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KGeN 🟩
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KGeN 🟩
@KGeN_IO
KGeN collects data from verified humans in the Global South to train Physical AI and LLMs Backed by @AccelIndia @Prosus_Ventures @jump_
Katılım Şubat 2023
34 Takip Edilen221.4K Takipçiler

🟩 AI is leaving the browser.
Join us in tomorrow's ThoroughScan sesh, where our panel discusses “The Next AI Battle Won't Be Online”
Guest Speakers:
@TorsakulT @aaf_sol @MR_B_DTC @pukerrainbrow
@pukecast @RugRadio
📅 14th July
⏰ 2:00 PM UTC / 10:00 PM HKT
Set your reminders 👇

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AI needs verified humans, diverse data, and global participation.
As demand for AI training grows, our Elder @manishdiesel explains how KGeN is building the human layer that powers the next generation of intelligent systems.
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@MilkRoadAI The biggest shift isn't humans using AI. It's going to be AI using AI. That's an entirely different compute curve.
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How could you possibly be bearish on compute right now? (Save this).
Every 10 seconds in 2026, the world generates 31.7 billion tokens and by 2030, that number hits 1.27 trillion, every 10 seconds.
That's a 40x increase and that's before the full agent economy comes online.
The Qualcomm CEO said total token demand by 2030 is in the quintillions.
Here's what most people miss because when you use ChatGPT, you generate tokens one conversation at a time but agents don't sleep. ]
They run 24/7, spawning sub-agents, carrying context, updating memory, catching mistakes and every single one of those actions burns tokens.
The shift from human paced to agent paced activity is the single biggest structural change in compute demand we've ever seen.
You don't need a perfect forecast but rather just need to believe agents become persistent and if they do, compute demand goes vertical.
The infrastructure has to be built before the demand fully arrives, which means the window to own the picks and shovels is right now.
That's where neoclouds like Nebius come in.
Nebius isn't trying to be AWS, it is a pure-play AI cloud, GPU clusters, inference infrastructure, and developer tooling built from scratch for AI workloads.
Q1 2026 revenue hit $399M, up 684% year over year and they're guiding for $7–$9 billion annualized run rate by end of 2026.
Analysts are modeling roughly 2,000% total revenue growth from end of 2025 to end of 2027.
They already have contracts with Microsoft and Meta already signed. Capex guidance raised to $20–$25 billion because customer commitments justified it.
They are sold out of capacity because the constraint isn't customers, it's how fast they can build.
Adjusted EBITDA margin on the core AI business hit 45% in Q1 and Jensen Huang called Nebius a close partner at GTC 2026.
And in a world where GPU access is the single biggest competitive moat, that relationship matters more than most people realize.
The bear case on compute requires you to believe the agent economy stalls and that's a very lonely bet to make right now.
Bullish on Nebius and Milk Pro subscribers are already up massively on this trade, come join us using the link below to get our full AI trades and we have a HUGE 33% off right now!
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KGeN 🟩 retweetledi

[AMA] Talking with KGeN , Human Layer for AI x.com/i/broadcasts/1…
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@KGeN_IO @AaronTeng @harrisongoldx @sakshaminbeta @pukerrainbrow @pukecast @RugRadio I will be there
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🟩 What happens when AI starts making its own decisions?
Join us in tomorrow's ThoroughScan sesh, where our panel discusses “The Rise of Autonomous Economies”
Guest Speakers:
@AaronTeng @harrisongoldx @sakshaminbeta @pukerrainbrow
@pukecast @RugRadio
📅 7th July
⏰ 2:00 PM UTC / 10:00 PM HKT
Set your reminders 👇

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@Aptos @AaronTeng @harrisongoldx @sakshaminbeta @pukerrainbrow @pukecast @RugRadio See you in a bit 🔥
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What does it really take to build the human layer for AI?
@manishdiesel joins @Edward__Park to talk about how KGeN trains Physical AI and LLMs, and what's coming next.
8th July
11:00 AM UTC / 8:00 PM KST
See you there!

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KGeN 🟩 retweetledi

👾 [AMA] KGeN, The Human Layer for AI Labs
- Date: July 8th 8pm in KST 🇰🇷
- Guest: Manish, Co-Founder of @KGeN_IO
- Place: @Edward__Park 's X account
Let’s talk with KGeN, a project building a human data layer with data from over 60 million people to support Physical AI and LLMs.
Could this Space also be collected as part of that data? That would be my pleasure as well.
See you tomorrow evening.
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