The Right AI Thesis Isn't Enough To Win 👀
You can be completely right that inference demand explodes and still end up owning the wrong part of the stack.
That is how I look at $VVV .
Venice gives users and agents access to private inference, and the market has clearly rewarded that thesis. VVV is up roughly 65% over the past month.
But somebody still has to provide the GPUs every request eventually lands on.
That is why I think $B3 is being looked at from the wrong angle.
B3IQ is not interesting to me as a company selling servers.
The better comparison is a neocloud with shared ownership.
Customers own individual NVIDIA machines, while B3IQ combines those machines into managed cloud infrastructure and handles the ugly parts: hosting, power, cooling, routing, demand matching, billing and SLAs.
Owners can keep the compute private or make spare capacity available through Earn Mode.
That distinction changes the thesis.
Traditional clouds own the hardware and rent you access.
B3IQ runs the cloud, but the customers can own the productive hardware underneath it.
At roughly a $40M market cap, I think the market is still pricing $B3 more like an old crypto asset than a bet on a customer-owned neocloud.
VVV gives me exposure to growing inference consumption.
B3IQ gives me exposure to the infrastructure that has to absorb that demand.
If AI usage keeps compounding, I think that ownership layer becomes a much bigger trade than it looks today.
#AI #Altcoin Season#
You can be completely right that inference demand explodes and still end up owning the wrong part of the stack.
That is how I look at $VVV .
Venice gives users and agents access to private inference, and the market has clearly rewarded that thesis. VVV is up roughly 65% over the past month.
But somebody still has to provide the GPUs every request eventually lands on.
That is why I think $B3 is being looked at from the wrong angle.
B3IQ is not interesting to me as a company selling servers.
The better comparison is a neocloud with shared ownership.
Customers own individual NVIDIA machines, while B3IQ combines those machines into managed cloud infrastructure and handles the ugly parts: hosting, power, cooling, routing, demand matching, billing and SLAs.
Owners can keep the compute private or make spare capacity available through Earn Mode.
That distinction changes the thesis.
Traditional clouds own the hardware and rent you access.
B3IQ runs the cloud, but the customers can own the productive hardware underneath it.
At roughly a $40M market cap, I think the market is still pricing $B3 more like an old crypto asset than a bet on a customer-owned neocloud.
VVV gives me exposure to growing inference consumption.
B3IQ gives me exposure to the infrastructure that has to absorb that demand.
If AI usage keeps compounding, I think that ownership layer becomes a much bigger trade than it looks today.
#AI #Altcoin Season#
