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General AI value is flowing into Onchain AI China Open-Weight Labs → Inference providers → Intelligent Routers Venice is eating more token share, DIEM secondary markets are getting established, and decentralized consumer inference are forming their structural moats Diving into the latest dynamic of General AI Onchain AI +...

16,686 次观看 • 2 个月前 •via X (Twitter)

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My conversation with Tarun Chitra As a co-founder of Gauntlet and GP at Robot Ventures, Tarun has one of the sharpest frameworks for understanding market structure across both crypto and AI. In this episode we dig into why open source AI is unbundling faster than most people expect, and how the resulting stack looks surprisingly similar to DeFi. We spend time mapping the AI infrastructure layers directly onto crypto primitives and examining where value is actually going to accrue as models, harnesses, routers, and inference providers separate. At the center of the conversation is the belief that AI’s unbundling is creating a new competitive order-flow market (data centers competing like nodes, MEV-like dynamics for tokens/GPUs) while crypto itself has settled into a more mature “TradFi plus+” phase focused on trading, payments, and bringing real assets on-chain. We discuss: - The current state of crypto as TradFi+ and the decline of speculative narratives - Why AI is killing Bitcoin mining economics and weakening ETH value accrual - The architectural parallel between AI stacks and DeFi (Harnesses = Wallets, Routers = DEX aggregators, Models = Protocols, Inference Providers = LPs) - Why open source models are unbundling faster than traditional software - Agents as the next interface layer and the potential unbundling of ETFs -Cryptography, verifiable compute, and turning GPUs into digital assets - Onchain compute trading as the real crypto × AI opportunity - Sustainable business models and where value will ultimately capture Timestamps: 0:00 – Introduction & State of the Crypto Market 2:00 – Speculative Narratives Fade, Trading & Payments Remain 7:00 – AI’s Impact on Bitcoin Economics & Data Center Opportunity Cost 9:00 – ETH Value Accrual, Solana Positioning & DeFi Token Sustainability 15:00 – Trading Design Space & On-Chain Volume Upside 25:00 – AI Unbundling Thesis: Open-Source Models vs Data Centers 35:00 – The DeFi Mapping (Harnesses, Routers, Models, Inference) 48:00 – Agents, Preference Expression & Unbundling Traditional Products 1:00:00 – Real-Time Harness Generation & Active Learning 1:05:00 – Cryptography, Verifiable Compute & On-Chain GPU Markets 1:10:00 – Closing Thoughts: Where Value Accrues Next Enjoy!

Logan Jastremski

132,411 次观看 • 1 个月前

Interview with Nebius Co-Founder Roman Chernin Please like & share this video so that all $NBIS investors on X will see it! :) If you prefer watching on YouTube: Timestamps: 00:00 - Why AI Infrastructure Is So Hard to Understand 00:24 - Market Fragmentation and What Actually Differentiates Providers 01:30 - Consolidation, Segmentation, and the Future AI Cloud Landscape 02:56 - What Analysts and VCs Still Get Wrong About AI Infrastructure 05:34 - Nebius Cloud: Product Readiness and Customer Proof Points 07:42 - Why Inference Workloads Are Exploding 09:11 - Training vs. Inference: How AI Models Actually Reach Production 10:10 - Why Inference Market Share May Concentrate Around a Few Winners 12:36 - Customer Use Cases: Coding, Enterprise AI, and Real-World Adoption 14:01 - Why Integrated Training and Inference Matter Strategically 16:01 - Building Scalable AI Infrastructure With High Utilization 18:24 - Token Factory: Inference as a Managed Service 20:24 - Revolut Case Study: AI-Driven Product Enhancements 22:56 - Token Factory Performance Optimization and Competitive Advantage 25:07 - Scale, Capacity, and Efficiency as Growth Drivers 28:36 - Why Inference Capacity Could Become the Next Major Bottleneck 30:10 - How Nebius Benchmarks Performance Across Providers 33:14 - The Future Size and Shape of the Inference Market 36:38 - Value-Based Pricing: Moving Beyond Cost per GPU Hour 40:55 - How Nebius Wins Deals: Quality, Performance, and Customer Experience 44:53 - Autonomous AI Platforms and the Rise of Agent-Based Models 47:28 - Tavily, Agentic Applications, and the Next Layer of the AI Stack 50:45 - Strategic Trade-Offs: Scaling, Product Roadmap, and Customer Relevance 55:40 - Final Thoughts: Adapting to the Next Shift in AI Workloads Nebius Roman Chernin

Daniel Koss

204,819 次观看 • 4 个月前