2025-12-19 20:20:09

Centralized clouds scale by building walls.

DePINs scale by removing them.

The cloud model assumes compute is scarce.

That "scarcity" is manufactured.

Thousands of data centers run at ~15% utilization.
Millions of GPUs sit idle every night.
Billions of devices never enter the supply curve.

DePINs orchestrate capacity that's otherwise idle into a shared global pool.

More supply isn’t a feature.
It’s the mechanism.

When supply explodes, prices fall.
When nodes are everywhere, latency collapses.
When no one owns the rails, censorship fails.

This isn’t a cheaper cloud.
It’s different physics for compute.

CLOUD2.59%

SCARCITY0.5%

AT-2.79%

EVERY-0.37%

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