ABCDE: Viewing AI+Crypto from a Primary Market Perspective
After more than a year since the release of ChatGPT, discussions about AI+Crypto have once again heated up in the market. AI is seen as one of the most important tracks in the bull market of 2024–2025. Even Vitalik Buterin himself published an article titled “The promise and challenges of crypto + AI applications,” exploring the possible directions for future AI+Crypto exploration.
The promise and challenges of crypto + AI applications
Many people over the years have asked me a similar question: what are the intersections between crypto and AI that I consider to be the most fruitful? It's a reasonable question: crypto and AI are the two main deep (software) technology trends of the past decade, and it just feels like there must be some kind of connection between the two. It's easy to come up with synergies at a superficial vibe level: crypto decentralization can balance out AI centralization, AI is opaque and crypto brings transparency, AI needs data and blockchains are good for storing and tracking data. But over the years, when people would ask me to dig a level deeper and talk about specific applications, my response has been a disappointing one: "yeah there's a few things but not that much".
The Knowledge Economy Is Over. Welcome to the Allocation Economy
Time isn’t as linear as you think. It has ripples and folds like smooth silk. It doubles back on itself, and if you know where to look, you can catch the future shimmering in the present.
(This is what people don’t understand about visionaries: They don’t need to predict the future. They learn to snatch it out of the folds of time and wear it around their bodies like a flowing cloak.)
Investing in Quora and Poe
Since the release of ChatGPT, development of and interest in generative AI have exploded. Each week brings more model releases and additional tools, and Silicon Valley insiders, early adopters, and tech power users have flocked to Discord servers, registered for betas, and actively sought out ways to get their hands on the latest in AI.
