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0xJeff
@0xJeff
Researcher/Investor - sharing insights from 200+ convos with founders & builders at | Ex-TradFi
Joined November 2021
888 Following    80.6K Followers
> Kimi K3.1 Pro matching frontier capabilities > Local conversational model that sounds more real than humans > Renewed wave of interests for Confidential Inference I know everything is going down but I can't imagine a world where these models don't get immediately integrated by onchain providers and sold for 30-80%+ off Open Frontier Intelligence at affordable prices November is gonna be an exciting month for Onchain Inference
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Who are the most undervalued onchain inference teams in the market rn? Let's take a look by looking at MC-to-Token Usage Comps The Lower = The More Undervalued vs Peers @AskSurplus, @PhalaNetwork, @engyai, @dphnAI, @AskVenice are the Top 5 Most Undervalued on the list Despite its positive PA in the past weeks, Surplus remains highly undervalued vs peers considering its token usage of 250B+ tok/day Somewhat makes sense because the token doesn't have any utility or value accrual right now. The hope is that this will change post-token migration in about a week or so. Q4 is shaping up to be an exciting quarter for Onchain Inference
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