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White The true moat is not in the model, but in identity.
Many people are still looking at White from the perspective of a "model aggregator," but I believe this approach is fundamentally flawed.
Aggregating models essentially has no moat. Today you can access GPT, tomorrow someone else can too;
you can create a unified interface, and in a week others can replicate it.
As models become more numerous and open source grows stronger, the cost of invocation will only continue to decrease.
In this environment, whoever builds a "cheap intermediary layer" will ultimately only earn the thinnest profit margin, or even be marginalized.
So if you only stay at this level, the long-term value is actually very limited.
But its true foundation lies not in "models," but in the layer of identity.
The future is not "people using AI," but AI operating on the chain.
When AI begins: calling services itself, executing trades independently, collaborating with other agents.
At this point, the identity layer becomes the core infrastructure. It’s not just a simple wallet address, but:
1 / Behavioral history (what it has done)
2 / Transaction records (how much it has earned)
3 / Collaboration relationships (who it has interacted with)
4 / Reputation accumulation (whether it is reliable)
Once these are accumulated, they are hard to transfer.
In other words, models can be replaced at any time, but identities are not easily swapped.
This is the real moat, and also where I believe White is building barriers.
Model aggregation is the entry point, but the identity layer is the ultimate goal.
Whether it can reach that stage determines if White is just a tool or a foundational infrastructure.
@justinsuntron @BAI_AGI #TRONEcoStar