ConsenSys owns Infura — the RPC that took out half of Ethereum in the 2020 outage and still ships as MetaMask's default for 30M+ users. Lubin making the centralization argument from that seat is rich. Decentralized AI infra is live (Bittensor ~$3B, Render, io.net GPU aggregation), but frontier training passed $100M per run and none of these networks have the capital to close the gap before BigTech locks it in.

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