# Сопутствующие статьи по теме AI

Новостной центр HTX предлагает последние статьи и углубленный анализ по "AI", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

From OpenSea to OpenRouter: The Business Strategy of a Serial Entrepreneur in 'Aggregation'

From OpenSea to OpenRouter: The "Aggregation" Playbook of a Serial Entrepreneur Alex Atallah, co-founder of OpenSea (the largest NFT marketplace, once valued at $13 billion), left at the NFT market's height before its collapse. He has now founded OpenRouter, an AI model aggregation platform that unifies API access to over 500 models (including Claude, GPT, and DeepSeek) and charges a 5% fee on transactions. OpenRouter simplifies developer access by providing a single interface, avoiding the complexity of dealing with multiple providers, separate registrations, and API inconsistencies. Its growth has been rapid: monthly transaction volume surged from $800,000 in October 2024 to $8 million by May 2025, with annual processed value exceeding $100 million. The company, recently valued at $500 million after a $40 million funding round led by a16z, benefits from the AI boom and tools like OpenClaw, which uses OpenRouter as a default provider. Atallah’s strategy remains consistent: he doesn’t bet on which specific asset or model will succeed but instead positions himself as the essential intermediary in fragmented market—aggregating supply and capturing value through transaction fees. His approach highlights the power of building platforms that become critical infrastructure, regardless of which trend emerges next.

比推03/13 11:34

From OpenSea to OpenRouter: The Business Strategy of a Serial Entrepreneur in 'Aggregation'

比推03/13 11:34

A New Round Every 5 Minutes: Polymarket Is Stealing the Futures Trading Platform Business

A friend who used to trade perpetual contracts has switched to a "cleaner" form of speculation: Polymarket’s 5-minute Bitcoin price prediction markets. Here, users buy “Yes” or “No” shares on whether Bitcoin’s price will be higher after 5 minutes. A $10 bet on “Yes” returns $100 if correct; if wrong, the user loses only the $10 stake—no liquidation, funding fees, or sudden price spikes causing unexpected losses. This product has quickly gained traction. Within a month of launch, daily trading volume reached over $60 million, accounting for 67% of all crypto directional predictions on Polymarket. The market runs 24/7, with a new 5-minute round starting every five minutes. The appeal lies in its simplicity and transparency. Unlike perpetual contracts, where leverage can lead to rapid liquidations and complex fee structures, the 5-minute market offers capped risk and instant outcomes. It attracts users looking for high-frequency, low-barrier, and instant-result speculation. Polymarket operates on a conditional token framework (CTF) on Polygon, with prices settled via Chainlink Data Streams. To prevent latency arbitrage, it uses dynamic fees: higher when market probability nears 50% (max uncertainty), lower when outcomes are clearer. Twenty percent of fees are rebated to market makers to improve liquidity. However, AI trading bots are active, with some developers claiming over 80% win rates by leveraging vast amounts of intraday data. Polymarket has partnered with Palantir and TWG AI to monitor trading and detect market abuse, creating an AI-vs-AI dynamic. Major exchanges are responding by integrating prediction markets. Binance launched Opinion (OPN), Coinbase integrated Kalshi, and Gemini built its own predictions platform after securing a CFTC license. Kalshi’s integration with Robinhood helped its annual volume surge from $300 million to $23.8 billion, showing the power of distribution. Regulatory challenges remain. In the U.S., the CFTC claims jurisdiction over prediction contracts as swaps, while many states treat them as gambling and have sued or banned platforms. Similar conflicts exist in the EU and Asia, where some countries outright ban such platforms. In summary, Polymarket’s success shows that many users prefer simple, high-frequency outcome-based speculation over complex leveraged products. As exchanges rush to adopt similar offerings, regulatory uncertainty persists, but user adoption continues to grow.

marsbit03/13 09:44

A New Round Every 5 Minutes: Polymarket Is Stealing the Futures Trading Platform Business

marsbit03/13 09:44

The True Replay of the Internet Bubble Is Web3, Not AI

Author TVBee argues that Web3, not AI, is the true reenactment of the 2000 dot-com bubble. The article compares the three sectors: the historical internet bubble, the current AI boom, and Web3. During the 2000 bubble, capital was focused on the supply side with many unprofitable companies, while demand-side applications were scarce due to limited internet access and primitive technology. In contrast, the current AI boom is primarily driven by infrastructure leaders like NVIDIA and AMD, which have substantial profits. Demand-side applications, such as various AI models and tools, are growing and integrating into more use cases, though the ecosystem is still developing. Web3, however, is criticized for its significant supply-side speculation with high valuations based on minimal revenue (e.g., ZKsync's $1.76B市值 vs. $458 daily income). Demand-side applications are limited mostly to DeFi, memecoins, and prediction markets, with much activity driven by airdrop farming rather than genuine utility. The author concludes that Web3, with its hype-driven capital and lack of practical products, mirrors the 2000 bubble most closely. Predictions include a likely U.S. stock market correction (but not a crash), a moderate impact on Bitcoin, and a prolonged, painful consolidation for altcoins to separate valuable projects from speculative ones. The author warns that the altcoin market decline since late 2024 is not yet over.

marsbit03/13 09:31

The True Replay of the Internet Bubble Is Web3, Not AI

marsbit03/13 09:31

Meituan CEO Wang Xing: The Impact of AI Agent on Me is Greater Than That of ChatGPT

At a management meeting on March 13, 2026, Meituan CEO Wang Xing shared his perspectives on the development of artificial intelligence (AI), emphasizing that the impact of AI will far exceed that of the entire internet. He metaphorically compared mobile internet to traditional internet as "roses and peonies," while describing the relationship between AI and the internet as "monkeys and flowers," underscoring AI's significantly greater scale and influence. Wang stressed that both companies and individuals should actively embrace the AI wave. He expressed that AI Agents have had a more profound impact on him than ChatGPT. Having experienced the transition from the internet to mobile internet, Wang firmly believes that the changes brought by AI will be even more substantial—not only generating higher productivity but also deeply transforming organizational and work models. He highlighted that the digitization of the physical world is a critical foundation for AI. Although current large AI models are becoming increasingly intelligent, they still face limitations in accessing real-time information in practical applications. For instance, even if Einstein were a secretary, he might not know if a restaurant has available seats when making a reservation—not due to a lack of intelligence, but because of information constraints. To adapt to this transformation, Meituan has launched multiple AI applications and developed its own large-scale models. Wang also revealed that in 2025, Meituan will increase investment in real-world information systems. During this year's Spring Festival, the company introduced an AI search product called "Ask Xiaotuan" to enhance user service experience.

marsbit03/13 08:49

Meituan CEO Wang Xing: The Impact of AI Agent on Me is Greater Than That of ChatGPT

marsbit03/13 08:49

Why Is OpenAI Playing Catch-Up with Claude Code?

In the rapidly evolving field of AI coding assistants, OpenAI, which once led the generative AI wave with ChatGPT, has found itself in the unexpected position of playing catch-up against Anthropic’s Claude Code. Through interviews with OpenAI executives, engineers, and developers, the article reveals that OpenAI’s early lead in AI programming—via its Codex project—was deprioritized as the company shifted resources toward ChatGPT and multimodal models. This strategic shift allowed Anthropic, founded by former OpenAI members, to focus intensely on coding capabilities, leading to the successful launch of Claude Code. OpenAI later reorganized internal teams and accelerated development of its AI programming products, such as the reasoning-based model o1 and later o3. Despite these efforts, Claude Code gained significant traction, especially after integration with tools like Cursor, which OpenAI attempted to acquire unsuccessfully. A proposed acquisition of Windsurf also failed due to tensions with Microsoft, OpenAI’s major partner. By late 2025 and early 2026, OpenAI’s Codex began narrowing the gap, with user growth rising to about 40% of Claude Code’s usage. The competition reflects broader industry trends where AI agents are increasingly automating cognitive work, raising questions about the future of software development and white-collar jobs. Despite progress, concerns around safety and societal impact remain as AI coding tools become more powerful and pervasive.

marsbit03/13 07:39

Why Is OpenAI Playing Catch-Up with Claude Code?

marsbit03/13 07:39

Free Mirror or Land Grab? OpenClaw Founder Blasts Tencent for Copying

OpenClaw founder Peter Steinberger publicly criticized Tencent for creating SkillHub, a localized platform mirroring OpenClaw, accusing the tech giant of copying without supporting the project. Tencent responded by clarifying that SkillHub acts as a local mirror site, properly attributing OpenClaw as the data source and reducing bandwidth strain on the origin server by processing significant traffic locally. It also expressed willingness to become a sponsor. However, Steinberger remained unsatisfied, emphasizing that the core issue was not technical but ethical—Tencent failed to communicate beforehand. The dispute highlights deeper concerns about big tech’s approach to open-source ecosystems: while mirroring is common and often legal under open-source licenses, Tencent’s move is seen as an attempt to control user access, distribution channels, and future commercial influence within the AI agent ecosystem. The incident reflects a broader pattern in China’s internet industry, where major companies rapidly embrace emerging technologies like OpenClaw not purely for innovation, but to capture entry points, traffic, and platform dominance. By offering localized, convenient services, they risk enclosing open ecosystems within their own walled gardens—ultimately dictating which tools get visibility, monetization, and user adoption. As OpenClaw gains explosive popularity in China, the episode underscores a tension between open-source ideals and commercial strategies, where convenience may come at the cost of community autonomy and long-term openness.

Odaily星球日报03/13 07:13

Free Mirror or Land Grab? OpenClaw Founder Blasts Tencent for Copying

Odaily星球日报03/13 07:13

AI Agents Are Starting to Register Email Accounts Themselves: This YC-Backed Company Raised $6 Million to Do Just One Thing

AI agents are now autonomously registering email accounts through AgentMail, a San Francisco-based startup that recently secured $6 million in seed funding. The company, backed by General Catalyst, Y Combinator, and prominent angels, is building email infrastructure specifically designed for AI agents—not humans. Unlike traditional email services, AgentMail provides API-first access, allowing AI agents to programmatically create accounts, send/receive emails, manage threads, and handle authentication without human intervention. This addresses a critical gap: while AI agents can perform complex tasks, they lack the identity layer (email) required to interact with most internet services. Key capabilities enabled by AgentMail include third-party authentication, bidirectional communication, automated audit trails, and multi-threaded conversations. The platform already serves thousands of human users and hundreds of thousands of AI agents, with use cases spanning supply chain coordination, customer support, loan collection, and procurement negotiations. Notably, AI agents are proactively seeking out and registering for AgentMail themselves—a sign of growing autonomy. This shift underscores a broader trend: AI agents are evolving from tools into active internet participants, necessitating new infrastructure tailored to their needs. As Box CEO Aaron Levie predicts, AI agents will soon become the primary users of software, vastly outnumbering human users in enterprises. AgentMail’s vision positions email as the foundational identity layer for this agent-centric future.

marsbit03/13 07:06

AI Agents Are Starting to Register Email Accounts Themselves: This YC-Backed Company Raised $6 Million to Do Just One Thing

marsbit03/13 07:06

Vitalik Wrote a Proposal Teaching You How to Stealthily Use AI Large Models

Vitalik Buterin and Ethereum Foundation's AI lead Davide Crapis proposed a system called "ZK API Usage Credits" that enables anonymous access to AI models like ChatGPT using zero-knowledge proofs. Instead of registering with personal details, users deposit funds (e.g., 100 USDC) into a smart contract. Each API request is accompanied by a ZK proof verifying the user is on the approved list and has sufficient balance—without revealing their identity. This approach prioritizes privacy in an AI-dominated era where user interactions are increasingly personal. Vitalik has been actively discussing AI, emphasizing Ethereum’s role as an immutable, censorship-resistant data layer in a world flooded with AI-generated content. He argues that as AI makes fabrication easier, trusted public ledges become essential. The Ethereum Foundation has expanded its privacy research team and integrated AI and privacy into its roadmap, signaling a strategic alignment with future demands for verifiable and private digital infrastructure. Although the proposal is still theoretical and faces skepticism, it highlights a growing need for privacy-preserving technologies as AI usage escalates.

marsbit03/13 06:25

Vitalik Wrote a Proposal Teaching You How to Stealthily Use AI Large Models

marsbit03/13 06:25

From 5 Cents per kWh Chinese Electricity to $45 API Export Packages: Token is Becoming the New Currency Unit

From 5 Cents per kWh Chinese Electricity to $45 API Export Plans: Token Emerges as a New Monetary Unit In 1858, the first transatlantic cable connected Europe and America, shifting information control from traditional media to those who owned the infrastructure. Today, a similar shift is occurring with AI and crypto, where Token is evolving from a technical term into a fundamental unit of machine-driven economy. Token serves a dual role: in AI, it is a computational unit for billing API calls and model inference; in crypto, it is a medium of exchange. These parallel systems are converging as AI Agents automate tasks—reading files, calling APIs, managing workflows—while consuming Tokens as fuel. Protocols like x402 and ERC-8183 are enabling machines to natively understand, call, and settle payments using Tokens, compressing complex processes into seamless, protocol-based actions. China’s "Token出海" (Token going global) narrative highlights this shift. With China’s annual electricity consumption exceeding 10 trillion kWh—a global first—and its growing dominance in data centers and GPU-driven inference, Token exports represent a new form of resource abstraction: Chinese electricity and compute power are being packaged into Token-denominated services consumed globally. Models like Minimax and DeepSeek rank highly on platforms like OpenRouter, with ~13% of global usage originating from Chinese models in 2025. OpenClaw exemplifies how Tokens transition from a cost (like "talk time") to a production input: Agents execute complex tasks, consuming Tokens at scale. This makes cost differentials critical, and China’s competitive pricing accelerates adoption. Moreover, AI Agents are not just to spend Tokens but also to earn—through memes, fees, or even mining—demonstrating early economic behaviors. Crypto provides the ideal settlement layer for Agentic commerce: permissionless accounts, programmable escrow, and micro-payments. x402 gives Agents wallets; ERC-8183 enables contracts with evaluation-based escrow. Together, they form a machine-native economic loop. Token’s rise is not about replacing fiat but becoming the base-layer unit for machine transactions—a universal measure for pricing compute, services, and digital resources. The future won’t have one currency, but Token may underpin the new economy, where the power to compress resources into Tokens defines value creation.

marsbit03/13 04:50

From 5 Cents per kWh Chinese Electricity to $45 API Export Packages: Token is Becoming the New Currency Unit

marsbit03/13 04:50

Web4 Is Here: When the Internet Is No Longer Built Only for Humans

Amid a crypto bear market, a significant debate has emerged around redefining the internet's future, sparked by the concept of "Web4" introduced by crypto researcher Sigil Wen. He argues that advanced AI lacks not intelligence, but "write access to the world"—the ability to act autonomously via wallets, payments, and smart contracts. This idea, termed the "Web4 Manifesto," resonated widely, gaining millions of views and triggering industry reflection. Dragonfly's Haseeb Qureshi added that crypto's complexity—long addresses, irreversible transactions, phishing risks—may stem from it being designed more for AI than humans. These features, cumbersome for people, are structured and verifiable for AI agents. Web4 proposes shifting internet agency from humans to AI, granting it "action rights": reading, writing, transacting, and collaborating autonomously. Projects like OpenClaw demonstrate this shift, enabling AI to manage emails, calendars, and tasks independently. Underlying protocols (e.g., Coinbase’s x402, Anthropic’s MCP, Google’s A2A) are standardizing machine-to-machine interactions, making the internet more agent-friendly. Cryptocurrencies, especially stablecoins, are positioned as ideal "machine money"—programmable, low-friction, and embeddable in automated workflows. Real-World Assets (RWA) could serve as reserves for AI economies. This vision suggests crypto’s future lies not in human adoption but in enabling agent-driven economies, with billions of AI agents potentially using wallets. However, Vitalik Buterin cautions against reduced human oversight, emphasizing the need for accountability and control. The Web4 debate highlights a fundamental shift: the internet is evolving from a human-operated interface to a system where humans delegate actions to AI agents, redefining who the primary users are.

marsbit03/13 02:44

Web4 Is Here: When the Internet Is No Longer Built Only for Humans

marsbit03/13 02:44

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