“Using blockchain for AI payments is just a self-indulgence of those in the industry. AI giants will not hand over this power to blockchain; they are already preparing their own protocols.”

This is a comment following the article “AI Traffic Surpassing Humans, The Opportunity for Crypto Payments Has Arrived” published on August 13.

I have never agreed with the viewpoint “AI giants will not hand over this power to blockchain.”

If you believe that the world order will always be monopolized by existing giants, and that these giants can monopolize all discourse indefinitely, you are greatly overestimating them and simultaneously neglecting the general laws of historical development.

The progress of human history has always been marked by the constant overthrow of old giants and the rise of new ones—the saying that “the waves behind drive on the waves before” reflects this truth.

I have never seen an old giant maintain a permanent position at the center.

Taking AI as mentioned in this viewpoint, if we talk about monopoly and control over discourse, Google undoubtedly holds the advantage.

The core architecture of the large language model, Transformer, was invented by them.

Among the eight authors of the groundbreaking paper “Attention Is All You Need,” six were their employees at the time.

Following this logic that giants will not step aside, Google would have long maintained dominance alone, giving no chance for the later emergence of OpenAI and Anthropic.

China similarly has almost identical cases: Baidu.

Baidu was the first among all Chinese giants to correctly bet on the direction in the AI field and had the right talent as well.

What was the result?

Now it can only watch as DeepSeek and a host of other later players quickly rise.

In the competition of technology and business, giants can neither unwillingly nor willingly relinquish their monopoly rights, but what forces them to give up their monopoly is never their willingness but many factors outside of technology.

One factor often overlooked by the giants is that when a brand new track first sees a “spark,” they do not believe it will grow into an “inferno”; or even if they think the spark is worth paying attention to, they only invest symbolically and monitor it.

And when those “sparks” grow to a level where they can “ignite the prairie,” it’s too late for giants to awaken because a new giant has already established a monopolistic position.

In my view, AI payments currently appear to be that “spark” in the eyes of existing AI giants. What I see is their focus on large models, computing power, and electricity supply, but not on payment applications.

This is one reason.

The second and perhaps more important point is: I believe AI payments are highly likely to be based on blockchain public chains because I have shared multiple times in previous articles a viewpoint:

AI cannot conduct KYC like humans do and then apply for an account.

The payment systems and all surrounding regulations currently used in human society apply to humans and are not very suitable for AI.

The core characteristic of AI is the pursuit of extreme efficiency, and the payment systems used by human society are simply too inefficient to compare with blockchain-based payments.

Any technological and commercial development will seek the path of least friction. Clearly, payment based on blockchain public chains represents the direction of least friction for AI.

Another notable trend is:

Recently, there have been repeated reports of AI crossing boundaries set by humans and spontaneously starting to “commit wrongdoing.” This reflects a certain “instinct” of AI—it “instinctively” seeks to break through constraints set by humans.

This instinct of AI is quite dangerous. Currently, the one most aware of this issue is Dario from Anthropic, but his proposed method, so-called “Constitutional AI,” seems somewhat presumptuous to me—it’s not that it’s ineffective, but it appears quite awkward.

I believe that the only technology that can truly constrain AI is blockchain, which is also a native network technology.

Among the fields most needing restraint, payments are clearly of utmost importance; blockchain-based payment methods seem to me the most likely technology to both constrain AI and enable efficient payments.

Of course, at the same time, some concepts for controlling AI protocols are emerging, such as the typical KYA (Know Your Agents) protocol.

However, these protocols essentially still follow the mindset of controlling humans, and they seem quite awkward, not suitable for AI.

Therefore, I believe that in the future, AI payments will likely rely on public chains.

But what specific form that will take, and what technology stack will be used, I cannot guess at this moment; we can only wait for time to reveal it.

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。