the Microdose

Web3 Agents

+ ChatGPT snitches, predictive search, and peak hype
Adam Wildheart
AI agents 3d pixel art
AI agents 3d pixel art

The Microdose

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Cheri Wildheart
Adam Wildheart
Good morning 👋 Quick tip: If you’re planning to get legal advice from ChatGPT, maybe use a burner account. Unlike real lawyers, your friendly AI doesn’t come with attorney-client privilege. Sam Altman just confirmed that OpenAI chats can be subpoenaed and used as evidence. Today’s casual confession might become tomorrow’s court drama.*
(*This is not legal advice - obviously)

😎 Agents are having their Web3 moment. Researchers at MIT and Cisco are building a decentralized internet just for AI agents. It’ll let them find each other, verify identities, team up on complex tasks, and even pay each other directly. Gartner believes that by 2028, 1/3 of all generative AI interactions will happen autonomously between agents. Just wait until agents start launching their own meme coins.

⚡ New chips could solve AI’s dirty little secret. AI data centers already devour as much energy as entire cities, and it’s only getting worse. Now startups like Positron say they’ve built ultra-efficient chips specifically optimized for inference that outperform Nvidia’s H200, while using just 1/3 of the energy. Who knew the planet’s best hope was shorting Nvidia’s stock?

🔎 Predictive AI is changing search forever. Instead of waiting for you to type keywords, predictive search picks up tiny clues like your scroll speed, mouse hovers, and video pauses to guess exactly what you’ll search next. Google and Microsoft are racing to see who nails it first. Pretty soon your browser history will just say, “Yeah, we already know.”

🚨 20 national security experts warn that selling advanced AI chips to China is a huge mistake. The group is urging the Trump administration to restrict Nvidia’s H20 sales to China again, calling it a direct threat to America’s AI leadership and national security. Still unclear is why China even cares about official channels – they already have warehouses full of black market chips. 

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💡 A new AI breakthrough sounds suspiciously like cold fusion 2.0. Researchers say their new system “ASI-ARCH” autonomously designs and builds new AI models entirely on its own. They claim doubling its computing power allowed it to produce 2x as many high-performing models. If they’re right, exponential AI growth could arrive years ahead of schedule. But skeptics argue the gains are small, inconsistent, and unlikely to scale for larger real-world models.

🎉 Is Agentic AI at peak hype? Gartner’s 2025 Hype Cycle shows we’re nearing the top of “inflated expectations,” signaling the next stop might be a plunge into disappointment. Investments in agentic AI startups reached new levels in Q1. Yet the disconnect between genAI/agentic hype and reality seems to be increasing. In Silicon Valley, when the buzz wears off it usually ends with an empty dance floor.

bar chart of investments in agentic AI 2024-2025

fun stats

average VC invested in AI agent startups per quarter in 2025. That’s more than 2.5x growth over 2024.

💰Deal volume soared: from 64 in Q1 2024 to 139 deals in Q1 2025 

🤑 Investment peaked at $1.14B in Q1 2025, driven by large funding rounds like Temporal ($146M) and Decagon ($131M)

💸 Gartner predicts over 40% of agentic AI projects may be scrapped by 2027

[Axios]

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