Thanks to @Delphi_Digital for a sharp report.
Our thesis is simple: make the cloud verifiable.
It takes three ingredients:
• Trust = cryptography + economic security
• Data = hyperscale storage + guaranteed retrievability
• Compute = fully programmable execution
Where we are today?
• Compute :: EigenCompute + EigenAI (mainnet alpha, TEE-first)
• Data :: EigenDA (mainnet, ~120 TB at 100 MB/s, short-term storage)
• Trust :: EigenLayer ($20B+ in trust capital)
Target in ~2 years
• Compute → ZK + FHE + TEE + cryptoeconomic modes for arbitrary programmability (AI → Unreal Engine 5)
• Data → EigenDA at ~100M TB and ~10 GB/s (long-term storage)
• Trust → EigenLayer at $200B+, plus complementary trust infrastructure
How we get there
Go all in on execution → big vision, relentless execution
Create win-wins with partners → we won't get there alone and build everything ourselves
If this sounds interesting to you and you want to get involved at any level (community, building, joining, etc.), send me a DM.
Thrilled to see @Delphi_Digital’s new report on EigenCloud, the “verifiable cloud” unlocking crypto’s App & AI era.
They explore how EigenCloud expands crypto’s programmability beyond the limits of today’s onchain systems.
Recently, we launched EigenAI and EigenCompute on mainnet alpha, bringing verifiable AI inference and execution to developers.
AI’s trust problem now has an answer: agents that can think, act, and prove their actions.
Learn more ⬇️
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