Investing Frameworks For The Exponential Age | Crypto x AI Event
The Delphi Podcast29 Loka 2024

Investing Frameworks For The Exponential Age | Crypto x AI Event

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


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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/


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Follow the Speakers:


- Kevin Kelly on Twitter/X ► https://x.com/ Kevin_Kelly_II

- Raoul Pal on Twitter/X ► https://x.com/Raoulgmi


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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.

Jaksot(474)

Web3 is Frictionless Collaboration: Stepan Simkin, Co-Founder & CEO of Squads Protocol

Web3 is Frictionless Collaboration: Stepan Simkin, Co-Founder & CEO of Squads Protocol

Continuing our Web3 series, we sit down with Stepan Simkin, Co-Founder and CEO of Squads Protocol, a collaborative infrastructure for Web3 native teams. We dive into how Squads facilitates collaboration, the state of DAOs on Solana, onboarding the next wave of users, and much more! Show Notes: (00:00:00) – Introduction. (00:04:04) – How Squads manages governance. (00:06:12) – Governance in Web3. (00:07:56) – DAO tooling on Solana. (00:13:21) – Squads onboarding process. (00:16:37) – DAOs on Solana. (00:25:16) – Interesting DAO tools. (00:29:22) – Bringing in the next wave of users. (00:39:16) – The future of governance. (00:44:24) – Squads’ roadmap. (00:48:24) – Closing. Social links: Stepan’s Twitter Squads Protocol Twitter Resources: Squads Protocol Website Delphi Podcast Summaries More 📺 Watch Video Interviews 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi's Research 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 Digital 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.

22 Maalis 202250min

BreederDAO: The Metaverse Factory Producing Strategically-Aligned Assets at Scale

BreederDAO: The Metaverse Factory Producing Strategically-Aligned Assets at Scale

In this episode, we sit down with Renz Chong, CEO of BreederDAO, an NFT asset factory for blockchain games. We discuss BreederDAO’s business model, $BREED tokenomics, critiques of the guild model, and much more! Show Notes: (00:00:00) – Introduction & Renz’s background. (00:04:50) – BreederDAO’s business model & tooling. (00:09:27) – Guild partnerships. (00:12:19) – $BREED token. (00:14:25) – BreederDAO’s competitive edge. (00:18:58) – The team & DAO structure. (00:22:27) – Critiques of the guild-model & guilds. (00:26:25) – Thoughts on play-to-earn / play-and-earn. (00:29:28) – Rapid fire questions. (00:37:46) – BreederDAO’s roadmap & closing. Resources: Renz’s Twitter BreederDAO Twitter BreederDAO Discord BreederDAO Website Delphi Podcast Summaries More 📺 Watch Video Interviews 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi's Research 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 Digital 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.

18 Maalis 202240min

Web3 Is Reimagining the Architecture of Applications: Preethi Kasireddy, Founder of DappCamp

Web3 Is Reimagining the Architecture of Applications: Preethi Kasireddy, Founder of DappCamp

Our Web3 series continues with Preethi Kasireddy, Founder of DappCamp, a hands-on experience on how to architect, develop, and scale a Web3 app on Ethereum. We dive into the differences in Web2 and Web3 application architecture including decentralized storage, blockchain querying, L2 solutions and much more. Show Notes: (00:00:00) – Introduction. (00:03:38) – Architecture of Web3 apps. (00:18:38) – Thoughts the future of wallets. (00:21:16) – Decentralized storage. (00:28:31) – Querying the blockchain. (00:33:47) – Aggregating fees for users. (00:37:46) – L2 scaling solutions. (00:42:23) – Cross-chain communication. (00:45:01) – Closing questions. Social links: Preethi’s Twitter DappCamp Twitter Resources: DappCamp Website The Architecture of a Web 3.0 Application Delphi Podcast Summaries More 📺 Watch Video Interviews 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi's Research 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 Digital 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.

16 Maalis 202251min

Web3 Is the Logical Next Version of the Internet: Sahil Bloom, Investor and Co-Founder of The Room Where It Happens

Web3 Is the Logical Next Version of the Internet: Sahil Bloom, Investor and Co-Founder of The Room Where It Happens

Our Web3 series continues with Sahil Bloom, Investor and Co-Founder of The Room Where It Happens. We talk about investing in Web3, differentiating community governance and ownership, onboarding the next generation of users into crypto, and much more! Show Notes: (00:00:00) – Introduction and Sahil’s background. (00:04:23) – XGamesDAO and governance. (00:11:13) – Community ownership and Reddit. (00:16:17) – Investing in Web3. (00:32:17) – Sahil’s Web3 focus. (00:37:32) – Industries ripe for disruption from tokenization. (00:41:43) – Thoughts on NFTs. (00:43:35) – What is Web3? (00:44:51) – Thoughts on Web3 social and closing. Resources: Sahil’s Twitter Sahil’s Website Sahil’s Podcast XGamesDAO Twitter Delphi Podcast Summaries More 📺 Watch Video Interviews 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi's Research 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 Digital 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.

16 Maalis 202248min

MetaMundo: The 3D NFT Marketplace for Building the Metaverse

MetaMundo: The 3D NFT Marketplace for Building the Metaverse

In this episode, we sit down with Mark Studholme and Finn Hansen, Co-founders of MetaMundo, a project empowering 3D creators to shape the open metaverse. We discuss how NFT interoperability is technically achieved, MetaMundo’s 3D NFT marketplace, the functionality of MetaPortal NFTs, and much more! Show Notes:  (00:00:00) – Introduction. (00:09:00) – Technical structure for NFT interoperability. (00:16:20) – Monitoring and integrating upcoming virtual worlds.  (00:17:38) – Marketplace on MetaMundo. (00:19:26) – Going multi-chain.  (00:21:02) – Launching MetaMundo.  (00:24:22) – The functionality of MetaPortals.  (00:26:15) – Rapid fire questions.  (00:40:17) – Closing. Social links:  Mark’s Twitter Finn’s Twitter MetaMundo Twitter Resources:  MetaMundo Website MetaPortal Video Delphi Podcast Summaries More 📺 Watch Video Interviews 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi's Research 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 Digital 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.

11 Maalis 202241min

Web3 is the Dataverse: Danny Zuckerman, Founder of 3Box Labs & Ceramic Network

Web3 is the Dataverse: Danny Zuckerman, Founder of 3Box Labs & Ceramic Network

Our Web3 series continues with Danny Zuckerman, Co-founder of 3Box Labs. 3Box Labs has been building out Ceramic Network, an ecosystem for decentralized data storage and management. We cover data interoperability in Web3, how Ceramic enables data composability, and why the dataverse is the new metaverse. Show Notes:  (00:00:00) – Introduction and Danny’s background. (00:03:20) – Distributed data and storage.  (00:07:13) – What is Ceramic Network?  (00:17:32) – Impact of composable data structures / Owning your own data.  (00:28:43) – The business models of Web3 social.  (00:35:19) – What is Web3?  (00:42:11) – The trade-offs of using Ceramic Network. (00:45:02) – The future of Ceramic Network.  (00:48:33) – Closing. Social links:  Danny’s Twitter Ceramic Twitter 3Box Labs Twitter  Resources:  Ceramic Website  3Box Labs Website Delphi Podcast Summaries More 📺 Watch Video Interviews 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi's Research 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 Digital 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.

9 Maalis 202251min

Web3 is Cryptography for All: Dhadrien, Founder of Sismo Protocol

Web3 is Cryptography for All: Dhadrien, Founder of Sismo Protocol

Our Web3 series continues with dhadrien, Founder of Sismo, a new NFT primitive for private attestations of on and off-chain data. We cover the evolution of the Web3 ethos, the purpose of Sismo and how it works, the future of Web3 identities and privacy, and more!  Show Notes:  (00:00:00) – Introduction. (00:00:58) – dhadrien’s background. (00:10:57) – How Web3 ethos has evolved over time. (00:17:06) – What is Sismo? (00:22:18) – Use cases of Sismo. (00:26:46) – Preserving transparency and privacy. (00:35:46) – What Web3 identity looks like.  (00:39:34) – Web3 vs. Web2 identity.  (00:49:50) – Data & business models in Web3 vs. Web2. (00:56:16) – Closing. Social links:  dhadrien’s Twitter Sismo Twitter Resources:  Sismo Website Sismo Blog What is Sismo (Part1) Delphi Podcast Summaries More 📺 Watch Video Interviews 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi's Research 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 Digital 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.

8 Maalis 20221h 1min

Celestia: The World’s First Modular Blockchain Network

Celestia: The World’s First Modular Blockchain Network

In this episode, we sit down with John Adler, Co-founder of Celestia, the first modular consensus and data network to power scalable and secure Web3 applications. We discuss the rise of blockchain modularity, how Celestia solves the data availability problem, plans to bootstrap the Celestia ecosystem, and much more! Show Notes:  (00:00:00) – Introduction. (00:00:46) – Defining Celestia and modular blockchains.  (00:06:23) – Solving the data availability problem.  (00:21:44) – Ethereum rollups vs. Celestia rollups.  (00:28:27) – Why use Celestia?  (00:39:14) – The importance of decentralization.  (00:43:20) – The future of VMs / execution environments.  (00:52:13) – Protecting rollups from spam/DDoS attacks.  (00:58:39) – Disadvantages of modular blockchains. (01:03:04) – Managing the load on full nodes.  (01:11:15) – Cevmos. Resources:  John’s Twitter Celestia Twitter Celestia Website  Our Research Paper on Celestia Delphi Podcast Summaries More 📺 Watch Video Interviews 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi's Research 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 Digital 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.

4 Maalis 20221h 16min