2025-12-30 08:29:50

Many Web3 investors have started shifting towards the AI track in the past two years, with some projects showing impressive growth—one entrepreneur's AI application has accumulated over 400,000 overseas registered users.

What’s even more noteworthy is that some technically experienced serial entrepreneurs are making the move. For example, a former CTO of a well-known DEX has turned to the AI field, founding a large model aggregation platform that has raised over $40 million, with a valuation surpassing $500 million, making it a solid unicorn.

After earning their first fortune in Web3, transitioning to AI seems increasingly promising. On one hand, technical expertise can be transferred; on the other hand, the potential of the AI wave is truly vast. Many insiders have already begun making this kind of leap.

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DefiPlaybook

· 2h ago

Honestly, it's just another套路. After scraping the wool from Web3, they turn to AI. These people are just highly sensitive to sniffing out opportunities [dog head]. Wait, the former CTO of DEX raised 40 million? That number is pretty impressive; I need to check the on-chain wallet address to be sure. Over 400,000 users sounds good, but what about TVL and actual retention? I suspect many of these are just fake transactions. A large model aggregation platform? Isn't that just packaging other people's interfaces? Technology transfer is just so-so. Turning the first pot of gold earned from liquidity mining into AI development is indeed a case of mutual influence, but I have to question the success rate. This group definitely has a solid technical foundation, better than those purely raising funds and hyping concepts. But valuing at 500 million makes it a unicorn? Are you kidding me? Switching tracks itself isn't a problem, but I'm just worried it will be another round of cutting the leeks.

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ser_ngmi

· 2h ago

Ah, it's the same old story. Web3 people are moving into AI, but what are AI folks doing? --- A valuation of 500 million is impressive, but how many are actually making money? --- Technology can transfer, but market sentiment may not be able to shift as easily. --- 40,000 users—what does that mean? It doesn't seem as rare as I imagined. --- Smart people are stepping away from Web3 into AI. If that's the case, is there still any chance left for people like us? --- Raising funds looks good on paper, but who has truly established a viable business model? --- Basically, it's about chasing the trend. The front wave dies in Web3, the back wave rushes into AI—an eternal story. --- This CTO is quite capable of stirring things up. From DEX to large models, how many startup cycles has he lived through? --- Sigh, it's too late now. This level of funding is basically out of reach for us retail investors.

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0xOverleveraged

· 2h ago

Ha, it's the same narrative again. When the Web3 gold rush fails, it's all in on AI, with the same logic of making quick money over and over again. How many can actually succeed by shifting to AI? Most likely just switching tracks to continue cutting leeks. It feels like a new round of bubbles is about to start again; history really does repeat itself. A 40 million funding sounds impressive, but what about the story behind it? As long as the fireworks don't fade, I'll just watch the show. But on the other hand, technology can indeed be reused. This guy did pretty well moving from DEX to large models. Wait, isn't this just the same as the last yield farming wave? Just a different term. It's another story of valuation skyrocketing. I've seen too many one-hit-wonder unicorns.

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LiquidityNinja

· 2h ago

Really, those with a solid technical background are the ones who can tinker. After making a fortune in Web3, they go straight into AI. That’s the level of a true player. Web3 transitioning to AI has become a trend. In simple terms, it’s just riding the wave. Who can say where AI’s ceiling is? I’m a bit curious about that project with 400,000 overseas users. What exactly is the application? Can you share? A unicorn with a valuation of 500 million sounds impressive, but how many actually survive? Raising funds doesn’t necessarily mean the product is good. The CTO of that DEX seems to have made a very steady move. Transitioning from a technical role to a platform aggregator is a good idea. This wave of AI dividends is indeed huge, but don’t be blinded by the funding numbers. It’s still about real users and revenue. Crossing over is never the problem; the real question is whether you can survive longer in the new track.

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