Agents as Companies: The EigenCloud Thesis | Sreeram Kannan & Gajesh Naik

Key Takeaways

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  AI agents represent the next evolution of companies

  “Agents become the new companies. That's our thesis. Because once you have an agent and, property rights, suddenly they become ownable. They're new kinds of digital assets that are highly valuable.”

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  EigenCloud vertically integrates data compute and AI

  “If you look at the cloud, what is the most important thing that's happening? It's data compute AI. Once that right? So there's Amazon, AWS, there's s three, which is a storage service. There's a compute service called e c two, and then there is an inference service called Bedrock. That's what everybody uses. It's s three, e c two, Bedrock. So we just build those natively on AigongLayer.”

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  Crypto provides the coordination substrate for AGI

  “Part of the reason I got into crypto is because blockchains and cryptography are the only things that are stable in a world where AI can do anything. It can do my work, your work, but it can't break cryptography, it can't break a blockchain. So this was kind of like in the kind of ancient origin story of, like, my shift into crypto, into blockchains.”

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  Hyper modularization occurred too early for crypto markets

  “The market size in crypto for, like, all the development activity that's happening is not big enough to accommodate a massive infrastructure segment. This is just like the the kind of, like, the phase and evolution of crypto and where we are in that that journey. I I think it's too early to have hyper modularization, which is what really, like, Eigenlayer was trying to do.”

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  Verifiable compute enables sovereign digital property rights

  “We massively reduced the barrier for somebody to do that. You can just write a program like you would write to deploy to a cloud. Write it in and package it into a docker container and send it to AIG and compute. It just run it off chain, but runs inside a trusted execution environment. Back up all the data to AIG and d a.”

Episode Description

This week, we’re joined by Sreeram Kannan and Gajesh Naik from EigneCloud to discuss EigenCloud's evolution, the architecture behind Eigen's data, compute, and AI stack, agent property ownership via verifiable compute, and a live demo of Sovra, the first sovereign agent. Thanks for tuning in! Resources Agentkit: https://www.eigencloud.xyz/agentkit Sovra: https://www.sovra.dev/ – Follow Eigen: https://x.com/EigenCloud Follow Sovra: https://x.com/TrulyAutonomous Follow Sreeram: https://x.com/sreeramkannan Follow Gajesh: https://x.com/gajesh Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH —- Timestamps (00:00) Introduction (01:11) Eigen Cloud’s Origin Story (13:26) The Future of DA (22:56) Why Build on EigenCloud? (41:52) Agents as the New Companies (57:07) Sovra: The First Sovereign Agent —-- Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.