The Delphi Podcast The Delphi Podcast
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Conversations with Crypto Gigabrains. Hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures
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Gui Laliberte and Avichal Garg: Integral's Accounting Suite Driving Backoffice to Zero
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 Twitter
Avi's Twitter
Drew's Twitter
Chapters
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. Delphi’s transparency page can be viewed here.
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Tory Green: io.net’s 500,000 GPUs Powering Crypto x AI on Solana
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 Twitter
Chapters
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. Delphi’s transparency page can be viewed here.
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Degen Chain and L3s: What's Next
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 Warpcast
Chapters
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. Delphi’s transparency page can be viewed here.
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Nous Research: Crypto x AI Masterclass, 30 Million Model Downloads, Bittensor Subnets and Launching a Matrix Style World Simulator
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 twitter
Chapters
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. Delphi’s transparency page can be viewed here.
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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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