Lyrik: Open Web AI Investment Thesis

The Convergence of AI and Web3

We believe the intersection of AI and Web3 represents one of the most significant opportunities in technology today. As AI models become increasingly powerful and valuable, the need for decentralized infrastructure, verifiable computation, and open access becomes paramount.

Key Investment Themes

• Decentralized AI Infrastructure: Building the rails for distributed AI computation and storage
• AI Agent Economies: Creating economic systems where AI agents can transact and collaborate
• Verifiable AI: Ensuring transparency and trust in AI outputs through blockchain verification
• Data Sovereignty: Empowering individuals and organizations to control their data in AI training

Why Now?

The rapid advancement of AI capabilities, combined with growing concerns about centralization and data privacy, creates a perfect storm for Web3-based AI solutions. We're seeing unprecedented demand for:

• Distributed compute resources for AI training
• Decentralized data marketplaces
• Cryptographic proofs for AI outputs
• Token economies that incentivize AI development

Our Portfolio Approach

We're actively investing in teams building at this intersection, with a focus on infrastructure plays that can capture value as the ecosystem grows. Our thesis centers on projects that leverage Web3's unique properties to solve real problems in AI development and deployment.