10 Billion Robots, Generative Monopoly, and the Computing Power Highway: The AI Endgame Perspective of the Liberman Brothers

Compiled by: gonka.ai

Core Summary: As global capital floods into OpenAI, attempting to build algorithmic walls through centralized data centers, Silicon Valley’s most legendary “visionaries” the Liberman brothers (Daniil & David Liberman) have issued a warning. As serial entrepreneurs who sold their company for $64 million to Snapchat, they are now making a comeback with the decentralized AI compute network Gonka. They predict that Earth will 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 tenant farmers for algorithm giants.

1. The Truth of the Productivity Singularity: Everyone’s “Fourfold Speed” Digital Twin

From the Liberman brothers’ perspective, AI is not just a simple tool upgrade but a “productivity explosion” capable of reshaping the species’ contract.

“Over the past century, human civilization’s productivity has roughly quadrupled every 30 years,” David Liberman points out. “But once embodied intelligence (Embodied AI) matures, this pace will be completely shattered.” They present a provocative prophecy: There will be 10 billion robots on Earth in the future. This means 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 working 24/7, sleepless, and synchronized with your code logic; 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 “quadruple, even tenfold” expansion of humans as productive units. When each “I” has an equivalent digital/physical clone, existing labor value theories, wage distribution systems, and even social pension contracts will instantly disintegrate under such excess 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 who will control these computational powers.

They understand the power dynamics of mobile internet—iOS and Android dominate distribution through the App Store. But in the AI era, giants’ ambitions go further—they are attempting to establish a “generative monopoly”:

1. Death of App Stores: The brothers predict that when AI can generate a complete program within milliseconds based on user prompts, traditional app stores will become meaningless. Users will no longer need to download apps but will directly request services from AI. This means that giants controlling the most powerful models (like OpenAI, Google) will cut off all links between ordinary developers and users.
2. Extreme Concentration of Power: Humanity faces five major forces—OpenAI, xAI, Gemini, Meta, and Anthropic. This is no longer just a technical race but a struggle for future digital logic sovereignty. If AI can define what you see, hear, or even think, these companies will become the absolute gods of the digital universe.
3. Shadow of Capital: The brothers candidly point out the role of traditional financial giants like BlackRock. When AI infrastructure—highly capital-intensive—is controlled by a few mega-conglomerates, the so-called “open source” and “inclusive” rhetoric becomes hollow.

3. Gonka’s “Highway Revolution”: Decentralized Compute Is the Only Cure

Faced with algorithmic tyranny, the Liberman brothers did not just talk in labs but incubated Gonka.

“Centralized AI will build magnificent ‘skyscrapers’ (centralized models), but what the world truly needs are ‘highways,’” Daniil Liberman explains. Gonka’s philosophy is extremely pragmatic: Compute equality.

• Re-discovering the compute diamond: The brothers found that while Bitcoin’s network has enormous hash power, most of it is used for “meaningless hashing.” Through Gonka’s decentralized protocol, this compute power can be transformed into “Useful Compute” for AI inference.
• Proof of Compute (PoC): Gonka introduces a new consensus mechanism. Miners don’t need to run 24/7; they only need to complete AI inference proofs in a very short time to earn tokens. This drastically reduces GPU rental costs compared to cloud providers like AWS.
• Exponential acceleration: Within just 100 days of launch, Gonka’s aggregated H100-level compute power surged from 60 units to over ten thousand. This speed demonstrates that the long-standing “compute anxiety” in the blockchain industry is eager for an outlet. A $50 million investment from Bitfury further confirms the judgment: future AI infrastructure will inevitably be distributed, permissionless, and globally shared.

4. Avoid the “AI Bubble”: The Fiber Optic Cables After the Bubble Bursts

Regarding the market’s hot topic—the “AI bubble”—the brothers offer deep reflections. They believe the current bubble stems from giants wildly discounting “future excess profits.” Once the cost of AI compute drops significantly due to decentralized networks (like Gonka), the monopolistic high premiums envisioned by these giants will evaporate.

However, just as the fiber optic cables left behind after the 2000 internet bubble burst, the brothers believe that even if the AI bubble bursts, the “intelligent infrastructure” it leaves behind will fuel the next civilization leap. In this process, whoever can master low-cost, high-efficiency decentralized compute channels will be the first to break through the ashes after the bubble.

5. Survival Rules for Individuals: How to Hold “Sovereignty” in a World of 10 Billion Robots

When productivity is taken over by robots, what is the meaning of human existence? As serial entrepreneurs and “application philosophers,” the brothers offer two highly practical methodologies:

1. Reject single-focus mastery, embrace “Unique Trinary Composition”

If you are just a pure programmer, AI will easily replace you. But if you are a “Russian literature expert, quantum physicist, and legal practitioner,” you become invincible.

AI models are highly knowledgeable, but they struggle to simulate the interdisciplinary, cross-cultural cognition formed through life experience and cultural sedimentation. This “trinity” perspective determines the level at which you ask questions (Prompt Engineering’s essence) and the creative barriers you can produce.

2. Seize the “Responsibility Subject” role

AI can compute but cannot be responsible. In future social contracts, “execution” will become cheap, while “decision-making” and “endorsement” will be expensive. Someone willing to take responsibility for AI’s outputs will be the node center of future collaboration systems.

6. Opportunities for Small Countries: The “Equality Path” to Bypass Chip Bans

For regions outside the US and China, the brothers suggest a highly strategic path. By participating in open-source protocols like Gonka, small countries no longer need to survive amid big-power chip bans but can instead:

• Local compute deployment: Use cheap electricity and ASIC chips to connect to the global decentralized network.
• AI talent reputation building: Encourage local developers to contribute to open-source protocols, building “sovereign-level” AI service capabilities.

“Small countries don’t need to compete with giants in skyscraper heights; just ensure their ‘AI highway’ is open,” say the brothers.

Conclusion: The Final Battle for “Sovereignty”

The brothers are not just doing business but conducting a large-scale social experiment. In their view, OpenAI’s closed-source monopoly is a fast track to “digital medievalism,” while Gonka’s decentralized AI offers the last chance for ordinary people to hold sovereignty.

The marathon of 10 billion robots has just begun. Just as Bitcoin proved that sovereign currency can be decentralized, the brothers are trying to prove to the world: The most advanced productivity tools should not be locked in skyscraper basements but flow into every free-willed fingertip.

Endnote: This article is compiled from recent interviews with the Liberman brothers and core viewpoints of the Gonka protocol. It does not constitute any investment advice. As an emerging AI infrastructure, Gonka still faces risks related to technological iteration and market volatility. Investors are advised to remain rational.