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Lily Liu Posts That Current AI Model Benchmark Comparisons Remind Her of the 2020 Blockchain TPS Competition

Lily Liu, Chair of the Solana Foundation, Compares AI Model Benchmarks to Blockchain TPS

Lily Liu posted that the current AI model benchmark comparisons remind her of the 2020 blockchain TPS (transactions per second) competition.

This viewpoint highlights that both are characterized by early performance metric competition.

Both AI and blockchain's early development relied on benchmark marketing, with funding flowing towards projects claiming high performance. High-throughput chains like Solana and leading AI labs benefit from the attention economy, while projects with actual adoption lag behind, underscoring the structural rule of technology narratives driving capital allocation.

Source: Public Information

ABAB AI Insight

Lily Liu, as the Chair of the Solana Foundation, has witnessed the transition of blockchain from the TPS battle to ecological implementation, having participated in positioning Solana among high-performance public chains.

In terms of capital flow, benchmark competition attracts speculative funds to concentrate on top claimants, later shifting towards actual TVL and user adoption, motivated by establishing narrative barriers through digital metrics in the early stages.

Similar to the path of blockchain from white papers to mainnet implementation between 2017-2021, the current AI large model industry is in the early stages of transitioning from benchmark competition to real application validation.

Structural Judgment: Essentially, this belongs to capital concentration, where performance benchmarks serve as early signals guiding funds towards high-profile projects, with subsequent survival of the fittest realized through implementation capabilities. The mechanism is that under the scarcity of attention, narratives precede, and capital follows indicators rather than long-term value.

ABAB News · Law of Cognition

  1. Both TPS and benchmarks are early games, with later focus on real adoption.

  2. Digital brilliance is easy to finance, but implementation is difficult to prove.

  3. Historical rhythms repeat, and the essence of narrative changes remains the same.