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| | | | The Growth Insight 🌱 | I watched NVIDIA transform from a $1T gaming company into a $3T AI powerhouse - and didn't invest a single dollar. The worst part? The signals were screaming. While I was chasing crypto tokens with dogs wearing party hats, the biggest tech gold rush since the internet was unfolding right in front of me. | NVIDIA's story isn't just about numbers - it's about seeing the future and having the guts to bet on it. Their revenue exploded 126% to $60B in 2024, as every tech giant scrambled to hoard GPUs like they were the last bottles of water before a hurricane. Big Tech wasn't just buying chips - they were arming themselves for the AI revolution. | Here's why I'm sharing my $3T regret: I'm seeing the exact same pattern emerging in Crypto AI. | Just like the 1849 Gold Rush, when smart money didn't chase gold but sold picks and shovels to miners, the real opportunity isn't in chasing the next AI chatbot. It's in building the infrastructure that'll power millions of AI applications. | This isn't some vague "web3 meets AI" hype. We're talking about a $230B+ market that's still in stealth mode. While Twitter is obsessing over memecoins and Layer-1 dramas, a new breed of founders is quietly solving the hard problems: | How do we democratize AI compute when each training run costs millions? How do we verify AI outputs when we can't trust the models? How do we build AI agents that can actually own assets and make decisions?
| After weeks of deep conversations with founders and diving into technical papers, I've mapped out four sectors that could reshape how AI evolves: | Decentralized Compute Networks: Imagine Airbnb for GPUs, but at enterprise scale AI Data Markets: Because AI is only as good as its training data Verifiable AI: Making AI trustworthy through cryptography On-chain AI Agents: Digital beings that can actually own and control assets
| Each of these sectors feels like NVIDIA in 2021 - overlooked, undervalued, and positioned to explode when the pieces finally click. |
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