Average. Inquisitive. Macro.
Joined October 2011
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Of the belief that Venice is early in the phase that matters most for $VVV token holders. The demand has been found, as the on-chain record makes clear. What has not yet happened is the conversion of that demand into the margin that follows from owning compute, and the burn that follows from the margin. That conversion is only now beginning, and it will unfold over the next two years.
The company was seeded by its founders and raised a $65 million Series A in July at a valuation above $1 billion. A lead investor at that valuation is likely underwriting a 5 to 7x outcome, hoping for a 10x, which brackets the base-to-bull range in the article.
The returns on that capital are only now beginning to take shape, as the first wave of GPU clusters is deployed and the shift from rented to owned compute begins to show in the cost structure.
Two signals will validate the thesis: an announcement of additional clusters by roughly mid-2027, and an expansion of the programmatic burn rules, which would convert margin improvement into a fixed commitment to token holders rather than a monthly discretionary decision. Management has already alluded to the latter as a strong possibilty.
Thus far, management has seemingly had a crystal ball on predicting the industry's major shifts correctly and early: inference over training, privacy as a product, open weights as the cost frontier. Owning the hardware is the step that turns that positioning into margin.
G.W. Jackston retweeted
Of the belief that Venice is early in the phase that matters most for $VVV token holders. The demand has been found, as the on-chain record makes clear. What has not yet happened is the conversion of that demand into the margin that follows from owning compute, and the burn that follows from the margin. That conversion is only now beginning, and it will unfold over the next two years.
The company was seeded by its founders and raised a $65 million Series A in July at a valuation above $1 billion. A lead investor at that valuation is likely underwriting a 5 to 7x outcome, hoping for a 10x, which brackets the base-to-bull range in the article.
The returns on that capital are only now beginning to take shape, as the first wave of GPU clusters is deployed and the shift from rented to owned compute begins to show in the cost structure.
Two signals will validate the thesis: an announcement of additional clusters by roughly mid-2027, and an expansion of the programmatic burn rules, which would convert margin improvement into a fixed commitment to token holders rather than a monthly discretionary decision. Management has already alluded to the latter as a strong possibilty.
Thus far, management has seemingly had a crystal ball on predicting the industry's major shifts correctly and early: inference over training, privacy as a product, open weights as the cost frontier. Owning the hardware is the step that turns that positioning into margin.
G.W. Jackston retweeted
$VVV burns are increasing about ~1% a day
$9,000 daily $VVV burn on July 17th
$24,150 daily $VVV burn on October 25th
At this rate, January will start with $45,000 of daily $VVV burns, and end with $62,000 daily $VVV burn
Lower that assumption by 33%, and you get $300,000 daily $VVV burn in December 2027
G.W. Jackston retweeted
Three months ago @AskVenice burned $9k of $VVV a day. Yesterday: $24k 🔥
New all-time high. @AskVenice burned $24,163 worth of $VVV on Monday, the first day ever above $24k and $1,208 past the Oct 15 record. Plus $402.2k in new-signup and credit revenue, $3,760 off the all-time high. On a Monday 🔥 venicestats.com/burns
G.W. Jackston retweeted
New all-time high. @AskVenice burned $24,163 worth of $VVV on Monday, the first day ever above $24k and $1,208 past the Oct 15 record. Plus $402.2k in new-signup and credit revenue, $3,760 off the all-time high. On a Monday 🔥 venicestats.com/burns
G.W. Jackston retweeted
Trending towards the 2nd highest ever daily revenue and $VVV token burns from user purchases of AI model credits
G.W. Jackston retweeted
By 2030, you’ll be able to speak a sentence and have an entire film made in about a minute, according to @ErikVoorhees.
@jennsanasie sat down with the @AskVenice founder ahead of the Lumara Film Festival to talk about the rise of AI filmmaking:
00:00 - Venice․ai’s Erik Voorhees Joins CoinDesk Spotlight
01:45 - Venice․ai: A Private, Uncensored ChatGPT
02:18 - How Video Grew to 30% of Venice’s Usage
03:33 - Why Privacy Should Be the Default
05:11 - What Creators Really Want
08:14 - Inside the Lumara Film Festival
12:18 - What AI Filmmaking Looks Like in 2030
G.W. Jackston retweeted
To have full power over your creativity you need to know you are not being watched or censored. The creators using @AskVenice have freedom implicitly to create anything they'd like.
By 2030, you’ll be able to speak a sentence and have an entire film made in about a minute, according to @ErikVoorhees.
@jennsanasie sat down with the @AskVenice founder ahead of the Lumara Film Festival to talk about the rise of AI filmmaking:
00:00 - Venice․ai’s Erik Voorhees Joins CoinDesk Spotlight
01:45 - Venice․ai: A Private, Uncensored ChatGPT
02:18 - How Video Grew to 30% of Venice’s Usage
03:33 - Why Privacy Should Be the Default
05:11 - What Creators Really Want
08:14 - Inside the Lumara Film Festival
12:18 - What AI Filmmaking Looks Like in 2030
G.W. Jackston retweeted
imagine having 5 million+ users and now having your own data center to boost the margins
that's what venice is doing 🤯
best part is that $vvv is still at $1 billion market cap
if venice wasn't in crypto and instead it was listed as stock, i think it'd have market cap of more than $20 billion
venice looks like best ai play and an asymmetric opportunity
Did you know @AskVenice is building out its own data center?
Venice is vertically integrating, to reduce token costs and increase its margins.
From the last $VVV call with @JonShapeShift:
"[we are] building out this initial data center and then looking even at multiple potential for additional data centers after that.
I believe that the first data center is supposed to come online hopefully before the end of October [or early November]
there might be a world where we decide that, you know, our margins are good enough that we can increase the amount [of $VVV burn]"
G.W. Jackston retweeted
New top model
Kimi K3.1 Pro is live on Venice.
@Kimi_Moonshot’s strongest open-weight model: frontier-level intelligence for long-running coding and agent work, and it even designs 3D models, writing Blender and CAD scripts.
Available anonymously. 20% off Pro and Highspeed (API) thru Oct 31.
RT @sabrinaesaquino: Deepseek v4.1 flash abliterated is now live on the venice api
524k context, zdr, $0.33/M input, $1.32/M output, $0.00…
This quoted post is unavailable.
G.W. Jackston retweeted
The only private data is data that doesn’t exist
Venice.ai
G.W. Jackston retweeted
Use Venice.ai if you don’t want what is about to happen to everyone to happen to you
G.W. Jackston retweeted
new on the @AskVenice API: voice changer
upload any voice recording and transform it into a different voice, your original delivery and pacing preserved
speech-to-speech, async endpoints. change your voice anonymously.
docs: docs.venice.ai/guides/media/…
ALT A glowing gold audio waveform floats at the center of a marble temple hall with gilded columns and a gold coffered ceiling.
G.W. Jackston retweeted
base:0xf4d97f2da56e8c3098f3a8d538db630a2606a024 transforms inference from something you pay for and rent on a regular basis into an asset you can own.
$DIEM is tokenized inference.
