He Turned Ohio’s Biggest Paper Mill Into an AI Data Center | Andrew Keys

So I think there's two layers of the stack.

And, and, or-

Mm-hmm

... or, or multiple layers to the stack.

But basically, you have to differentiate like closed walls for, let's call it the weights, and not being able to like gift out your alpha to-

Mm-hmm

...

OpenAI and Anthropic, like this Navier-Stokes conversation.

Right.

And then you've gotta have like, let's call it native or neutral payment rails, neutral registries for identity reputation, which is what Ethereum is good at.

But I think that now we're kinda commingling the, the intellectual property aspects, and I think that the intellectual property aspects have to be in these kind of walled gardens, much to like, to like the Alex Karp thesis that Anthropic's gonna take your, [chuckles] y- your intellectual property if you give it to them.

And so you're gonna have to have these kind of walled wa- walled gardens on the weights And models side of the equation, but then you're gonna have to have open neutral rails for payment, identity registration, and attestation.

And they should be in a, in a, in a place where you can have open access to basically retain any of those attestations.

So just to try to speak this back to you, you think that the market is going to wise up, um, maybe institutions and companies, maybe individuals as well, that they don't want to give up all of their, um, IP, all of their content, all of their alpha to the big proprietary, um, token providers.

And so we're gonna see a renaissance of people who want to maybe run an open-weight model locally on their own machine, or through a trusted provider who either legally or contractually, whatever, cannot use that alpha, use that IP, store it, use it for their own purposes.

And so we're gonna see a renaissance, you know, a real flowering of the different types of hardware and software that lets people and companies do that because they're gonna have a-- they're gonna wake up, and they're gonna change what they're willing to do, and they're not gonna be willing to give their most valuable data to the, to Anthropic and ChatGPT.

Is, I mean, is that the, is that the idea?

Yes.

I think, I think that's it.

Definitely on what's called closing in local environments, I think you're gonna see that at the model and weights layer of the stack.

Okay.

And then I think you're gonna see tremendous amounts of attestations and cryptographic proofs on the Ethereum's layer of the stack.