Saadman_vm

🇺🇸🇮🇷 Hormuz' shut for 80 days. Talks dead.

Trump posted: "For Iran, the Clock is Ticking, and they better get moving, FAST, or there won't be anything left of them.. "

Oil hit $109 this morning.

Neither side can back down without losing face at home. That's not a negotiation anymore.

We have a staring contest at $109 a barrel.

KobeissiLetter

Last night I saw someone in the group bragging about "AI agents making easy money". My first reaction was not excitement, but pity—turning around to check the bill, the reasoning costs for a few AI scripts this week are even more outrageous than my electricity bills from mining two years ago. Everyone is focused on "dynamic AIs" like DeepSeek and the Agent framework, but no one is counting: if the computing power is all in the black boxes of a few major companies, ordinary people won't even be able to afford a ticket to enter the game.

This is why I've been keeping an eye on @Fabric Foundation and $ROBO .
The VPU concept proposed by Fabric is actually quite aggressive: today's GPUs are like an "all-purpose toolbox" that can do anything, convenient but incredibly expensive.
VPUs are more like "technical specialists" for AI verification, with a narrower path but higher efficiency and lower cost. Its core logic is not to compete directly with Nvidia's performance, but to make the "verification of AI results" something that can be audited and decentralized.

But I don’t want to blindly promote here.

Looking through the early node data, to be honest, it’s pretty stark. Some test networks have a painfully low VPU utilization, and some partner nodes have a call rate of less than 1/3. This is actually a common problem in DePIN projects: mining machines are selling like hotcakes, but real demand is still slowly climbing behind. If the number of nodes expands rapidly in the future, but real tasks can't keep up, then $ROBO will fall into the typical trap of "overcapacity".

Right now, I’m looking at $ROBO not at those fancy collaboration posters, nor do I care how many points the candlestick chart jumps. I’m only focused on three hard indicators:

Is there real computing power utilization on-chain, or is it just simple wallet transfers?
Are developers truly using the VPU as a tool, or are they just treating it as a speculative concept?
Can node rewards be linked to real workload, rather than relying solely on inflationary emissions to sustain them?

If these three points can't be met, then even the grandest "robot economy" is just an expensive experiment.

Sometimes I wonder, if computing power really became as cheap as water and electricity, what would remain for humanity?

It certainly wouldn't be logic; machines understand logic better than you do. Perhaps what remains are those things that "defy logic": intuition, impulse, and even the occasional foolishness. It's quite ironic that while we strive to make machines smarter, we must also leave some room for the "not-so-smart" in this intelligent world.

#robo

The market has plunged again 🐴

Have you all lost a lot, brothers?

The market keeps falling, and I'm here to continue sending you all 🧧

Today we aim for 23000➕

💰

It turns out that Shenzhen Shuibei Market 'Jie Wo Rui Jewelry' has collapsed by 13.392 billion.

Alright 😑, mine has also been stopped out, after all, I just wanted to make a little arbitrage on the handling fees!