Пересечение блокчейна и метавселенной с Мико Мацумарой из gCC и Манмитом Сингхом Бхасином из PunjaVC

В следующей дискуссии, которая состоялась на Silicon Dreams, блокчейн-инвесторы Мико Мацумара и Манмит Сингх Бхасин были достаточно любезны, чтобы сесть и рассказать о своем мнении и амбициях относительно революционного потенциала Web3. Ведущая Сония Ахуджа, генеральный директор и основатель Orbis86, помогает обсудить одну из самых захватывающих областей огромного потенциала Web3 — союз между блокчейном и искусственным интеллектом.

Обладая 30-летним опытом работы в технологической отрасли, Мико Мацумара является управляющим партнером Gumi Cryptos Capital (gCC), венчурного фонда для блокчейна, Web3 и криптовалют. За последние 5-6 лет они инвестировали во многие стартапы ранних стадий, которые сейчас являются единорогами. Их самая крупная инвестиция — OpenSea — первая и крупнейшая в мире торговая площадка NFT.

Манмит Сингх Бхасин — еще одно элитное имя в технологической отрасли с 30-летним опытом, который является основателем и управляющим партнером Punja Global Ventures (PunjaVC), венчурного фонда, специализирующегося на стартапах в области блокчейна и искусственного интеллекта. Он сам был предпринимателем, который основал две компании, а затем продал их обе: Dataguise, поставщика услуг по обеспечению безопасности данных и соответствия техническим требованиям, и PKWARE, консалтинговую фирму в области технологий. PKWARE была куплена Thompson Street Capital Partners, известной американской технологической венчурной и консалтинговой фирмой.

В центре внимания PunjaVC находятся проекты AI, VR и метавселенной на Web3 и блокчейне. Их целевым рынком являются предприятия и предприятия, а не потребители напрямую.

On-chain Virtual Reality: Utility and Future

VR and metaverse are often subject to skepticism, whether they have any real-life benefits or not. A lot of the metaverse is going to be built upon digital items, that can also be collectibles, that can be owned.

Matsumara then makes a great point about how being on-chain and existing as NFTs gives so much more meaning to the utility of the metaverse. He says, “The idea that we can manifest these visions in front of our eyes, (such as with) Apple Vision Pro headset or the Quest 3 of Meta, really gives a lot of promise. But the question then comes, what about things like ownership? What about things like currencies and money? What about these digitally permanent assets?

I think NFT is the base layer of metaverse, which is really ownership and belonging… People haven’t reasoned well about the metaverse. The first versions of metaverse have been very boring because people go there and they’re like oh, I look cool. And then a week later, they’re like, okay, I’m done.

Bhasin explains how NFTs bring immutability and ownership to digital assets, art pieces, patents etc., where there have been issues of stealing and scamming. He says, “NFTs give a unique identification. Artists are the most benefited, because they could make their art and sell it directly without going through the intermediaries… That was making it a numbered way, a digital way to tell you that this is the unique one, this is yours.

And now with ChatGPT and prompt engineering, you can generate so many (plagiarized) images. But your unique image will still stay unique.

Matsumara expands on this idea— “To me, gaming and the metaverse are deeply interconnected. For example, Microsoft is buying Activision, Blizzard. They created a headset called HoloLens. They are serious about AI, but their metaverse is actually a game.

So how did we get involved in OpenSea— my partner in Japan published a game called My Crypto Heroes. We discovered through them that the best and only place to sell NFTs of any kind is OpenSea. We used this game as a way of getting into OpenSea.

Gaming is entertainment, and entertainment is AI resistant. Microsoft is the deepest investor in OpenAI. So you can be scared and think, oh, AI is going to take people’s jobs. But what’s going to happen is that there’s going to be more people spending more of their time in digital entertainment, including gaming…

Bhasin agrees, “Yes, there will be a certain percentage of jobs that will go away. But think about how many other jobs will be created? How much new assistance you will have, without creating your own stuff from scratch? So it’s going to be completely revolutionary…

Matsumara also presents an example— “We came across a company which was trying to solve a health care problem, where they were going to have a metaverse with doctors. But it wasn’t just doctors in the metaverse. They will have a hand feeling on one side, and these guys can get the same feeling, they take heartbeat… So they were working on something like that.

But the power, the GPU and all, needed on both sides, was difficult, but they were going to create it… Yes, there are going to be so many things in between; so many things need to be done. But that’s really an enterprise solution. It is a consumer as well as business solution.

There are companies working on sensory devices for the VR space. For example, reading is a problem for kids with dyslexia and other learning disabilities. But an immersive experience with AR tools activating multiple senses, will help create a more equitable learning environment for everyone.

Matsumara concludes with an insightful lesson— “Everything meaningful is, at some point in time, imaginary. The idea of AI plus virtual reality can make the imaginary things, which are the future, come to life, very quickly and very powerfully. Because the AIs can generate in three dimensions the things that we can just try to express… It means that the future will arrive faster.

Regulatory Compliance in the Era of Decentralization

Bhasin talks about the possible compliance regarding privacy and security levels, “With all these new things happening, privacy is not going to go away. There will be regulation… Gamers will have their privacy, healthcare will have different level of privacy, identification… Identification in this zero-trust is becoming very important. All these things are being built.

When it’s decentralized, one person’s privacy is even more important than, (например) when a bunch of credit cards were stolen from American Express.

Matsumara talks about his compliance policies, “We advise founders to be compliant and safe, but not get too crazy. Because there is a tension between innovation and regulation. Ultimately the end game is that things will just move to where they are wanted. So if the US decides to crack down on cryptocurrency, then they’ll just move to other countries.

There isn’t a monolithic way to eliminate these things because innovation is faster, smarter and always ahead of regulation. Being decentralized, it’s (Веб3) in every country. There isn’t a way to really stop something like open-source software. Innovation is just going to continue.

Bhasin adds, “Innovation is important till it starts misusing or misguiding people. That’s when the regulations should be looked at. They should be used as a guard rail. They should be there to help, not to stop innovation. People do comply. There are some bad actors. But generally, if there is a regulation, at least 90% will comply.

Matsumara believes “There are certain regulations that are wanted (because) we want to keep people safe.” He explained with the example of Japan, “Japan is the largest global economy of crypto with the highest amount of fair regulatory clarity. When FTX crashed, Japan was the only country where all the exchange customers got all their money back, because Japan had already created a regulation to separate the custody of the asset from the exchange. So this wise regulation protected people.

He also praised the US SEC commissioner, Hester M Pierce who “has great policies and great ideas».

Bhasin gives a similar example in the AI space, “Recently, ChatGPT was completely banned in Italy. And it feels like what governments do is if they don’t understand something, they try to just stop it right there. The problem is regulators don’t get the best brains. They should give more money and hire the right people…

(Even if) people do comply, but if they are not in your regulation area, if they leave the country, how are they going to comply? So you have to keep them here (with) a positive regulation.

Web3 is a trillion-dollar industry. Governments need to understand it is not just coins and tokens. It’s about solving real world problems. The intersection of all these technologies of blockchain, AI and metaverse will present a cutting-edge future for humanity. All things said, it is going to weave a fantastic ecosystem for the entire civilization.

Отказ от ответственности: статья представляет собой расшифровку интервью, проведенного RJ Soniya Ahuja. Никакие утверждения или комментарии в статье не являются прямым или косвенным отражением взглядов или мнений автора. Интервью не направлено на продвижение, понижение в должности или унижение какой-либо организации или сообщества. Он также не намерен давать читателям какие-либо финансовые или инвестиционные советы.

Сония Ахуджа
Последние сообщения Сони Ахуджа (увидеть все)

Source: https://www.thecoinrepublic.com/2023/07/24/intersection-of-blockchain-and-metaverse-with-gccs-miko-matsumara-and-punjavcs-manmeet-singh-bhasin/