$VVV Community Call | September

On September 8th, the price of VVV broke through all-time highs on the same day mathematicians accused OpenAI of stealing their work from inside OpenAI's own Codex tool. That coincidence—a privacy-focused AI token surging while trust in the frontier labs cratered—captures the central dynamic of this episode. John, head of strategy at Venice, and host David walk through the September state of the VVV ecosystem, the tokenomics adjustments underway, and why a string of privacy controversies at Anthropic and OpenAI is accelerating Venice's growth rather than slowing it down.

The growth curve is bending upward

Venice's daily token processing hit 250 billion tokens on September 16th, up from 100 billion on June 25th. John calls this "the best chart in crypto" because it distills the fundamental health of the business: more users on the app, more API usage, and models that keep getting better and cheaper. The growth rate has consistently surprised internal forecasts—what they assumed would be 15-20% month-over-month has actually been closer to 35-40%. At current trajectory, Venice could hit one trillion daily tokens by January or February of next year, though John notes the team has been wrong about growth rates before. Importantly, this chart only captures LLM tokens; image and video model usage is growing on a similar trajectory but isn't reflected in the headline number.