The Delphi Podcast The Delphi Podcast
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- Technology
Conversations with Crypto Gigabrains. Hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures
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ETH Denver Crypto x AI Panel: Casey Caruso, Colin Gagich and Vassilis Tziokas
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 Twitter
Chapters
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. Delphi’s transparency page can be viewed here.
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Ethan Sun and Santiago Santos: Bringing Crypto x AI Experiences to Millions with MyShell.AI
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. Delphi’s transparency page can be viewed here.
As an additional disclosure, Delphi Ventures is invested in MyShell.AI
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Orkun Kilic: Technical Dive Into Citrea, Bitcoin's First Zk-Rollup
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.xyz
Socials
Orkun’s Twitter
Can's Twitter
Tommy’s Twitter
Follow Delphi Digital
Website: https://members.delphidigital.io/home
Twitter: https://twitter.com/Delphi_Digital
Youtube: https://www.youtube.com/@Delphi_Digital
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. Delphi’s transparency page can be viewed here.
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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Keith Singery: A Conversation with an Extremely Knowledgeable Bittensor Validator
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
Keith’s Podcast: https://bittensor.guru
Socials
Keith’s Twitter
Michael’s Twitter
Tommy’s Twitter
Follow Delphi Digital
Website: https://members.delphidigital.io/home
Twitter: https://twitter.com/Delphi_Digital
Youtube: https://www.youtube.com/@Delphi_Digital
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. Delphi’s transparency page can be viewed here.
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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Keone Hon of Monad: 10,000 TPS & Full EVM Equivalence - A New Era for Ethereum Apps
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.xyz
Socials
Keone's Twitter
Monad’s Twitter
Tommy’s Twitter
Follow Delphi Digital
Website: https://members.delphidigital.io/home
Twitter: https://twitter.com/Delphi_Digital
Youtube: https://www.youtube.com/@Delphi_Digital
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. Delphi’s transparency page can be viewed here.
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: Chainflip's Cross-Chain Swaps Enable Crypto's On-Chain Future
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 ChainFlip’s extensive testing and processes to prevent hacks.
With cross-chain interoperability on the rise, we get Simon’s thoughts on the app chain thesis and why application-specific blockchains have advantages over generalized smart contract platforms.
Key Links
Chainflip: https://chainflip.io
Socials
Simon’s Twitter
Chainflip’s Twitter
Can's Twitter
Tommy’s Twitter
Follow Delphi Digital
Website: https://members.delphidigital.io/home
Twitter: https://twitter.com/Delphi_Digital
Youtube: https://www.youtube.com/@Delphi_Digital
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. Delphi’s transparency page can be viewed here.
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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