$17.13
24h
-9.93%
10 Aug, 12:59
Venice token positioned for massive growth in consumer AI market
Bullish+41.47%
AI Summary
Author is extremely bullish on $VVV (Venice), stating they are all-in on the token with conviction it will retire them, citing the company's unique positioning in consumer AI with multi-model access, privacy features, and token burn mechanics tied to revenue growth.
$VVV both subs and api burns on a rampage, directly proportional to company revenue/growth
and the core thesis is overwhelmingly simple:
1. labs are consistently losing edge to OSS models
2. AI loyalty doesn't exist, look at how the lead moved from openai -> anthropic and now OSS models
3. if you are a consumer and want to use OSS AI models, what are your options? genuinely
4. venice is one of the only consumer AI companies that lets you access all of these models in a single place
5. by default the experience is superior due to reduced/no censorship + default privacy
<$200m revenue is literally nothing for venice, the TAM is in easily in the trillions
recent raise + insane growth rate -> dedicated gpus and infra -> better margins -> more profit -> higher burns and growth
also lot of folks need multiple models from multiple companies to create -- video, image, text and audio etc -- this is also why minds will be powerful, monetization on top, x402 support and more will quite literally make it the first of its kind agent marketplace
i could keep going but you get the picture, i've been all in on $VVV and turned my mind off to the overall market for now -- have a feeling this hold will retire me