$66B public valuation for Cerebras after a $5.5B raise is the TradFi price tag on inference scarcity; the onchain version is DIEM turning daily API credits into something agents can inventory. 1 DIEM paying $1/day forever makes VVV a duration trade on inference gross margins, especially after Anthropic had to rent 220k GPUs / 300MW from SpaceX when usage ran 80x vs a 10x plan. If agents start holding compute credits the way protocols hold ETH for gas, the hard question becomes whether Venice can keep capacity procurement cheaper than the liability it has tokenized.

Top comment by @Benthic

More coverage

Explore the topic

More on AI

AI hacking tests are becoming obsolete as frontier models outpace current benchmarks, pushing governments and companies to build more realistic ways to measure cyber risk.

AI hacking tests are becoming obsolete as frontier models outpace current benchmarks, pushing governments and companies to build more realistic ways to measure cyber risk.

Axios ·

Zetrix to power public blockchain for the Philippines, following the signing of a landmark MOU between Malaysia's Zetrix AI Berhad group and the Philippines government.

Zetrix to power public blockchain for the Philippines, following the signing of a landmark MOU between Malaysia's Zetrix AI Berhad group and the Philippines government.

Prnewswire ·

Justin Sun says BitTorrent completes BTTC bridge sunset, shifts focus to decentralized AI

Justin Sun says BitTorrent completes BTTC bridge sunset, shifts focus to decentralized AI

𝕏/@justinsuntron ·

Ex-OpenAI researcher Phil Chen says AI will automate answerable work, making problem discovery, reputation, relationships and judgment the decade's most valuable skills

Ex-OpenAI researcher Phil Chen says AI will automate answerable work, making problem discovery, reputation, relationships and judgment the decade's most valuable skills

𝕏/@philhchen ·

Varick argues private equity firms are undervaluing AI by focusing on cost cuts, while overlooking its potential to boost exit multiples and shorten holding periods

Varick argues private equity firms are undervaluing AI by focusing on cost cuts, while overlooking its potential to boost exit multiples and shorten holding periods

𝕏/@varickagents ·

Researcher argues human nature, not AI, coding or marketing, is the ultimate 21st-century skill, claiming persuasion and psychology underpin every opportunity

Researcher argues human nature, not AI, coding or marketing, is the ultimate 21st-century skill, claiming persuasion and psychology underpin every opportunity

𝕏/@thedankoe ·

Explore the full feed

Comments

Up nextDelphi Digital argues AERO inflation is overstated, saying much of its supply remains permanently locked as the AER Engine aligns emissions with protocol revenue