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Cerebro dev just shared an update on his vision for Phase 3: https://x.com/antonkarlovskiy/status/2098774880946638945 TLDR - Phase 1 distributes AI inference, Phase 2 makes it liquid through a marketplace, and Phase 3 launches AI agents/apps that actually consume it. Instead of another AI agent launchpad, the idea is to build an actual economy around AI compute - distribution → liquidity → consumption. Thesis getting more interesting as the pieces come together. Higher

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Details

Posted upstream
2026-09-12 14:55:37 UTC
First seen
2026-09-17 20:19:16 UTC via trade comments
Chain
Robinhood Chain (4663)
Token address
0xeb24a2663af4ee979dcbfe39cb95b5f12d369c4b
Author's older theses
6

Other theses on this trade

Cerebro$25K+404%

https://x.com/cerebro_rh/status/2100675832431706326 team is rapidly shipping unlike most projects that are simply larping on a narrative. Time to reprice higher

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https://x.com/cerebro_rh/status/2099902672371433953 Dev keeps shipping. Cerebro looks extremely undervalued here, especially with Orbio running it back on a simple tokenised credit announcement. ORBIO is trading at 10x Val - which one should you buy?

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https://x.com/cerebro_rh/status/2099543707548545441 Cerebro keeps shipping. Cerebro just announced their own privacy focused AI agent. Time to run it back!

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$CEREBRO is the winner in the AI inference category imo. Based and doxxed dev with a clear product vision and roadmap. Holding strong above $3M while $MANY slowly bleeds out. Big week coming up - expecting the market to reprice CEREBRO higher and eventually flip Orbio, currently at $13.5M.

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CT and FOMO haven’t discovered this gem yet - just wait until Cerebro gets verified and trending. Will be bidding any dips <$5m - we make this the new floor

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New ATH! What a comeback. Coin got nuked from $1m to zero on day-one and all the short term holders sold. Dev kept shipping and even doxxed - the market rewards this kind of resilience. I think we’re about to run much higher. Up your targets - Orbio ran to $40m.

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Dev soft-dox. Worked for Google and Mantle with an active GitHub. https://x.com/antonkarlovskiy/status/2098499674797736332?s=46&t=x3m5R3f2VffYHcEkk0yN2w

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Faded Orbio as it ran to $40m - so grabbing some Cerebro now. Low mcap + good narrative in AI inference. Think it could run if everything works

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