My opinion is they haven’t captured the broader demand in AI...
My opinion is they haven’t captured the broader demand in AI yet for various reasons. For the average user, the center of that Venn diagram of AI x Web3 is still quite small & irrelevant. And now there’s even more VC money being pumped into stablecoin rail companies for AI agents (centralized), so I see a real risk that the industry will completely just skip over a solution like NEAR unfortunately if they don’t move fast enough and capture mindshare.
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