Walrus is positioned as the decentralized storage and data-portability layer for AI. As users switch between frontier LLMs based on performance and cost, they need a neutral way to migrate memory and history without becoming hostage to one company or country. Walrus was built for this, and he says it will deal directly with data portability and AI and has high expectations.
Sui is positioned for the AI-security era because it has a dedicated red team, does not penalize users for more complex cryptographic authentication/multisig, and is moving toward more agentic and privacy-sensitive use cases as data becomes critical. He frames this as why Sui can survive AI-driven attacks.