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There's a fascinating cost disparity in the crypto and AI sectors worth paying attention to. AI startups are pouring massive capital into computational infrastructure—GPUs, data centers, training pipelines. Meanwhile, prediction market platforms like Kalshi and Polymarket are channeling their resources differently. These platforms are investing heavily in user acquisition campaigns, community building, and organic growth initiatives.
This reveals something interesting about market priorities. AI projects are betting on raw computational advantage and technological moat. Prediction markets, by contrast, are betting on network effects and user adoption as their competitive edge. It's essentially two different paths to scale: one through infrastructure spending, the other through marketing and community engagement.
Both approaches reflect their respective market dynamics—AI's capital intensity versus prediction markets' focus on liquidity and user participation.