AI model

Opinion: Decentralized AI is changing due to Deepseek, and AI models developed based on a complete Web3 AI stack are expected to emerge one after another

ChainCatcher news, the Pando Fund released a research report titled "Decentralized AI Changed by Deepseek," which points out that the narrative of decentralized AI is continuously reshaping. Web3 AI companies can focus on replicating DeepSeek's success while offering new advantages such as multimodality, user ownership, censorship resistance, and privacy. It is expected that the number of projects on the supply side will continue to grow, while consumer-facing projects will begin to compete with Web2 counterparts by building community-participated networks. In the coming year, AI models developed based on a complete Web3 AI stack will emerge one after another.In addition, companies combining AI and crypto are gradually adjusting their strategies to focus on infrastructure building rather than model development. For example, companies in the GPU market like Akash, Render, IoNet, and Exabits have developed sustainable revenue models. Meanwhile, businesses like Grass and Gradient, which allow users to share network bandwidth, have found their market positioning by providing distributed network services to Web2 clients. In inference tasks, the performance gap between small models and large models is narrowing, which means that Web3 does not need to rely on the massive computing power of traditional AI giants and can utilize these streamlined models for efficient inference operations. As this trend develops, we may see more inference endpoints driven by decentralized computing networks in the future.

Shaw: DeepSeek has become the leading AI model at present, and the team is building the next version of Eliza

ChainCatcher news, ai16z co-founder Shaw posted on platform X, stating that more powerful models are always a good thing for AI agents.For years, AI labs have been surpassing each other in benchmarking and capabilities. Sometimes Google is ahead, sometimes OpenAI, and sometimes Claude. Today it is DeepSeek. The trend is that the largest and most capital-rich companies in the world are competing for a technology that ultimately tends towards being free, open-source, and running on home computers at no cost.The winners of this race have always been hardware and consumer products. Nvidia is always a winner. Every model is optimized for its hardware. Apple is also always a winner: they have invested in a unified memory architecture that allows high VRAM machines to run the latest models (albeit slowly).Products continue to benefit from the latest models. Cursor and Perplexity are examples that magically get better every few months, but as AI integrates into almost every product, all these products benefit from cheaper and faster AI models.AI agents represent a new application paradigm—the core argument is that applications need to migrate to the social media where users are, and agents are a form of application that can exist entirely on social media without users needing to leave. They are self-promoting and benefit from the network effects of every user interaction.When a new model emerges, integrating it into the agent framework usually requires just a few lines of code. Most model providers follow the same API conventions, adhering to OpenAI, so this work can typically be done in minutes. This allows any agent application to have immediate access to the latest models. Whenever a state-of-the-art model appears, agents become smarter.This week is a huge victory for all of us. For agents, for humanity, and for the AI model teams, who now have the motivation to work harder and do better. I am not worried at all about our position in all of this. We are building the next version of Eliza, which will only get better. Thousands of teams are building on our technology, with over 500 contributors to the core repository, and this number will continue to grow as we evolve. We are creating a template for ambitious founders on how to crowdfund their public product projects, and teams will be rolling out more content in the coming weeks and months to solidify this strategy.
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