merge

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.
ChainCatcher Building the Web3 world with innovators