Incredible Crypto x AI thesis by @twillz24 on @Delphi_Digital

TLDR: He's seeing the Web2 AI labs focus on GPU efficiency (Prompt caching, essential changes only) and focus on return on GPU metrics (i.e. ChatGPT 4.5 -> 4.1 demonstrates this)

He argues the opportunity is more pronounced for Crypto x AI since we have a global network of hardware + token yields that can drive down the cost of training/inference (I.e. @NousResearch / @inference_labs / many others in each bucket) to a degree that creates a stronger flywheel. Cheaper costs -> richer app ecosystem, usage and applications.

Read the report here: