Venice cash flow model reveals token burns will hit 21% of revenue
0xSammy · x · 2026-08-18
Venice.ai's projections indicate revenue will grow 3.15x to $337m, while token burn costs for VVV will surge 8.42x to $70.1m. This shifts burn costs from 8% to 21% of revenue by 2027. The analysis notes that Venice has created perpetual service obligations via DIEM, making headline revenue an insufficient metric. Sustainable cash flow for VVV buybacks must deduct inference COGS, servicing costs, and OPEX.
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