The Delphi Podcast

The Delphi Podcast
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The Delphi Podcast

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

  1. Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - cohosted by Pondering Durian

    4 NGÀY TRƯỚC

    Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - cohosted by Pondering Durian

    Join Tom Shaughnessy and Pondering Durian as they host Jeff Emanuel, founder of Pastel Network and author of the viral "Short Case for NVIDIA Stock" thesis, for an exploration of AI infrastructure disruption, open-source model innovation, and the societal implications of accelerating AGI development. 🎯 Key Highlights ▸ Analysis of DeepSeek's AI efficiency breakthrough ▸ Deep dive into model distillation and scaling ▸ Discussion of AI infrastructure competition ▸ Examination of app-layer value capture ▸ Insights into US vs China AI development ▸ Vision for AGI's societal impact 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Tom's Twitter: @shaughnessy119 ▸ Pondering's Twitter: @ponderingdurian ▸ Jeff's Twitter: @doodlestein 🔗 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 NVIDIA Impact 04:38 - DeepSeek Analysis 11:18 - Model Efficiency Discussion 15:06 - Distillation Deep Dive 19:28 - App Layer Opportunities 24:39 - Agent Development Impact 29:16 - Model Quality Trade-offs 34:49 - Software Moats 43:33 - AGI Economic Impact 51:05 - Bitcoin Discussion 54:22 - AI Global Competition 01:06:46 - Future Society Impact 01:13:09 - Work and Dignity Discussion 01:18:15 - Entrepreneurship Evolution 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 giờ 24 phút
  2. Kam Punia: The $POWER of Web3 Mobile Gaming

    6 NGÀY TRƯỚC

    Kam Punia: The $POWER of Web3 Mobile Gaming

    Join Piers Kicks as he hosts Kam Punia, founder of Pixion Games, for an in-depth exploration of building Web3 gaming experiences and the journey behind Fableborn. From Kam's extensive background at Konami and Yu-Gi-Oh! to Pixion's innovative approach to Web3 gaming, the conversation covers crucial developments in game design, community building, and the future of blockchain gaming. 🎯 Key Highlights ▸ Evolution from Web2 to Web3 gaming development ▸ Deep dive into Fableborn's gameplay mechanics and design philosophy ▸ Analysis of LiveOps strategies for blockchain games ▸ Discussion of community building and player engagement ▸ Insights into scaling Web3 gaming economies ▸ Vision for the future of mobile blockchain gaming 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Piers's Twitter: @pierskicks ▸ Kam's Twitter: @kam_punia 🔗 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 04:21 - Building the Pixion Team 07:42 - Fableborn Overview 10:44 - Mobile Gaming Strategy 12:28 - Web3 Integration Journey 16:41 - Community Metrics and Growth 19:50 - Community Building Approach 22:22 - UX Challenges in Web3 25:13 - Business Model Innovation 28:08 - LiveOps Strategy 33:20 - Economic Management 39:20 - Future Plans and Ronin Integration 45:17 - Key Learnings 47:11 - Digital Experiences 49:29 - Gaming 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.

    55 phút
  3. James Zhang: Bringing Emerging Markets Onchain With Jambo

    28 THG 1

    James Zhang: Bringing Emerging Markets Onchain With Jambo

    Join Piers Kicks as he welcomes back James Zhang, co-founder and CEO of JAMBO, for an exploration of how they're revolutionizing Web3 accessibility through mobile infrastructure. From selling over 700,000 phones across 100+ countries to ambitious plans for satellite launches, discover how JAMBO is building the "on-chain Apple" for emerging markets. 🎯 Key Highlights ▸ Evolution of JAMBO's mobile-first Web3 strategy ▸ Deep dive into hardware infrastructure and distribution ▸ Analysis of emerging market crypto adoption ▸ Discussion of on-chain payment solutions ▸ Insights into token economics and ecosystem growth ▸ Vision for satellite connectivity and future expansion 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Piers's Twitter: @pierskicks ▸ JAMBO's Twitter: @JAMBOtechnology ▸ JAMBO's Page: www.jambo.technology 🔗 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 01:18 - JAMBO Overview 02:49 - Ecosystem Growth Metrics 04:34 - Mobile Hardware Strategy 07:18 - Product Evolution 10:44 - Market Distribution Strategy 13:20 - Token Integration Plans 16:15 - Global Market Analysis 21:57 - Revenue Streams 24:29 - Token Economics 28:09 - Emerging Market Focus 33:44 - Yield Generation Strategy 38:10 - Future Vision and Satellite Program 42:15 - Key Learnings 44:41 - Digital Experience Reflections 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.

    47 phút
  4. Tin Nguyen: Gaming IP in the Age of AI

    27 THG 1

    Tin Nguyen: Gaming IP in the Age of AI

    Join Piers Kicks as he hosts Tin Nguyen, founder of Sipher, for a deep dive into the convergence of gaming, AI, and blockchain. From his unconventional journey starting in real estate development to building a 140-person gaming studio, Tin shares insights on creating immersive digital experiences and pioneering AI integration in gaming. 🎯 Key Highlights ▸ Evolution from traditional business to Web3 gaming ▸ Deep dive into Sipher's gaming ecosystem and vision ▸ Analysis of AI integration in gaming experiences ▸ Discussion of blockchain gaming economics and token models ▸ Insights into managing live service games with AI ▸ Vision for the future of human-AI gaming interaction 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Piers's Twitter: @pierskicks ▸ Tin's Twitter: @AskTinNguyen 🔗 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 02:02 - Gaming Industry Transition 04:01 - Sipher Vision and Game Design 07:15 - Mobile Gaming Strategy 11:35 - Platform Integration 15:10 - AI Integration Journey 18:56 - Gaming Development Tools 23:33 - Future of AI in Gaming 29:37 - Cryptocurrency Integration 33:19 - Live Service Management 39:20 - AGI Platform Vision 46:16 - Economic Models 49:31 - Long-term Vision 54:28 - Building Through Market Cycles 57:37 - Digital Experience Evolution 01:04:07 - Gaming 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 giờ 8 phút
  5. Jansen Teng: Inside Virtuals’ Meteoric Rise, The Race to Billion-Dollar Crypto-AI Agents and life after AGI

    10 THG 1

    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 giờ 15 phút
  6. Shaw: The Rise of ai16z’s Eliza—Crypto × AI Agents, a $2.5B Valuation, Trending Globally on GitHub

    5 THG 1

    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 giờ 18 phút
  7. Delphi's AI + DePIN Year Ahead 2025

    23/12/2024

    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 giờ 6 phút
  8. Delphi's DeFi Year Ahead 2025

    19/12/2024

    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 giờ 4 phút
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Giới Thiệu

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

Thông Tin

  • Nhà sáng tạo
    The Delphi Podcast
  • Năm hoạt động
    2018 - 2025
  • Tập
    455
  • Xếp hạng
    Thô tục
  • Bản quyền
    © The Delphi Podcast
  • Trang web chương trình
    The Delphi Podcast

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