Build in Crypto

Crypto > AI: #

In AI, six companies control nearly everything through GPUs: Nvidia, Microsoft, Amazon, Google, Oracle, and Meta. OpenAI—arguably the best-positioned to become a “supercompany”—can barely keep things together, even with a founder who’s been a Silicon Valley insider for 20 years, has backed thousands of companies, and has connections with the most powerful people in the Valley. In AI, you’re playing the same Web 2.0 roll-up game where nearly all value accrues to the big players.

Meanwhile in crypto, there are hundreds of L1s, L2s, wallets, DEXes, NFT platforms, memecoin launchers, trading sites, listing sites, and exchanges. There’s no clear market leader in any category—and therein lies the opportunity for builders.

If you want to get acquired by one of a handful of companies, build in AI. If you want to create the next iconic company, build in crypto.