The Delphi Podcast

The Delphi Podcast
The Delphi Podcast

Conversations with Crypto Gigabrains. Hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures

  1. Jansen Teng: Inside Virtuals’ Meteoric Rise, The Race to Billion-Dollar Crypto-AI Agents and life after AGI

    6小时前

    Jansen Teng: Inside Virtuals’ Meteoric Rise, The Race to Billion-Dollar Crypto-AI Agents and life after AGI

    Join Tom Shaughnessy and Pondering Durian as they host Jansen Teng, CEO and co-founder of Virtuals, for an in-depth exploration of AI agents and the future of decentralized AI. From Virtuals' evolution as a gaming DAO to becoming the leading crypto AI platform, the conversation covers crucial developments in agent autonomy, tokenization, and the path toward an agentic economy. 🎯 Key Highlights ▶ Origins and evolution of Virtuals platform ▶ Analysis of agent frameworks and autonomous capabilities ▶ Discussion of value capture in crypto AI projects ▶ Deep dive into decentralized infrastructure challenges ▶ Vision for agent coordination and business development ▶ Future outlook on AI-human interaction and cybernetics 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▶ Tom's Twitter: @shaughnessy119 ▶ Pondering Durian's Twitter: @ponderingdurian ▶ Jansen's Twitter: @ethermage 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction and Background 01:29 - Virtuals Origin Story 07:42 - Agent Development Discussion 13:00 - Vision for Agentic Economy 22:51 - Framework Competition Analysis 29:37 - Infrastructure Challenges 36:20 - Agent Value Capture 42:46 - Decentralized AI Stack 54:00 - Team Analysis and Due Diligence 01:00:10 - Future Risks and Opportunities 01:05:44 - Agent Autonomy Vision 01:09:43 - Future of Human-AI Interaction Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

    1 小时 15 分钟
  2. Shaw: The Rise of ai16z’s Eliza—Crypto × AI Agents, a $2.5B Valuation, Trending Globally on GitHub

    4天前

    Shaw: The Rise of ai16z’s Eliza—Crypto × AI Agents, a $2.5B Valuation, Trending Globally on GitHub

    Join Tom Shaughnessy from Delphi Digital and Ejazz from 26 Crypto Capital as they host Shaw, founder of Eliza Labs and AI16Z, for an in-depth discussion on the evolution of AI agents and frameworks. The conversation explores Shaw's remarkable journey, the development of the Eliza framework, and his vision for decentralized AGI. The discussion covers crucial topics from agent development and tokenomics to the future of blockchain-based AI platforms. 🎯 Key Highlights ▶ Inside story of Eliza Labs' creation and AI16Z's rapid growth ▶ Deep dive into the technical aspects of the Eliza framework ▶ Analysis of agent platforms and the shift from "slop bots" to utility ▶ Discussion of tokenomics and value capture mechanisms ▶ Exploration of cross-chain development and blockchain selection ▶ Vision for open source AGI and the future of AI agents 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▶ Shaw's Twitter: @shawmakesmagic ▶ Tom's Twitter: @Shaughnessy119 ▶ Ejazz's Twitter: @cryptopunk7213 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction and Backgrounds 01:29 - Shaw's Journey and Origins 04:06 - Asian Developer Community Updates 07:48 - AI16Z and Agent Development 11:17 - DeFi Integration and Use Cases 17:17 - Trading Bots and Market Intelligence 22:51 - Framework Differentiation and Value 27:06 - Technical Infrastructure Discussion 35:00 - Token Economics and Platform Strategy 47:00 - Open Source Development 54:39 - Future of AI Agents 01:08:29 - Chain Selection Discussion 01:14:57 - Agent Verification and Trust Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

    1 小时 18 分钟
  3. Delphi's AI + DePIN Year Ahead 2025

    2024/12/23

    Delphi's AI + DePIN Year Ahead 2025

    Join Ceteris and the Delphi Research team for an in-depth exploration of AI and decentralized infrastructure heading into 2025. The discussion examines the evolution of AI capabilities, agent platforms, identity solutions, and the growing intersection of AI with crypto. The team analyzes emerging DePIN sectors including wireless networks, fixed bandwidth infrastructure, and the future of decentralized data networks. 🎯 Key Highlights ▶ Analysis of AI scaling laws and the future of model training ▶ Deep dive into agent platforms and token frameworks ▶ Examination of WorldCoin's identity solution and market opportunity ▶ Overview of decentralized training developments ▶ Discussion of DPIN innovations in wireless and bandwidth infrastructure ▶ Analysis of Double Zero's dark fiber solution for blockchain networks 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▶ Ceteris' Twitter: @ceterispar1bus ▶ PD's Twitter: @ponderingdurian ▶ Michael's Twitter: @mrink0 ▶ Robbie's Twitter: @robbiepetersen_ 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction and Overview 02:00 - AI Macro Landscape 08:00 - Nation State AI Competition 13:00 - Agent Platforms Discussion 19:00 - Worldcoin Bull Case 26:00 - Decentralized Training Evolution 36:00 - DePIN Overview 42:00 - Mobile Wireless Infrastructure 47:00 - Fixed Bandwidth Discussion 54:00 - Double Zero and Dark Fiber 01:00:00 - Future of Blockchain Networks 01:04:00 - Closing Thoughts Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

    1 小时 6 分钟
  4. Delphi's DeFi Year Ahead 2025

    2024/12/19

    Delphi's DeFi Year Ahead 2025

    Join Ceteris and the Delphi Research DeFi team for an in-depth analysis of decentralized finance trends heading into 2025. The discussion explores the evolution of consumer DeFi applications, examining innovative spending solutions, stablecoin developments, and emerging wallet infrastructure. The team unpacks major shifts in DEX architectures, privacy-preserving technologies, and the growing importance of front-end value capture in the DeFi ecosystem. 🎯 Key Highlights ▶ Analysis of consumer DeFi adoption through crypto spending cards and real-world integration ▶ Deep dive into revenue-sharing stablecoin models and the evolving stablecoin landscape ▶ Examination of next-generation DEX designs including Uniswap v4 hooks and Sorella ▶ Overview of ZKTLS technology and its implications for under-collateralized lending ▶ Discussion of the "fat wallet" thesis and front-end value capture in DeFi ▶ Analysis of emerging business models and value accrual in DeFi infrastructure 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▶ Ceteris' Twitter: @ceterispar1bus ▶ Jordan's Twitter: @yeak__ ▶ Neel's Twitter: @DaftaryNeel ▶ Robbie's Twitter: @robbiepetersen_ 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction and Overview 02:08 - Consumer DeFi Discussion 07:14 - Crypto Cards and Payment Solutions 10:49 - Stablecoin Evolution and Models 17:13 - Revenue Sharing in Stablecoins 20:48 - DEX Innovation and Design 29:37 - Fluid DEX and LP Innovations 40:37 - ZKTLS Technology Overview 46:35 - Front-end Value Capture 56:23 - Wallet Infrastructure Discussion 01:00:38 - Future of DeFi Discussion Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

    1 小时 4 分钟
  5. Delphi's Infrastructure Year Ahead 2025

    2024/12/18

    Delphi's Infrastructure Year Ahead 2025

    Join Ceteris and the Delphi Research infrastructure team for an extensive analysis of blockchain architecture trends heading into 2025. The discussion delves into the evolution of high-throughput chains, examining Solana's influence on performance-focused architectures and the emergence of competitors like Sui and Monad. The team explores key developments across major ecosystems, from Ethereum's scaling efforts and BeamChain proposal to Bitcoin's ZK innovations and Solana's state compression initiatives. 🎯 Key Highlights ▶ Analysis of high-throughput blockchain architectures and the growing focus on performant shared state machines ▶ Deep dive into Ethereum's technical roadmap, including BeamChain, native rollups, and L1 scaling discussions ▶ Examination of Move VM adoption and its advantages over traditional EVM architecture ▶ Overview of ZK technology integration across Bitcoin, Ethereum, and Solana ecosystems ▶ Discussion of emerging privacy solutions including FHE and confidential transactions ▶ Analysis of proof markets and their potential impact on blockchain scalability 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▶ Ceteris' Twitter: @ceterispar1bus ▶ Facundo's Twitter: @quienesfacundo ▶ Prasad's Twitter: @mahadikprasad15 ▶ Muhammad's Twitter: @yusufxzy 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction and Infrastructure Overview 03:20 - High Throughput Chains Discussion 05:32 - Virtual Machines and Move Analysis 07:10 - SUI Move Deep Dive 13:01 - L2 Wars and Ecosystem Consolidation 14:31 - Ethereum Development Roadmap 20:54 - ZK Technology Overview 29:37 - Bitcoin ZK Integration 35:08 - Solana ZK Implementation 46:35 - FHE and Privacy Solutions 51:03 - Closing Thoughts Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

    52 分钟
  6. Off The Grid: Inside Neill Blomkamp's Game World

    2024/12/13

    Off The Grid: Inside Neill Blomkamp's Game World

    Join Piers Kicks as he sits down with Neill Blomkamp, acclaimed filmmaker and co-founder of Gunzilla Games, to discuss his groundbreaking work on Off The Grid (OTG)—a visionary AAA Battle Royale game. In this captivating conversation, Neill shares insights into his transition from Hollywood to gaming, the creative process behind OTG’s cyberpunk universe, and how his cinematic storytelling expertise shapes immersive game design. The discussion also explores the challenges of blending film-like narratives into games, the technological innovation driving OTG, and the future of transmedia storytelling. 🎯 Key Highlights ▸ Neill's journey from directing films like District 9 to co-founding Gunzilla Games ▸ The creative vision and dystopian tone of Off The Grid’s cyberpunk world ▸ How photogrammetry, live-action cutscenes, and motion capture are used in OTG ▸ Challenges in merging narrative depth with Battle Royale gameplay mechanics ▸ Transmedia storytelling and the synergy between gaming and cinema 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Piers' Twitter: @pierskicks ▸ Neill's Twitter: @NeillBlomkamp ▸ Gunzilla Twitter: @playoffthegrid 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 – Introduction and Neill’s background 03:12 – Transition from filmmaking to game development 07:25 – The vision behind Off The Grid 14:03 – Blending film-like narratives into gaming 20:47 – Technical innovation: Photogrammetry and motion capture 27:15 – Challenges in creating transmedia storytelling 34:29 – The future of gaming and narrative-driven experiences 41:58 – Closing thoughts Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

    1 小时 1 分钟
  7. Gunzilla Games: Delivering On The Mainstream Promise

    2024/12/11

    Gunzilla Games: Delivering On The Mainstream Promise

    Join Piers Kicks as he sits down with Vlad Korolev, founder and CEO of Gunzilla Games, to discuss their groundbreaking Battle Royale title "Off The Grid." In this fascinating conversation, Vlad shares the journey from his early days in FinTech to creating one of gaming's most ambitious projects, backed by legendary filmmaker Neill Blomkamp. The discussion covers everything from the game's unique cyber-limb mechanics and console launch success to their innovative approach to blockchain integration and community-driven economics. With insights into AAA game development, creative direction, and user retention strategies, this episode provides a compelling look at the future of gaming and what it takes to build a potential industry titan. 🎯 Key Highlights ▸ The origin story of Gunzilla Games and Off The Grid's development ▸ Collaboration with Neill Blomkamp and the creative vision behind the game ▸ First successful console launch of a Web3-integrated game ▸ Innovative approach to community-driven economics and transparency ▸ Deep dive into user retention strategies and future growth plans 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Piers' Twitter: @pierskicks ▸ Vlad's Twitter: @vladk133 ▸ Off The Grid Twitter: @playoffthegrid 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction and Vlad's Background 05:36 - Off The Grid Overview and Launch Success 11:39 - Battle Royale Genre and Game Design Philosophy 19:54 - Creative Direction with Neill Blomkamp 32:25 - Console Integration and Blockchain Strategy 42:57 - Marketing Strategy and All Stars Event 51:03 - Development Journey and Fundraising 56:50 - Future Vision and Growth Strategy 01:06:36 - Closing Thoughts and Personal Influences Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

    1 小时 13 分钟
  8. Delphi's Markets Year Ahead 2025

    2024/12/10

    Delphi's Markets Year Ahead 2025

    Join Ceteris and the Delphi Research markets team for a comprehensive look into their predictions and analysis for 2025. The discussion covers the dramatic shifts in the crypto landscape throughout 2024, from the impact of Bitcoin ETFs to the rise of meme coins and Solana's remarkable performance. The team explores key themes including the return of market optimism post-election, the evolution of stablecoin adoption and credit markets, and animated debates about the future market dynamics between Bitcoin, Ethereum, and Solana. With insights from multiple market experts, this episode provides valuable perspective on both the structural and psychological factors shaping crypto markets heading into 2025. 🎯 Key Highlights ▸ Analysis of market dynamics in 2024: ETF impacts, meme coin phenomena, and ecosystem shifts ▸ Deep dive into stablecoin growth and institutional adoption trends ▸ Examination of L1 competition and relative value between BTC, ETH, and SOL ▸ Discussion of regulatory landscape changes and implications for crypto markets ▸ 2025 price predictions and major catalysts ahead 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Ceteris' Twitter: @ceterispar1bus ▸ Kevin's Twitter: @kevin_kelly_ii ▸ Jason's Twitter: @3xliquidated ▸ Michael's Twitter: @mrink0 🔗 Connect with Delphi 🌐 Portal: https://delphidigital.io/ 🐦 Twitter: https://twitter.com/delphi_digital 💼 LinkedIn: https://www.linkedin.com/company/delphi-digital 🎧 Listen on Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082 Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q Timestamps 00:00 - Introduction and 2024 Overview 03:27 - ETF Impact and Market Trends 08:13 - ETH Breaking 4k and Market Dynamics 22:26 - Stablecoin Growth and Credit Markets 34:08 - Regulatory Environment Discussion 42:14 - Solana vs Ethereum Analysis 56:51 - 2025 Price Predictions 01:02:00 - Network Value Debate Disclaimer This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.

    1 小时 10 分钟
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Conversations with Crypto Gigabrains. Hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures

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