Web3 AI Daily Review (2024/8/4)

1. Market Analysis

In the past 24 hours, the Web3 AI sector has decreased by 6.35%, while Bitcoin has dropped by 1.97%.

2. Project Tracking

1. Performance of Leading Stocks

Today, the top ten leading stocks in the industry have significantly declined, with AGI experiencing the largest drop of 10.79%.

Among them: Fetch.ai announced the release of v0.24 on its agent development and deployment platform Agentverse, chat interface DeltaV, and AI Engine to enhance stability and scalability.

2. Hot Stocks

Today's hot stocks are Render, Artificial Superintelligence Alliance, and Akash Network, with the leading gainers being Sensay, Matrix AI Network, and Nuklai.

Among them: Sensay is a pioneering platform at the forefront of digital transformation, dedicated to creating seamless integration between the digital world and the physical world, developing personalized digital replicas. Sensay will announce significant updates on August 6, including a new roadmap and sub-brands. 3. Smart Money Trends

In the past 24 hours, the projects with the most inflow of smart money are wTAO, DEAI, TRAC, TURBO, and GLQ; the projects with the most outflow are WLD, RNDR, NEURAL, DSync, and OCEAN.

The top ten projects in this issue's smart money holdings are GNUS, Lexi, SAGE, HashAI, ENQAI, DSync, DEAI, wTAO, KIBSHI, and NEURAL.

3. Industry News

1. AI Industry

l The global PC market emerges from a slump, with AI leading a new wave of upgrades

According to statistics released by the International Data Corporation (IDC), global PC shipments reached 64.9 million units in the second quarter of 2024, marking a 3% increase compared to the same period last year. Lenovo, HP, Dell, Apple, and Acer ranked as the top five vendors by shipment volume. This is the second time this year that the global PC market has achieved positive growth after experiencing seven consecutive quarters of decline. Ryan Reith, Vice President of IDC's Global Device Tracker Group, commented, "The PC market, like other technology markets, faces many challenges in the short term due to market maturity and headwinds. However, two consecutive quarters of shipment growth, coupled with the market buzz around AIPC (Artificial Intelligence Personal Computers) and the crucial but less visible commercial market upgrade cycle, have injected new vitality into the PC market."

l Microsoft states that OpenAI is both a competitor and a "partner"

BlockBeats reported that, according to documents released on August 4, Microsoft hopes the federal government will view its relationship with OpenAI as one of both competition and cooperation, rather than purely a partnership. In the submitted 10-K form—regular financial performance and condition report—Microsoft explicitly identifies OpenAI as a competitor in multiple sections, while frequently describing OpenAI as its "strategic partner" throughout the report. In statements regarding the competitive environment, Microsoft lists dozens of competitors and "intense competition in various markets," including well-known companies like Apple and Nintendo, as well as several software and coding organizations. However, OpenAI is the only entity mentioned separately as a "strategic partner" in the entire report.

2. Web3 AI

l Another co-founder of Rug.AI responds to recent controversies, denying Joe's accusations and stating that the team no longer has access to the project X account

Odaily Planet Daily reports that Jake, another co-founder of the AI on-chain security platform Rug.AI, issued a statement regarding rumors of "partner Joe Ayoub's exit due to equity disputes," stating, "There are indeed legal disputes related to Rug.AI between Joe and me, which have always been a private matter between us. However, Joe has now chosen to make this dispute public, and I still hope our differences can be resolved amicably." Jake further added, "Neither I nor other members of the Rug.AI team currently have access to the Rug.AI X account, and there have been no access records since April 10, 2024. I firmly deny any allegations of illegal conduct made by Joe against me. I can confirm that my team and I have always been committed to the development of Rug.AI and will continue to work tirelessly." Previously, Rug.AI co-founder Joe Ayoub announced on the X platform that he would exit the project's daily operations due to equity disputes with Jake and would seek company equity through legal means.