OpenAI plans an IPO with a valuation of $1 trillion, and the "decentralized open AI" @SentientAGI is also about to have its TGE. What is Sentient's valuation? Below is an analysis from four dimensions:
1. Narrative Space: The demand for decentralized AGI has been accepted by the market. Building open, transparent, secure, and collaborative AI has become a consensus among entrepreneurs, and the future potential is enormous.
2. Product Progress: Currently, Sentient is still in the early stages of product development, but it has already built an ecosystem of over 100 partners. Its product, ROMA, has outperformed large companies like Gemini and Grok in certain application scenarios. Further refinement is needed for product implementation.
3. Team/Investors: Sentient is currently a top-tier web3+AI team, bringing together professors from top US universities and leading web3 entrepreneurs (including @sandeepnailwal). It is the largest bet in open-source AI from Founder Fund (Peter Thiel).
4. Valuation Comparison
Currently, the leading AI-related cryptocurrency, the decentralized AI network $Tao, is valued at $7 billion USD. While $Sent's product rollout isn't as mature as $Tao's, its vision is much broader. Therefore, if $Sent focuses on product development, its long-term valuation could very well surpass $Tao's.
Currently, Binance futures value $Sent between $2-3 billion USD. What are your thoughts on its spot valuation during the TGE period?