$1.5T AI spend vs a $200M market cap
RNDR, Supercloud, 1.5T AI Market Cap – Interview with Greg Osuri about Akash (Design DAO)
“You think about where AI is going: the spend in next five years is expected to be 1.5 trillion dollars — a trillion with a T… and Akash’s market cap is what, 200 million? So if you look at room for growth, there is quite a lot. And again, none of this is financial advice.” — 00:58:31
Context: Answering why AKT “didn’t take off” — no NFT/DeFi narrative fit and Cosmos liquidity constraints; he says he still holds his original developer allocation and takes a seven-year view.