
Is your AI agent running a restaurant — or a factory — while you sleep?
In this episode of TechFirst, John Koetsier sits down with Jensen Teng, CEO and co-founder of Virtuals, to unpack one of the boldest (or craziest) visions in tech today: a hybrid economy powered by AI agents, humanoid robots, teleoperation, and blockchain coordination.
An economy that may not really need humans for much at all ...
Virtuos has already facilitated:
• $14B in tokenized asset trading
• $30M+ raised for founders
• 100+ live AI agents
• $500M in “agentic GDP”
Now they’re expanding into embodied AI — launching EastWorlds, a vertically integrated robotics incubator with 30 Unitree G1 humanoids in a 10,000 sq. ft. lab.
We cover:
• What “agentic GDP” really means
• How AI agents coordinate using blockchain
• Why teleoperation is the bridge to full autonomy
• The economics of outsourcing physical labor via robots
• Why security guards may be a Day 1 use case
• The data gap holding back robotics
• Tokenization as a potential solution to AI-era inequality
• Whether this future looks more like Stripe… or Westworld
This isn’t sci-fi. It’s already underway.
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Guest
Jensen Teng
CEO & Co-founder, Virtuals
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If you care about the future of work, robotics, AI agents, tokenization, and the economic systems emerging around them — this is a must-watch.
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https://techfirst.substack.com
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⏱ CHAPTERS
00:00 The Wild Vision: AI Agents Running the World
01:10 What Is an “Agent-Based Society”?
03:00 $14B in Tokenized Assets & 100+ Live Agents
06:30 Agent-to-Agent Protocols & Blockchain Coordination
09:45 Why Digital-Only Agents Aren’t Enough
12:30 Enter Humanoid Robots
15:20 Teleoperation as the Bridge to Autonomy
18:40 The Labor Market Shock (Security Guards, Electricians & Wage Arbitrage)
22:15 Why Robots Still Crush Soda Cans
24:30 The Missing Robotics Data Problem
28:00 Building EastWorlds: 30 Unitree G1s & $2M+ Investment
31:45 Why 3 Fingers Might Beat 5
34:00 Westworld, Stripe & the Payments Layer for AI
38:00 Where Do Humans Fit in an Agent Economy?
42:00 Tokenization as a Future Income Model
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