DeAI at Scale

The H2/2025 Web3 AI Thesis + what's coming & how to position yourself for it

Web3 AI has come a long way in a very short span of time. From Bittensor considered as a kind of ponzi in 2023 to rapid institutional adoption with multiple $TAO ETFs, SPACs, liquid funds, and small startups ("subnets") build using Bittensor infrastructure.

Major AI ecosystems pop up left & right tackling varying challenges—data ownership, domain-specific AI applications, coordination (decentralized training), scaling compute, AI agents, improving inference/intelligence, and much more.

The concept of tokenization + [.....something AI......] be it model, data, product, agent, have become increasingly easier & relatable for everyone with infrastructure that allows more & more value to accrue.

Now without further ado, let's dive into the thesis, the trends, and what's coming in the second half of 2025.