The Delphi podcast

57:03

Join Tommy Shaughnessy as he hosts Pondering Durian (Lead at Delphi Intelligence) and José Macedo (Co-Founder at Delphi Labs & Founding Partner at Delphi Ventures) to introduce Delphi Intelligence — Delphi’s new open research initiative focused on artificial intelligence. Learn why Delphi is going deep into frontier models, robotics, reinforcement learning, and the intersection of crypto and AI, and how this initiative aims to uncover transformative opportunities across emerging tech. Delphi Intelligence: https://www.delphiintelligence.io/ 🎯 Key Highlights ▸ Why Delphi pivoted to AI after years in crypto research and investing. ▸ Inside Delphi Intelligence: free, high-quality research on AI, RL, robotics, and more. ▸ How the team blends deep research with deal sourcing — like early crypto days. ▸ The three phases of AI scale: pretraining, inference, and the RL renaissance. ▸ José and PD on decentralizing RL and building “The World’s RL Gym.” ▸ The case for open AI: modular design, public reasoning, and collaboration. ▸ How LLMs are learning to “think longer” — and what it means for training. ▸ Open-source vs. proprietary AI — and China’s growing lead in open models. ▸ Why José believes AGI may already be here with GPT-4o. ▸ Where early AI startups can still win — from robotics to edge hardware. ▸ Why this AI moment feels like crypto in 2017 — and why it’s still early. ▸ The team’s views on AI safety vs. acceleration, including visits to Anthropic. ▸ A geopolitical view: US vs. China in AI, talent flows, and capital differences. ▸ What the next “Mag 7” of AI could be — and why Big Tech might not lead. ▸ How Delphi plans to find early winners in AI, like they did in crypto. 💡 Subscribe for more crypto & AI insights! 🔔 🧠 Follow the Alpha ▸ Delphi Intelligence's Twitter: @delphi_intel ▸ PD's Twitter: @PonderingDurian ▸ José's Twitter: @ZeMariaMacedo 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://x.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/ 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction to Delphi Intelligence 01:30 - Why AI Feels Like Crypto in 2017 03:30 - The AI Research Gap Delphi Aims to Fill 06:30 - Robotics Deep Dive: Humanoids vs. Specialization 10:00 - AI’s Impact on Traditional Tech Moats 14:30 - Can the Mag 7 Be Disrupted by AI Labs? 17:00 - Google, Meta, OpenAI, and the Race for Interface 21:00 - Crypto as a Hedge Against AI-Driven Inequality 24:00 - Safety vs. Acceleration: Anthropic vs. OpenAI 28:00 - China’s Open-Source AI Strategy 31:30 - Zero-to-One vs. One-to-X Innovation Models 35:00 - Open-Source Models: Strategic or Suicidal? 38:00 - Early-Stage Edge: Where Startups Can Win 42:00 - Verticalized AI Apps, Context Engineering, and GPTs 46:00 - US vs. China in Robotics: Software vs. Hardware 50:00 - The Role of Simulation, Sensors, and Real-World Feedback 53:00 - Delphi’s Dual Approach: Deep Research + Early Deal Flow 55:00 - The Vision for Delphi Intelligence 10 Years Out Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.…

The Delphi Podcast

1
Dev.Fun: Leading AI Vibe Coding Platform on Solana with 20,000+ Applications Live 54:08

15 days ago54:08

54:08

Join Tommy Shaughnessy as he dives into the world of Dev.Fun with founders Devlord and Robi. Dev.Fun is revolutionizing app creation by enabling anyone — regardless of technical background — to build and launch applications using AI-powered vibe coding. Learn how the team is merging Web3, tokens, and consumer apps to create a decentralized ecosystem of user-generated tools, games, and communities. They cover technical architecture, distribution strategies, monetization paths, and why Solana is their chain of choice. Explore how Dev.Fun is pushing the boundaries of app creation, developer incentives, and decentralized attention markets — and why streaming, tokens, and memes might be the next big unlock. Dev.Fun: https://dev.fun/ 🎯 Key Highlights ▸ Devlord and Robi's AI/crypto backgrounds and meeting via Pump.fun ▸ Birth of Dev.Fun and the “vibe coding” philosophy ▸ Empowering non-tech users to build token-based apps ▸ Shift from memes to tools, productivity, and full-stack apps ▸ Views on AI autonomy vs. human-led design ▸ Monetization via in-app payments, tokens, and community ownership ▸ Vision: from solo devs to tokenized micro-startups ▸ Modular backend, AI-first SDKs, and payment stack ▸ Stance on moderation, decentralization, and freedom ▸ How Dev.Fun differs from Web2 builders like Locofy ▸ Long-term incentives and plans for a Dev.Fun token ▸ Crypto-native future of streaming, distribution, and curation ▸ Why Solana powers their user-generated crypto apps 💡 Subscribe for more crypto & AI insights! 🔔 🧠 Follow the Alpha ▸ Dev.Fun's Twitter: @devfunpump ▸ Devlord's Twitter: @devlordone ▸ Robi's Twitter: @RxbiXyz 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: / delphi_digital 💼 LinkedIn: / delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 – Intro: Dev.Fun, Devlord & Robi 01:00 – Meeting via Pump.fun, founding story 02:20 – Vibe coding with AI 04:15 – Empowering non-devs to launch apps 06:30 – Token mechanics vs. traditional apps 08:00 – In-app monetization strategies 10:00 – Favorite builds: memes to tools 13:30 – Viral Epstein app & other hits 15:30 – AI autonomy vs. human input 18:00 – Can vibe-coded apps scale to startups? 20:00 – Foundation models shaping UX 22:00 – Dev.Fun vs. Lovable: app store vs. SaaS 24:00 – Crypto-native distribution’s edge 26:00 – Tokens, capital, and incentives 28:00 – What’s on-chain vs. off-chain 30:00 – AI scaffolding under the hood 33:00 – Future of decentralized infra 35:00 – Curation, virality, and app caps 37:00 – Moderation and NSFW policies 40:00 – Streaming, attention, Black Mirror 42:00 – Why Solana powers Dev.Fun 44:30 – Post-launch reflections 46:30 – Building vs. distributing 48:00 – Build team spotlight 49:15 – Token rewards & retention 51:30 – Key metrics: usage & value flow 53:00 – Final thoughts & vision Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.…

The Delphi Podcast

1
Harry Dewhirst: What If the Physical World Had an API? — 375ai, DePIN, and Real-Time Data for AI 1:00:10

6 weeks ago1:00:10

1:00:10

Join Can Gurel as he hosts Harry Dewhirst, co-founder and CEO of 375ai, to discuss their ambitious real-world application of DePIN. Learn how they're building a decentralized network of sensors to capture and monetize physical data at scale. 375ai: https://www.375.ai/ 🎯 Key Highlights ▸ Harry Dewhirst’s background in Web2/Web3 and his path to founding 375ai. ▸ How 375ai evolved from deploying third-party DePIN devices to building its own network, hardware, and token. ▸ Overview of 375ai’s edge data intelligence network, the real-world data it captures (e.g., traffic, vehicles, weather), and the advanced sensors used. ▸ How 375ai turns unstructured video into valuable, privacy-compliant, normalized data at the edge. ▸ Real examples of how 375ai’s high-fidelity, real-time data outperforms alternative data methods for businesses. ▸ 375ai’s current development phase and monetization strategy, focused on premium geographic deployments. ▸ New buyer types and use cases emerging as the network scales and historical data grows richer. ▸ 375ai’s go-to-market strategy: integrating data into major marketplaces to reach Fortune 500 companies. ▸ Why 375ai runs AI at the edge instead of the cloud—prioritizing efficiency and privacy. ▸ Modular sensor system design that supports future upgrades and evolving data needs. ▸ Introducing 375ai Street, a compact self-deployable device expanding network data coverage. ▸ Comparison with Hivemapper, and how 375ai delivers different insights through fixed sensor deployment. ▸ 375ai Go, a mobile app enabling anyone to contribute passive and active data—unlocking new monetization paths. ▸ The rising need for real-time physical data in LLMs and autonomy—and 375ai’s potential as a key proprietary source. ▸ Key challenges and risks in building and scaling physical hardware for the network. ▸ The story behind the name “375ai.” 💡 Subscribe for more crypto & AI insights! 🔔 🧠 Follow the Alpha ▸ 375ai's Twitter: @375ai_ ▸ Harry's Twitter: @harry_dewhirst 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: / delphi_digital 💼 LinkedIn: / delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Intro: Harry Dewhirst & 375ai 00:55 - Harry's background 02:26 - 375ai's pivot 08:29 - 375ai overview 10:48 - Why 375ai's data is valuable 13:28 - Concrete examples of data usage 18:18 - Current stage of 375ai 22:38 - Future customers and scale 25:57 - Go-to-market strategy 29:28 - Edge AI vs. Cloud AI 34:47 - Sensors and device design 38:15 - 375ai Street and self-deployment 41:52 - Comparison with Hivemapper 44:17 - 375ai Go (mobile app) 48:06 - Demand from LLMs and real-world data 53:29 - Biggest risks and challenges 57:48 - Meaning behind the name 375ai Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.…

The Delphi Podcast

1
TAOFU's Mikel & Mitch: Enabling Capital Formation for Subnets on Bittensors $10B+ Network 42:43

9 weeks ago42:43

42:43

Join Tommy Shaughnessy as he hosts Mitch and Mikel, co-founders of Taofu and TPN, to discuss Taofu, a launchpad for Bittensor subnets. Learn about how they're democratizing subnet funding and their first subnet launch. Taofu: https://www.Taofu.xyz/ Taofu Funding Form: https://form.typeform.com/to/KmvNfUg5 🎯 Key Highlights ▸ Mitch and Mikel's journey from DeFi to discovering Bittensor and Tao ▸ Taofu's subnet launchpad: selling future emissions upfront to avoid selling pressure ▸ How Dynamic TAO (dTAO) changed Bittensor's power dynamics from voting to market-based ▸ The challenge of subnet registration costs and predatory funding deals pre-dTAO ▸ Taofu's tokenization process: multisig custody and Subnet Seeds (SNS) tokens ▸ Tao Private Network (TPN): First subnet registered post-dTAO, powering decentralized VPN ▸ How miners earn rewards for providing VPN infrastructure across 80+ countries ▸ Vesting mechanics and governance voting for SNS token holders ▸ Future AI predictions: robotics integration and potential for extended human lifespan 💡 Subscribe for more crypto & AI insights! 🔔 🧠 Follow the Alpha ▸ Taofu's Twitter: @taofuxyz ▸ Mikel's Twitter: @0xDutchmikel ▸ Mitch's Twitter: @Axilo 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: / delphi_digital 💼 LinkedIn: / delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Intro: Mitch, Mikel & Taofu 01:00 - Mikel's DeFi background and transition to Bittensor 02:00 - Mitch's growth background and getting "red-pilled" into Tao 03:00 - Taofu genesis: From liquid staking to subnet launchpad 05:00 - Dynamic TAO (dTAO) impact on Bittensor power dynamics 06:00 - How Taofu solves subnet funding and exit liquidity problems 08:00 - Pre-dTAO barriers: High registration costs and predatory deals 11:00 - Taofu's tokenization process and multisig custody 14:00 - Due diligence and curation model for subnet selection 17:00 - Balancing AI advancement vs. Bittensor ecosystem growth 22:00 - Dream projects: Creative AI and privacy-focused solutions 25:00 - Tao Private Network (TPN): Decentralized VPN subnet 28:00 - TPN's global infrastructure and miner incentives 33:00 - User experience and dynamic incentive adjustments 34:00 - Upcoming TPN sale mechanics and vesting structure 37:00 - Taofu platform evolution: Analytics, governance, and bridges 38:00 - Future of AI: 6-month predictions and longevity implications 42:00 - AGI timeline predictions and closing thoughts Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.…

The Delphi Podcast

1
David Choi & Conor Moore: USD.AI - Financing the Future of AI Infra 46:55

9 weeks ago46:55

46:55

Join Jordan Yeakley as he hosts David Choi and Conor Moore from USD.AI to discuss their innovative synthetic dollar backed by AI and DeepEnd hardware assets. Learn about USD.AI's unique approach to on-chain infrastructure financing. USD.AI: https://usd.ai 🎯 Key Highlights ▸ David and Conor's journey from Deutsche Bank to creating USD.AI ▸ USD.AI's three-pillar structure: Caliber, modular underwriting, and QEV design ▸ How USD.AI enables debt financing for DeepEnd hardware operators ▸ The unique redemption queue mechanism that maintains USD.AI stability ▸ Multiple lines of defense protecting depositors from defaults ▸ How leveraging hardware assets can dramatically increase yields ▸ USD.AI's potential to reduce token emission rates across DeepEnd networks 💡 Subscribe for more crypto & DeFi insights! 🔔 🧠 Follow the Alpha ▸ USD.AI's Twitter: @USDai_Official ▸ David's Twitter: @0xZergs ▸ Conor's Twitter: @_ConorMoore 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Intro: David Choi & Conor Moore from USD.AI 01:00 - Team background and journey to USD.AI 03:00 - USD.AI's origin and the DeepEnd hardware financing problem 06:00 - USD.AI's three-pillar structure overview 07:00 - Caliber: Tokenizing hardware assets with on-chain property rights 12:00 - Modular underwriting system with first-loss positions 15:00 - QEV design: Creating an arbitrage venue for redemptions 20:00 - Summary of USD.AI's value proposition 21:00 - Default protection and amortization process 24:00 - Value proposition for borrowers and DeepEnd networks 28:00 - How USD.AI benefits neo-cloud operators 31:00 - Phased approach to scaling USD.AI 34:00 - USD.AI's place in the broader crypto ecosystem 43:00 - Next steps and upcoming launch details Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.…

The Delphi Podcast

1
Logan Allen: Nockchain's Global Competition for Useful ZK Proof of Work Miners Kicks Off 55:53

10 weeks ago55:53

55:53

Join Tommy Shaughnessy as he hosts Logan Allen, founder of Zorp and Nockchain, to discuss Nockchain, a new proof-of-work L1 blockchain. Learn about its ZK Powell consensus mechanism, where miners generate ZK proofs. Zorp: https://zorp.ioNockchain: https://nockchain.org 🎯 Key Highlights ▸ Logan Allen's journey to creating Nockchain. ▸ Nockchain's "ZK Proof of Work" (ZK Powell) and its "Dumbnet" initial phase. ▸ How block rewards will subsidize proving capacity to build a proof market. ▸ "Intents" on Nockchain: enabling micro-apps via conditional coin locks. ▸ Nockchain's state growth strategy: prove once, verify by many. ▸ Potential for specialized ZK ASICs. ▸ Knock App framework for off-chain verifiable services. ▸ Roadmap: Nockchain namespace and cross-chain atomic swaps. ▸ Vision: A circular economy with useful and engaging applications. 💡 Subscribe for more crypto & gaming insights! 🔔🧠 Follow the Alpha ▸ Zorp's Twitter: @ZorpZK ▸ Nockchain's Twitter: @Nockchain 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Intro: Logan Allen & Nockchain 01:00 - Interest in Knock instruction set & ZKVMs 02:00 - Building Nockchain: No pre-mine, PoW L1 03:00 - ZK Powell: Useful Proof of Work 10:00 - ZK Powell Deep Dive 12:00 - "Dumbnet" - Initial Nockchain Phase 15:00 - App Intents & Proving Capacity 19:00 - Miner Competition on Nockchain 22:00 - Knock App Development Framework 25:00 - State Growth & Verification 36:00 - Knock App Framework in Rust 38:00 - Nockchain Namespace Plans 46:00 - Challenge: Building Nockchain's Economy 52:00 - Getting Involved with Nockchain 53:00 - The "Aha!" Moment in Research Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.…

The Delphi Podcast

1
Cambria: The Degen MMO With $1M+ Seasonal Prize Pools 56:07

12 weeks ago56:07

56:07

Join Piers Kicks as he hosts BEN.ZZZ, founder of Cambria, for an insightful conversation about building high-stakes, risk-to-earn MMOs inspired by Runescape. Cambria is pioneering unique game worlds like Duel Arena and Gold Rush, recently concluding a season with a $1.5 million prize pool. Cambria: https://cambria.gg 🎯 Key Highlights ▸ Ben's origins in the Runescape private server scene and the journey to founding Cambria. ▸ Cambria's "risk-to-earn" MMO model with massive on-chain stakes. ▸ Deep dive into Duel Arena (high-stakes 1v1) and Gold Rush (risk-to-earn MMO). ▸ How Season 2 generated a $1.5M+ prize pool and saw massive player engagement. ▸ The emergent player behavior, guild strategies, and exploits seen in high-stakes environments. ▸ Challenges of managing on-chain game economies: botting, exploits, and security. ▸ Cambria's approach to balancing casual vs. hardcore players and "pay-to-win" mechanics. ▸ Roadmap insights: Season 3 plans, Duel Arena V2, and the strategy for a potential token launch. ▸ Cambria's multi-chain strategy and experiences deploying on different ecosystems. ▸ The long-term vision for significant, high-stakes on-chain game economies and guild wars. 💡 Want to stay updated with the latest in crypto & gaming? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Piers' Twitter: @pierskicks ▸ Ben's Twitter: @cyberpunk ▸ Cambria's Twitter: @playcambria 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction to Ben & Cambria 01:00 - Origins in Runescape Private Servers 03:00 - Discovering Crypto & Early Web3 Gaming 05:00 - Cambria Overview: Duel Arena & Gold Rush 06:30 - Thesis Formation: Player Archetypes & Appeal 09:30 - Duel Arena Launch & Success ($100M+ Volume) 12:00 - Season 2 Deep Dive: Mechanics & $1.5M Prize Pool 16:00 - Season 2 Player Stats & Engagement 17:30 - Emergent Behavior & Exploits in Season 2 22:30 - Challenges: Botting, Dupes & Managing On-Chain Economies 29:00 - Balancing Risk/Reward, Casual vs. Hardcore, and Pay-to-Win 32:00 - Roadmap: Season 3, Dungeons, Scaling 34:30 - Duel Arena V2 & Excalibur 36:30 - Token Launch Strategy & Considerations 39:30 - Multi-Chain Approach (Ronin & Blast/Abstract) 42:30 - Vision for the Future of On-Chain Game Economies 47:45 - Evolving Thesis & Learnings 51:00 - Most Impactful Digital Experience (Runescape) 53:00 - Favorite Games & Recommended Reads/Media Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.…

The Delphi Podcast

1
Sam Lehman: What the Reinforcement Learning Renaissance Means for Decentralized AI 1:08:02

12 weeks ago1:08:02

1:08:02

Join Tommy Shaughnessy from Delphi Ventures as he hosts Sam Lehman, Principal at Symbolic Capital and AI researcher, for a deep dive into the Reinforcement Learning (RL) renaissance and its implications for decentralized AI. Sam recently authored a widely discussed post, "The World's RL Gym", exploring the evolution of AI scaling and the exciting potential of decentralized networks for training next-generation models.The World’s RL Gym: https://www.symbolic.capital/writing/the-worlds-rl-gym 🎯 Key Highlights The three phases of AI scaling: Pre-training, Inference Time Compute, and the RL Renaissance. How DeepMind's novel RL approach (using GRPO) created powerful reasoning models with minimal human data. Understanding "reasoning traces" and how models learn to "think" longer and more effectively. The potential downsides of human preference data potentially inhibiting model creativity, drawing parallels to AlphaGo. Exploring the "World's RL Gym" concept: Decentralizing RL through open environments, diverse tasks, and verified data. Why open, collaborative RL environments might outperform closed-source labs in generating diverse AI strategies. The critical role of high-quality base models for successful RL fine-tuning. Future AI architectures: Continuous learning and the potential of modular Mixture-of-Experts (MoE) models. Current landscape: Open-source vs. proprietary AI, the challenge of model lock-in, and the role of crypto networks. Debunking recent claims that "RL is dead" and understanding its true impact. 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha Tommy's Twitter: @Shaughnessy119 Sam's Twitter: @SPLehman Symbolic Capital’s Twitter: @symbolicvc 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction: Sam Lehman, Symbolic Capital & "The World's RL Gym" 01:30 - History of AI Scaling: Pre-training Era 03:30 - Phase 2: Inference Time Compute Scaling 09:30 - Phase 3: The RL Renaissance & DeepMind Moment 14:30 - How DeepMind Trained R1 without Human Preferences 16:30 - AlphaGo Analogy: Human Data Inhibiting Creativity? 20:30 - Generalizability of RL Training: How Far Does It Go? 22:30 - The "Aha Moment": Models Learning to Think Longer 25:30 - Concept: Decentralized RL & The World's Gym 31:30 - Why Decentralize RL? Open Collaboration vs. Closed Labs 35:00 - Understanding Reasoning Traces 39:00 - Current Decentralized RL Projects (Prime Intellect, General Reasoning) 41:30 - Future Architectures: Continuous Improvement & Modular Models 46:30 - Open Source vs. Proprietary AI: Landscape & Challenges 50:30 - The Lock-In Problem with Foundational Models 52:30 - Is AGI Here? Experiences with GPT-4o 56:30 - Investment Focus in Decentralized AI 59:00 - Modular MoE Models & Jensen's HDEE Paper 1:03:00 - Debunking "RL is Dead" Claims 1:06:00 - Importance of Performant Base Models for RL Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.…

The Delphi Podcast

1
Guilhem Chaumont: Following the Flow Into Crypto’s Next Growth Phase 50:14

14 weeks ago50:14

50:14

Join Kevin Kelly from Delphi Digital as he hosts Guilhem Chaumont, CEO and co-founder of Flow Desks, for an insightful conversation about institutional-grade trading services in the crypto space. Flow Desks has established itself as a full-service digital asset trading and technology firm, pioneering a unique "market making as a service" approach. 🎯 Key Highlights ▸ How Flowdesk created "market making as a service" to serve crypto-native projects ▸ The growing importance of transparency, neutrality, and trust in crypto trading ▸ Why institutional adoption is a slow, steady shift—not a tidal wave ▸ The role of stablecoins and tokenized assets in the future of finance ▸ How regulation and compliance are shaping crypto’s next phase ▸ Why Flowdesk won’t issue a token—and what it says about alignment and incentives ▸ Long-term vision for tokenizing real-world assets and transforming financial rails 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Kevin's Twitter: @Kevin_Kelly_II ▸ Guilhem's LinkedIn: Guilhem Chaumont ▸ Flowdesk's Twitter: @flowdesk_co 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction to Flowdesk 02:00 - Providing Institutional Grade Service to Crypto Native Teams 04:00 - Challenges and Convincing the Market 06:58 - Current Market Read 10:00 - Why We Won’t See Large Drawdowns 13:00 - Growth Areas Going Forward 15:52 - Tokenization of Existing vs. Illiquid Assets 18:48 - Institutional Hesitation and Fee Capture 21:28 - Biggest Opportunities for Flowdesk 24:50 - Stable Coin Demand Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.…

The Delphi Podcast

1
Travis Good: Machine Intelligence as a new world currency: facing down OpenAI with Ambient, a hyperscaled decentralized PoW-powered alternative 1:31:23

16 weeks ago1:31:23

1:31:23

Join Tom Shaughnessy as he hosts Travis Good, CEO and co-founder of Ambient, for a deep dive into the world's first useful proof-of-work blockchain powered by AI. Fresh out of stealth, Ambient reimagines the intersection of crypto and AI by creating a decentralized network where mining secures the chain through verified AI inference on a 600B+ parameter model. 🎯 Key Highlights ▸ Ambient's vision for a decentralized currency representing a unit of machine intelligence ▸ How mining incentivizes global participation in a single model's continuous improvement ▸ The power of reasoning traces and synthetic data to create a "world's RL gym" ▸ Verified inference as the foundation for trustless AI composability ▸ The philosophical importance of open, decentralized AI vs. corporate controlled models ▸ How the economics of ambient create new possibilities for an AI-driven world ▸ Deep analysis of the geopolitical shifts in AI development with Chinese open source models 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Tom's Twitter: @Shaughnessy119 ▸ Travis's Twitter: @IridiumEagle ▸ Ambient's Twitter: @ambient_xyz 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction to Ambient 02:00 - The Vision: Currency for Machine Intelligence 05:00 - Convergence of AI Models and Democratizing Access 08:45 - Mining with GPUs to Improve the Network's Model 11:30 - The Power of Reasoning Traces and Synthetic Data 16:45 - Size Matters: High IQ Models and Fine-Tuning 23:15 - Speed and Performance: Building on Solana's Foundation 27:30 - Supporting Different Hardware Configurations 34:20 - Network Governance and Model Upgrades 38:00 - The Importance of Verified Inference 43:40 - The Problems with Centralized AI Models 53:00 - The Vision for an Ambient-Powered Economy 59:30 - The Future of Open Source Models 01:04:15 - Response to Leopold's "Situational Awareness" 01:13:30 - Privacy and Transaction Design 01:19:00 - Denominating Real Business in Ambient 01:25:00 - The Path Forward for Decentralized AI Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.…

The Delphi Podcast

1
Ben Fielding: Gensyn’s Polar Opposite Architecture vs AI Data Centers, Fueling an AI-Native Internet, Open vs. Closed Source AI and RL Swarm 1:18:26

17 weeks ago1:18:26

1:18:26

Join Tom Shaughnessy as he hosts Ben Fielding, co-founder of Gensyn Network, for an in-depth exploration of decentralized AI infrastructure and the future of machine learning. From Gensyn's evolution as a low-level infrastructure platform to its revolutionary approach with RL Swarm, the conversation covers transformative developments in distributed computing, model training, and the philosophical implications of AI development. 🎯 Key Highlights ▸ Gensyn's approach to agnostic, low-level AI infrastructure designed to transcend trends ▸ Transition from vertical to horizontal scaling in AI computing systems ▸ The limitations of centralized hyperscaler data centers and how Gensyn provides an alternative ▸ Deep dive into RL Swarm: enabling peer-to-peer reinforcement learning at scale ▸ The philosophical importance of open, personalized AI models vs centralized systems ▸ Exploration of AI's future: parameter space, model communication, and verification ▸ Vision for how decentralized AI can democratize machine learning technology 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Tom's Twitter: @shaughnessy119 ▸ Ben's Twitter: @fenbielding 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction to Gensyn Network 01:29 - Building AI-Agnostic Infrastructure 05:00 - Vertical vs Horizontal Scaling in AI 10:50 - Limitations of Centralized Data Centers 17:42 - Gensyn's Core Components and Vision 20:45 - The Internet as Parameter Space 28:00 - Execution, Communication, and Verification 34:42 - RL Swarm: Decentralized Reinforcement Learning 41:30 - Model Communication and Improvement 48:46 - Testnet and Persistent Identity 53:56 - Preserving Model Personalization 59:42 - Open vs Closed Source Models 01:05:30 - The Future of AI Development 01:11:20 - Value Capture in AI and Final Thoughts Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.…

The Delphi Podcast

1
Jeffrey "Jiho" Zirlin: Ronin Goes Permissionless 1:03:16

24 weeks ago1:03:16

1:03:16

Join Piers Kicks as he hosts Jeffrey "Jiho" Zirlin of Sky Mavis for an exploration of Ronin's evolution from Axie Infinity's scaling solution to becoming the premier gaming chain, now on the cusp of going permissionless with an impressive ecosystem of curated titles. 🎯 Key Highlights ▸ Journey from Axie to Ronin infrastructure ▸ Analysis of curated publishing strategy ▸ Discussion of play-to-earn evolution ▸ Insights into game economy design ▸ Vision for permissionless future ▸ Perspective on traditional gaming integration 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Piers's Twitter: @pierskicks ▸ Jeffrey's LinkedIn: https://www.linkedin.com/in/jeffzirlin 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction 01:01 - Ronin History 04:42 - Publishing Strategy 08:24 - Ecosystem Growth 11:20 - Market Timing 14:47 - Community Building 17:24 - Founder Selection 22:26 - Infrastructure Vision 26:12 - Token Innovation 29:57 - Play-to-Earn Evolution 34:18 - AI Integration 39:27 - Future Vision 42:16 - IP Integration 46:36 - Builder Advice 51:23 - Development Stories 54:17 - Metaverse Outlook 57:16 - Gaming Favorites 59:44 - Book Recommendations Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.…

The Delphi Podcast

1
Daryl Xu: Building B3, The Next Evolution in Crypto Gaming Infrastructure 1:05:28

24 weeks ago1:05:28

1:05:28

Join Piers Kicks as he hosts Daryl Xu, founder of B3, for an exploration of how they're building the optimized Layer 3 solution for gaming on Base, creating the homepage for on-chain gaming, and revolutionizing gaming infrastructure through innovative economic incentives. 🎯 Key Highlights ▸ Evolution from Coinbase and Base to B3 ▸ Deep dive into game chain strategy ▸ Analysis of B3 token utility and economics ▸ Discussion of regulatory impact on gaming ▸ Insights into developer incentives ▸ Vision for on-chain gaming infrastructure 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Piers's Twitter: @pierskicks ▸ Daryl's Twitter: @darylX24 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction 01:09 - Career Background 02:54 - Gaming Focus 05:08 - Team Structure 08:47 - Infrastructure Vision 12:25 - Product Overview 17:08 - Game Chain Strategy 21:26 - Developer Relations 26:12 - Token Economics 31:38 - DAO Governance 34:16 - Foundation Strategy 42:12 - Regulation Impact 48:27 - Building Philosophy 54:46 - Market Outlook 59:32 - Digital Experience 01:03:09 - Book Recommendations Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.…

The Delphi Podcast

1
Krish Jagirdar & Jordan Lejuwaan: Building RekTech, The Future of Interactive Entertainment 55:08

24 weeks ago55:08

55:08

Join Anil Lulla as he hosts Krish Jagirdar and Jordan Lejuwaan, co-founders of RekTech (formerly Internet Game), for an exploration of their vision to create the world's biggest game show, revolutionizing interactive entertainment through simple yet engaging games with significant prizes. 🎯 Key Highlights ▸ Evolution from Internet Game to RekTech platform ▸ Deep dive into accessible gaming mechanics ▸ Analysis of crypto-native community building ▸ Discussion of brand partnerships and expansion ▸ Insights into game design philosophy ▸ Vision for future digital entertainment 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Krish's Twitter: @CaesarREKTECH ▸ Jordan's Twitter: @lejuwaan_ ▸ Anil's Twitter: @anildelphi 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction 01:18 - RekTech Overview 03:55 - Market Positioning 06:38 - Target Audience Discussion 09:08 - Gaming Philosophy 13:34 - Social Integration 16:58 - Community Building 23:12 - Partnership Strategy 26:10 - Internet Game History 31:12 - Evolution Story 34:43 - Future Vision 39:46 - Brand Partnerships 42:29 - Growth Strategy 48:27 - Building Philosophy 54:15 - Final Thoughts Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.…

The Delphi Podcast

1
Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - cohosted by Pondering Durian 1:23:54

25 weeks ago1:23:54