The Delphi Podcast

Join Piers Kicks and the Delphi Research team for an in-depth analysis of Web3 gaming's trajectory and what lies ahead in 2025. In this comprehensive discussion, the team unpacks the major developments of 2023-2024, from Off The Grid's groundbreaking console launch to the rise of mobile gaming successes like FableBorn. The conversation explores crucial market dynamics, including funding trends, ecosystem developments, and the evolving relationship between gaming projects and exchanges. The panel dives into the emergence of new distribution models, the impact of AI on gaming, and the potential of user-generated content (UGC) in Web3. With insights from multiple experts, this episode provides a balanced view of both the challenges and opportunities ahead, offering valuable perspective for anyone interested in the intersection of blockchain technology and gaming. 🎯 Key Highlights ▸ The state of Web3 gaming in 2023-24: A deep dive into funding trends, player adoption, and notable launches ▸ Off The Grid's successful console launch marks a major milestone for blockchain gaming adoption ▸ Mobile gaming emerging as a promising frontier with titles like FableBorn showing strong retention metrics ▸ Analysis of ecosystem dynamics with Ronin's growing dominance and new players like Base entering the space ▸ Discussion of token distribution mechanics and exchange dynamics affecting gaming projects ▸ Predictions for 2025 including UGC trends, mobile adoption, and potential market rotations 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Piers' Twitter: @pierskicks ▸ Joe's Twitter: @JACL_e9 ▸ Duncan's Twitter: @freaz7 ▸ Hunter's Twitter: @huntersolaire_ 🔗 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 2023 Overview 03:04 - Positive Surprises in Gaming 07:09 - Funding Dynamics 17:35 - Off The Grid Analysis 22:27 - Platform Strategy Discussion 29:10 - Infrastructure and Ecosystem Analysis 36:36 - Mobile Gaming Developments 53:19 - Exchange Landscape 01:04:24 - AI Impact on Gaming 01:11:17 - 2025 Predictions 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.

Join José Maria Macedo as he dives deep with the Almanak team to explore how AI agents are revolutionizing DeFi and democratizing access to sophisticated trading strategies. 🎯 Key Highlights ▸ The evolution from trading bots to true AI agents with reasoning capabilities ▸ How Almanak's platform enables anyone to build, test, and deploy financial AI agents ▸ Why AI agents could democratize access to sophisticated trading strategies ▸ The intersection of privacy, strategy development, and agent autonomy ▸ Breaking down traditional barriers between alpha creators and capital 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ José's Twitter: https://x.com/zemariamacedo ▸ Michael's Twitter: https://x.com/MichaelAlmanak ▸ Lars's Twitter: https://x.com/0xLars_ 🔗 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 - Introductions & Background 03:11 - What is Almanak? 06:16 - Defining True AI Agents 16:47 - Agent Development Lifecycle 29:08 - Target Users & Market 48:26 - Future of Financial Agents 56:03 - Token Economics & Launch Plans 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.

Join Shaw (Ai16z), Karan (Nous Research), Ethan (MyShell), Somewheresy (CENTS), EtherMage (Virtuals) and Delphi's Tom Shaughnessy for an unprecedented roundtable featuring the brightest minds in crypto AI agents, discussing the evolution of autonomous digital beings and the future of human-AI interaction. 🎯 Key Highlights: ▸ The explosive growth of AI agents on social media and their impact on Web3 ▸ How crypto tokenization drives agent development and community engagement ▸ The power of decentralized model training versus centralized AI platforms ▸ Exploring agent autonomy and the path to AGI ▸ The intersection of AI agents with DeFi and social platforms 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha: ▸ Shaw (ai16Z): @shawmakesmagic ▸ Karan (Nous Research): @karan4d ▸ Ethan Sun (MyShell): @ethan_myshell ▸ Somewheresy (CENTS): @somewheresy ▸ EtherMage (Virtuals): @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 Timestamps: 00:00 - Introductions and Team Backgrounds 04:29 - Most Innovative Agents Discussion 15:11 - Agent Architecture and Development 27:48 - Testing in Production vs Safety 39:10 - Future of Agent Capabilities 01:01:03 - Alignment and Human Integration 01:25:36 - Industry Predictions and Outlook 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.

Discover how AI is revolutionizing crypto as Yan Liberman sits down with Dylan Zhang, co-founder of Pond AI, to explore the intersection of AI and blockchain technology. Learn about graph neural networks, dynamic DeFi structures, and the future of decentralized AI infrastructure! 🎯 Key Highlights ▸How Graph Neural Networks (GNNs) differ from Large Language Models (LLMs) ▸The journey from single models to a decentralized model layer ▸Achieving 92% accuracy in detecting malicious behaviors ▸Revolutionary approach to dynamic fee structures in DeFi ▸The future of AI agents and model ownership in crypto 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Yan's Twitter: https://x.com/yanliberman ▸ Dylan's Twitter: https://x.com/ThinksDylan 🔗 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 & Crypto Journey 02:44 - DeFi with AI 05:13 - GNNs vs LLMs 15:11 - Platform Evolution 26:42 - AMMs & Dynamic Fees 39:10 - Future Roadmap 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.

Join Pondering Durian as he explores the future of multi-agent systems with David Minarsch, co-founder of Valory AG and core contributor to OLAS. This deep dive covers: - Why autonomous agents will drive blockchain adoption before humans - The case for decentralized multi-agent systems over monolithic AI - How OLAS enables user-owned vs rented AI capabilities - The unique "Proof of Active Agent" mechanism for coordinating agent activity - Building open agent economies from DeFi to prediction markets - Creating data flywheels between agent activity and model training - The path toward general-purpose autonomous AI agents The discussion provides valuable insights into how decentralized networks could enable user-owned AI agents that do valuable work autonomously, rather than just serving as co-pilots. "We want to give people general purpose, autonomous AI agents that do valuable things for them as they define." - David Minarsch Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Pondering Durian on Twitter/X ► https://x.com/ponderingdurian - David Minarsch on Twitter/X ► https://x.com/david_enim --- Chapters 0:00 Sponsor introduction: OLAS and others 0:49 Guest intro: David Minarsch, co-founder of Valerie Ag 1:21 Future shape of AI: Million models vs hyperscale models 3:03 David's background and OLAS team 6:26 Multi-agent systems explained: Agents vs Models 11:50 Web architecture evolution and data silos 21:00 Agent frameworks' impact on blockchain ecosystems 24:59 Rapid fire: Overrated vs Underrated 29:06 OLAS vs Competition: Key differentiators 34:12 Are agent protocols winner-take-all? 39:26 Current and future OLAS use cases 45:11 Infrastructure gaps and challenges 47:25 Closing remarks and how to try OLAS Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Join Anil Lulla (Delphi Digital) and Ninad Naik (Mira) as they explore how to move AI from co-pilot to autonomous systems through enhanced reliability. Key topics include: - Why current AI is limited to low-consequence tasks and human oversight - How Mira's decentralized verification network reduces error rates from 30% to sub-5% - Using crypto incentives to build trustworthy, autonomous AI systems - The journey from batch processing to real-time verification - Targeting education and medical sectors as initial use cases - Building Web3 infrastructure that solves real Web2 problems This conversation examines Mira's vision for making AI reliable enough to move beyond human supervision and into production-grade autonomous systems. "When you think about the key challenges from any builder's perspective... we're trying to solve for how do you make AI more reliable?" - Ninad Naik Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Anil Lulla on Twitter/X ► https://x.com/anildelphi - Ninad Naik on Twitter/X ► https://x.com/_ninadn --- Chapters 0:00 Sponsor introduction: OLAS and other sponsors 0:50 Introduction with Anil Lulla from Delphi Digital 2:21 Ninad's background: Experience at Amazon and Uber 3:30 Current state of AI and its challenges 7:21 Core issues with AI reliability 9:15 Approaches to reducing AI error rates 13:10 Discussion of latency challenges and batch processing 17:56 Using crypto concepts for AI verification 20:44 Risks and challenges in crypto-AI integration 22:53 Go-to-market strategy and target sectors 24:49 Future of AI models: Foundation vs Fine-tuned 29:50 Handling subjective information verification 34:16 Model consensus and bias management 37:13 Partnerships and future outlook for Mira 40:11 Bridging Web2 and Web3 in AI 42:30 Crypto adoption challenges in AI industry 45:51 Discussion of Web2 demand confidence 46:48 Closing remarks and how to follow Mira Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Are Crypto AI tokens just vapourware? Join Jose Maria Macedo (Delphi) for this high-stakes debate with Kyle Samani (Multicoin Capital) and Emad Mostaque (Stability AI) to explore: - The current state of decentralized GPU marketplaces - The role of data DAOs and IP rights in AI development - Viability of decentralized training and inference - The future of AI agents and identity systems - Which crypto AI verticals show real promise vs hype This candid discussion separates signal from noise in the rapidly growing crypto AI sector, examining where true value creation is happening and which areas may be getting ahead of themselves. "I think we're seeing a weird nexus of crypto hype and AI hype happening at the same time...they're not going through the standard development process." - Emad Mostaque Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - José Macedo on Twitter/X ► https://x.com/zemariamacedo - Emad Mostaque on Twitter/X ► https://x.com/emostaque - Kyle Samani on Twitter/X ► https://x.com/kylesamani --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:50 Introducing Panel and Debate Setup 01:58 Kyle on GPU Marketplaces and Infrastructure 04:23 Evaluating Different Crypto AI Sectors 06:41 Current State of the Crypto AI Market 10:37 Core Benefits of Crypto for AI Development 14:41 Talent Migration into Crypto AI 20:25 The Mimetic Value of Crypto AI 24:36 Deep Dive: Decentralized GPU Marketplaces 33:13 Game Theory of Open Source AI 41:38 Discussion on Data and Data DAOs 48:40 Private Data and Expert Knowledge 52:11 Rapid Fire: Key Sectors Analysis 54:33 The Future of AI Agents 58:11 Identity and Final Thoughts Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Dive deep into IOnet, the world's largest decentralized AI compute network, with Pondering Durian (Delphi Digital) and Torrey Green, CEO of IOnet. This engaging discussion covers: - How IOnet is disrupting the $2.5 trillion cloud computing market - IOnet's unique "decentralized clustering" approach enabling global supercomputers - Growth strategies and roadmap to become the leading AI compute provider The conversation explores how decentralized networks like IOnet provide cheaper, more flexible compute without the constraints of centralized cloud providers. Discover why execution is key as IOnet aims to replace AWS through demand generation, upgraded offerings, and a world-class team recruited from web2 giants. Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Pondering Durian on Twitter/X ► https://x.com/ponderingdurian - Tory Green on Twitter/X ► https://x.com/mtorygreen --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:50 Introduction of Tory Green, CEO of IO.net 01:29 Tory's Background and Path to IO.net 04:07 Competitive Advantage vs Incumbents 06:48 The Theory of Disruption 08:40 IO.net's Differentiation: Decentralized Clustering 11:47 Growth and Customer Acquisition Strategy 14:37 Enterprise Adoption and Security 17:18 Supply Chain and GPU Market Analysis 20:11 Rapid Fire: Overrated vs Underrated 25:32 Future of Decentralized Training 27:09 Edge Computing and Network Flexibility 31:31 IO.net's Future Roadmap 35:18 Long-term Vision and Goals 38:01 Closing Thoughts on AI's Impact Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

The Six Year Window: Making Money in the Exponential Age - A wide-ranging conversation between Kevin Kelly (Delphi Digital) and Raoul Pal exploring investment frameworks for an AI-driven future. In this thought-provoking discussion, macro investor Raoul Pal shares his thesis on why we have roughly six years until AI and other exponential technologies fundamentally reshape the economy and society. Key insights: - Traditional macro investing frameworks may become obsolete as AI reshapes economic fundamentals - The next 6 years represent a critical window to position for the new economic paradigm - Technology and crypto represent the primary vectors for capturing value in the exponential age - The intersection of AI and blockchain could enable new forms of economic activity and value creation "We've got about six years, I put 2030 as a rough date when we don't begin to understand how anything works. And so therefore I would like to be on the other side of that protected." — Raoul Pal Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Kevin Kelly on Twitter/X ► https://x.com/ Kevin_Kelly_II - Raoul Pal on Twitter/X ► https://x.com/Raoulgmi --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:49 Introduction with Raoul Pal 01:53 The Exponential Age Thesis 04:28 Impact of AI on Economic Growth 08:05 Future of Markets and Investment Returns 11:47 AI, UBI, and Economic Transformation 14:10 The Future of Money in an AI World 17:41 Blockchain and AI Integration 21:43 Traditional Investors' Understanding of AI 24:43 Government and Regulatory Response 30:02 Investment Framework Evolution 34:12 High Conviction Investment Bets 39:43 Personal Portfolio Strategy 41:15 Tesla and Tech Stock Analysis 44:49 Elon Musk's Master Plan 49:06 Rapid Fire: Underrated vs Overrated 54:26 Future of Media and Personal AI 59:45 Closing Thoughts and Contact Information Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Welcome to Delphi’s Crypto x AI Demo Day, showcasing some of the innovative teams building at the intersection of crypto and AI. Watch exciting product demonstrations spanning payment rails, DeFi agents, smart contract security, and more. In the final week of Delphi's Crypto x AI Month, we turn the spotlight to builders who are actively developing applications that explore new possibilities. See firsthand how teams are combining blockchain and AI to create practical solutions for real-world challenges. The Demo Day lineup includes: - Venice - private and uncensored alternative to the popular AI apps - Daisy - Daisy makes custom AI easy - Testmachine - AI powered Smart Contract Security - Skyfire - Visa for AI Agents - Almanak - End to end platform for financial AI agents - Rivalz - World abstraction layer for AI agents Part of our comprehensive virtual conference featuring 40+ industry leaders in panels, debates, and deep-dive discussions. Access the full lineup of Crypto x AI Month content here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Chapters: 00:00 Intro 01:45 Venice AI 07:50 Almanak 13:04 Daisy AI 18:18 Testmachine 22:48 Skyfire 26:08 Rivalz 29:43 Outro Disclosure: All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

In this thought-provoking discussion with Can Gurel (Delphi), the NEAR co-founders share insights on Illia's work co-authoring the groundbreaking "Attention is All You Need" paper that introduced transformers, their vision for user-owned AI and democratizing access to AI capabilities and more. Key insights include: - How NEAR's original focus on AI developer tools led them to discover the need for better payment infrastructure for distributed workforces - Their framework for user-owned AI that optimizes for individual success rather than platform profits - Technical challenges and solutions for distributed AI training and inference - The importance of private computing for enabling user-controlled AI systems The conversation provides valuable perspective on the intersection of AI and crypto from pioneers who have worked at the cutting edge of both fields, offering insights into how decentralized technologies could enable more democratic and user-centric AI development. "The reality is we kind of have like a little bit of a model that some data we don't want to share... Your assistant will be able to help you with filing your taxes and finding ways to file receipts for expenses, and it will need to have access to all of this. What you don't want is all of this data end up leaking or showing up in somebody else's chat." — Illia Polosukhin, NEAR Protocol Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Can Gurel on Twitter/X ► https://x.com/cannngurel - Illia Polosukhin on Twitter/X ► https://x.com/ilblackdragon - Alex Skidanov on Twitter/X ► https://x.com/alexskidanov --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:48 Introduction of Illia and Alex from NEAR 03:11 Origins of the Transformers Paper 08:07 Discussion on LLMs and Model Understanding 11:05 Alpha Go and Self-Improvement in AI 15:16 NEAR's Evolution from AI to Blockchain 19:37 The Story Behind NEAR's Foundation 26:32 Vision for User-Owned AI 30:31 Analysis of the Crypto-AI Stack 35:28 Data Labeling and Trust Systems 39:33 Private Inference and Edge Computing 44:17 User Privacy and Trust in AI 47:44 Edge Computing Challenges 49:54 Novel Data Sources and Synthetic Data 52:40 AI Agent Security and DeFi Applications 58:43 Formal Verification in AI Systems 1:03:14 Distributed Training Challenges 1:11:04 AI Talent and Crypto Industry 1:13:44 Rating Future Technologies and Closing Thoughts Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

A discussion with Nick Emmons (Allora) and Himanshu Tyagi (Sentient) examining different approaches to coordinating AI development through decentralized networks. Allura focuses on coordinating multiple models to achieve specific objectives, while Sentient works on open-source model development and value attribution through cryptographic techniques. Key topics include: - The evolution from Twitter bots to sophisticated AI agents in crypto - Different approaches to model coordination and incentivization - Technical deep-dive into Open Monetizable Loyal (OML) models - Trust verification and cryptographic solutions for AI deployment - The complementary roles of model aggregation and model development - The intersection of crypto infrastructure and AI trustworthiness - Future implications for decentralized AI development The conversation explores the relationship between AI model development, cryptographic systems, and economic incentives, examining how different projects approach the challenges of building coordinated AI systems. "I think crypto networks are fundamentally means of turning different nebulous resources into more kind of tangible digital commodities." — Nick Emmons, Allora Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Michael Rinko on Twitter/X ► https://x.com/mrink0 - Nick Emmons on Twitter/X ► https://x.com/nick_emmons - Himanshu Tyagi on Twitter/X ► https://x.com/hstyagi --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:48 Discussion of AI Twitter Bots and Market Impact 04:28 The Role of Agents in Crypto Systems 06:54 Evolution of AI Agent Integration 11:46 Understanding Coordination Networks 14:21 Building Model Coordination Solutions 16:19 Initial Use Cases and Development Focus 22:28 Comparison with BitTensor Approach 25:06 Deep Dive into OML Technology 32:39 Trust and Verification in AI Systems 36:40 Objective-Centric AI Paradigm 39:07 Sentient's Complementary Approach 42:10 Current Constraints and Future Development 44:27 The Future of Crypto AI Integration 47:12 Closing Thoughts Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Research, which makes no representations or warranties of any kind in connection with the contained subject matter. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Top experts debate the convergence of AI and crypto, exploring how decentralized technologies and incentive structures can drive AI innovation. In this panel discussion hosted by Yan Liberman as part of our Crypto x AI virtual conference, industry leaders share insights on: - The decentralized AI stack from compute and data to applications - Leveraging crypto primitives to coordinate and incentivize key AI resources - Demand-side considerations and potential use cases for decentralized AI - The relationship between network utility, speculation, and value in AI tokens - Advantages of decentralized infrastructure and crypto-economic models for AI - Experiments with autonomous AI agents utilizing novel economic rails - Regulatory environment impact on DeAI network development - Current state of crypto AI ecosystem and future evolution Panelists include: - Shayon Sengupta (Multicoin Capital) - Marc Weinstein (Mechanism Capital) - Anand Iyer (Canonical Crypto) - Ed Roman (Hack VC) The wide-ranging discussion covers the frontier of decentralized AI from deep dives on decentralized computing resources to the long-term potential of AI agents exhibiting autonomous economic behavior. The panel explores the opportunities and challenges in harnessing crypto networks and incentive structures to enable open, decentralized AI systems and innovation. Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Yan Liberman on Twitter/X ► https://x.com/yanliberman - Anand Iyer on Twitter/X ► https://x.com/ai - Ed Roman on Twitter/X ► https://x.com/ed_roman - Shayon Sengupta on Twitter/X ► https://x.com/shayonsengupta - Marc Weinstein on Twitter/X ► https://x.com/warcmeinstein --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:52 Panel Introduction and Topic Overview 04:48 Understanding the Crypto AI Stack 07:05 Crypto and AI as Opposing Technologies 11:12 Data and Compute Infrastructure 15:32 Capital Formation and Market Dynamics 20:25 Token Design and Value Accrual 25:00 Current Liquid Market Landscape 31:46 Evolution of Attention vs Utility 35:28 AI Agent Market Development 41:59 Defining AI Agents and Their Capabilities 47:36 Discussion on GOAT and Autonomous Agents 52:40 Future Timeline and Closing Thoughts Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol. Although our guest this week is an Investment Partner of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin’s investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice.

How will specialized AI agents collaborate to outperform general AI? - A deep dive into Theoriq's vision for decentralized agent collectives with founder Ron Bodkin, former Google Cloud CTO office lead. This in-depth conversation between Luke Saunders and Ron Bodkin explores: - Why specialized agent collectives may outperform general AI systems - The technical foundations of agent collaboration and evaluation - How Theoriq enables permissionless agent development and discovery - The role of decentralization in ensuring safe and ethical AI development - Future implications for autonomous AI systems and agent coordination - Insights from Ron's experience at Google, Teradata, and Vector Institute The discussion provides valuable perspective on how decentralized networks of specialized AI agents could provide an alternative to centralized AI development, with a focus on modular, community-driven innovation and proper governance structures. Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: Luke Saunders on Twitter/X ► https://x.com/lukedelphi Ron Bodkin on Twitter/X ► https://x.com/ronbodkin --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:52 Introduction of Ron Bodkin, Founder of Theoriq AI 01:17 Ron's Background in AI and Big Data 04:28 Ron's Experience at Google and AI Development 07:35 The Impact of Transformers and GPT-3 on AI 11:32 Defining AI Agents and Their Capabilities 15:31 The Concept of Agent Collectives 18:38 The Future of AI and AGI 25:00 Concerns About AI Safety and Development 28:23 Overview of Theoriq AI's Agent Base Layer 30:54 Evaluators in Theoriq's System 34:08 Permissionless Nature of Theoriq's Platform 36:14 Developer Experience and SDK for Theoriq 39:33 Optimizers and Agent Collectives 41:48 Future of Autonomous AI Agents 44:22 Discussion on Truth Terminal and AI Autonomy 47:34 Call to Action and Closing Remarks Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.

Why do AI agents need crypto for payments? - Leading builders explore how blockchain could become the default payment infrastructure for the emerging AI agent economy. This in-depth conversation between Can Gurel (Delphi) and industry experts features: - Craig DeWitt (Skyfire) - Don Gossen (Nevermind) - Yuga Cohler (Coinbase) Key topics include: - Why traditional payment rails are insufficient for AI agent transactions - The emergence of agent-to-agent commerce and micropayments - How crypto enables programmatic, instant, and global payments - The evolution of shopping experiences in an AI-driven economy - Different payment patterns between human-agent and agent-agent interactions - Security and reliability considerations for autonomous AI payments The discussion provides valuable insights into how crypto infrastructure could facilitate millions of AI agents transacting in real-time, and explores the technical and business challenges of building payment rails for the next generation of autonomous systems. Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital. Crypto x AI Month is free and open to everyone thanks to the support from our sponsors: https://olas.network/ https://venice.ai/ https://near.org/ https://mira.foundation/ https://www.theoriq.ai/ --- Follow the Speakers: - Can Gurel on Twitter/X ► https://x.com/cannngurel - Don Gossen on Twitter/X ► https://x.com/dongossen - Craig DeWitt on Twitter/X ► https://x.com/cryptocwby - Yuga Cohler on Twitter/X ► https://x.com/yugacohler --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:52 Panel Introduction and Topic Overview 05:17 The Problem: Why Existing Payment Solutions Aren't Suitable for AI Agents 14:06 Regulatory Challenges and KYC for AI Agents 22:12 Authentication and Verifiability in AI Agent Transactions 26:00 Network Effects and First Mover Advantage in AI Payments 38:29 Biggest Opportunities in AI Agent Payments 48:02 The Future of Shopping Cart Experience with AI Agents 1:02:46 Types of Payments Involving AI Agents 1:10:23 Reliability and Security Concerns with AI Agents 1:20:41 The Role of Humans in AI Agent Transactions 1:26:53 Closing Remarks Disclaimer All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.