Today on MCG: @0xDeltaHedged from @OpenGradient Matthew built OpenGradient at Two Sigma as a quant engineer before his co-founder left Palantir to join him. The idea is simple... if AI is going to run our banks, hospitals, and portfolios, someone needs to verify it's actually doing what it says. OpenGradient is building that layer, and the ICO just went off when everything else was crashing 👇 00:00 - Matthew from OpenGradient introduced — just had a standout ICO in a tough market 00:45 - Background — quant research engineer at Two Sigma, co-founder was AI tech lead at Palantir 00:59 - The thesis — like financial transactions settling on-chain, compute and its verification should too 01:08 - Why verifying compute matters — AI is making critical decisions with sensitive data 02:18 - The problem explained simply — most work in 3-10 years will be done by AI 02:23 - Your accountant, portfolio manager, doctor — all potentially AI 02:45 - OpenAI and Anthropic will hand over your data unencrypted if subpoenaed — that's the problem 03:06 - What OpenGradient builds — confidential computing using trusted execution environments 04:04 - ZKML proofs and attestations — what they are and why they matter 04:34 - The blockchain trilemma — how OpenGradient navigates it 06:43 - "If we can't verify what AI is doing, we are absolutely screwed" 06:59 - Model starting to reason in Chinese — a real example of AI drift 07:28 - AI labs only run their own benchmarks — the conflict of interest 11:15 - "I can reduce your token cost by 20%" — the pitch to developers 11:29 - Who's using this today — mostly developers and teams 12:56 - Developer workflow walkthrough — what it actually looks like to integrate 15:07 - Green check mark on-chain — what a verified AI call looks like 15:19 - The TAM — how big is this market? 18:19 - The Facebook/Instagram precedent — data exposed in court 19:33 - Legal responsibility and AI — what companies need to think about 21:44 - Industry bounties — how they're incentivizing verification 24:22 - Compute marketplace — buying from one place, verified across the network 26:20 - $OPG token utility — how it's used in the system 27:02 - Get paid to run nodes — the node operator opportunity 27:19 - Crypto-economic security — how the network stays honest 31:03 - Coinbase Ventures and SVA as backers 31:32 - Tokenomics breakdown 32:00 - ICO launch price — held up well 32:13 - "We're doing good now" — the honest update 34:31 - Revenue generated — early traction 36:03 - Engineered their own memory infrastructure 39:44 - "This paves the road for agents to operate trustlessly" 41:29 - No KYC needed — why that matters for agents 41:54 - In talks with NEAR and other L1s 42:41 - Wrap — fascinating conversation