Davide Crapis

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This is not financial advice.

I think it's worth highlighting that what you're saying, Austin, is that when people are buying these Mac minis, people are dedicating computers, dedicating an entire computer to run these AIs, probably for security purposes.

Like, no way am I putting an AI on my actual computer.

I will buy a separate computer and allow an AI agent to just inhabit that home.

That will be the AI's house.

But everything that happens on the other side of that computer has no clue as to whether it's an AI or a human.

I'm operating my computer in the same way that AI that I'm running locally on my computer is operating that same computer.

For everyone else on the internet, it's just computer signals, just TCIP packets being sent, and everything is the same.

And I think maybe that can help emphasize the point as like the rest of the internet doesn't care, including our blockchains.

Our blockchains don't really care.

They are just like, it's all the same users providing inputs to the internet and also to our blockchains.

And so I think when we talk about just like our agents coming on chain, it's like I saw pictures of somebody with a shopping cart of what looks like 200 Mac minis.

And so this one user, this one person who has a laptop and can use one laptop, maybe they can use two laptops at a time, but they're rolling out with a cart of like 200 Mac minis and those are 200 users.

So this one person can be responsible for 200 users to do things on chain.

Whatever the economic viability of 200 different users from this one person is, I don't really know, but that's not for me to know.

That's for the market to kind of figure out.

So I think it kind of just illustrates just like why this feels inevitable for people who are trying to build the right infrastructure to actually make this like an orderly organized phenomenon and not just like a complete mess of AIs.