mark bOss (✸,✸)

defi 🧙

[RAX Finance @RaxFinance]

More GPUs don't always mean more compute.

Utilization matters.

A data center running 10,000 GPUs at 30% utilization has very different economics from one running the same fleet at 80%.

As AI workloads evolve, the value of compute will increasingly depend on:

• GPU utilization
• Workload demand
• Energy costs
• Hardware efficiency

Compute capacity tells us what exists.
Utilization tells us how much of it is actually being put to work.

[RAX Finance @RaxFinance]

A permanent framework is moving closer.

When the rules get clearer, capital usually gets more comfortable showing up.

The RWA ecosystem stands to benefit most if that shift continues.

Via @a16zcrypto

[RAX Finance @RaxFinance]

AI compute is not priced by hardware alone.

The economics depend on a combination of:

• GPU supply
• Workload demand
• Utilization
• Energy costs
• Capital efficiency

As AI infrastructure scales, understanding these variables becomes increasingly important.

Because the next compute opportunity may not be about owning more GPUs.

It may be about understanding where demand is heading.

[RAX Finance @RaxFinance]

Compute is not a commodity yet.

Why? No standard unit.

Every GPU purchase is different:
• Region differs
• Provider differs
• Price differs — $1.99 to $5.99 for the same H100
• Contracts are locked and hard to resell

@RaxFinance is building a standard:
1 cT = 1 GPU-hour
Backed 1:1 by real machines.
Trade it or redeem it for compute.
Same unit, anywhere in the pool.
Making compute fungible and tradable.

🔗 Join the Waitlist:
https://t.co/0sXOt71OLm
💬 Drop your address below.
🎁 Surprise Unboxing Opportunities await.

[RAX Finance @RaxFinance]

AI companies have a compute problem:

Sign a 12-month GPU contract.
Need it for only 3 months.
→ $30K/month still gets burned.

40% of your reserved capacity sits idle.
You’re locked into the contract.
→ Capital stays tied up.

@RaxFinance is building a marketplace for tradable compute capacity.

Have 9 months of H100 capacity left?
Monetize the unused portion.

Need compute for a shorter period?
Access available capacity without committing to a long-term contract.

Compute capacity shouldn’t have to sit idle.

Coming Soon 👉 https://t.co/LuaHr8A0uT

[RAX Finance @RaxFinance]

A 1GW AI factory is being described as a $50B -a-year rental machine.

Jensen’s CNBC numbers make the unit economics clearer:
• ~$50–60B to build
• ~$50B in annual rental revenue
• capital that can pay itself back on a very short cycle if utilization holds

That is why this is no longer just a GPU cycle.
It is power + chips + cooling + financing, packaged as a factory that sells compute by the year.

When the world’s largest compute company starts quoting AI factories in gigawatts and rental revenue, the asset is the factory itself.

Compute is becoming the scarce, cash-flowing layer underneath the entire AI buildout.

https://t.co/FTU9qT9Axv

[RAX Finance @RaxFinance]

AI companies have a compute problem:

Sign a 12-month GPU contract.
Need it for only 3 months.
→ $30K/month still gets burned.

40% of your reserved capacity sits idle.
You’re locked into the contract.
→ Capital stays tied up.

@RaxFinance is building a marketplace for tradable compute capacity.

Have 9 months of H100 capacity left?
Monetize the unused portion.

Need compute for a shorter period?
Access available capacity without committing to a long-term contract.

Compute capacity shouldn’t have to sit idle.

[RAX Finance @RaxFinance]

2026: AI compute is becoming the next oil.

Just like crude oil has:
• Spot markets
• Futures contracts
• Regional benchmarks

@RaxFinance is building the same for AI compute:
• Collateralized lending (Vault)
• Trading marketplace
• Regional price index

Tokyo vs Mumbai: 2x price spread on GPUs
A trillion-dollar market is being born 🌱

Join the waitlist → https://t.co/0sXOt71OLm

[Action Model @ActionModelAI]

Tristan Harris, former Google design ethicist and co-founder of the Center for Humane Technology, has spent years warning about what happens when AI is controlled by a small number of companies.

His warning about AI is simple:
If AI replaces all of human work, who owns the value it creates?

Right now, a handful of Big Tech companies are spending billions to build AI capable of doing more and more of the work humans do.
If they succeed, they own the models.

They own the automation.
They capture the upside.
Everyone else gets disrupted.

At Action Model, we believe the people whose data, behavior and contributions help train AI should have a stake in the value it creates.

That’s why we’re building a community-owned AI ecosystem where contributors can participate in the upside of the technology they help build.

AI replacing more human work may be inevitable.

A handful of companies owning the entire AI economy isn’t.

[Action Model @ActionModelAI]

"The world is right to be afraid of AI.”

When the CEO of OpenAI says this, we should probably pay attention.

Sam Altman just acknowledged one of the biggest risks of AI:

Too much power concentrated in the hands of a few AI companies.

Altman warned that AI companies could gain enough power to exert undue influence over the economy and push their worldview onto society.

Think about that.

Even the people building the world's most powerful AI are warning about what happens when too few companies control too much of it.

AI will become one of the most powerful technologies humanity has ever created.

So why should its future belong to a handful of corporations and billionaires?

At Action Model, we believe there's another path:

AI built with the people.
AI owned by the people.
AI where the people creating the value have the opportunity to share in it.

AI is inevitable.

Concentrated ownership doesn't have to be.

Join our community-owned AI ecosystem and let's build a different future.

[Action Model @ActionModelAI]

100 WINNERS. $5,000 IN REWARDS.

The @NeoSoulAI x ActionFi lottery has officially been drawn.

100 people just won $50 worth of NeoSoul tokens each.

That’s another $5,000 in rewards going directly to the Action Model community.

Took part? CHECK YOUR EMAIL.

Didn't get picked? Keep taking action.

The $100k SIXR campaign is only 3 weeks into its 2-month run, and new ActionFi campaigns are coming soon.

⚠️ Winners are ONLY contacted via [email protected]. We will never DM you about winnings or ask for sensitive information.

Congrats to all 100 winners. This is just the start.

[Action Model @ActionModelAI]

https://t.co/kbC0k5XFKt

[Action Model @ActionModelAI]

We’ve been quietly building something new for the Action Model ecosystem.

Most automation tools start by asking you to build the automation.

We thought that was a little backwards.

With Actionist, you show it how you do something once.
The tabs you open.
The tools you use.
The order you do things.
The decisions you make along the way.

Then turn that process into something AI can repeat for you.

Less tab chaos.
Less repetitive clicking.
More time for the work that actually needs you.

And the best part?

The value doesn't just flow back to a billionaire-owned AI company.

Actionist is part of the Action Model ecosystem, built with the help of our 500K+ community, with a model designed to give that community a stake in the value they help create.

We're getting closer.

If you're not following @Actionist_ai yet, now would be a good time 👀

[Action Model @ActionModelAI]

The @NeoSoulAI x ActionFi campaign is entering its final stretch.

$5,000 in rewards are still on the table.
If you haven't entered yet, this is your window.

Complete the NeoSoul tasks through the Action Model Browser Extension and secure your entry into the $5K reward pool.

No watching from the sidelines.
No “I’ll do it later.”
48 hours. Then it’s gone.

Already completed the campaign? You're in.
Haven’t started? Time to move.

👾 NeoSoul → $5K Reward Pool
⏳ 48 HOURS LEFT

Take action before the clock hits zero.

[Action Model @ActionModelAI]

Most people browse the internet without thinking about the value they create while doing it.

Every click, search, scroll and workflow shows how humans actually use computers and that kind of behavioural data is becoming increasingly valuable as AI learns to take action.

Today, most of that value flows one way: users generate the data, platforms capture it, and AI systems become more capable.

Action Model is building a different model.

Through the browser extension, users can contribute verified actions while browsing normally, helping train a community-owned Large Action Model.

We believe the people helping build better AI should have the opportunity to participate in the value they help create.

Train it. Earn it. Own it.

[Action Model @ActionModelAI]

https://t.co/cfvWivcWJv

[Action Model @ActionModelAI]

We know how to control nuclear weapons. But do we know how to control the future of AI?

Former Anthropic researcher Jacob Coxon has warned that the race between Big Tech AI companies to build increasingly advanced models could push safety into second place.

His argument: AI is becoming too consequential for its future to be shaped by a corporate race alone. We need international cooperation.

This is something we believe deeply at Action Model.

If AI is going to transform every industry and potentially reshape how billions of people work, should its future really be controlled by a handful of companies and billionaires?

We don't think so.

That's why we're building Action Model: a community-owned AI ecosystem where people can earn fractional ownership based on the value they help create.

AI is going to change the world.

The people should have a stake in what comes next.

[Action Model @ActionModelAI]

Elon Musk and Sam Altman have BOTH backed Dario Amodei’s call to slow down AI development.

For the first time, the leaders behind OpenAI, Anthropic and xAI are publicly converging on the same concern:

AI may be advancing too fast.

But slowing AI down is only part of the conversation.

If AI becomes one of the most powerful technologies humanity has ever created, why should its future be controlled by a handful of billionaires and Big Tech companies?

At Action Model, we believe there’s another path:

AI owned by the people who help build it.

AI is inevitable. Who owns it is still a choice.

And as individuals, we still have a choice in who wins the AI race.

We'd rather people win over billionaire control.

Choose wisely. Join the Action Model movement.

[Action Model @ActionModelAI]

Every day, we click, search, navigate, complete workflows and make thousands of small decisions online.

Those actions increasingly have value to AI.

So as AI becomes more capable, there’s a question worth asking:

If our behaviour helps train better AI, shouldn’t we participate in the value it creates?

For years, people generated the data while platforms captured most of the upside.

We believe AI can work differently.

Action Model is building a community-owned Large Action Model where people can contribute through real actions and participate in the ecosystem they help create.

The future of AI shouldn’t be trained by everyone and owned by a few.

It should be built with people and owned by them.

Train it. Earn it. Own it.

[Action Model @ActionModelAI]

Name a Web3 project you want on ActionFi next? 👾