Odaily Planet Daily News Pandu Fund released a research report "Decentralized AI Changes Because of Deepseek", which pointed out that the decentralized AI narrative is constantly being reshaped. Web3 AI companies can focus on replicating DeepSeek's success while providing new advantages such as multimodality, user ownership, anti-censorship and privacy. It is expected that the number of supply-side projects will continue to grow, and consumer-oriented projects will also begin to compete with Web2 competitors by building community-participated networks. In the coming year, AI models developed based on the complete Web3 AI stack will emerge one after another.
In addition, companies that combine AI with encryption have gradually adjusted their strategies to focus on infrastructure construction rather than model development. For example, companies in the GPU market such as Akash, Render, IoNet and Exabits have developed sustainable revenue models. At the same time, companies such as Grass and Gradient that allow users to share network bandwidth have found market positioning in providing services such as distributed networks to Web2 customers. In reasoning tasks, the performance gap between small models and large models is narrowing, which means that Web3 does not need to rely on the huge computing power of traditional AI giants to use these streamlined models for efficient reasoning operations. As this trend develops, we may see more reasoning endpoints driven by decentralized computing networks in the future.