Introducing Midcentury. We’re building the data and simulation infra for physical AI. Today, we’re coming out of stealth with a $15M Series Seed to scale robotics beyond polished demos. We’re already supporting frontier labs with: → The world’s largest egocentric dataset: 2M+ hours, 50+ environments, 20,000+ tasks → Matrix: a frontier simulation platform scaled with our real-world data to evaluate and post-train policies at scale

We are excited to launch strUSD, a yield-bearing token backed by institutional delta-neutral strategies. 12%* APY, uncorrelated with crypto. Strategies that required eight-figure minimums, now on-chain. Learn more about our day-one DeFi integrations below.

Ambient is the open source, proof of useful work AI project the world desperately needs 🌎🤖 I couldn’t be more excited for @IridiumEagle to showcase @Ambient_xyz A few years ago, our team met Travis. He instantly struck our entire team with a sense of extreme technical ability and thoughtfulness in everything he discussed, from open source AI, to crypto and tokeneconomics (both AI tokens and crypto economics). Travis has been on our podcast several times over the years and these are linked at the end. Soon after, he published “Situational Blindness,” a report that was a response to Leopold Aschenbrenner’s “Situational Awareness.” In his Situational Blindness report, Travis argued that Big Tech platforms inevitably drift toward opacity, extraction and lock in because the economics reward it. He posited that the answer is not to trust better executives, but to build systems where behavior is open, portable and verifiable. Open weights are not enough if the serving layer is still centralized, black box and censorable. Ambient is that thesis applied to AI inference. Ambient is a proof of useful work network that rewards miners for hyper serving a few foundational AI models. Miners compete on serving models and get rewarded for doing so. The world benefits this competition in the form of, low latency, low cost, truly open AI infra, with no centralized component. Fast forward to today, Ambient is live and in the open. Today, Ambient makes its public reveal I love bullets to walk through how it works so lets go through the flow 1/ A user comes to Ambient because they want AI inference. They want to hit an API, chat interface, Ambient Desktop, OpenAI compatible workflow, or OpenRouter route and get strong open models like Kimi K2.7 Code and GLM 5.1. They are not buying decentralized compute. They are buying model access at the cheapest and lowest cost from a verified network of miners who hyper compete to serve these models transparently. 2/ The wedge is that open models are now good enough for real workloads. Kimi K2.7 Code has a 262K context window, activates 32B parameters out of roughly 1T total, and is built for long context coding. GLM 5.1 has a 203K context window and is positioned around long horizon coding and agentic engineering. Closed models still win the hardest tasks, but most tokens will route to the best mix of price, latency, reliability, privacy, and quality. I’ve strongly been in favor of this shift and have shared my thoughts here already. nitter.net/Shaughnessy119/status/… 3/ Ambient has to win on hard metrics like cost/latency, not ideology. OpenRouter lists Kimi K2.7 Code at $0.75 per 1M input tokens and $3.50 per 1M output tokens. GLM 5.1 is listed at $0.98 input and $3.08 output. In the provider snapshot, Ambient’s Kimi endpoint was $0.75 input, $3.50 output, 2.08s latency, and 23 tokens/sec and cheaper than most listed peers while still usable. The claim should be: competitive cost today, better market structure over time. Ambient has more usage for Kimi over Moonshot itself, who created the model! Link for this data is here but will change as data changes: openrouter.ai/moonshotai/kim… 4/ When a request hits Ambient, it becomes an inference job: model requested, input size, output budget, latency constraint, price ceiling, and quality requirements. The system can bundle similar requests and run a reverse auction where miners compete to serve the work. A global network of physical miners running GPUs compete to serve the request at the lowest cost and highest quality. 5/ The miners are real GPU operators and they deploy physical hardware. Kimi and GLM have to be hosted in GPU memory. Operators manage batching, KV cache, token streaming, networking, uptime, quantization choices, and serving software. The scarce resource is high-VRAM compute that can keep large models hot and serve tokens reliably. 6/ Miners mostly compete in a global race to serve the same requested model better. They should not win by secretly routing you to a weaker model. They win through lower cost per token, lower latency, higher throughput, better batching, higher uptime, more available capacity, and software optimizations inside allowed quality bounds. This is where useful work becomes real as the network pays the operator who can deliver the requested intelligence cheapest and fastest without degrading the product. 7/ Ambient’s blockchain side is needed because untrusted global hardware needs neutral rules. Without a chain, Ambient is just another centralized router deciding who gets traffic and who gets paid. Ambient’s chain handles job creation, auctions, bid commitments, settlement, rewards, reputation, verifier assignment, and penalties. The chain handles coordination among operators that do not need to know or trust each other in a transparent manner. Net Ambient’s chain is the transparent coordination m,echanism that organizes and rewards miners competing in the global race to serve models better. 8/ Verification is the crucial unlock. Cheap inference markets are rife with cheating. Serving the wrong model, wrong quantization, hidden routing, degraded outputs, fake privacy. Ambient’s Proof of Logits is meant to fingerprint model execution through internal logits so validators can check work without rerunning the entire job. A user doesn’t have to guess or roll the dice on a model provider as Ambient’s network handles verification so a user just comes to the network, gets the benefit of a global race to provide the model the best and they get their request. 9/ This is the proof of useful work component. A user pays for inference. Miners compete to serve it. The network routes, settles, verifies, and rewards miners who serve the model the best. Ambient’s token is the incentive and coordination asset for useful work powering an open source AI network. 10/ The long term open source implication is the big one. Open weights are not enough if serious usage still runs through centralized clouds and black box APIs. Ambient is trying to give open models their missing serving layer: global GPUs, market pricing, verification, payments, reputation, and normal developer access. 11/ Play this out to an extreme and Ambient has the potential to be the coordination network for the world to compete within models and across models to serve the end user the lowest cost and highest quality intelligence. 12/ Why is this necessary? At face value as a user you get reliable/brand trusted inference at low costs. At the extreme an entire world of applications can be built on Ambient’s chain without ever having to worry about the model getting turned off or deplatformed or facing egregious costs given the global race to serve models competitively. It becomes naturally safer to deploy models on Ambient since you know they will persist, you know they can’t be turned off and you know you will always be getting the lowest cost for your service. At @Delphi_Ventures we've backed Travis twice - originally in his pre-seed round and again in their most recent seed round because we feel an immense sense or urgency in the work of tangibly providing the world with a global intelligence utility. At Delphi Ventures we are deep believers in open source AI and backing the most impressive founders we can find and Travis, and his co-founder Max, have checked the boxes for us time and time again. Download Ambient’s desktop app or route your agents or workloads to ambient. Sign up for a subscription and give it a try. Long live open source AI —--------------------------------------------------------- Links Mentioned: - Download Ambient Today: desktop.ambient.xyz/ - Ambient’s Subscriptions: ambient.xyz/pricing - Use Ambient’s API: ambient.xyz/models - Use Ambient via OpenRouter: openrouter.ai/provider/ambie… - Situational Blindness: medium.com/ambient-research/… - Travis on The Delphi Podcast (2024): podcasts.apple.com/us/podcas… - Travis on the Delphi Podcast (2025): open.spotify.com/episode/6yu… - Stay tuned for Travis's next podcast appearance!

A few months ago @OpenAI and @paradigm released EVMBench to check for vulnerabilities in EVM smart contracts Fast forward and @testmachine_ai's proprietary AI model is #1 on the leaderboard and 8% points above the 2nd best agent If you are a team looking for the literal best smart contract auditors, DM the Testmachine team Rather be safe than hacked by an AI model

A new episode of the Delphi Podcast is live! This week we sat down with the founder of @tori_finance to discuss how institutional-grade carry trades can be brought onchain. Watch the full episode here. delphi.link/Toripod

The lineup we pulled together for Accelerate AI is borderline absurd. Pound for pound, the most talent-dense group of teams pushing at the frontier of Crypto x AI. Demos, panels, firesides, agents, workshops, robots, food, and more. May 6, The Lab Miami. Invite only.

Habibis, @xomarket just closed a $6M seed to build permissionless conviction markets anyone can spin up a Yes/No market on any belief in seconds. Led by @20vcFund and @picuscap , with @cbventures, and others along with 30+ angels including @patcummins30 Prediction markets cracked this open. We're opening the rest.