10 billion robots, generative monopoly, and computing power highway: The AI outlook of the Liberman brothers

Core Summary:

As global capital rushes into OpenAI, attempting to build algorithmic walls through centralized data centers, the legendary "visionaries" of Silicon Valley, the Liberman brothers (Daniil & David Liberman), have issued a warning. As serial entrepreneurs who sold their company for 64 million dollars to Snapchat, they are now returning to the battlefield with a decentralized AI computing network, Gonka. They predict that the Earth will soon enter an era of 10 billion robots, and in the face of this productivity singularity, humanity must either reclaim computational sovereignty through decentralized technology or forever become digital tenants of algorithmic giants.

Original video: https://x.com/gonka_ai/status/2010636900806345115

Compiled by: gonka.ai

1. The Truth of the Productivity Singularity: Everyone's "Fourfold" Avatar

From the perspective of the Liberman brothers, AI is not a simple tool improvement but a "productivity explosion" capable of reshaping the species contract.

"In the past hundred years, human civilization's productivity has roughly doubled every 30 years," David Liberman points out, "but after the maturity of embodied intelligence, this rhythm will be completely shattered." They propose a striking prediction: There will be 10 billion robots on Earth in the future. This means that robots will no longer be mere metal lumps in factories but "physical twins" of every individual. If you are a programmer, you will have a robot that works 24/7, tirelessly, and whose coding logic is synchronized with yours; if you are a designer, this robot will be a real-time extension of your creativity.

The Liberman brothers emphasize that this is essentially a "fourfold, or even tenfold, expansion" of humans as productive units. When every "I" has an equivalent digital/physical avatar, existing labor value theories, wage distribution systems, and even social pension contracts will instantly collapse in the face of such extreme surplus output. This is not just a technological leap but an "existential crisis" for humanity as a species.

2. Beware of "Generative Monopoly": Giants are Harvesting the Future of the Digital World

Compared to productivity surplus, the Liberman brothers are more concerned about whose cage this computational power is locked in.

They are well aware of the power logic of the mobile internet—iOS and Android dominate distribution rights through the App Store. But in the AI era, the ambitions of the giants go further; they are attempting to achieve a "generative monopoly":

The Death of the App Store: The Liberman brothers predict that when AI can generate a fully functional program in milliseconds based on user prompts, traditional App Stores will become meaningless. Users will no longer need to download an app but will directly request services from AI. This means that giants with the strongest models (like OpenAI and Google) will directly cut off all links between ordinary developers and users.
Extreme Concentration of Power: Humanity faces the "Five Great Powers" composed of OpenAI, xAI, Gemini, Meta, and Anthropic. This is no longer just a technological competition but a scramble for the future digital logic construction rights. If AI can define every line of code you see, hear, or even think, then these companies will become the absolute gods of the digital world.
The Shadow of Capital: The Liberman brothers candidly point out the role of traditional financial giants like BlackRock. When this highly capital-intensive infrastructure of AI is controlled by a few companies supported by super-large consortiums, the so-called "open source" and "inclusive" will become hypocritical rhetoric.

3. Gonka's "Highway Revolution": Decentralized Computing is the Only Antidote

In the face of this algorithmic tyranny, the Liberman brothers chose not to engage in empty talk in the lab but instead incubated Gonka.

"Centralized AI will build magnificent 'skyscrapers' (centralized models), but what the world truly needs is 'highways,'" Daniil Liberman explains. The philosophy of Gonka is extremely pragmatic: computational equity.

Re-excavation of Computational Diamonds: The Liberman brothers discovered that while the Bitcoin network has vast computational power, most of it is engaged in "meaningless hashing." Through Gonka's decentralized protocol, this computational power can be transformed into "useful AI reasoning."
Proof of Compute: Gonka introduces a brand new consensus mechanism. Miners do not need to run 24/7; they only need to complete AI reasoning proofs in a very short time to receive token rewards. This significantly reduces the rental costs of GPU computing power compared to cloud service providers like AWS.
Exponential Surge: In just 100 days since its launch, the H100-level computing power gathered by Gonka surged from 60 units to over 10,000 units. This speed proves that the long-standing "computational anxiety" in the blockchain industry is urgently seeking an outlet. Bitfury's 50 million dollar investment further confirms a judgment: the future AI infrastructure must be distributed, permissionless, and globally shared.

4. Avoiding the "AI Bubble": Fiber Optics After the Bubble Bursts

Regarding the market's heated discussion of the "AI bubble," the Liberman brothers provide a deep and cold reflection. They believe that the current bubble stems from the giants' frenzied discounting of "future excess profits." Once the cost of AI computing power significantly decreases due to the emergence of decentralized networks (like Gonka), the monopolistic high premiums that the giants originally envisioned will evaporate.

However, just as the internet bubble burst in 2000 left behind a global network of fiber optics, the Liberman brothers believe that even if the AI bubble bursts, the "intelligent infrastructure" it leaves behind will become the fuel for the next leap in civilization. In this process, whoever can master low-cost, high-efficiency decentralized computing channels will be the first to break through the ashes after the bubble.

5. Individual Survival Rules: How to Hold "Sovereignty" Among 10 Billion Robots

When productivity is taken over by robots, what is the meaning of humanity? As serial entrepreneurs and "application philosophers," the Liberman brothers offer two highly practical methodologies:

1. Reject Singular Improvement, Embrace "Unique Triad Combination"

If you are just a pure programmer, AI will easily replace you. But if you are a developer "proficient in Russian literature, knowledgeable in quantum physics, and with a legal practice background," you become invincible.

While AI models are knowledgeable, they struggle to simulate the interdisciplinary composite cognition formed by human life experiences and cultural sedimentation. This "trinitarian" unique perspective determines the height of your questions to AI (the essence of Prompt Engineering) and sets the barriers for your creativity.

2. Seize the Position of "Responsible Entity"

AI can compute but cannot take responsibility. In the future social contract, "execution" will become cheap, while "decision-making" and "endorsement" will become expensive. A person who dares to take responsibility for the output of AI results will be the central node in the future collaborative system.

6. Opportunities for Small Nations: The "Equity Channel" to Bypass Chip Bans

For regions outside of major powers like the U.S. and China, the Liberman brothers provide a path of significant geopolitical strategic value. By participating in open-source protocols like Gonka, small nations no longer need to survive in the cracks of major power chip bans but can instead:

Localized Computing Deployment: Utilize cheap electricity and ASIC chips to access the global decentralized network.
Accumulation of AI Talent Reputation: Encourage local developers to contribute code to open-source protocols, building "sovereign-level" AI service capabilities.

"Small nations do not need to compete with giants in the height of skyscrapers; they just need to ensure that they have access to the 'AI highway' at their doorstep," the Liberman brothers said.

Conclusion: A Final Battle Over "Sovereignty"

The Liberman brothers are not just doing business; they are conducting a large-scale social experiment. In their view, OpenAI's closed-source and monopoly is a fast track to a "digital medieval age," while the decentralized AI represented by Gonka is the last opportunity for ordinary people to reclaim sovereignty.

This marathon of 10 billion robots has just begun. Just as Bitcoin has proven to the world that sovereign currency can be decentralized, the Liberman brothers are attempting to demonstrate to the world that the most advanced productivity tools should not be locked in the basements of skyscrapers but should flow to the fingertips of every free will.

End Note: This article is compiled from the recent interviews of the Liberman brothers and the core viewpoints of the Gonka protocol and does not constitute any investment advice. As an emerging AI infrastructure, Gonka still faces risks of technological iteration and market fluctuations; investors are advised to remain rational.

About Gonka.ai

Gonka is a decentralized network aimed at providing efficient AI computing power, designed to maximize the utilization of global GPU computing power to complete meaningful AI workloads. By eliminating centralized gatekeepers, Gonka provides developers and researchers with access to permissionless computing resources while rewarding all participants with its native token, GNK.

Gonka is incubated by the American AI developer Product Science Inc. The company was founded by industry veterans from Web 2, the Liberman siblings, who were former core product directors at Snap Inc. In 2023, they successfully raised $18 million, followed by an additional $51 million in 2025. Investors include Coatue Management, a backer of OpenAI, Slow Ventures, a backer of Solana, Bitfury, K 5, and partners from Insight and Benchmark. Early contributors to the project include well-known leading companies in the Web 2-Web 3 space such as 6 blocks, Hard Yaka, and Gcore.

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