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Bankless
@Bankless
Welcome to Bankless: where we explore the frontier of crypto money, tech and finance. Learn how to get started, get better, and front-run the opportunity.
参加 February 2020
195 フォロー中    355.5K ファン
Venice’s privacy + AI angle made the VVV trade easy to understand. But there’s another, larger AI shift it's set to capture: the move from training to inference. Training gets the attention but inference costs are recurring and ever-growing, scaling alongside users and agents. That is becoming one of AI’s biggest bottlenecks: > Cerebras’ IPO landed 20x oversubscribed as investors piled in for exposure to its fast inference chips > Anthropic unexpectedly cut usage limits, reports of Claude being degraded spread everywhere, then Anthropic disclosed usage had GROWN 80x more than expected > So, they then partnered with SpaceXAI to use the ENTIRE compute capacity of the Colossus 1 data center > Now, Claude usage limits are rising again, and free API credits are coming in June That is the broader tailwind behind Venice: its ecosystem is a gateway to endless inference. VVV gives access to Venice Pro + can be staked to get perpetual inference via DIEM. Projects are already stockpiling DIEM to service inference for their own platforms, agents, and users. Then there’s Dolphin, which built the default Venice Uncensored model and runs a distributed inference network using idle consumer GPUs. Its token POD can be used for inference payments and xPOD stakers get daily inference allocations across the network’s models. David Christopher expects we’ll see more projects like this, serving decentralized inference rather than training.
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