#opg $OPG I used to think the most important resource in technology was intelligence.

The smartest model wins.

The best output wins.

The strongest capabilities win.

At least, that was the assumption.

But the more I study emerging AI networks, the more I think intelligence might be following the same path capital followed in crypto.

Raw intelligence has value.

Accessible intelligence creates systems.

What stands out to me is that a model sitting in isolation isn't very different from capital sitting idle. Both may be valuable, but neither creates much coordination on their own.

That's why OpenGradient keeps pulling my attention in a different direction.

The part people miss is that intelligence becomes more powerful when it can be hosted, verified, accessed, and reused by others. At that point, the conversation stops being about models and starts becoming about networks.

I've seen similar shifts elsewhere. Bedrock didn't change the existence of capital. It changed how capital participates. The asset remained the same, but the network around it became more active.

Maybe AI is moving toward a similar phase.

The more I look at it, the less this feels like a race to build intelligence and the more it feels like a race to coordinate it.

Those are very different outcomes.

And if coordination becomes the scarce resource, we may discover that intelligence was never the bottleneck in the first place.

Whether that turns out to be true remains unclear. But it's a possibility that seems increasingly difficult to dismiss.@OpenGradient