Jake Brukhman: Why Decentralized AI Is Set To Explode (What's Changed)
From The Rollup by Where digital assets meet capital markets. Hosted by Robbie & Andy
June 10, 2026 · 41 min
About this episode
Jake Brukhman discusses the rapid advancements in decentralized AI and its implications for the future of technology and investment.
Jake Brukman breaks down why a swarm of decentralized agents beat Google's quantum circuit research in a week, why decentralized training on consumer hardware is now provably cheaper than data centers, and why winning just 10% of AI training automatically locks in revenue from a $1 trillion inference market. He published this thesis in September 2022, before ChatGPT existed. Jake Brukman is Founder and CEO of CoinFund, an 11-year digital assets and decentralized AI investment firm. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps 00:00 AI Meets Decentralization Thesis 02:44 Thesis Before ChatGPT Existed 03:44 Consumer Devices Train Models 04:29 100B Parameters Consumer Hardware 06:45 Rise Of Authentic Swarms 09:15 Swarms Outpaced Google Fast 12:53 Inference Drives All Revenue 13:13 $1T Inference Market 2031 14:53 Crypto Subsidizes AI Inference 17:02 Win Training Win Inference 20:47 Decentralized Training Now Cheaper 22:49 Kirkland $500M Own Model 28:39 Harnesses Collect Trace Data 31:24 Co-Own Model Donate Traces 33:10 Different From Past Web3 40:11 2.4B Monthly AI Users Guest Socials: Jake Brukhman…
People in this episode
Hosts: Robbie, Andy
Guest: Jake Brukhman
Topics covered
- Decentralized AI
- Quantum Computing
- Consumer Hardware
- AI Training
- Digital Assets
- Investment
Keywords
- Decentralized AI
- AI Training
- Consumer Hardware
- Inference Market
- Digital Assets
Sponsors
Infinifi
Mentioned in this episode
Organizations: CoinFund, Google, ChatGPT, Dinari
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