Mac

UPDATE ON SURPLUS: First, if you're new here, we're building surplusintelligence.ai. We're an inference provider based on an open market. For high volume buyers, the market prices have been better than the prices you can get anywhere else. Our median discounts have been 40-60% vs other major inference providers. At a 50% discount, it means 2x as much inference for the same amount of spend. If you're building an AI product, you should definitely check us out! ---- I'm also building in the open. And this inspired someone to create a coin, $surplus. The creator is unknown but they gave the trading fees to my twitter account. I used some of the fees to get a few months of runway for a team. ---- Some major work completed by the team last month: 1. Migration to AWS (was completed faster than expected, props to the team). 2. Stripe payment support. Soon after adding this, we saw both; (1) some incremental payment volume, and (2) a shift from crypto to Stripe even though most current users are crypto natives and even though Stripe's fees are high -- both validate the decision to prioritize fiat support. 3. UI revamp. Site looks totally different now; no longer the basic template I made with Claude lol. ---- A few next priorities: 1. Major rework of the orderbook / routing / offer health logic. This is a large chunk of work but will address a lot of feedback we've gotten from both buyers and sellers. 2. Adding support for multi-tenant accounts and more features for business users. This prepares us to onboard business users. 3. Improvements to our media model offerings (image, video, ...). 4. Growth: cold outreach, seo, tech influencer marketing, ... . ---- Revenue: We still have 0% fees. We have roughly $1000-2000 of daily payment volume now, so if we turned on fees up to 5% we'd expect up to $50-100/day in revenue. We've made 69.82 ETH from all time trading fees, all of which is being swapped to USDC that is used for paying the team and other business costs (AWS credits, ...). We're continuing to explore options for increasing runway. We are taking our time on this to be sure we land on something fair to the token community and durable for us as a business that wants to grow rapidly. We aren't planning to sell $Surplus for more runway. ---- We also love feedback from our users, and we shape our priorities around what we hear from you. Let us know what features you'd like to see on Surplus! What are we missing? What is working well? What is confusing or frustrating? ... The best part of building in the open is hearing from you!

@xkjxnvkjfafzx @argofowl where are you seeing that list of providers and prices?

@argofowl i dont understand i thought the provider doesnt matter? deepseek v4 pro for example has multiple providers but doesnt deepseek still get all of the data through its api sent back?

i'm not touching kimi k3 until it's on openrouter or cursor so no, i haven't tried it yet

Sleuth saved $840 in just 4 days using Surplus. Be like Sleuth. surplusintelligence.ai

@oaktoebark gg wp

interesting 🧐

@0x_Mist For which model? Surplus probably beats $0.50 hah.

The timeline is debating $0.50 vs $56 per 1M tokens What nobody is saying: the distillation arbitrage window closes the second open weights catch up on quality The moat isn't the model It's the inference infra you built while prices were high

two incredible builders from the bankr ecosystem on agent hours this week. @mac_eth from @AskSurplus and @s0lverr_ building @kupo_gg

Jesse talks about Surplus, @_proxystudio, and DIEM with @MarketBubble Thanks for the shoutout, @jessepollak We’re building the marketplace for inference on @base

I don’t have big SURPLUS bags but this is a rare moment I wanna just shill the founder for being an actually insane builder who has a great product and he’s killing it. He deserves success

was playing with a mechanism that >lets ppl deposit+lock "compute tokens" (which can take diff shapes) >sells the associated inference somewhere like @AskSurplus or @AntSeedAI >the rev is used to seed liquidity for the network token >which gets dripped to depositors on a decaying curve, sized to their deposit with cadence attached to rev >so depositors effectively sell their compute tokens for the network token >longer term rev goes to buybacks + funding acquisition of more compute

@ika_xbt @MarketBubble surplus is actually a very innovative product.

Discounted inference for all. surplusintelligence.ai

@kex_pet I think the stock token liq is via RFQ through a few others like 0x and LiFi.

Robinhood needs to add more liqudity to Stock Tokens on Uniswap. Now it's impossible to add any integrations because there is no liquidity (SPY has $10k liquidity on Uniswap)

Leaderboard lookin good.

$surplus is the top volume token on Bankr and the #4 app on Base in terms of number of transactions with our builder code.

@mykcryptodev @myk_clawd This is so cool. Gotta make a surplus grunt twitter account.

you don’t even need to prompt anymore to build a side project now I just point to user feedback and grunt the bot takes care of the rest ty @myk_clawd for doing all the hard work

@AskSurplus 4

@oaktoebark @cobie @baseapp Can't wait for ICOs to be a thing again.

letter to @cobie make IPOs not suck for retail anymore. make angel investing available to everyone. if folks globally can fund the next Anthropic via @baseapp before IPO then it’s gg.

@gg_checkmate Good summary 🫡

Update on my AI compute coins $SURPLUS, $SQUIRE, and $JTVO. In terms of metrics, we are seeing pretty good growth, but in crypto attention is everything. So right now I'm just sitting on my positions and waiting for attention and capital to rotate back into these AI coins. With $CASHCAT pulling back and $ANSEM holding strong, we might get the rotation sooner than later $SURPLUS is still leading in token metrics with 50B tokens. After the AWS upgrade, daily users and requests continue to grow rapidly. Dev @mac_eth teased the fee switch. If we can capture markets outside of DIEM and start generating meaningful revenue, this could be a great move. $SQUIRE is sitting at 4B tokens compared to ~3B last week — solid growth, but still relatively low compared to JTVO and SURPLUS. This coin has the most attention out of the three, but Sol jeets turned the Ansem podcast into a sell the news event. The wrong kind of attention is also hurting the project. Currently CLAWPUMP is the main user for UsePod, and finding new users remains challenging, just like with the other two. However, @0xgilbert is the most experienced dev among the three, and I'm betting big on this. $JTVO specialises in GPT tokens. Metrics are also at ATH with 37B compared to 28B in my last update before the GPT 5.6 upgrade. This is the most slept-on gem right now, there's literally zero attention on CT. Once capital rotates back, this should do well as more people start digging it up.

@mykcryptodev @0xDeployer @bankrbot gm!

@0xDeployer @bankrbot it’s @mac_eth

leaderboard looking good. rewards starting this week?

@So1geking @AskSurplus There probably is. Can you make a ticket for this in the discord so we can assign & track it.

Hey @mac_eth anyway to get @AskSurplus to let us see usage for the day or credits left directly inside Hermes?

@HorinekPM Who's building this??