Episoder
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This episode features a discussion between four AI experts. The conversation explores the advantages and disadvantages of both centralized and decentralized AI and delves into topics such as data concentration, market power, security, and the future of AI. We discuss the potential risks and benefits of each approach and highlight the importance of competition, open source development, and user value in shaping the future of AI. The limitations of the current centralized paradigm and the need for a more distributed approach are also examined. The conversation touches on the implications of AI for national security and the importance of economic value capture. The role of distribution as a moat and the potential for smaller, more nimble companies to outperform larger ones are considered. The conversation concludes with a discussion on the tipping point for decentralized AI and the potential for exponential growth with the emergence of agents on blockchain.Ben's Twitter: https://x.com/fenbielding
Travis' Twitter: https://x.com/IridiumEagle
Michael's Twitter: https://x.com/mrink0
PD's Twitter: https://x.com/PonderingDurian
Read our reports on AI:
The Real Merge - https://members.delphidigital.io/reports/the-real-merge#random-walks-down-determined-paths-ef0b
The Tower and the Square - https://members.delphidigital.io/reports/the-tower-the-square
Chapters00:00 Introduction and Overview
03:26 The Tower in the Square: Centralized vs. Decentralized AI
08:14 The Importance of Trustworthiness and Privacy
11:24 Differentiating Between AI Types and Incentive Structures
14:43 Consumer Preference and Convenience in AI Adoption
26:08 Security Concerns and the Fragility of Concentrated Power
30:54 Building a Competitive Alternative to Centralized AI
37:19 The Accidental Gold Rush and the Future of AI
38:19 Scaling Models and Open Source Solutions
40:17 The Debate: Scaling Laws vs. Alternative Approaches to AGI
44:21 The Limitations of the Centralized Paradigm and the Need for a Distributed Approach
48:02 AI and National Security: Implications and Challenges
53:48 Economic Value Capture and the Role of Distribution
01:09:00 The Moat of Distribution: Large vs. Small Companies
01:17:16 The Potential Disruption of Decentralized AI and Crypto
01:19:11 Different Business Models: OpenAI vs. Meta
01:20:49 The Commodification Risk of AI Models
01:22:42 Advantages of Trustless and Deterministic Execution in Crypto
01:29:52 The Financialization Potential of AI in the Crypto Space
01:41:49 The Tipping Point for Decentralized AI: Agents on Blockchain
Disclosures
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.
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Berachain is an EVM-compatible L1 blockchain powered by Proof-of-Liquidity. Users earn the native token, BGT, by providing liquidity to applications on the chain. Join us as we speak to Berachain's cofounder on how the chain works, it's liquidity framework and the roadmap ahead!Smokey's Twitter: https://x.com/SmokeyTheBeraChapters00:00 Introduction08:37 Overview of Berachain: EVM-Compatible L1 Blockchain16:03 Incentivizing Liquidity and Applications on Berachain25:49 Combining Security and Liquidity on Berachain28:07 Tying Liquidity to Security30:31 Curating Applications in DeFi, Gaming, and Social34:42 Raising Funds and Expanding Internationally45:28 Attracting Established Projects and Supporting Struggling Applications54:01 Incentive Design, Launch Plans, and Supporting the App Layer Ecosystem
Disclosures
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.
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Manglende episoder?
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Rossen Yardanov, a core contributor to Azuro protocol, discusses the challenges and potential of prediction markets in the crypto space. He explains why prediction markets haven't taken off in the past and how Azuro is addressing these issues. Azuro is focused on making passive liquidity work in prediction markets, allowing anyone to play the role of the house and counter bets. They are also working on decentralizing the Oracle solution and improving dispute resolution. Azuro aims to be a middleware protocol that connects to any chain and provides tooling for builders to create prediction market applications easily. They are planning to launch their token and further decentralize governance in the future.
Rossen's Twitter - https://x.com/RossToTheFutureYan's Twitter - https://x.com/yanliberman
Chapters
00:00 Introduction and Background
05:44 Challenges of Liquidity in Prediction Markets
13:19 Addressing Dispute Resolution in Prediction Markets
29:20 Token Launch and Future Plans
Disclosures
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.
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The conversation explores the concept of attention as a driving force in the crypto market, particularly in the context of meme coins. It discusses how attention influences demand and behavior, and how it can be a valuable asset in itself. The conversation also touches on the importance of distribution and capturing attention in the success of crypto projects. It examines the role of fundamentals in the market and how attention can drive price and technology improvements. The conversation concludes with a discussion on how crypto has the potential to disintermediate the Web2 model of monetizing attention through the use of tokens. The conversation explores the impact of meme coins and the attention economy on the crypto space. It discusses the beauty of meme coins as they are not trying to be something they are not, and the pure speculation they represent. It also highlights the difficulty of disintermediating incumbents in the web2 space and the importance of the application layer in web3. The conversation delves into the potential of tokens as a new distribution channel and the ability to connect creators with fans. It also explores the role of AI in changing the way we interact with the internet and the potential for AI to disrupt the advertising business models of big tech giants. The conversation concludes with a discussion on the net impact of meme coins and the attention economy on the crypto space.
Kevin's Twitter - https://x.com/Kevin_Kelly_IIMichael's Twitter - https://x.com/mrink0
Chapters
00:00 Introduction and Inspiration for the Report
04:25 The Long-Term Value of Attention
09:44 Distribution Channels and Capturing Attention
23:40 Disintermediating the Web2 Model with Tokens
33:38 The Beauty and Speculation of Meme Coins
34:57 The Importance of the Application Layer in Web3
40:16 Tokens as a New Distribution Channel
46:42 The Potential of AI in Changing Internet Interaction
53:40 Debating the Net Impact of Meme Coins and the Attention Economy
Disclosures
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.
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Eigenlayer is a protocol for decentralized trust, allowing anyone to build new crypto applications without worrying about the source of trust. It enables other protocols to inherit the security of Ethereum by staking ETH and running the Ethereum protocol correctly. Eigenlayer also introduces the concept of Actively Validated Services (AVS), which consume decentralized trust from the Eigenlayer ecosystem. AVSs are verifiable SaaS (Software as a Service) that provide specialized services on top of Eigenlayer. Economic security is crucial for the short-term trust in blockchain systems, while social consensus operates on a longer time scale. The conversation explores the concept of economic security and the role of institutions in managing risks. It discusses the importance of protocols having sharp measured security and the need for regularizing risks in the crypto space. The conversation also delves into the idea of open innovation and the goal of empowering better services. The second part of the conversation focuses on the interplay between objective, subjective, and intersubjective faults in blockchain systems. It explains the need to bring social truth on-chain and the mechanism of forking to determine the true version of a token. The conversation concludes by highlighting the benefits of pooling security and the importance of isolation between financial applications and forking applications. EigenLayer's core premise is to provide decentralized trust to as many different applications as possible. The Eigen token is consumed by AVSs for intersubjective false and intersubjective staking. In the event of a fault, all AVSs must decide which token to follow within a lag period. Forking occurs after the 28-day period, with each AVS switching to one of the two forks. The system ensures that faults are adjudicated by a majority vote among eigenstakers. The AVSs are compensated for any faults, and the system remains secure as long as the transaction value is less than the attributable security. The Eigen token design went through multiple iterations, with the goal of finding the right balance between order and chaos. EigenLayer's view is that decentralized trust is the raw material of the crypto economy, and trustless composability is crucial. The project aims to bridge the gap between short-term utility and long-term merit. The success of EigenLayer's ecosystem was an emergent phenomenon, driven by the principles of reducing capital costs and incentivizing adoption.Sreeram's Twitter - https://twitter.com/sreeramkannan
Chapters
00:00 Introduction to Eigenlayer and Restaking
03:52 Verifiable SaaS: Actively Validated Services
14:31 The Importance of Economic Security
34:09 Managing Risks and Ensuring Economic Security
36:01 Open Innovation and Better Services
45:26 The Importance of Unit Matching in Economic Security
54:23 Bringing Social Truth On-Chain through Forking
01:03:53 Pooling Security and Elastic Scaling
01:07:31 Isolation: Maintaining Trust and Avoiding Centralized Influence
01:08:26 Decentralized Trust and the Eigen Token
01:09:25 Forking and Adjudication in EigenLayer
01:10:52 Balancing Order and Chaos in the Eigen Token Design
01:14:11 Bridging Short-Term Utility and Long-Term Merit in EigenLayer
Disclosures
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.
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In this episode of the Delphi podcast, the co-founders of Drift Protocol, Cindy Leow, along with Arthur Hayes and Kyle Samani, discuss the vision and development of Drift, as well as the future of DeFi. They highlight the importance of censorship resistance and access to financial markets for all individuals, regardless of their location. They also discuss the advantages of building on Solana and the challenges of operating an app chain. The conversation covers topics such as cross-margin and cross-collateral, the democratization of finance through DeFi, the potential of tokenizing real-world assets, and the value of meme coin derivatives. The episode concludes with a discussion on the future of Drift, including plans for faster transactions and the internalization of MEV. The conversation covers various topics related to decentralized finance (DeFi) and the current state of the crypto market. The speakers discuss the advantages and challenges of decentralized exchanges (DEXs) compared to centralized exchanges, the potential for stablecoin innovation, the growth of DeFi, and the future of the crypto market. They also touch on the upcoming token generation event (TGE) for Drift Protocol.Cindy's Twitter - https://twitter.com/cindyleowttArthur's Twitter - https://twitter.com/CryptoHayesKyle's Twitter - https://twitter.com/KyleSamani
Chapters
00:00 Introduction and Backgrounds
04:21 The Vision for DeFi
08:37 The Importance of Censorship Resistance and Access to Financial Markets
12:56 The Evolution of Drift Protocol
19:03 The Rise of Meme Coin Derivatives
21:19 Exploring Faster Transactions and MEV Capture
23:42 App Chain vs Monolith: Trade-offs and Considerations
26:58 The Future of Drift: Financializing Assets and Improving User Experience
30:48 The Value of Building on an L1 like Solana
31:43 The Advantages and Challenges of DEXs
34:39 The Potential for Stablecoin Innovation
38:03 The Growth of DeFi and Improving the Trading Experience
47:23 The Future of the Crypto Market
50:46 The Impact of Token Vesting Schedules
56:30 Factors Influencing the Crypto Market
Disclosures
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.
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David Johnston discusses the Morpheus project, which aims to build a free future by providing individuals with their own personal AI. The project attracted significant interest and support through a fair launch, where users could stake their ETH and contribute to the project in exchange for tokens. The Morpheus network acts as a coordination platform between personalized AIs and a global network of services. The network uses a smart agent rank algorithm to recommend the best smart agents for specific tasks based on factors like reputation and usage. The fair launch model and token economics of Morpheus have attracted attention and may inspire other projects to adopt similar approaches. Morpheus Network has different buckets for rewarding contributors, including the code bucket, compute bucket, community bucket, capital bucket, and protection fund bucket. The code and compute buckets are important for providing value to the network. The code bucket rewards those who build the platform, while the compute bucket rewards those who provide computing resources. The community bucket rewards the builders of smart agents, and the capital bucket rewards those who provide capital. The protection fund bucket is for handling audits, bounties, and recovering from attacks. The network aims to strike a balance between proof of stake and proof of work.David's Twitter - https://twitter.com/DJohnstonECChapters
00:00 Introduction to Morpheus and its Goals
03:18 The Fair Launch Model and Attracting Support
05:16 The Role of the Morpheus Network
10:29 The Smart Agent Rank Algorithm
25:53 Understanding the Reward Mechanism
31:08 Rewarding Smart Agents and Compute Providers
34:56 Directing Rewards with Morpheus Token Holders
38:45 Creating an Ecosystem for Developers
45:01 Rewarding App Builders and Preventing Centralization
46:28 The Potential of Decentralized AI Models
Disclosures
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.
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0G Labs is building the world's first modular AI chain that enables on-chain storage of training data, models, and the entire stack for crypto AI. Their DA layer provides high throughput and scalability, with a performance difference of 50,000 times better and 100 times cheaper than existing solutions. They aim to achieve Web2 parity on-chain for AI and promote transparency, traceability, and democratization of AI. 0G Labs is focused on making AI a public good and ensuring verifiability and alignment of models. Their roadmap includes launching the base infrastructure, introducing custom consensus, and expanding AI support and capabilities.Michael's Twitter - https://twitter.com/mheinrich
Ming's Twitter - https://twitter.com/spark_ren
Jason's Twitter - https://twitter.com/zenghboChapters
00:00 Introduction
17:42 The DA Layer: High Throughput and Scalability
29:13 Promoting Transparency and Democratization of AI
38:54 Differentiators of Zero G Labs
51:28 Roadmap and Future of Crypto AI
Disclosures
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.
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GRASS (GetGrass.io) is a viral crypto AI project built on Solana that aims to scrape and validate internet data for AI training. The name 'GRASS' was chosen for its memeability and metaphors. The project addresses the scarcity of quality data and the control of web data by a few companies. It also tackles the unfairness of companies scraping data from residential networks without compensating users. GRASS is a network of 2 million devices that scrape and clean web data in real-time. The data collected by GRASS can be used for training specialized AI models, fine-tuning models, and real-time inference. GRASS is a web scraping protocol that aims to democratize access to public web data and enable the creation of AI models. The protocol allows users to download a browser extension or mobile app that scrapes data from websites and contributes it to the GRASS network. The data is then validated and stored on a decentralized network of nodes. GRASS aims to provide transparent and verifiable data, ensuring fairness and preventing bias in AI models. The protocol is built on the Solana blockchain for its speed, scalability, and innovation.Andrej's Twitter - https://twitter.com/0xdrejChapters00:00 - Introduction to GRASS
17:00 - Utilizing GRASS Data for AI Models and Inference
26:04 - Amassing Users and the Mission of GRASS
34:26 - Transparency and Privacy in Data Collection
44:36 - Tracking and Authenticating Data Sources
55:05 - Representing Every Region and CultureDisclosures
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.
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Josh, the co-founder of Astria, discusses the journey from data availability layers to building a shared sequencer network. He explains the concept of shared sequencing and its advantages, such as amortizing the cost of engineering and providing a competitive experience for rollup developers. He also addresses the trade-offs and constraints of using a shared sequencer, including the block time and potential lock-in. Josh highlights the target market for shared sequencers and the potential value accrual in a world where multiple rollups tap into the same shared sequencer. Astria is focused on building a shared sequencer for rollups, which allows for faster and more cost-effective transactions. The market is still evaluating the cost and security trade-offs of shared sequencers versus centralized providers. The architecture of a shared sequencer relies on a distributed network, but it remains to be seen if it can be cost-competitive in the market. There is also an ideological question of where to draw the line between a developer building an app-specific rollup on a centralized sequencer and writing to a base layer. The landscape of optimistic rollups versus ZK rollups is constantly evolving, with ZK technology progressing significantly. Base sequencing refers to rollups that are purely dependent on the block producers of the L1, while shared sequencing involves a separate sequencing layer. Astria's go-to-market strategy involves vertically integrating and building their own rollups on top of the shared sequencer to demonstrate its viability.â Josh's Twitter - https://twitter.com/JskybowenChapters00:00 Introduction and Background17:14 Target Market for Shared Sequencers25:11 Value Accrual in a World with Shared Sequencers32:41 The Evolving Landscape of Optimistic Rollups and ZK Rollups44:11 The Definition and Challenges of Base Sequencing50:41 Astria's Go-to-Market Strategy: Vertically Integrating and Building Their Own RollupsDisclosuresDisclosures: 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.
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Integral is a financial operations and accounting platform for companies with Web3 assets. It simplifies financial workflows and provides real-time access to financial information. The platform saves businesses time and frustration by automating tasks such as bookkeeping, payroll, and payments. Integral enables companies to manage their crypto assets, track transactions, and generate financial statements easily. It also facilitates global operations, complex money flows, and multiple asset classes. The platform is part of the larger transformation in capital formation and the redefinition of companies in the Web3 era. Integral is an accounting software for the future of composable Web3 companies. It aims to facilitate the operations of businesses beyond just accounting, including tax, payments, payroll, and financial planning. By providing accurate and real-time data on business finances, Integral enables founders and large corporations to make better decisions and manage their assets more effectively. The platform also offers benefits such as reducing the need for internal controllers, automating processes, and improving efficiency. Integral serves a range of clients, including startups, large brands like Nike, and VC firms. The company is also exploring the use of AI to enhance legibility and provide proactive recommendations.
Gui's Twitterâ Avi's Twitter Drew's TwitterChapters
00:00 - Introduction and Background
08:39 - Overview of Integral and its Benefits
31:25 - The Composable Nature of Integral in the Web3 Era
45:13 - Enhancing Legibility and Providing Proactive Recommendations with Integral
Disclosures
Disclosures: 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. Delphiâs transparency page can be viewed â â â â â â â â hereâ â â â â â â â .
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io.net is a distributed training and inference project built on Solana. They aim to solve the problem of the GPU shortage in the AI industry by building a decentralized network that connects underutilized GPUs from multiple sources. Ionet uses clustering technology to combine GPUs from different geographic locations, allowing for more efficient and cost-effective AI compute. They are attracting both web2 and web3 customers, with a focus on inferencing, which makes up the majority of the market. The goal is to decentralize the AI ecosystem and prevent big tech companies from controlling all aspects of AI. io.net is a decentralized AI network that provides GPU compute power for AI workloads. They are focused on solving the compute aspect of decentralized AI and offer a network of choice for users to perform inference, fine-tuning, and training. The team is driven by a sense of urgency and executes quickly, following operational best practices. They have a disciplined go-to-market approach, targeting Series A to seed-generated AI companies. io.net aims to be the currency at the center of decentralized AI and is exploring the possibility of building a decentralized model marketplace and expanding into other areas like gaming and zero knowledge.
Tory's TwitterChapters
00:00 Introduction to Ionet
01:03 Solving the GPU Shortage
13:24 Attracting Web2 and Web3 Customers
27:51 Building a Decentralized Model Marketplace
29:47 The Role of Crypto in Incentivizing Participants
32:37 Easy Onboarding for GPU Workers
34:00 Organic Demand and Onboarding Sales Process
37:20 Choice and Flexibility in Compute Options
43:22 Conquering the Three Key Stakeholders in Decentralized AI
Disclosures
Disclosures: 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. Delphiâs transparency page can be viewed â â â â â â â hereâ â â â â â â .
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The conversation explores the concept of Layer 3 (L3) blockchains and their potential impact on the crypto industry. L3s offer unlimited customizations with near-zero gas fees, allowing for limitless creativity and experimentation. The discussion focuses on Degen, a community built on the L3 chain, and its journey from a tipping functionality on Forecaster to launching its own L3. The founders of Syndicate, the team behind Degen's L3, explain the need for L3s and the benefits they provide to different types of applications. The conversation also touches on the future of L3s and the potential for further customization. Degen Chain, an L3 solution built on top of Ethereum, offers low gas fees and customization options for developers. The ability to customize blockchains is seen as a powerful feature, and Degen Chain aims to pull customizations from startups specializing in that space. L3s are designed for customized functionality, while L2s are for scaling. Interoperability between L3s is a vision that many in the space are pursuing, and there are different approaches to achieving it. The security and value capture of Ethereum are important considerations, but the focus should be on usage and adoption. Degen Chain is just the beginning, and there is excitement about the future development and growth of on-chain communities.
Ian's Warpcast Will's Warpcast Jacek's WarpcastChapters
00:00 Introduction and Disclosures
01:06 Understanding Layer 3 (L3) Blockchains
11:50 Benefits of L3s for Different Types of Applications
29:18 Degen Chain: Low Gas Fees and Customization
31:06 L3s vs L2s: Customized Functionality vs Scaling
32:04 Interoperability: A Vision for L3s
34:32 Usage and Adoption: The Key Metrics
36:30 The Future of On-Chain Communities
Disclosures
Disclosures: 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. Delphiâs transparency page can be viewed â â â â â â hereâ â â â â â .
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In this conversation, Jeff from Nous Research discusses their work on open source models and the BitTensor subnet. They address the challenges of ranking models on platforms like Hugging Face and the need for a more reliable and commercially viable model ranking system. Nous Research has developed Nous Hermes, an open source model that can be fine-tuned to follow specific instructions. They also created the BitTensor subnet, which allows developers to submit their models and rank them against synthetic data generated by GPT-4 and Claude. The goal is to approximate the state-of-the-art models and incentivize the creation of high-quality models. The conversation explores the potential of synthetic data generation, the future of model selection, the world simulator and amorphous applications, the intersection of AI and crypto, concerns and risks in the crypto AI space, the inevitability of AGI, the role of crypto in AI, regulation and over-regulation in crypto AI, the potential interaction between AGI and centralized systems, proof of personhood and verifying authenticity, and Nous Research's mission and focus.
Jeffrey's twitterChapters
00:00 Introduction to Noose Research and Open Source Models
07:12 Overview of Nous Hermes and Fine-Tuning Models
26:30 Challenges with Open Source Models and the Need for BitTensor
32:10 Ranking and Reputation in BitTensor Subnet
34:27 Approaching GPT-4 with BitTensor
37:42 The Potential of Synthetic Data Generation
39:07 The Future of Model Selection
41:29 The World Simulator and Amorphous Applications
44:48 The Intersection of AI and Crypto
48:32 Concerns and Risks in the Crypto AI Space
51:17 The Inevitability of AGI
53:35 The Role of Crypto in AI
56:01 Regulation and Over-Regulation in Crypto AI
58:52 The Potential Interaction Between AGI and Centralized Systems
01:05:24 Proof of Personhood and Verifying Authenticity
01:10:04 Nous Research's Mission and Focus
01:12:26 Attracting AI Developers to Nous Research
Disclosures
Disclosures: 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. Delphiâs transparency page can be viewed â â â â â hereâ â â â â .
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Recorded Live at ETH Denver 2024, this conversation explores the intersection of crypto and AI, discussing the need for decentralized AI models and the challenges of achieving this. The participants highlight the importance of keeping AI open and driven by people, rather than organizations. They discuss the potential of blockchain and Web3 technology to enable new business models and address the limitations of centralized AI companies. The conversation also touches on the role of incentives and tokens in driving innovation in the crypto AI space. The discussion concludes with an examination of BitTensor and the potential for future advancements in crypto AI. The conversation explores various themes related to the intersection of crypto and AI. It discusses the value of outside judgment in rating AI systems, the concept of a hive mind, and exciting use cases in the crypto and AI space. The projects AGI Guild and Morpheus are highlighted, along with the decentralized data warehouse Space and Time. The potential of utilizing unused data in DeFi protocols and the decentralized chat GPT platform MyShell.ai are also discussed. Concerns about OpenAI's dominance, the collaboration between Web2 and Web3, and the concept of zero party data are explored. The conversation also touches on the potential of data DAOs and crowdsourcing, the idea of minimum viable centralization, and the inflection point of decentralized AI and compute. Tangible innovation in ZKML and decentralized data, the importance of edge compute, and the need for decentralized inference are further examined.
Casey's Twitter Colin Gagich Vassilis TwitterChapters
00:00 Introduction and Background
01:54 The Need for Crypto and AI
06:29 Challenges of Decentralizing AI
09:18 Building Better Models with Web3
13:31 Innovation and Value in Crypto AI
19:11 BitTensor and the Future of Crypto AI
24:18 The Value of Outside Judgment
25:14 The Concept of a Hive Mind
25:43 Exciting Use Cases at the Intersection of Crypto and AI
26:33 AGI Guild and Morpheus Projects
27:32 Space and Time: Decentralized Data Warehouse
29:26 Utilizing Unused Data in DeFi Protocols
29:53 Decentralized Chat GPT with MyShell.ai
30:48 Concerns about OpenAI's Dominance
34:00 Web2 and Web3 Collaboration
35:11 The Concept of Zero Party Data
37:30 The Potential of Data DAOs and Crowdsourcing
38:06 Minimum Viable Centralization
40:29 The Inflection Point of Decentralized AI and Compute
43:45 Tangible Innovation in ZKML and Decentralized Data
45:35 The Importance of Edge Compute
46:30 The Need for Decentralized Inference
Disclosures
Disclosures: 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. Delphiâs transparency page can be viewed â â â â hereâ â â â .
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In this episode, Tommy and Santiago interview Ethan Sun, the co-founder of MyShell, a decentralized platform for creating and staking AI native applications. They discuss the evolution of AI over the past decade, the importance of consumer-facing applications, and the potential for AI to enhance daily life. Ethan explains how MyShell empowers creators to easily build AI experiences and the role of incentives in the platform's ecosystem. They also explore the future of MyShell, its competition, and the scalability challenges in the AI crypto space. In this conversation, Ethan Sun, the co-founder of MyShell, discusses the future of AI agents and the potential for personalized AI companions. He explores the idea of AI agents that understand individual needs and can perform tasks without explicit instructions. The conversation also touches on the improvement of underlying models and the role of human feedback in reinforcement learning. Ethan shares his thoughts on the differences between OpenAI and Crypto AI and the potential for crypto to empower the open source community. He discusses MyShell's end game and the importance of creators in the platform. The conversation concludes with a discussion on the challenges of incentivizing different parties within the system.
Takeaways
MyShell is a decentralized platform for creating and staking AI native applications. The focus of MyShell is on consumer-facing applications that enhance daily life. The platform makes it easy for non-technical creators to build AI experiences without coding. Incentives play a crucial role in the MyShell ecosystem, rewarding creators and users for their contributions. The future of AI agents lies in personalized companions that understand individual needs and can perform tasks without explicit instructions. Improving underlying models and gathering human feedback are crucial for enhancing AI agents and reinforcement learning. Crypto AI has the potential to empower the open source community and provide incentives for creators to monetize their work. MyShell aims to create a platform that enables creators to build personalized AI applications and attract a wide range of users. The hardest party to incentivize within the system is the creators, who play a crucial role in unifying models, users, and stakeholders.Chapters
00:00 Introduction and Background
03:01 The AI Stack and MyShell's Focus
07:01 Creating AI Experiences on MyShell
09:47 Easy Creation of AI Experiences
12:45 Applying Incentive Models to AI
16:34 Incentivizing Creators and Users
27:41 Competition and Differentiation
32:41 Web2 vs Web3 and Scalability
39:42 The Future of AI Agents
42:23 Improving Underlying Models and Data
45:04 Creators' Ideas and Applications
48:42 OpenAI vs. Crypto AI
51:09 Crypto's Impact on Open Source
56:02 MyShell's End Game
01:00:08
AGI and Human Feedback
01:04:19 Ratio of Creators to Users
01:06:40 Excitement and Concerns about Crypto AI
01:09:47 Incentivizing Supply and Demand
01:10:16 The Importance of Rules and Restrictions
01:12:04 Blockchain Infrastructure and Deployment
01:14:17 Hardest Party to Incentivize
Disclosures
Disclosures: 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. Delphiâs transparency page can be viewed â â â hereâ â â .
As an additional disclosure, Delphi Ventures is invested in MyShell.AI
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In this podcast, we dive deep into the world of Bitcoin scalability solutions with Orkun Kilic, the co-founder and CEO of Chainway Labs, the company behind Citrea - Bitcoin's first zero-knowledge (ZK) rollup.
Orkun provides a detailed background on the journey that led to the creation of Citrea, explaining how recent upgrades to Bitcoin's protocol like SegWit, Taproot, and the Ordinals protocol paved the way for new possibilities by enabling arbitrary data storage on the blockchain. This opened up a design space for building scalable layer 2 solutions on top of Bitcoin.
The core innovation behind Citrea is the use of ZK proofs and the groundbreaking BitVM (Bitcoin Virtual Machine) primitive to create a trust-minimized bridge between Bitcoin's base layer and the Citrea rollup. Orkun goes into the technical depths of how BitVM works, allowing off-chain virtual machine computations to be proven valid on Bitcoin's blockchain through an interactive fraud proof verification game.
Citrea's EVM compatibility and the plan to attract developers by tapping into Bitcoin's trillion-dollar liquidity are covered in-depth. Orkun envisions Citrea becoming a "programmable liquidity layer" enabling DeFi protocols, stablecoins, and innovative decentralized applications while inheriting Bitcoin's security and decentralization.
With its comprehensive technical insights and forward-looking perspectives, this episode is for anyone interested in the future of programmable money on Bitcoin.
Key Links
Citrea: https://citrea.xyzSocials
Orkunâs Twitter Can's Twitter Tommyâs TwitterFollow Delphi Digital
Website: â â https://members.delphidigital.io/homeâ â Twitter: â â https://twitter.com/Delphi_Digitalâ â Youtube: â â https://www.youtube.com/@Delphi_DigitalâDisclosures
Disclosures: 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. Delphiâs transparency page can be viewed â â hereâ â .
Keywords
Bitcoin, Citrea, ZK Rollup, Scalability, BitVM, Optimistic Bridge, BTC, Programmable Liquidity, Developer Ecosystem, DeFi, Stablecoins, Decentralized Applications, Turing-Complete, Trust-Minimized, Ordinals, Taproot, SegWit, Data Compression, State Diffs, Throughput, Adoption, Ethereum, Layer 2 (L2), Chainway,
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In this episode, Keith Singery, a prominent validator and thought leader in the Bittensor ecosystem sits down with Tommy and Michael to share his unique perspective on the project's mission to democratize AI and create a decentralized alternative to the centralized models dominating the field.
They delve into the intricate dynamics of Bittensor, including the incentive mechanisms that fuel the network's miners and validators, the potential for a "Cambrian explosion" of specialized AI models, and the vision of a future where individuals can customize their own AI assistants tailored to their needs and values.
Keith passionately argues for the necessity of decentralized AI as a counterweight to the increasing control of tech giants over our access to information and the shaping of our worldviews. Drawing parallels to the open-source software movement, he paints a compelling picture of a world where the intelligence landscape is shaped by the collective efforts of the many, rather than the dictates of the few.
This wide-ranging conversation touches on fascinating topics such as the potential for AGI to emerge from decentralized networks, the role of crypto incentives in driving AI development, and the challenges of monetizing the Bittensor ecosystem.
Whether you're a crypto enthusiast, an AI aficionado, or simply someone intrigued by the cutting edge of technology, this episode offers a thought-provoking glimpse into the future of decentralized intelligence.
Key Links
Bittensor: https://bittensor.com Keithâs Podcast: https://bittensor.guruSocials
Keithâs Twitter Michaelâs Twitter Tommyâs TwitterFollow Delphi Digital
Website: â â https://members.delphidigital.io/homeâ â Twitter: â â https://twitter.com/Delphi_Digitalâ â Youtube: â â https://www.youtube.com/@Delphi_DigitalâDisclosures
Disclosures: 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. Delphiâs transparency page can be viewed â â hereâ â .
Keywords
Bittensor, Decentralized AI, Open-Source Models, Incentive Mechanisms, AGI, Democratizing AI, Crypto Incentives, AI Monetization, Keith Singery, BitTensor Validator, AI Ethics, Customizable AI Assistants, Michael Rinko, Tommy Shaughnessy, TAO, AI, ChatGPT, OpenAI, Crypto, $TAO, #TAO.
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In this episode, Keone Hon dives deep on Monad, a high-performance Ethereum-compatible layer 1 blockchain focused on delivering high performance and drastically lower transaction costs.
We discuss Monad's key technical innovations like MonadBFT consensus, parallel execution, and a custom database enabling 10,000+ TPS. Keone explains how these breakthroughs allow complex 100K gas transactions costing just a fraction of a cent, 100x cheaper than even leading Layer 2s.
We also explore how Monad achieves this while maintaining decentralization and a rich developer experience via full EVM equivalence. Tune in to learn why Monad could be a game changer for builders and users looking maximize performance and minimize costs.
Key Links
Monad: https://www.monad.xyzSocials
Keone's Twitter Monadâs Twitter Tommyâs TwitterFollow Delphi Digital
Website: â â https://members.delphidigital.io/homeâ â Twitter: â â https://twitter.com/Delphi_Digitalâ â Youtube: â â https://www.youtube.com/@Delphi_DigitalâDisclosures
Disclosures: 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. Delphiâs transparency page can be viewed â â hereâ â .
As an additional disclosure, Tom Shaughnessy the host is an angel investor in Monad.
Keywords
Monad, Keone Hon, EVM, Layer 1, high performance, low cost transactions, Ethereum Virtual Machine, EVM compatible, parallel execution, consensus, decentralization, developers, Monad xyz, Tommy Shaughnessy, Delphi Digital, Delphi, Crypto, Cryptocurrency, Ethereum,
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Simon Harman, founder of decentralized cross-chain swap protocol Chainflip, joins us for an in-depth discussion on the future of trading in crypto.
We cover the motivation behind building a decentralized exchange focused on major layer 1 assets like Bitcoin and Ethereum, the technical challenges with supporting Bitcoin, and how ChainFlip achieves fast, no-slippage swaps.
Simon explains ChainFlip's advanced liquidity architecture including the JIT AMM, which allows liquidity providers to bid on trades in real-time. We discuss the debate around active versus passive liquidity and why active liquidity management is essential for competitive pricing.
Looking at sustainability and security, Simon shares his views on how to define profitability for DeFi protocols and how ChainFlip captures value to incentivize FLIP token holders. He also walks us through ChainFlipâs extensive testing and processes to prevent hacks.
With cross-chain interoperability on the rise, we get Simonâs thoughts on the app chain thesis and why application-specific blockchains have advantages over generalized smart contract platforms.
Key Links
Chainflip: https://chainflip.ioSocials
Simonâs Twitter Chainflipâs Twitter Can's Twitter Tommyâs TwitterFollow Delphi Digital
Website: â â https://members.delphidigital.io/homeâ â Twitter: â â https://twitter.com/Delphi_Digitalâ â Youtube: â â https://www.youtube.com/@Delphi_DigitalâDisclosures
Disclosures: 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. Delphiâs transparency page can be viewed â â hereâ â .
Keywords
Decentralized exchange, DEX, Cross-chain swaps, Bitcoin swaps, Ethereum swaps, Trading, Liquidity, Tokenomics, Sustainability, Security, ChainFlip, Simon Harman, Tommy Shaughnessy, Can Gurel, Crypto, Cryptocurrency, Cross Chain, Exchange, Bitcoin, Ethereum,
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