State of Onchain Inference
> Chutes dominates most of the requests (70-90%+)
> Surplus' requests growing fast - They went from 200k early Aug to 1.6M requests/day
> I don't have the requests & tokens stats here but BlockRun is also growing really fast ($15-20k/day in x402 vol)
> Dolphin has yet to launch the Public API - will be interesting to revisit the stats again once they're live
Seems like more and more flows are going to where the inference are the cheapest
As we slowly move into Q4, I'm becoming more bullish on
2 particular AI sectors
- Onchain & Decentralized Inference → you access AI at 50-95% discount
- Agentic Economy (x402 & MPP) → you give your agent an ability to do more at fraction of the usual cost
Cost efficiency will be the BIGGEST growth driver for Onchain AI this year