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?

Add a few more models and you’re taking bites out of Venice’s lunch, they’re not even token-gating

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