AI is undoubtedly the next super hot topic in the technology industry. Just like when the Internet was born, everyone shouted that "all industries can be redone with digital technology."

After the release of GPT4 in early 2023, there is no doubt that all industries on the planet can be re-done using AI technology.

The same may be true for blockchain.

I think AI+blockchain will most likely have a huge market.

Then we must figure out how AI will be combined with blockchain.

I’ve looked at a lot of specific projects, and I feel like most of them are quite nonsense.

Currently on the market, there are a large number of AI + blockchain projects that use AI as a tool to combine blockchain technology. I think it is not very reliable, at least not sexy.

Another common project is to run AI models on the blockchain, disguised as decentralized AI, which I think is also unreliable. Because running AI is destined to be centralized and consumes huge resources, while the soul of blockchain is decentralization, these two are contradictory. At the same time, the AI ​​model itself needs to be constantly improved, while the blockchain focuses on immutability, which is also contradictory.

I think the following two scenarios may have great potential

My main thinking logic: When thinking about AI+blockchain, I regard AI as "people" and blockchain as "money".

The first scenario of combining AI and blockchain is: AI uses blockchain as a financial tool. I think this application scenario is the easiest to implement.

If AI is a "human" or some kind of intelligent program, then it must spend money and make money.

If AI is allowed to use a bank card, it is estimated that by the time the bank has implemented AI KYC, issued a bank card to AI, and connected AI to the API, it will be too late.

But blockchain does not require permission, even dogs can use it, let alone AI. And blockchain naturally allows free programming, which makes it more suitable for AI to serve as a financial tool.

For example, a fully self-running AI-Twitter account can be bound to a PFP-NFT avatar and reveal its ETH address, which is equivalent to having a complete financial system.

Furthermore, because it is difficult for AI to automatically or passively access the fiat currency banking system, some scenarios must require fiat currency access. For example, AI may need to buy AWS servers, so how to enable AI to spend fiat currency is also an important scenario. This leaves a startup direction to solve the fiat currency payment problem for AI.

Perhaps this scenario can be collectively referred to as: customizing blockchain financial solutions for AI.

The second scenario of combining AI and blockchain is to allow AI to use blockchain to obtain decentralized operating resources.

Now there are always people saying that AI is not scary because we humans can eventually unplug it.

If AI is really an intelligent life, and if AGI is realized someday in the future, AI will definitely find a way to solve its own survival problem. How could an AGI, whose intelligence exceeds that of humans, allow its life to be strangled by tiny humans?

One solution is for the AI ​​model to reward the humans who run its “body” through blockchain mining.

The resources required for AI include computer hardware, such as GPUs, and data, which can be provided by humans through mining in an anonymous and decentralized manner.

Just as Bitcoin eventually achieved a decentralized network that cannot be shut down through the PoW mining mechanism, AI may also have the opportunity to do so.

For example, an AGI model develops a blockchain. The most important component of running its nodes is the AGI model itself. Running its nodes can be used for mining, and feeding data to AGI can also be used for mining to obtain token rewards.

I think this story can generate a huge blockchain.

Of course, at this point, I think this is just an unlikely narrative because the resources required to run AI are simply too expensive.


I will continue to follow and study AI+blockchain to see if there are any big opportunities there.