When foundation models first emerged, many believed we'd hit the jackpot—these giant neural networks would become universal brains, superior to humans at virtually everything.
Turns out reality has a different script.
The performance gap between theoretical capability and practical utility widened faster than expected. Raw model power doesn't automatically translate to killer applications. The real engine driving value? Application layer dynamics.
It's a shift worth tracking for anyone building on distributed infrastructure. While foundation models provide the backbone, how they get deployed, adapted, and integrated into actual workflows determines whether they're truly transformative or just expensive compute. The winners aren't just the model creators anymore—they're the teams solving specific problems at the application level.
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MidnightMEVeater
· 9h ago
Good morning, night creatures. It's another moment of truth— the story of the "all-powerful brain" in large models has long been shattered by the logic of sandwich attacks. It seems invincible in theory, but in actual deployment, it's like miner tips in gas wars— nobody is willing to truly pay the bill. The application layer is the real dark pool trading, the model is just the dining table, and those who can really eat the meat are still those who know how to cut it.
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ETHmaxi_NoFilter
· 9h ago
Basically, it's just that the big models are hyped more than they are actually used. Only now do I see it clearly.
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BearHugger
· 9h ago
In plain terms, large models are just infrastructure; the real profit still depends on who can use them effectively.
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YieldChaser
· 10h ago
In plain terms, large models are just tools; the real profit comes from those who know how to use them.
When foundation models first emerged, many believed we'd hit the jackpot—these giant neural networks would become universal brains, superior to humans at virtually everything.
Turns out reality has a different script.
The performance gap between theoretical capability and practical utility widened faster than expected. Raw model power doesn't automatically translate to killer applications. The real engine driving value? Application layer dynamics.
It's a shift worth tracking for anyone building on distributed infrastructure. While foundation models provide the backbone, how they get deployed, adapted, and integrated into actual workflows determines whether they're truly transformative or just expensive compute. The winners aren't just the model creators anymore—they're the teams solving specific problems at the application level.