49 min

Why Top Investors Are Excited About DePIN - Mahesh from EV3, Ep. 253 The Blockcrunch Podcast

    • Business

Today Jason is joined by Mahesh Ramakrishnan, Seed Investor at Escape Velocity (EV3). Today Mahesh joins us to discuss all things DePIN. The conversation begins with an overview on the DePIN category and why EV3 has chosen to focus it's attention here. The two then go on to review how the labour market may change as a result of DePIN developments, DePIN's unit economics, bandwidth vs compute providers, as well as EV3's North Star, and 2024's leading DePIN projects. This is not one to miss as we breakdown the past, present, and future of decentralized physical infrastructure—enjoy!
 
Host: Jason Choi @mrjasonchoi . Not financial advice.
 
Timestamps:
(00:00) Introduction
(02:19) Why EV3 focuses on DePIN
(05:34) DePIN’s developments
(11:22) The future of UBI & DePIN node operators
(13:38) DePIN categories 
(20:22) DePIN network unit economics 
(30:15) Bandwidth vs compute providers 
(33:25) EV3’s DePIN market research approach
(36:37) EV3’s North Star
(40:40) 2024’s leading DePIN projects
(44:29) DePIN’s marketshare 
(48:20) Outro
 
Twitter accounts:
Jason Choi’s Twitter:  
https://twitter.com/mrjasonchoi
Mahesh Ramakrishnan's Twitter:  
https://twitter.com/moneromahesh
 
Episode content links:
https://depin.ninja/
 
 
Blockcrunch VIP:
https://blockcrunch.substack.com/
Blockcrunch Twitter:  
https://twitter.com/theBlockcrunch
 
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
 
Full disclaimer: https://blockcrunch.substack.com/about

Today Jason is joined by Mahesh Ramakrishnan, Seed Investor at Escape Velocity (EV3). Today Mahesh joins us to discuss all things DePIN. The conversation begins with an overview on the DePIN category and why EV3 has chosen to focus it's attention here. The two then go on to review how the labour market may change as a result of DePIN developments, DePIN's unit economics, bandwidth vs compute providers, as well as EV3's North Star, and 2024's leading DePIN projects. This is not one to miss as we breakdown the past, present, and future of decentralized physical infrastructure—enjoy!
 
Host: Jason Choi @mrjasonchoi . Not financial advice.
 
Timestamps:
(00:00) Introduction
(02:19) Why EV3 focuses on DePIN
(05:34) DePIN’s developments
(11:22) The future of UBI & DePIN node operators
(13:38) DePIN categories 
(20:22) DePIN network unit economics 
(30:15) Bandwidth vs compute providers 
(33:25) EV3’s DePIN market research approach
(36:37) EV3’s North Star
(40:40) 2024’s leading DePIN projects
(44:29) DePIN’s marketshare 
(48:20) Outro
 
Twitter accounts:
Jason Choi’s Twitter:  
https://twitter.com/mrjasonchoi
Mahesh Ramakrishnan's Twitter:  
https://twitter.com/moneromahesh
 
Episode content links:
https://depin.ninja/
 
 
Blockcrunch VIP:
https://blockcrunch.substack.com/
Blockcrunch Twitter:  
https://twitter.com/theBlockcrunch
 
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
 
Full disclaimer: https://blockcrunch.substack.com/about

49 min

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