About this episode
AI agents are moving from demos to managing real capital and replacing hedge fund managers in the process.In this episode of AI Supercycle, we sit down with Pei Chen of Theoriq to explore how AI agents are transitioning from proof-of-concepts to autonomous economic agents managing real money. Pei breaks down the trust problem around letting AI control our money and what happens when white-collar jobs get disrupted first.We discuss:- AI going from demos to managing real capital- Why Gemini dominated 2025's model wars- How AI agents are replacing hedge fund managers- Theoriq's Alpha Vault: 25% returns through agent coordination- The trust problem: when should we let AI control our money?- White-collar jobs getting disrupted first- AI building AI: the inception problem- Future of junior engineering roles with AITimestamps:00:00 Intro01:30 Theoriq's TGE week recap04:02 Intelligence layer architecture09:19 One word to describe 2025 in AI14:15 AI meeting the real economy16:02 Bootstrapping DeFi liquidity with agents19:48 White-collar jobs getting disrupted first21:01 Hibachi Ad, Trezor Ad, Yeet Ad23:09 Best AI model prediction for market analysis27:13 Distribution vs integration in 202532:45 Which AI codes best?34:33 InfiniFi Ad, Halliday Ad, Kalshi Ad35:36 AI building AI: the inception problem37:51 Future of junior engineering rolesWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl??????????: ????????? ?? ?????????????? ??? ???? ????????? ????? ???? ???????? ????? ????????? ????????? ????, ????? ?????, ???????? ??????? ??? ????. ?? ??????? ?????? ?????????? ???? ???????, ?? ??? ???? ? ?????????? ?? ??? ?? ? ???????????, ?? ???? ?? ??? ???? ?? ???? ?????? ???? ???? ?? ?? ?????. ?? ??? ???????? ?? ??????????? ??????? ????????, ??????? ?? ????? ?? ????????? ??????. ?? ??? ??? ????????????? ?? ???????? ????????.
