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Kevin Simback 🍷

@KSimback

COO @delphi_labs - building + investing in AI and crypto. Ex @IBM, @McKinsey, @CarnegieMellon, reformed CFA

14,988 followers on X

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Kevin Simback 🍷@KSimback·33d

Kevin compares VeniceAI's $VVV token valuation against similar infrastructure plays, finding it expensive on most metrics. OpenRouter handles 60x VVV's inference volume at 2x the valuation, while TogetherAI does 45x the volume at 11x the valuation. Inferring Venice's ~$8.4m ARR from recent token burns yields an 80x revenue multiple versus 26x for OpenRouter and 7.5x for TogetherAI, though this depends on unconfirmed burn rate assumptions.