长推:OpenAI的创始人Sam为什么要为全球每个人发放加密货币?

MarsBitPublicado a 2023-06-02Actualizado a 2023-06-02

Resumen

从多个角度与大家一起聊聊AI巨头OpenAI创始人Sam的新项目Worldcoin到底是怎么一回事

注:本文来自@Dacongfred 推特,其是加密KOL,原推文内容由MarsBit整理如下:
之前在ETHTokyo时就对Worldcoin的摊位印象十分深刻,最近Worldcoin来势汹汹,刚刚完成了1.15 亿美元融资。目前World App 已成为Polygon上最大的Safe 钱包部署者,World App 用户在Polygon链上部署的Safe 钱包数量已达1,28万。势头很猛。

Worldcoin


今天从多个角度与大家一起聊聊AI巨头OpenAI创始人Sam的新项目Worldcoin到底是怎么一回事?
一、Worldcoin的核心:DID和代币经济学
二、Worldcoin在Sam商业版图中的作用
三、业务数据表现
四、创始团队与融资情况
五、项目总结与评价
一句话来总结,Worldcoin希望打造一个由去中心化网络支持的 UBI(全民基本收入)体系,希望为全球每一个真实的人类免费分发加密货币。
这个愿景听起来非常宏大,那Worldcoin怎么实现这个愿景呢?
一、核心可以从两个方面来分析:DID和代币经济学
1)DID
1. World ID :是一种数字身份,以此让每个用户拥有自己的「人类护照 ID」,实现一人一码。只要你认证到该 ID,证明你是一个人而非机器人。
2. 虹膜认证DID:在DID的实操上,Worldcoin 也采用了颇为少见的方式,通过虹膜扫描进行身份认证并创建唯一的数字身份(虹膜难以伪造且不可更改)
3. 隐私保护:项目运用了ZK的技术,可在保证匿名的情况下让用户得以证明自己人类的身份,而对于开发者来说,World ID 也可使用 API 被方便的集成在自己的应用之中,以此来验证用户的身份。

Worldcoin


2)代币经济学:
1. World coin:拥有了World ID后,World App 每个月就会给你空投一定数量的 Worldcoin 代币,用该代币可以在 World App 上购买日常所需。
2. World app:自托管的钱包,支持使用Worldcoin 代币、数字资产、稳定币和传统货币在全球范围内进行支付、购买和转账。
3. 在token分配方面,Worldcoin上限为 100 亿枚,其中 80 亿将在全球范围内分配,而 20 亿世界币将保留给 Worldcoin 基金会和投资者。

Worldcoin


二、接下来是Worldcoin在Sam商业版图中的作用
那OpenAI的创始人Sam为什么想发起Worldcoin这个项目呢?
其背后的核心信仰是基于未来我们会进入人工智能时代。
在人工智能时代,人类会有2个担忧:
① 未来的世界可以由AI和少部分精英来工作,大部分人都不需要工作。
② 在目前的网络时代,对于AI和人类的区分十分困难(尤其在面对攻击预防上面),而随着AI的发展,这个情况会更甚。

Worldcoin


为了解决这两个担忧,同时扩大自己的商业版图:
对于担忧①来说,如果少数精英人类和大量机器人共同提高整个社会的生产力,许多人可能失去工作,成为“无用阶级”。面对这一潜在问题,他发起了Worldcoin项目,旨在实现全球范围内的无条件基本收入(UBI),保障“无用阶级”的生存。
对于担忧②来说,通过worldID来证明自己是人类而不是机器人,同时保护个人隐私;此外,高效区分人类和机器人也能够在很多预防网络攻击的场景中发挥作用。
可以看出Worldcoin这个项目某种程度上是对于未来人工智能时代中人类困境的一种保护和理想主义。
三、从业务数据角度来说:
目前Worldcoin推出的纪念NFT“Introducing World App”共有67451人铸造,OpenSea上地板价为0.012ETH,总交易量为236ETH。此外,Optimism推出的纪念与Worldcoin达成合作的“Optimistic World”SBT类型的NFT也有27万人铸造。

Worldcoin


四、创始团队与融资情况:
Worldcoin的创始团队十分耀眼,由 Y Combinator 前总裁 Sam Altman 创立。而在 AI 时代的当下,他更加广为人知的一个身份是 OpenAI 创始人。
其融资背景也十分引人瞩目,2021年获得了a16z、Digital Currency Group、Coinbase等2500万美元的A轮融资;后来又获得了a16z和 Khosla Ventures 的资金,估值达到 30 亿美元;几天前又完成了Blockchain Capital领投的1.15 亿美元融资。
五、项目总结与评价
1)积极方面:
- 目前已有160万人加入了World App的预发布版,每月超过50万人使用它,平均每天该应用处理约6万笔交易和2.5万次World ID检查。如果成功,World ID 将成为互联网上最大的真实人类网络,作为一种公共产品可供所有人使用。
2)风险方面:
1. 由于 Worldcoin 迟迟未发行代币,被扫了虹膜的用户认为自己手里是一张无法兑现的空头支票,质疑声一直此起彼伏。
2. 另一方面,Worldcoin 收集的虹膜信息,属于和指纹一样的生物识别信息。在中国、美国等主权国家,都被纳入了法律保护。这会让Worldcoin面临较大的合规问题

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