1. Types

So many cryptoxAI projects, how to understand them? (e.g., Bittensor, MyShell, Ritual, Bittensor, Modulus... what are their diff?)

My take:

• Gen-AI related: end goal is to create things like chatgpt, midjourney...

• On-chain ML related: end goal is to put ML models on chain (esp on EVM-chains), so app are more related to optimization, credit-scoring etc.

• Dev component: things like data and hardware/GPU that are key supporting elements to AI developement (but not related to the client-side)

2. Projects

Specific project links to-be-add 🤣

2.1 Gen-AI

• App: things like chatgpt where applications are the focus

• Middleware: things like GPTs, right now most are things related to agent-level

• Chain

2.2 On-chain ML

• App: mostly things related to on-chain Defi, using ML to optimize yield, risk mgmt etc.

• Middleware: how to serve ML onchain; most are ZKML-related

• Chain

2.3 Dev Component

• Data: how to acquire data to train, fine-tune AI models; data marketplace, monetization, labelling etc.

• Hardware: how to acquire GPUs to train, serve AI models (mostly DePIN-related)

3. Thoughts

(1) Why CryptoxAI

recom checking about; tldr:

• some issue are very suitable for crypto experiment; for example, GPU shortage

• crypto is a good way to support open dev platform, can be a good alternative to centralized, close-source dev platform like OpenAI (think about Twitter/FB platform back in the old days)*

*my concern is that, AI dev platform is a bit different from social platform; that the network effect is different, it's sit between AWS and Twitter/FB. Also how data will be shared / used by these commercial platform is TBD

(2) Interesting Projects

Bittensor, Shinkai, FedML, Bagel

(3) Bearish view

still, I have some bearish view on some sector / project, can't share publically, but already share to some of my vc and builder frens

4. Resources

What are some good resources to learn CryptoxAI?

(1) Landscape overview

• https://www.coindesk.com/tech/2024/01/10/making-sense-of-web3s-burgeoning-ai-ecosystem/

• https://twitter.com/DistilledCrypto/status/1754430933288284384

• https://twitter.com/flock_io/status/1753027782286676049

• https://github.com/DecentralizeAI/MRC

• https://twitter.com/Old_Samster/status/1743308092505555050

(2) Research / Discussion

• https://www.youtube.com/watch?v=L9PeM3Bjxo0 why CryptoxAI

• https://www.youtube.com/watch?v=sRn-Q_mSjAM bittensor origin stories

• https://twitter.com/caseykcaruso/status/1748711683973939564

• https://vitalik.eth.limo/general/2024/01/30/cryptoai.html

• https://twitter.com/Wuhuoqiu/status/1755922300799693108

Finally, thanks ash, casey, chao, jacob, laobai, juylan for feedback and discussion