PublicAI: From炒概念 to Real-World Value Discovery

The differentiated path of the disruptor

In the past two years, the AI concept has been all the rage in the crypto market, but the vast majority of AI token projects are essentially just "hitching a ride on the trend"—lacking core technology and real users, ultimately becoming "PPT projects."

@PublicAI_ has taken a completely different path: silently honing its skills in the market for three years, achieving official case certification from Amazon AWS, serving enterprise clients like ABAKA, and accumulating over $14 million in revenue. In a landscape filled with air projects, these hard metrics constitute the most vital competitive advantage.

"The Human Layer of AI": Redefining Data Value

The core concept proposed by PublicAI directly addresses the pain points of AI development: data is the true moat of AI. Computing power can be purchased, models can be open-sourced, but high-quality, diverse training data is a scarce resource. In the Web2 era, this data dividend has been almost monopolized by giants like Scale AI, and PublicAI aims to redistribute this value through blockchain technology. The data is supported by @StanfordSBA @SolanaFndn @NEARProtocol @PublicAIData.

Taking the "Mother Tongue Program" as an example: participants who contribute voice data can earn an income far exceeding the local average wage, while also promoting the diversity development of AI language models. This is not just a business opportunity, but a redefinition of AI data ownership.

Globalized Resources and the Token Economy of Restraint

PublicAI has a strong resource background: directly supported by the Solana Foundation and NEAR Foundation, incubated by the Stanford Blockchain Accelerator, and the only global award winner of MIT's "Beyond Borders AI", it has also received endorsement from the Saudi government and is integrated into the strategic planning of the Saudi Telecom Group. These endorsements open up national-level and industry-level application scenarios for the project.

In terms of token design, PublicAI demonstrates a rare sense of restraint: the initial circulation is only 20% (far below the conventional market level of 25-40%), and the token issuance is linked to real revenue, avoiding the trap of "issuing tokens first and finding a narrative later."

Valuation Pit and Investment Logic

From a valuation perspective, PublicAI presents a clear value gap:

1. Web2 comparable Scale AI is valued at 30 billion USD, while Web3 competitor Sahara has a FDV of nearly 1 billion USD.
2. PublicAI CoinList FDV is only $70 million, which is 30% lower than the previous VC valuation.
3. Cumulative real value of 24 million USD (revenue + financing), equivalent to 1/3 of the current FDV, providing significant safety margin.

In terms of market sentiment, the NEAR ecosystem project Rhea increased by 5.5 times three days after its TGE, the PublicAI NFT saw a 10 times premium during its pre-heating phase, and CoinList's public offering was oversubscribed, indicating that market consensus is forming.

Choices at Historical Turning Points

PublicAI possesses all the essential elements of a high-quality Web3 project: genuine revenue capability, clear technological pathway, strong resource background, reasonable valuation, and mature market timing. More importantly, it represents an important practice of Web3 in the revolution of data ownership.

In the AI era where data has become the most important production material, PublicAI may be at the forefront of this transformative age. The question is not whether opportunities exist, but rather:
When the opportunity arises, do you have enough awareness and courage to seize it?
Some data source:
ABAKA:

Amazon AWS: