial turmoil ensues as the "Liberation Day" fallout adversely impacts equities, crypto and AI Agents. But AI innovation continues as Meta release Llama 4 and Google integrate "AI Mode"

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:

1. Snippet Partner (Pundi AI)

2. Market Overview

3. Headline News

Enjoy the journey and if you have any questions feel free to reach out to me on X

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Pundi AI is an open, decentralized AI compute protocol designed to make on-chain inference scalable and accessible. The platform connects developers with decentralized compute providers, allowing AI workloads to run across a global network of nodes.

The protocol supports common AI tooling and frameworks, with a focus on privacy, verifiability, and cost-efficiency.

The PundiAI team will be at Token2049, hosting sessions and side events—an opportunity to learn more about the protocol’s roadmap and meet the builders in person. Explore the protocol here: pundi.ai

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Artificial Intelligence (AI) mindshare is stable at 33%, with < 1% increase on the week:

Source: Kaito

Price action has been volatile as the Liberation Day impact was felt by equities, crypto and AI Agent markets with counter measures taken by other global powers like China:

This impact was felt worldwide, not just in the US stock markets:

But broader AI development continues to ramp up:

• Google releases “AI Mode”

• Meta releases Llama 4

• OpenAI teases big things ahead for the coming month:

These model enhancements provide agents with enhanced functions to make real world interactions and execution more performant.

The most recent trend is enhanced robotics, whereby some of the agent software integrated into neural networks of agents and in this example and autonomous four legged vehicles for humans:

Agentic solutions continue to be integral to our everyday workflows, and while many of the AI Agent token launches have zero’d out, innovation hasn’t slowed down

In fact, I asked ChatGPT about AI influence over time and the results were eye watering — Could AI have more geopolitical influence than humans by 2050?

Several of the crypto x AI projects have managed to raise reasonable runway from the token launch and are now building while price has compressed:

But could we see the open source crypto focused solutions competing with traditional web2 behemoths as they roll out their own Agents?

ChatGPT added a million users in a single hour last month.

I suspect we will have a range of use cases for both sides and those more integrated on crypto rails have the advantage of more autonomy and seamless global financial transactions.

So how have the AI Agents held up in this week of turmoil?

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Weekly AI Agent Roundup

Nansen’s terminal provides great analysis on smart money net inflows.

Fartcoin leads the charge this week with > $1.2mm of smart inflows (5x last week and that of the second place AI token):

Source: Nansen

Fartcoin continues to be a leading indicator for broader price action as it’s the first to adjust coming in and out of up and down moves:

Source: Dexscreener

AI Agent Analysis (Cookie):

Currently, there are 1,545 AI Agents recorded on Cookie totalling $4.8bn:

Source: Cookie

This is an increase of 26 agents (+2%) and a decrease in overall market cap of $1.3bn:

Source: Cookie

So who are the key movers over the past week?

Source: Cookie

Fartcoin leads on the market cap bounce followed by some of the bigger infra partners like ALCH, Virtuals and TNSR Hustle 2.0 DeFAI solution:

For the daily analysis you can refer direct to my X account where I break down market developments as they emerge.

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Here are some interesting AI related developments impacting crypto this week:

• April 1st — Amazon announces Nova Act — “an effortless way to build AI agents that can reliably use browsers”:

• April 2nd — Mode Synth Dashboard goes live offering predictive analysis on the Bitcoin price using Subnet 50 (Bittensor):

caption...

• April 3rd — Vibe Code enables text to software development as “Vibe Coding” ramps up! As junior developer jobs are replaced by AI, there will be a continued need for reviewers or prompt engineers — new jobs being created daily!

• April 4th — Jesse Vibe Codes a game using Wayfinder tech terminal

• April 5th — Sam Altman announces an update on the ChatGPT o3, o4 mini and 5 models:

• April 7th — Just as people were shifting from "Googling" it to "ChatGPT-ing" it, Google releases their "AI Mode" update.

• April 8th — Genspark Agents are enabled by OpenAI to perform real world bookings and exercises — you can find more info on their Super Agent here

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Broader AI News Corner:

• Amazon launches Nova Act, an AI-powered browsing agent

• OpenAI explores hardware with Jony Ive’s new AI-focused startup

• Tinder adds AI features to elevate virtual flirting

• Shopify rolls out mandatory AI tools across its workforce

• Anthropic introduces Claude to colleges and universities

• Microsoft enhances Copilot with personalization features

• Kling AI enables easy creation of product showcase videos

• OpenAI sees surge in ChatGPT subscriptions

• Google DeepMind unveils roadmap for AGI safety

• Study reveals AI models obscure their actual reasoning processes

• AI systems now passing the Turing test benchmark

• ‘AI 2027’ report warns of existential threats from superintelligence

• Meta debuts the Llama 4 family of foundational models

• Intel and TSMC closing in on landmark chip manufacturing alliance

• Runway introduces Gen-4, pushing the limits of AI-generated video

• Adobe integrates AI-driven video editing into Premiere Pro

• Brain-to-speech translation achieved using AI-powered neurotech

Visit Mando’s Minutes and Teng’s Chain of Thought for more insights around the intersection between crypto and AI

For broader AI related news www.Rundown.ai is an excellent newsletter resource

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That’s a wrap for issue 119 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.

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