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We asked Tom Schmidt >|< from Dragonfly >|< about AI x crypto. "We are more bearish on this category." "A lot of AI crypto is broken down into people trying to do decentralized inference, this GPU marketplace. This is an old idea in crypto." "If you want to train...

41,164 Aufrufe • vor 1 Jahr •via X (Twitter)

11 Kommentare

Profilbild von Lucas
Lucasvor 1 Jahr

disagree. yes, it may be easier to train sota models in co-located clusters, but there's a physical ceiling here. u literally can't fit infinite gpus into one spot or bring enough power to a single location. demand for compute is and will continue to grow much faster than the supply -- DCNs (distributed compute networks) are the way to get around this bottleneck.

Profilbild von Lab4crypto
Lab4cryptovor 1 Jahr

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Profilbild von James Woodman
James Woodmanvor 1 Jahr

@tomhschmidt @dragonfly_xyz A100 cluster?! It is 2025

Profilbild von lincoln.base.eth
lincoln.base.ethvor 1 Jahr

@tomhschmidt @dragonfly_xyz yup this is what Coinbase's x402 is trying to do,

Profilbild von Distributed State
Distributed Statevor 1 Jahr

@tomhschmidt @dragonfly_xyz Hey @tomhschmidt , would love to talk to you about the work @tplr_ai is doing to debunk that fallacy

Profilbild von kl
klvor 1 Jahr

@tomhschmidt @dragonfly_xyz

Profilbild von MADDIE
MADDIEvor 1 Jahr

@tomhschmidt @dragonfly_xyz Yay Tom

Profilbild von Nathan Worsley ✨
Nathan Worsley ✨vor 1 Jahr

@tomhschmidt @dragonfly_xyz AI x crypto already has product-market fit in attention economies:

Profilbild von Axilo
Axilovor 1 Jahr

@tomhschmidt @dragonfly_xyz Crypto as the rails for agents to thrive on is under appreciated. I was preaching this a while back:

Profilbild von Tint Blorm
Tint Blormvor 1 Jahr

@tomhschmidt @dragonfly_xyz agreed i think ai being used in crypto should be focused on consumer solutions ai crypto stacks trying to compete with web2 stacks are not ready

Profilbild von Mo Koyfman
Mo Koyfmanvor 1 Jahr

@tomhschmidt @dragonfly_xyz @goldskyio

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