$VVV Community Call | September
Summary
Hosted by Bankless and John, Venice’s head of strategy, this episode covers the VVV community call, highlighting Venice’s rapid growth to 250 billion daily tokens and upcoming tokenomics adjustments. The discussion analyzes VVV emissions reductions and DM supply targets while addressing recent AI industry news, including OpenAI’s data privacy controversies and Anthropic’s new retention policies. The hosts emphasize the importance of user sovereignty and privacy in an era where frontier labs increasingly rely on user data for model training.
Topics discussed
Introduction to the September VVV Community Call
Current state of AI conversation and Venice updates
Analysis of Venice daily LLM token growth chart
Growth projections and AI exposure via VVV
VVV issuance targets and staking yield dynamics
DM supply target adjustments and market mechanics
VVV price appreciation and DM buy demand correlation
Overview of VVV burn mechanisms: programmatic vs discretionary
Discretionary burn as a lever for excess cash flow
Subscription tier changes and on-chain data transparency
OpenAI Navier-Stokes controversy and privacy concerns
The importance of privacy in frontier AI model training
Data collection arms race and legal risks for AI labs
Venice's structural advantage by avoiding model training
Anthropic's 30-day data retention policy and safety claims
Impact of privacy news on Venice signups and growth
User adoption levels and the 'souped-up Google' analogy
The rise of 'Minds': combining models for specific tasks
Model routing, combinatorial value, and consumer packaging
Investor Q&A: Staking utility and recurring subscription burns
Data center timeline and impact on VVV burn economics
NEAR integration for TEE and end-to-end encrypted inference
Venice and MoonPay AI film festival collaboration
Closing remarks and VVV Telegram community invite
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