AI isn't a bubble — it's a platform shift. @flex4blox from @coinfund explains why AI is changing software business models, why pay-as-you-go is great for crypto rails, and why the value may still concentrate among a few huge winners.

What happened

AI isn't a bubble — it's a platform shift. @flex4blox from @coinfund explains why AI is changing software business models, why pay-as-you-go is great for crypto rails, and why the value may still concentrate among a few huge winners.

Confirmed

Global impact / market context

If AI moves to a usage‑based model tied to crypto payments, companies that control the underlying infrastructure could see higher revenue streams, while investors may need to re‑allocate capital toward those platform leaders.

Analyst inference

A recent social‑media post argues that AI is not a speculative bubble but a fundamental shift in how software is built and sold, especially through pay‑as‑you‑go models that fit crypto infrastructure.

Analyst inference

What to watch

1. Adoption of AI‑driven, usage‑based pricing by software firms could boost demand for crypto‑based payment rails, benefiting platforms that enable fast, low‑cost micro‑transactions. Analyst inference
2. Concentration of AI value among a few large players may create winner‑takes‑all dynamics, prompting investors to focus on companies with strong data, compute, and network advantages. Analyst inference
3. Regulatory scrutiny of crypto payment systems could affect the scalability of pay‑as‑you‑go AI services, making compliance costs a key factor for emerging providers. Analyst inference

Evidence

• x.com