Alpin Yukseloglu

This is not just some path-dependent thing that happened that the crypto industry emerged the way it did.

And that actually this is, if you were to play it forward from first principles, that this is how it has to be.

You end up in this conclusion where, you know, if you have agents that want to move at the speed of the internet and the current banking system was, you know, created before cars were invented, that those agents are going to discover the crypto rails as the right way to transact.

And, you know, I think there was a concern maybe like six to eight months ago, definitely on for me, where it was not clear if the agents would get good enough at crypto related software, for example, for them to be able to discover the current rails and maybe they'd have to reinvent them from scratch.

But over the last six to eight months, as we've been working on this work with OpenAI, it's become increasingly clear that one, there are extremely strong network effects inside of crypto.

And two, these agents are able to just learn, like they just want to learn these verifiable things.

And crypto is very high on that list.

So at this point, I think, you know, I've become extremely, extremely bullish on crypto as a substrate for these agents.

And I think it's sort of an open game.

Who in crypto is going to win that?

But the shape of the technology fits it perfectly.

I think it's actually very hard to say.

And currently the ball is in the air.

We don't know.

Part of the reason...

I can point to some of the bottlenecks we had while we were developing VMBench, where we also have actually started work on a Solana-related component of it.

But for example, one challenge was that actually it requires a lot of human talent to be able to go in and construct these evals.

And that was just much easier for us to come by for Solidity.

And these things are really hard to build, right?

These are pretty heavy infrastructures.