Worldcoin Explained: Why Dan Ives Says It's the BIGGEST AI Opportunity Right Now

요약 보기

Dan Ives는 AI 시대 인간 인증 핵심 레이어로 World/Worldcoin을 강하게 지지하며 Orb 홍채 스캔 기술의 독보적 우위를 주장함. 등록자 1,620만 명(연 1억 명 목표)을 근거로 네트워크 효과와 향후 수수료 기반 수익화를 강조. 규제 문제는 언급되었으나 낙관적 입장 유지. 과거 Palantir 사례(2021~22년 회의론 극복)와 비교하며 Worldcoin도 유사한 궤적을 기대한다고 발언.

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01. I came here because I'm such a believer in the AI revolution and where everything is going over the coming years in terms of robotics, autonomous, bots, social, human proof. I'm a core believer at the heart of what World and Worldcoin and what Sam and Alex and what the team have done. A core crypto play.

02. I believe this is I want to along with the team play a role in driving the vision, driving the awareness of the orb, driving the awareness of World, driving the awareness of human proof in terms of what I view is really going to be the core layer when it comes to true authentication in this new AI world.

03. That's why I'm doing this. That's why I'm so excited to be part of this. Oh, that's awesome. Okay, so I wanted to first by providing a disclaimer. I'm the president of CoinFund. We invested first in Worldcoin in 2021 and we are investors in Orbs which where Dan is chairman. Worldcoin and of course Orbs which is the company on top of it.

04. Maybe you can just talk through the specifics of what Worldcoin does. So if we can set the stage for the audience in this world of AI where the bots are dominating everything, what does Worldcoin do? Well, first off like with with World, it all goes to the orb in terms of the orbs that they've created, the iris scanning technology that I view as the future of human proof authentication.

05. They have built a technology where I think it's unmatched in terms of true iris scanning technology. That once that's captured, zero knowledge zero knowledge proof in terms of the world token. Can envision a future of AI without this type of technology that I view as it's going to be a core fabric of the AI revolution.

06. Totally. I think I'd add something else to that and that's security. It's all encompassing. So anyway, you talked a little I would just say on that on that point, like I think one of the one of this organ- we're talking about data that cannot be tracked, that one controls. The data is controlled by the user.

07. Totally. So, let me just unpack that a little bit. Uh first off, the orb's this like device. It's like a It's a sphere, right? And you've looked into it and had your iris scanned, right? So, it's like a I did that along with Tom Lee, Bitmain, who is an investor as well. Yeah. And look, we're 16.2 million that have done that.

08. But, it's my view that that's going to be 100 million a year. And so, and like when you think about the network effect, I believe this is something where it's starting off at 16 million where we are today. I ultimately view this is something that's going to go into 100 million, hundreds of millions, and eventually billions.

09. All right. So, 16 million people have looked into that orb. They take your iris scan, which is like a very unique Scientists will say it's the most unique identifier you can have. And they use encryption and crypto technology to save your personal identifier information, right? So, it's like it protects your data.

10. They used to call it ZK proofs. And then, you can attach it to your wallet. Ethereum in terms of the use cases. The utility to me is so key because as they get built out. But, when you start to get 30 million, 50 million, 80 million How does PayPal start? How does anything start? That is the true network effect of what's a what's a core secure network.

11. And then, eventually, like you start to look at the fees or essentially the the monetization that will ultimately happen on the network. That's something that none of that is being factored into our view. When you look at World Coin, like look, that's why like we view it as like World Coin the value.

12. We've said like we think within the value is I really hope you're right, and I think that you're certainly onto something because gosh, I feel like we're in like very we're fortunate to live at this time where these fundamental technologies are crashing together. Crypto side, a couple other stats that I've been watching is that you got 16 million people who have verified their eyeball.

13. That's been done with only like 6,500 orbs of these things that have been manufactured. So, I think as you start seeing these things become more ubiquitous. Not to mention some of the regulatory challenges we've had. Like, we're still like how long ago was it? 3 months? A couple months ago. By the way, the guy in New York, I can't even buy it on Coinbase right now because it's not even open like

14. And where this is all going. Look, get There's an education process. What I've done in my whole career. Tesla, it's an auto company. They're never going to be able to make Apple iPhones. It's going to be a one-trick pony on the AT&T 2007. Palantir, they're just a government play. Nvidia, why they focus on AI?

15. They're a gaming company. All I'm just saying is like my whole career Yeah. is Eric Sprott will be delivering the keynote and it promises to be a landmark gathering for silver investors. You can find out more in the details in the description below. You're used to You're used to the hate and discomfort.

16. If there You mentioned some very powerful and companies and stocks and ones that have just been so successful. As you're applying your pattern matching, does orbs and Worldcoin, which one is which company does it remind you of most? It reminds me very much of Palantir in 2022, 2021. It because it was my view like Palantir had it built.

17. They just had to monetize and prove it on the commercial. I felt very confident goes back to those days. Obviously, so much skepticism. But, that's how I view where we are today relative to World and relative to the monetization of the ecosystem.