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Decentralization of the Tech Industry and what it means for OpenVision Research and VLM
Decentralization is no longer theoretical. It's actively capturing market share across key tech sectors. Here's how five major industries are shifting from centralized to decentralized models, plus a sixth where disruption is just beginning: Visual Language Models (VLMs). Each includes current decentralized market share and five-year projections:
Finance (TradFi vs DeFi)
Global TradFi: ~$468 trillion in assets
Centralized leaders: JPMorgan, BlackRock
DeFi in 2024: $52 billion TVL
Decentralized leaders: Uniswap, Aave, Compound
Projected to be Decentralized by 2030: >$230 billion
Decentralized Market share increase: 0.05% -> 0.5%
AI Compute (Cloud vs Decentralized Nodes)
Cloud compute market: $680 billion (2024)
Centralized: AWS, Azure, GCP
Decentralized compute: ~$1.1 billion
Decentralized leaders: Render Network, Akash, Phala
Projected Decentralized compute by 2030: $20 billion+
Decentralized Market share increase: 0.16% -> 3%
File Storage (Cloud Drives vs Decentralized Storage)
Global cloud storage: $90 billion+
Centralized: iCloud, Google Drive, Dropbox
Decentralized storage: $623 million in 2024
Decentralized leaders: Filecoin, IPFS, Arweave, Storj
Projected Decentralized file storage by 2030: $10 billion+
Decentralized Market share increase: 0.7% -> 11%
Rendering Compute (Traditional vs Decentralized Networks)
Global rendering market: $23 billion
Centralized: Pixar, AWS Thinkbox
Decentralized rendering: $250–500 million
Decentralized leaders: Render Network, Golem, Akash
Projected Decentralized render by 2030: $5 billion+
Decentralized Market share increase: 1–2% -> 20%
Social Networks (Web2 vs Web3)
Web2 social market: $240 billion (2024)
Centralized: Meta, Twitter/X
Decentralized social: under $1 billion
Decentralized: Lens Protocol, Farcaster, Mastodon
Projected decentralized social networks by 2030: $6–10 billion
Decentralized Market share increase: 0.4% -> 4%
Now for the really exciting part:
Visual Language Models (VLMs)
Centralized VLMs: ~$2.5 billion in 2024, dominated by OpenAI, Google, Meta
Decentralized VLMs: $0 today
Projected Decentralized VLM by 2030: $5–10 billion
Market share today: 100% centralized
Decentralized Market share increase: ♾️
OpenVision is the first mover in building decentralized VLM infrastructure, so what does that mean for $VISION holders? Infinite upside. The sky's the limit.
The trend is clear. Centralized tech is being challenged in sector after sector. Decentralized market share is expected to grow more than 10x across Finance, AI Compute, File Storage, Rendering Compute and Social Networks by 2030. The next wave of disruption is coming for VLMs, and OpenVision is leading it. You've never been earlier.
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