Starting in 2024, AI has become the hottest track in the entire tech circle. But one of the biggest problems brought by AI is: how do you confirm that the answers given by AI are derived from real reasoning and not just made up? This is precisely the core pain point of 'Verifiable AI'. And ZK technology happens to be a powerful tool to solve this pain point.
In this trend, Succinct's role is highly imaginative. With SP1 zkVM, developers can convert the reasoning process of AI models into zero-knowledge proofs. In other words, not only can you see the AI's results, but you can also obtain a 'security label' that proves this result was indeed generated by the model, rather than fabricated out of thin air.
From an investment perspective, this means three opportunities:
Emerging track: AI is a growing market, and verifiability is an essential security layer for AI. Succinct directly taps into this new track, with enormous potential.
Narrative premium: AI + ZK is an extremely imaginative combination, and the market will give extra valuation premiums for such cross-border innovations.
Long-term moat: Once Succinct becomes the preferred solution for AI verifiability, its token PROVE will gain a natural value binding.
More importantly, the speed of AI's popularization is very fast, and it may penetrate various fields in the coming years. If Succinct can establish 'verification standards' early on, its position will be similar to the early SSL protocol of the internet—unnoticed, yet an indispensable cornerstone of the entire system.
In my view, AI + ZK is a key step for Succinct to open up long-term narrative space. Investors need to realize that the value of PROVE depends not only on on-chain transactions but may also be amplified with the wave of AI. This is why I believe Succinct is not just a blockchain project, but a key player potentially standing at the 'intersection of technology'.
