解读AI融资的新模式IMO

币界网Published on 2024-08-22Last updated on 2024-08-22

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来源:道说区块链

昨天在文章中反思本轮行情的主叙事时,不由自主地又提到了AI。而提到AI,我突然想到今年新出现的一种利用加密资产为AI融资的新模式:IMO(Initial Model Offering)。

它是由基于以太坊的AI项目ORA(ora.io)所提出的。

在详细解释IMO之前,我们还是先回顾一下AI的核心要素。

AI的核心要素有三个:算力、模型和数据。

这三个要素目前全都被中心化机构/公司所垄断:

算力方面处于垄断地位的就是英伟达。

模型方面处于垄断地位的就是以OpenAI为首的互联网大厂。

数据方面处于垄断地位的就是搜索引擎巨头。

这种垄断局面一直都是科技界尤其是加密生态中的创业者们所不愿意看到的。这几年兴起的一大堆所谓“AI + Crypto”项目中的某些项目就在致力于解决这些要素的垄断问题,希望将它们去中心化。

但是,这些要素中的每一个都需要巨额资本的投入,即便是最终实现去中心化,但在项目的启动阶段依然需要大量资本。

IMO就瞄准了项目启动阶段为项目提供资金这个切入点。

但它只专注解决三个要素中的一个:模型。

那什么是IMO呢?

按照项目方的解释就是将AI模型用代币化进行融资的一种手段。

说到代币化融资,经历过2017年牛市狂潮的投资者马上就会想到1CO。

那是用以太坊ERC-20代币对项目进行融资的一种手段:

项目方将项目代币以一定的价格进行发售,投资者用以太坊买入这些代币。项目方拿到这些以太坊后就有资本进行项目的开发和推广了。然后代币持有者可以分享项目代币所代表的权益。

IMO在形式上和1CO没有什么本质区别,只不过融资对象有所不同:1CO融资可以用来开发任何加密项目,而IMO融资则是专门用来开发AI模型。

按照ORA对IMO的详细解释,它通过将开源AI模型代币化,为项目的持续发展提供资金支持,并实现由社区推动的发展。项目方通过对AI模型实施IMO,发行相应的ERC-20代币,投资者参与购买这些代币并享有代币所代表的权益。

这个应用从形式上来说没有什么大的创新,但在场景方面还是有一定的特色,它至少为开源AI模型的发展提供了一种新的融资思路。

我似乎没有见到过此前有哪个AI模型团队用这个方法进行过融资。

但这个思路走不走得通还有很多疑问有待验证:

- 以这种方式融到的资足够启动一个AI模型的开发吗?

- 即便有团队用这种方式开发AI模型,它的使用场景在哪里?在苹果都开始集成OpenAI模型的情况下,这类模型和OpenAI的模型相比会有优势吗?

- 现有的AI模型到目前为止都没有产生可见的商业价值,这种模型能产生商业价值吗?

- 即使这种方式能够成功,可它一旦铺开做大迟早会踢到监管的铁板,届时该怎么处理?除非它做出来的模型能迅速成长到像以太坊这样难以撼动的地位。

上面这些疑问还是假设这种模式都用在正面场合的情况,如果这种模式也被大量用于鱼龙混杂的场合那后果恐怕同样会像1CO那样不堪设想。

总之,它还有太多的不确定性和很高的风险。

不过任何创新的想法一问世从来都是充满疑问和挑战的。这个项目虽然一大堆不确定但在我看来起码要比一大堆披着AI外衣实质上没有任何新东西的所谓“AI + Crypto”强。

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