Core Summary:
When global capital is rushing into OpenAI, trying to build algorithmic barriers through centralized data centers, the Liberman brothers, the most legendary "visionaries" in Silicon Valley,Daniil & David Libermanissued a warning. As for the company, 64 million USDSerial entrepreneurs who sold to Snapchat are now bringing a decentralized AI computing power network. Gonka Return to the battlefield. They predict that Earth will enter an era of 10 billion robots in the future. Faced with this productivity singularity, humanity must either reclaim computational power sovereignty through decentralized technologies or forever become digital serfs to algorithmic giants.
Original video: https://x.com/gonka_ai/status/2010636900806345115
Compile: gonka.ai
I. The Truth of the Productivity Singularity: Everyone's "Fourfold" Alter Ego
From the perspective of the Liberman brothers, AI is not merely an improvement in tools, but a "productivity explosion" significant enough to reshape the species' social contract.
"Over the past century, the productivity of human civilization has quadrupled approximately every 30 years," pointed out David Liberman. "But after embodied AI matures, this pace will be completely shattered." They made a striking prediction:There will be 10 billion robots on Earth in the future. This means that robots will no longer be just metal blocks in factories, but rather everyone's "physical twin." If you are a programmer, you will have a robot that works 24 hours a day without rest, and whose code logic is synchronized with yours. If you are a designer, this robot will become a real-time extension of your creativity.
The Liberman brothers emphasize that this is essentially a "fourfold, or even tenfold expansion" of human beings as units of production. When every "I" possesses an equivalent digital/physical avatar, the existing labor value theory, wage distribution system, and even the social contract of elderly care will instantly collapse in the face of such an overwhelming surplus of output. This is not merely a technological leap, but also an "existential crisis" for humanity as a species.
II. Beware of "Generative Monopolies": Giants Are Reaping the Future of the Digital World
Compared to concerns about excess productivity, the Liberman brothers are more worried about who is locking these computing powers in their cages.
They deeply understand the power dynamics of the mobile internet—iOS and Android have dominated distribution through the App Store. But in the AI era, the ambitions of these giants have gone even further; they are now attempting to establish a **"generative monopoly"**:
- The Death of App Stores: The Liberman brothers predict that when AI is capable of generating fully functional programs in milliseconds based on user prompts, the traditional App Store will become meaningless. Users will no longer need to download specific apps, but instead will directly request services from AI. This means that giants who control the most powerful models (such as OpenAI and Google) will directly cut off all connections between ordinary developers and users.
- The Ultimate Concentration of Power: Humanity is now facing a "Big Five" composed of OpenAI, xAI, Gemini, Meta, and Anthropic. This is no longer just a technological race, but a fierce competition for the authority to shape the logic of the digital future. If AI can define every line of code that you see, hear, or even think, then these few companies will become the absolute gods of the digital world.
- Shadow of Capital: The Liberman brothers openly pointed out the role played by traditional financial giants like BlackRock in this scenario. When highly capital-intensive AI infrastructure is controlled by a few companies backed by massive financial conglomerates, the so-called "open source" and "universal accessibility" will become mere hypocritical rhetoric.
III. Gonka's "Highway Revolution": Decentralized Computing Power is the Only Cure
Faced with this algorithmic authoritarianism, the Liberman brothers did not choose to engage in idle talk in the lab, but instead incubated Gonka.
"Centralized AI will build up grand 'skyscrapers' (centralized models), but what the world truly needs are 'highways'," explained Daniil Liberman. Gonka's philosophy is extremely pragmatic:Computing power equality.
- Re-exploring Computational Power Diamonds: The Liberman brothers found that although the Bitcoin network has a massive amount of computational power, most of it is performing "meaningless hashing." Through Gonka's decentralized protocol, this computational power can be transformed into "useful AI inference (Useful Compute)."
- Compute Sprint (Proof of Compute): Gonka introduced a brand new...Consensus MechanismMiners do not need to run 24/7 idle operations; they only need to complete AI inference proofs in a very short time to receive token rewards. This reduces the cost of leasing GPU computing power by several orders of magnitude compared to cloud service providers like AWS.
- Exponential surge: Within just 100 days of its launch, the H100-level computing power aggregated by Gonka surged from 60 units to over 10,000 units. This speed demonstrates that the blockchain industry's long-standing "computing power anxiety" is urgently seeking an outlet. Bitfury's... 50 million USDInvestment has further confirmed a judgment: the future AI infrastructure will inevitably be distributed, permissionless, and globally shared.
Four. Avoiding the "AI Bubble": Fiber Optic Cables After the Bubble Bursts
Regarding the heated market discussion about the "AI bubble," the Liberman brothers have offered a deep and sober analysis. They argue that the current bubble stems from major companies' frantic discounting based on their expectations of "excess future profits." Once the cost of AI computing power drops significantly due to the emergence of decentralized networks (such as Gonka), the monopolistic premium that these giants had originally anticipated will vanish.
However, just as the burst of the dot-com bubble in 2000 left behind fiber-optic cables spread across the globe, the Liberman brothers believe that even if the AI bubble bursts, the "intelligent infrastructure" it leaves behind will serve as fuel for the next leap in civilization. In this process, whoever masters low-cost, high-efficiency decentralized computing channels will be the first to break through from the ashes after the bubble.
Five. Individual Survival Principles: How to Maintain "Sovereignty" Among 10 Billion Robots
When productivity is taken over by robots, what is the meaning of humanity? As serial entrepreneurs and "applied philosophers," the Liberman brothers have provided two highly practical methodologies:
1. Reject single-minded progress, embrace the "unique triad"
If you are just a pure programmer, AI will easily replace you. But if you are a developer who is "fluent in Russian literature, understands quantum physics, and has a legal practice background," you will be invincible.
Although AI models are broadly knowledgeable, they struggle to simulate the interdisciplinary, composite cognition formed by human life experiences and cultural accumulation. This "trinity" of unique perspectives determines the depth of your questions to AI (the essence of prompt engineering), and also determines the barriers to your creative output.
2. Seizing the position of "responsible party"
AI can compute, but it cannot take responsibility. In the future social contract, "execution" will become cheap, while "decision-making" and "endorsement" will become costly. A person who dares to take responsibility for AI's output will become the central node in the future collaborative system.
VI. Opportunities for Small Countries: A "Level Playing Field" Channel to Bypass Chip Export Restrictions
For regions outside the major powers of China and the United States, the Liberman brothers offer a geographically strategic path of great significance. By participating in open-source protocols like Gonka, smaller countries no longer need to survive in the narrow space between major powers' chip embargoes, but instead can do so through:
- Localized Computing Power Deployment: Access the global decentralized network using low-cost electricity and ASIC chips.
- AI Talent Reputation Accumulation: Encourage local developers to contribute code to open-source projects, building "sovereign-level" AI service capabilities.
"Small countries don't need to compete with giants in the height of skyscrapers; they just need to ensure that the 'AI highway' is accessible at their doorstep," the Liberman brothers said.
Conclusion: The Final Battle Over "Sovereignty"
The Liberman brothers are not just running a business; they are conducting a large-scale social experiment. In their view, OpenAI's closed-source and monopolistic approach is a fast track to a "digital Middle Ages," while the decentralized AI represented by Gonka offers ordinary people their last chance to reclaim sovereignty.
This 10-billion-robot marathon has just begun. Just as Bitcoin has demonstrated to the world that sovereign money can be decentralized, the Liberman brothers are now trying to prove to the world that:The most powerful productivity tools should not be locked away in the basements of skyscrapers, but should flow to the fingertips of every free-willed individual.
End note: This article is organized by the Liberman brothers.Recent InterviewsThe above is the core view of the Gonka protocol and does not constitute any investment advice. As an emerging AI infrastructure, Gonka still faces risks from technological iteration and market volatility. Investors are advised to remain rational.
About Gonka.ai
Gonka is a decentralized network designed to provide efficient AI computing power. Its goal is to maximize the utilization of global GPU resources to accomplish meaningful AI workloads. By eliminating centralized gatekeepers, Gonka offers developers and researchers permissionless access to computing resources, while rewarding all participants through its native token, GNK.
Gonka is incubated by the U.S.-based AI developer Product Science Inc. The company was founded by the Liberman siblings, seasoned professionals from the Web 2 industry and former core product directors at Snap Inc. In 2023, the company successfully raised $18 million, and in 2025, it secured an additional $51 million in funding. Investors include Coatue Management (an OpenAI investor), Slow Ventures (a Solana investor), Bitfury, K5, and partners from Insight and Benchmark. Early contributors to the project include well-known leaders in the Web 2 to Web 3 space such as 6 Blocks, Hard Yaka, and Gcore.
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