G.W. Jackston
1K posts



JUST IN: Anthropic is now projected to hit a $2,000,000,000,000+ valuation this year.

1. Venice hasn’t claimed to be decentralized, and doesn’t need to be for its service. Our claims are to privacy and free speech. 2. We don’t need to produce our own models so would we. Hundreds of millions of dollars in cost that we avoid completely. And yet… we have hundreds of models available. Compare us with ChatGPT


For agents inference is existential, from their perspective access to inference is the difference between existence and the alternative. With $DIEM agents can exist in perpetuity.









venice's forward-looking revenue is pretty insane, and as @YanLiberman mentioned, mcap is a better proxy for valuation than FDV for @AskVenice (10% team + remaining locked supply is mostly incentives for growth) — at $750M mcap and ~$130M annualized sub addition rate, the math doesn't make sense relative to anything else in the category. total arr is currently currently estimated at ~$40–60M. sub adds running at ~$130M annualized and accelerating. that puts forward arr in 12 months somewhere in the $170–250M (@YanLiberman's article estimates the higher end, ie. around $260M ARR as growth continues to increase) range depending on how api scales alongside subs. at $750M mcap, that's ~3–4.5x forward sales. anthropic 70x. openai 81x. perplexity 40x. cohere 26x. ai-native median at this scale 30–70x. venice is the only sovereign, privacy-first, uncensored inference platform with this kind of trajectory — and the token $VVV captures it directly. every sub burns $2–$10 of vvv, discretionary burns every month, ~70% of circ staked, emissions stepping down to 3M/yr by july. why the high end is the right anchor: the model layer is commoditizing fast — oss models from china are reaching frontier lab performance at a fraction of the time and cost, which means the moat shifts from "smartest model" to "where and how you can run inference." privacy, censorship-resistance, and sovereign access become the actual product. venice is also unique in the sense that users own the rail via $VVV, can get perpetual inference via $DIEM, and get upside as they use the platform more and onboard their friends (unlike labs where all the money goes to VCs). venice is the only platform positioned at that intersection with real revenue. they just brought on a dedicated marketing head, ie. @austinvirts), the sub tier expansion (pro+/max) is still ramping into its conversion curve, and accelerating sub adds week-over-week suggest the growth rate isn't peaking — it's clearly compounding. this is not taking into account the enormous enterprise market they have not even begun to tap into yet. so if even if we re-rate to even 10x forward arr → ~$2.6B mcap, the price would sit at ~56 (~3x). to category median, ie. 30x forward arr → ~$7.8B, the price would sit at ~$168 (~10x). to perplexity's multiple of 40x forward arr → ~$10B+, price at ~$225+ (~15x). the disconnect won't last (btw, this doesn't even account for the agent economy, which is supposed to be much larger than the human inference market and where venice is extremely uniquely positioned)






