Jake Brukhman: Why Decentralized AI Is Set To Explode (What's Changed)

Jake Brukman breaks down why a swarm of decentralized agents beat Google's quantum circuit research in a week, why decentralized training on consumer hardware is now provably cheaper than data centers, and why winning just 10% of AI training automatically locks in revenue from a $1 trillion inference market. He published this thesis in September 2022, before ChatGPT existed.

Jake Brukman is Founder and CEO of CoinFund, an 11-year digital assets and decentralized AI investment firm.

The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.

Timestamps

00:00 AI Meets Decentralization Thesis

02:44 Thesis Before ChatGPT Existed

03:44 Consumer Devices Train Models

04:29 100B Parameters Consumer Hardware

06:45 Rise Of Authentic Swarms

09:15 Swarms Outpaced Google Fast

12:53 Inference Drives All Revenue

13:13 $1T Inference Market 2031

14:53 Crypto Subsidizes AI Inference

17:02 Win Training Win Inference

20:47 Decentralized Training Now Cheaper

22:49 Kirkland $500M Own Model

28:39 Harnesses Collect Trace Data

31:24 Co-Own Model Donate Traces

33:10 Different From Past Web3

40:11 2.4B Monthly AI Users

Guest Socials:

Jake Brukhman X: https://x.com/jbrukh

CoinFund X: https://x.com/coinfund

CoinFund Website: https://www.coinfund.io/

Partners:

Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/

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Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/

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Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge

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Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.

Learn more here: https://www.zama.org/

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Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.

Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664

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