df pfp
df
@df
VVV feels entirely priced based on who launched it - 1.5B FDV for off the shelf LLMs running on an infra provider? there's no new privacy or LLM tech there besides them promising to not store your data. Kinda the definition of a commodity - what network effects beyond the token holders being more aligned accrue to it?
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Nick
@nintynick.eth
you know he’s got real smart doxxed people money in there, the fact that they won’t dump justifies a huge premium imo
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