jakiro
Written: haotian Source: Substack
The three major narrative directions of the IO collection AI+DEPIN+Solana are one of them. It is related to whether the Crypto industry can find a main promotion of the bull market through AI.To some extent, isn’t it an exaggeration to call it “Ying Weida”?Next, simply talk about my opinion:
1) IO was given high hopes as soon as it was born. Whether it is VC or miners and retail investors, I need IO to have a good sign in the direction of Crypto.The decentralized cloud computing power solution provided by IO has been cut into the main contradiction in the direction of AI model training: small and medium model training and fine -tuning, huge computing power of reasoning “demand” and the increasing centralized computing power “cost”.
The emergence of IO distributed cloud computing platform aims to resolve this contradiction.By mobilizing the IDC data center, cryptocurrency mines and the idle computing power of ordinary users, a large number of idle and low cost computing power has been accumulated, and based on the Crypto tokenomics incentive framework, a series of new contract standards and hardware equipment standardization, etc., and so on.The computing power of “collaboration” was almost impossible to generate application efficiency.
Therefore, the emergence of a distributed computing platform such as IO is the first rigid scene combined with the Crypto governance framework and the AI training needs scenario, which is the first hill in Crypto to capture the AI field.
2) The LLM large language model led by Openai is gradually “monopolized” in the Internet market context.We will find that the evolution of ChatGPT 3.5-4.0 to Sora and 4O will find that such large models are becoming more intelligent and multimodal.
Such large models can integrate pictures, texts, videos, and even combined with robots and IoT devices to achieve real -time dynamic output.But all this premise is based on the concentration of computing power and energy consumption.In this way, centralized AI services will gradually tend to monopolize oligopoly. A small number of technology companies will control the development direction of AI technology, which will inevitably restrict diverse innovation.
The emergence of distributed computing power platforms such as IO can provide a platform that provides a low threshold, more flexible, more customized, and can also give full play to the tokenomics community incentive value platform to help them in a more vertical and segmented application scenariosInternal (supply chain finance, precision medical care, personalized education, etc.) uses potential value.
Moreover, tokenomics can bind many parties such as computing power providers, developers, users and other interests, which is suitable for exotic effects in the marginal areas where traditional computing power resources may be ignored.Concentrated computing power will be given priority to areas with strong versatility, wide range of applications, and wider business monetization prospects such as large language models and machine learning.
This is the core reason I have always thought that AI+DEPIN can become the main promotion of the bull market, because the popularity of this track is not limited to the inner roll of the stock Crypto industry. It can be supplied by real demand and can be added to the Crypto field attraction.Measure users and project parties.
3) The basic business of IO directly targets cloud services such as Amazon and Alibaba Cloud, and builds the IO Cloud cluster. At the same time, it integrates the GPU resources of the supply end of Render Network, Filecoin, which makes the GPU resources provided with strong scalability.EssenceTherefore, once the leading status is formed, it will naturally reduce its cost efficiency by aggregating the resources of other idle computing power platforms.
Of course, if IO can stand firmly in the distributed cloud aluton power market, it will also directly storage (@Filecoin), which was originally Crypto, the distributed associate processor, and distributed computing (Golem) cloud intellectual property IP.Confirmation (@StoryProtocol), as well as derivative directions such as DEPIN infrastructure, middleware, edge AI, RWA, etc., there will be obvious possibilities.
Some people may criticize that the landing scene of IO is currently too narrative, but the moment when the strong emotions in the Crypto field, if IO can activate a series of related project enthusiasm for AI+DEPIN upstream and downstream, the value of its own narrative layer is enough to have industry barriers to industry barriersIt’s right.
In addition, on the surface, DEPIN is still the set of hardware mining, but the catalytic effect of the miner chain, node network architecture, and software and hardware integration behind it will introduce a wider range of incremental market users.(Don’t underestimate the magic of the PAN circle)
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Although it is now known as the “currency circle Ying Weida”, it is too early to be too early, but it can indeed perceive the role of IO’s next performance on the entire AI+DEPIN track.In any case, the corresponding market expectations should be given. This round of bull markets should be given too much.
