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Sandeep thinks powerful AI in a few hands is the wrong endgame. Sentient's building a token-incentivized open-source AI instead. Proof it works? It became the most visited reasoning framework globally, not just in crypto, but across all AI.

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The Rollup

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23,739 просмотров • 7 месяцев назад •via X (Twitter)

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AI is concentrating, in a few countries, a few companies, a few chips. Open-source AI is the only real check on that. And it only works if the infrastructure to run it actually exists. Today, we're announcing our Series A, $20 M, to make this a reality.
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📁 Yann LeCun, Chief AI Scientist at Meta, says AI is now a platform. And winning platforms always become open. The internet moved from proprietary servers to Linux and open source. AI will follow the same path. If AI stays in the hands of a few US or Chinese companies, the problem is not technical. It is who controls knowledge.
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📁 Yann LeCun, Chief AI Scientist at Meta, says AI is now a platform. And winning platforms always become open. The internet moved from proprietary servers to Linux and open source. AI will follow the same path. If AI stays in the hands of a few US or Chinese companies, the problem is not technical. It is who controls knowledge.

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This is the most important chart in AI right now. Open Source is eclipsing Closed Source in total token usage, but frontier labs still capture most revenue. Watch my breakdown:
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Physical AI is the biggest opportunity most people are sleepwalking past. "Physical AI is a $50 trillion market." - Jensen at The All-In Podcast Robots. Autonomous vehicles. Embodied AI. The infrastructure to power all of it. Nvidia isn't just selling GPUs anymore. They're building the OS for the physical AI era.
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DeepMind's Nikolay Savinov says 10M-token context windows will transform how AI works. AI will ingest entire codebases at once, becoming "totally unrivaled… the new tool for every coder in the world." 100M is coming too -- and with it, reasoning across systems we can't yet imagine.
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DeepMind's Nikolay Savinov says 10M-token context windows will transform how AI works. AI will ingest entire codebases at once, becoming "totally unrivaled… the new tool for every coder in the world." 100M is coming too -- and with it, reasoning across systems we can't yet imagine.

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AI may be stealing crypto’s attention today, but Thomas (Tom) Lee (not drummer) FundstratDirect.com sees it making crypto more important over time. “The stronger AI gets, it doesn't make crypto less relevant.” “In fact, the more AI evolves, the more important crypto is.” “Crypto is clearly a downstream story to AI.” “From a timing perspective… earlier this year, no one cared about owning anything else. But now that’s changing.”

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