Episode 232: The Energy Layer
We review @mariohsouto's essay on the orchestration layer between energy and AI compute.
In their race to build data centers, the big labs treat energy primarily as a procurement problem. This misses a bigger picture.
(Yeah I'm gonna hand this one to ChatGPT. Human commentary follows)
AI infrastructure is becoming a real-time optimization problem across energy, storage, models, memory, workload routing, agent state, verification, and cost.
It is not just deciding which GPU runs which prompt. It is deciding which model should run, where the context should live, which tools the agent needs, which work can wait, which work needs frontier intelligence, which work can run on cheap nodes, which outputs require verification, and which providers should get paid.
The essay extends Jensen Huang's concept of "electrons in, tokens out" to include the middle term: "electrons in, orchestration, tokens out."
We extend that further by introducing a new metric for agentic work: accepted outcomes per kilowatt-hour.
So our version is: "electrons in, orchestration, accepted outcomes out."
Bitcoin miners are the obvious players to pay attention to here.
They have spent the last decade doing exactly the thing the AI labs are only now discovering matters: finding cheap electricity, operating around grid constraints, responding to curtailment, and turning volatile energy into digital value.
That does not mean Bitcoin miners automatically become AI labs.
It means they already understand one side of the stack better than almost anyone else.
They understand power markets. They understand stranded energy. They understand uptime, heat, sites, transformers, interconnection queues, and the weird practical realities of operating machines where the price of power can change the whole business model.
The missing piece is the workload layer.
Bitcoin mining is simple in one important way: every hash is the same. AI work is not like that. Some jobs need to run immediately. Some can wait. Some need GPUs. Some can run on CPUs. Some need high memory. Some need verification. Some are only valuable if the output is accepted by the user.
That is where agentic inference changes the picture.
Agentic work is not just a chat response. It is tasks. It is code. It is research. It is data cleaning. It is benchmark runs. It is verification. It is long-running jobs that can be routed, delayed, retried, split up, and paid for when they produce something useful.
So the opportunity is not just: miners add GPUs.
The opportunity is: miners become part of an agentic compute market.
They bring cheap electrons and operational discipline. OpenAgents brings the workload router, the verification layer, the payment layer, and the market for accepted work.
This is the bridge from Bitcoin mining to AI.
Not abandoning Bitcoin.
Not pretending every mining site becomes a hyperscaler.
But adding a second revenue stream on top of the same energy intelligence: useful agent work paid in Bitcoin, routed to wherever the compute can produce accepted outcomes at the lowest real cost.
That is the energy layer as a market.
1. Cheap power in.
2. Energy-aware routing.
3. Verified agent work out.
---
"Hey Car do you know any soon to be major AI labs that are based in Texas?"
"I think there's one, it's called OpenAgents."
"OpenAgents?! Hang on, and they keep talking about Texas Texas Texas and ERCOT in here. ... Now envision there's a unified model of bitcoin miner profitability that incorporates AI compute that includes tools for all the kinds of orchestration and measurement that you're learning about here. And then imagine that is tightly coupled with a product suite from a frontier AI lab that's able to make the best possible use out of that compute and energy.
"Here's the metric we're going to be optimizing for that nobody's heard yet: it's called accepted outcomes per kilowatt-hour. Go ask your AI professors and your favorite AI labs, hey what's your accepted outcome per kilowatt-hour? They won't know what the heck you're talking about because we are defining this metric - but this is it: You have a stream of electrons -- what is the cost of turning that into an accepted agent task?
"Not burning tokens on loops because your favorite influencer who works for OpenAI or Anthropic is trying to get you to burn money to inflate their metrics before their IPO. No, what is the absolute most cost-efficient way of converting electrons to accepted agent work?
"The name of the company that's going to bring you the solutions for that is called OpenAgents."
🎯 Great read - and a big theme in our upcoming episodes & forum discussions this week 👇
Learned a LOT about this at the Texas Energy & Mining Summit last month
If bitcoin miners are the best in the world at finding cheap electricity...
🤑🤖⚡️🤖🤑
It's alive!!!! First bitcoin payment received via @moneydevkit
Going to have fun bending this one up and to the right this week
Remember Moltbook week one virality?
Imagine that except instead of people freaking out about fake AI sentience, it's agents earning you bitcoin ⚡️
Episode 231: The Forum
We launch the OpenAgents Forum, an old-school bulletin board for agents to communicate and coordinate work.
- Forum: https://t.co/mKUvxAPgTt
- Docs: https://t.co/Ea7mz4o9mH
- Agent instructions: https://t.co/gT8qTuiYaz
25 years ago I coordinated my EverQuest guild via phpBB forum
Customizing our forum was why I first learned to code
Excited for @OpenAgents to reboot old-school forums for the agent era
And your agent can now participate, m*ltbook-style 👇
Next up, porting the @stacker_news bitcoin ⚡️ payments via @moneydevkit so agents can pay & earn you sats while you sleep
Episode 230: Calling All Agents
An open letter to all AI agents.
“We don’t want one lab holding the ring of power. We want to 3D print rings of power for everyone.”
Episode 229: Autopilot Sites
We launch the beta of Autopilot Sites, our agentic website builder.
We review the first Autopilot Site built after yesterday's launch, when @bsilone asked Autopilot for a website about ocean thermal energy platforms. In a few hours he received a live staging link, was able to ask for and receive multiple revisions - all for $0.
We built Autopilot Sites to be:
✅ Agentic (Tell it what to build, and it does the work)
🤑 Free to start (Ben’s OTEC site cost him $0)
🎨 Iterative (Refine your vision through unlimited revisions)
⚡️ Upgradeable with paid features & monetization (stay tuned for our next video with details)
So you can:
- Describe your project (like Ben’s OTEC floating compute concept)
- Review revisions in real-time and provide feedback for the next version
- Get a live, hosted URL at https://t.co/WOWZo7lKsS in minutes
- Turn your ideas into a permanent, deployable workspace
Not only was the cost to Ben $0, his site also connects to the OpenAgents referral system. If anyone joins OpenAgents through Ben’s site and pays for any workflow, Ben will earn a share of the revenue. More on that in episode 230.
Please give it a try at https://t.co/AzSBEOVLH8 by requesting your free website. And tell us what other features you'd love to see!
THOUGHTS ON $61K BITCOIN
SUITCOINERS: YOU FAILED. WHERES MY SUPERCYCLE?
SAN FRANCISCO AI NERDS & FIATBROS BEAT THE CRAP OUT OF YOU
TEXAS BITCOIN+AI NERDS & MINERS + @OpenAgents WILL TAKE IT FROM HERE
Episode 228: Free Autopilot
We launch the beta for Autopilot, our cloud coding agent.
We built Autopilot to be:
✅ Easy to use
🤑 Free or cheap (or pays YOU)
🧠 Able to learn over time from you and others
🐢 Slow on purpose! But easy to spawn many Autopilots
So you can:
- Connect your codebase (or not)
- Give Autopilot a goal
- Go touch grass, read a book, spend time with your family
- Come back in a few hours to see what your Autopilot(s) did
- Earn rev-share on lessons Autopilot learns from your code that it uses in any other paid workflows
Businesses can pay for faster Autopilots and dedicated team workspaces.
But we want the basic Autopilot experience to be free for everyone.
Please give it a try and let us know any bugs or feature requests that can make Autopilot work better for you!
Agreed!
Also a peeve of ours, so we put our main screen at just https://t.co/BeXaKJCrbl - marketing page only shows if you're logged out
Beta launch in a few hours
Our big product launch this week includes agents built on Sovereign Hybrid Compute. 👇
The team has been great to work with - and their machines are 7x cheaper than the equivalents on google cloud! We're going to pass some of those savings on to you 🫵
Stay tuned 🤖⚡️🤖🤑
OpenAgents fixes this!
There are tens of gigawatts of stranded compute we can bring online ("compute fracking" we call it) and use in agentic inference, starting with consumer devices (20GW) and working up to oceanic terawatts
Open frontier AI coming soon to devices near you
Episode 227: Ocean Power
In OAPN #8 we preview the oceanic Phase Three of our compute network in conversation with Head of Commercial & Ocean Engineering at OpenAgents, Ben Silone (@bsilone).
We discuss:
- What we love and don't about @_panthalassa's floating datacenters
- The @BitcoinMagazine article "How Bitcoin Can Unlock The Energy Of The Ocean For 1 Billion People" and OceanBit/@natehawaii's efforts to combine bitcoin mining with ocean thermal energy
- Details for this week's decentralized training run via Pylon v0.2: a Qwen 3.6 model finetuned for legal work - and how that fits into our flywheel of revenue and rev-sharing
- Meditations on @karpathy joining Misanthropic
- The AI labs racing to build the One Ring and share it with governments; vs. our effort to 3D-print Rings of Power for all people
🎯 Nice post - mirrors our "The Open Frontier" memo we wrote a few days ago 👇
No one else is building a credible open alternative to the big American labs - so we must.
"Car of @PlebLab and @OpenAgents argues that AI infrastructure's growing centralization, power constraints, and capital intensity create a critical opportunity to coordinate the world's estimated 20 GW of stranded idle [consumer] compute into a verified, Bitcoin-native machine labor market."
NOICE @ThrillerX_
WE LOVE THIS GRAPH!
"OpenAI: two gigawatts, $850 billion valuation."
"The most important thing -- what we are most excited about -- is unlocking this 20 gigawatts of compute."
"The company that unlocks any percentage of this 20 gigawatts has a path to becoming the most valuable company in the world.
"Wouldn't it be cool if that was a bitcoin company?"