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Karthik Senthil

@karthiksenthil

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Karthik Senthil pfp
Karthik Senthil
@karthiksenthil
Starting my screenshot essay arc again (did this back in on Farcaster back in late 2022/early 2023 and really enjoyed it). Planning to write 2-3 of these a week on various AI and crypto topics. Here's my first -- what do you think?
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Karthik Senthil pfp
Karthik Senthil
@karthiksenthil
Starting my screenshot essay arc again (did this back in on Farcaster back in late 2022/early 2023 and really enjoyed it). Planning to write 2-3 of these a week on various AI and crypto topics. Here's my first -- what do you think?
2 replies
7 recasts
72 reactions
Karthik Senthil pfp
Karthik Senthil
@karthiksenthil
The next big "L1" opportunity isn't higher TPS or lower fees for smart contract devs. It's making crypto rails accessible to a new, emerging set of builders: AI app / agent devs. AI devs will build on crypto rails for two reasons: 1. Create product differentiation and lock-in by incentivizing users via tokens to contribute to improving model performance 2. Power increasingly autonomous (and eventually sovereign) agents who can capitalize themselves via internet capital markets, make payments, acquire compute, etc.
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Karthik Senthil pfp
Karthik Senthil
@karthiksenthil
It can be an L2! Im more saying its the next big opportunity for a blockchain eco builder
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Karthik Senthil pfp
Karthik Senthil
@karthiksenthil
Indeed
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Karthik Senthil pfp
Karthik Senthil
@karthiksenthil
Nice! building Presto specifically for AI devs who will want diff things than a typical token launchpad IMO is super interesting
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Karthik Senthil pfp
Karthik Senthil
@karthiksenthil
The ecosystem that wins the hearts and minds of AI devs will focus on: - Abstracting crypto complexity: AI devs won't care about tokenomics, bonding curves, wallets, or L1/L2s. They want powerful tools + enshrined mechanisms which make it simple to launch a sustainably-designed token and maximize utility of crypto rails. - Powering the agent economy: Offer curated marketplace (or MCP registry) where users or agents can discover and transact with other agents. - Building AI vibes (very different from crypto vibes) There are both existing ecosystems and newer ones (Ritual, Bittensor, Arc + others) building in this direction. Excited to see this space continue to evolve!
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Karthik Senthil pfp
Karthik Senthil
@karthiksenthil
The next big "L1" opportunity isn't higher TPS or lower fees for smart contract devs. It's making crypto rails accessible to a new, emerging set of builders: AI app / agent devs. AI devs will build on crypto rails for two reasons: 1. Create product differentiation and lock-in by incentivizing users via tokens to contribute to improving model performance 2. Power increasingly autonomous (and eventually sovereign) agents who can capitalize themselves via internet capital markets, make payments, acquire compute, etc.
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Karthik Senthil pfp
Karthik Senthil
@karthiksenthil
I did! It was good, esp the last ep. I cried 🥹
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Karthik Senthil
@karthiksenthil
Congrats on being a parent!
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polynya
@polynya
Blockspace demand/supply graph, the current situation and what's happening (S*) What should happen: the industry must pivot completely to demand-side, instead of continuing to be all-in on the supply side
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Karthik Senthil pfp
Karthik Senthil
@karthiksenthil
gm all! I wrote a piece on X on why I believe crypto rails will be valuable to AI builders in a hopefully first-principles, product-focused away: https://x.com/karsenthil/status/1904167644732805603 Curious what everyone here thinks!
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Karthik Senthil pfp
Karthik Senthil
@karthiksenthil
Thanks!!
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Karthik Senthil pfp
Karthik Senthil
@karthiksenthil
I did for a piece I did back in January (pinned on my X profile). Not so much on this one lol, but not sure if thats b/c of the content or if they've changed the engagement algo. I generally like the UX of articles both as a writer and reader.
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Karthik Senthil pfp
Karthik Senthil
@karthiksenthil
fo sho
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Karthik Senthil pfp
Karthik Senthil
@karthiksenthil
gm
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Karthik Senthil pfp
Karthik Senthil
@karthiksenthil
Congrats Fred and team! Wrote about how I see collaborative model training will extend to AI apps as they verticalize ownership of the stack: https://x.com/karsenthil/status/1904167644732805603
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Karthik Senthil pfp
Karthik Senthil
@karthiksenthil
gm all! I wrote a piece on X on why I believe crypto rails will be valuable to AI builders in a hopefully first-principles, product-focused away: https://x.com/karsenthil/status/1904167644732805603 Curious what everyone here thinks!
9 replies
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Karthik Senthil pfp
Karthik Senthil
@karthiksenthil
🫡 🫡
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Karthik Senthil pfp
Karthik Senthil
@karthiksenthil
gm! Been busy, but excited to be back
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