#grass Token Holder call

Grass isn't just competing in AI data infrastructure anymore. It's showing why its approach might actually be better. 🌱 I've been following and supporting $GRASS long enough to remember when most discussions were about nodes, bandwidth, airdrops and the potential of a decentralized network. But look at where we are today. Grass has launched its LCR Contents API, giving AI agents access to fresh, structured web data. And the first published benchmark reveals something pretty interesting. Web retrieval success rates: 🟢 Grass: 97% Firecrawl: 84% Parallel: 76% Exa: 66% On particularly difficult websites, Grass achieved 98% retrieval success, compared to 71% for the next-best provider. AI is moving from models that simply generate answers toward agents that actively interact with the world. Those agents need reliable access to live information. A brilliant AI model is only as useful as the information it can actually retrieve. Grass has spent years building a massive decentralized network with access to residential internet connections around the world. What once looked like infrastructure waiting for a use case is now powering an actual commercial product. JavaScript rendering, geographically targeted retrieval, freshness controls and clean, LLM-ready content are no longer theoretical promises. They're features customers can use. And with over 4 million external LCR requests being served daily, we're starting to see real usage. Of course, the next questions are revenue, sustainable demand and how network growth translates into value for the Grass ecosystem. But the direction is becoming increasingly clear. Grass is evolving from a network that collects data into infrastructure that helps AI interact with the live web. That's a much bigger opportunity than many people realize. And it's one of the reasons I've remained convinced of Grass's long-term potential, even through the frustrating periods. The real story was never just the token price. It was what this network could eventually become. $GRASS 🌱 @grass @grassfdn lcr.net/

.@grass offers $0.75 OTS package, a custom plan is likely ≤$0.50 CPM Note the chart takes raw pricing & doesn't account for success rates. Grass retrives 98% of pages in hard domain tests, 97% of full benchmark URLs and 100% across e-commerce/social media. Translation; reliable

RT @0xdrej: You can just go to LCR.net and give your agents access to a fleet of 10s of thousands of browsers that have the…

LCR assumptions; Credit use vary by request; CSR most common @ 55% so assume 2 credit/request 4m requests/day = 8m credit/day (240m month) That's 240 business plan equivilant users; LCR already @ ~$2.6m ARR Team only just scratched the surface of a huge TAM TuTu holds grass

$GRASS LCR

Early days, but exciting - Grass LCR is already serving over 4m external requests per day

RT @grass: x.com/i/article/210829651631…

Best in class

Here's why LCR is likely to be a massive new revenue driver for $GRASS

A very important milestone for Grass, and one I’m particularly proud of. There’s a much bigger story behind where this is going, but for now: huge credit to the team that built it.

RT @grass: Today, we’re launching our first Live Context Retrieval tool for agents. Introducing the Grass Contents API — an API that turns…

The next AI race isn't just about building intelligence. It's about building the operating environment that intelligence depends on. The winners won't simply create smarter models... They'll build the infrastructure that gives those models access to real-world knowledge, fresh context, and verifiable data at global scale.

BREAKING: I found the missing slides from the @grass presentation. This one is the most interesting. Grass took its army of champions, the @GigaBuds_ , the ones who championed the project to millions, and decided they were worthless. This strategy only makes sense if you’re abandoning scale completely. Bold strategy. Let’s see if it pays off for them.

Great post on $GRASS covering many of the reasons why I’m so bullish on the opportunity

every single one of his points is either factually wrong or has a public answer. His tweet gained a lot of attention so I think it's worth going line by line: "The business is farming user data and selling to AI labs for nearly $100m ARR." This is just entirely wrong. Grass doesn't farm user data, it routes web scraping of public web pages through unused residential bandwidth. It never touches your personal data. It borrows idle network capacity. "In return, they give you a memecoin with 0 value accrual" "0" is just false. Buybacks are already live ($350K and growing), all revenue flows to a foundation owned entity and the foundation's mandate is to grow the network and the token. So no this isnt just a memecoin. there's a real business, real customers, real revenue and a structure where value can only accrue to the token. Is the value accrual as good as it could be? No. There's a lot left to be desired and I dont disagree on that front. But that's the actual investment case. Grass is a fast growing business with real revenue and value accrual is a fixable problem, not a structural issue. As a holder, I'd rather they prioritize compounding top line revenue right now than spend it buying back the token early. You're free to disagree on that tradeoff. There are good points on both sides.. ut "0 value accrual" is factually incorrect. "We have no idea where the revenue goes (assume it lines their pockets until someone shares expense data)" We do know. All revenue flows into Grass DataCo, an entity wholly owned by the foundation. It does not flow to the team or to a private equity co. The one fair point buried in here is that the expense breakdown (specifically the service provider fee) isn't fully public. But the "we have no idea where the revenue goes" is wrong. The destination is known and it's the foundation. "Team says Grass is an 'ownerless foundation' yet there are centralized decisions made all the time" Correct. That’s how ownerless foundations work. "Ownerless" means no one holds equity or a residual claim on the profits. It does not mean no one makes decisions. Those two things are separate by design. The decisions are made by independent directors, not the team, whose fiduciary duty is to the foundation and its mandate to grow the network and the token. "Andrej says there is no equity even though they raised venture funding (who gets paid if GRASS got acquired?)" Andrej is right and this is actually the strongest part of the structure. There is no equity vehicle to acquire. The early raises were equity in the labs entity, but the value (the IP, the hardware, and most importantly the revenue and customer contracts) are in the ownerless foundation and the most recent raise was a token sale, not equity. So if an acquirer showed up tomorrow, there's nothing to buy. they could hire the team and license a terminable service contract but the assets that make Grass valuable sit inside a foundation with no owner to sell them. That's the opposite of the equity/token issue that plagues most crypto projects. it's the structure that protects token holders from exactly the "founders get the bag, holders get nothing" outcome that we have seen many times before in crypto. So the irony is that Grass is closer to the healthy version of this than almost anything else with real revenue. The framing of "this is what's wrong with crypto" is backwards, the equity/token mismatch he's describing is what's wrong with crypto and Grass is one of the few real revenue projects that actually fixed it but this is the whole point around the grass thesis. It is misunderstood from multiple angles and the reality is its a much cleaner looking business than just about anything else in crypto

Touching GRASS. Getting ready for the token holders' call happening 7th July. The buds congregate here to gain insight into the growth of @grass.

Avi Patel says AI labs are throwing billions at data companies. “There’s almost no need for a business model with how much cash is being spent on data alone.” “You quite literally have billions of dollars thrown at you if you’re a data company.” “Labs come to you with specific data requests, usually like three times a week.” “Once you build a long enough relationship, they give you a multi-year contract for a ton of money for a specific dataset.” “Sometimes they buy non-exclusively, so you can sell that same dataset to another lab for the same price, if not higher.” “Do it over and over again. Rinse and repeat.”

Best part about this isn't the upcoming airdrop (though many would disagree). The release of this, is one step closer to the distribution of the airdrop, which is growth of the network. At the end of the day, that's what you should want, because that's what the token wants