Arav Srinivas: Neoclouds need to build a complete Agent reasoning platform
Arav Srinivas pointed out that Neoclouds cannot merely lease GPUs, but must own a complete Agent inference platform, including open-source weight models (SGLang), fine-tuned models (Miles, River), and a secure sandbox (SPACE). Meanwhile, Perplexity has open-sourced its sandbox and named it SPACE, advancing AI security in collaboration with partners such as Akamai, Coreweave, and Crusoe. The article expressed anticipation for cooperation with Coreweave, Akamai, Crusoe, and more partners. (Source: InFoQ)
Perplexity open-sourcing its SPACE sandbox with Coreweave, Akamai, and Crusoe strengthens AI security infrastructure; it may indirectly support crypto AI/DePIN narratives, but no crypto capital flows or pricing signals are involved, so the direction is unclear; short-term neutral (weak).