Messari, in its "Crypto Theses 2026" report, gave a clear signal:
As AI continues to advance, the bottleneck is no longer computing power or models, but the data itself. Internet data is being consumed rapidly; what's truly scarce is verifiable physical data from the real world.
This is why DePAI (Decentralized Physical AI) is repeatedly mentioned.
Autonomous driving, robotics, and real-world agents all require continuous and reliable input of real-world data. Centralized collection is costly and opaque, and large companies build their own systems but don't open them up. DePAI essentially solves the problem of "who provides reliable real-world data."
XYO's position in this structure is very clear.
It already runs a decentralized network with 10M+ nodes, covering real-world location and sensor information. Its core value lies not in the collection itself, but in verifying the source and authenticity of the data. @OfficialXYO
From DePAI's perspective, XYO is more like an infrastructure layer.
The underlying layer consists of physical world data generation, while the upper layer comprises AI models and applications. A reliable bridge is needed to transform real-world data into input that AI can confidently use, and XYO is playing this role.
Meanwhile, the commercialization path is becoming increasingly clear.
Real-world data is becoming a market with a strong demand for AI. AI companies need verifiable, reusable, and on-demand data networks, not high-cost self-built systems. XYO naturally possesses infrastructure attributes in this trend.
In short: 2024–2025 will be a competition of models; from 2026 onwards, it will be a competition of data.
If DePAI becomes the main theme, XYO is already in the right position.
