AI is absurdly hot right now, with new models, new concepts, and new 'revolutions' emerging every day. It's lively, but I keep reminding myself of an old saying: during a gold rush, the ones who make the most money are often not the ones digging for gold, but those selling shovels and picks. Most of the gold diggers from the 19th century lost their lives on the way; the ones who truly became wealthy were those selling the tools to them.
The current AI race is essentially a crazier gold rush. Everyone is betting on who will be the final 'super model': GPT? Claude? Or some sudden dark horse? To be honest, I don’t know who will last until the end, nor do I want to bet on it. What I care more about is: regardless of who wins, who will be the underlying tool that everyone cannot avoid?
This is why I started to pay serious attention to @Vanarchain . In the latest AMA, the CEO's statement about 'Shovels and Picks' was very straightforward: they want to turn #vanar into the shovel and pick for Web3. If you think about it carefully, this positioning is actually quite insidious — it doesn’t compete with models on parameters, nor with applications on traffic; it aims to occupy a more upstream position: memory + auditing.
Models will change, narratives will shift, but there are two things in the 'business world' that will never be lacking:
First, memory. An agent cannot know you today and treat you as a stranger tomorrow. To act as a steward, to conduct transactions, to approve, to operate, it must have long-term memory.
Second, accountability. When something goes wrong, there must be a way to hold someone accountable, to audit, to have a 'black box'. Companies will not hand over critical processes to an AI that makes mistakes and pretends to be innocent.
What Vanar does is create these two tools: enabling AI to remember and be accountable. It doesn’t matter if you are GPT or Claude; whoever becomes king in the future is irrelevant — as long as you want to enter the 'Business Critical' arena, you have to supplement memory and auditing. The shovels are right there; anyone digging for gold has to use them.
So my attitude towards $VANRY is very simple: I don’t expect it to soar every day, but I prefer to regard it as a fundamental stock that can 'cross bull and bear markets'. The market fluctuates up and down, trending topics change daily, but those selling shovels don’t rely on excitement to make a living; they survive on essential needs. That’s the confidence it gives me to 'hold on'.
