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 Socially Transparent: Michael McGuiness, Co-founder of gm.xyz

Web3 is Socially Transparent: Michael McGuiness, Co-founder of gm.xyz

Next in our Web3 series, we host Michael McGuiness, Co-founder of gm.xyz, a crypto-native, decentralized, and user-owned social network. We dive into Web3 social networks, key features of gm.xyz, benefits of decentralization, and much more! Show Notes:  (00:00:00) – Introduction. (00:02:53) – Overview of gm.xyz.  (00:14:43) – What is Web3?  (00:21:59) – How Web2 social networks can integrate Web3 elements.  (00:27:19) – Web3 social / Decentralizing gm.xyz.  (00:37:07) – Rapid fire questions.  (00:42:52) – Closing. Resources:  Mike’s Twitter gm.xyz Twitter gm.xyz 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.

2 Maalis 202244min

Web3 is an Opportunity for All Developers: Nader Dabit, Developer Relations Engineer at Edge & Node

Web3 is an Opportunity for All Developers: Nader Dabit, Developer Relations Engineer at Edge & Node

Next in our Web3 series, we have Nader Dabit, a Developer Relations Engineer at The Graph and Edge & Node. Having spent 10 years in the traditional tech world, Nader brings the developers’ perspective of building in Web3 versus Web2. We discuss the “Web3-ification” of Web2 apps, identity management solutions, and much more!  Show Notes:  (00:00:00) – Introduction and Nader’s background. (00:05:56) – Will Web2 embrace Web3? (00:10:44) – Development in Web2 vs. Web3.  (00:17:30) – Most significant user experiences in Web3.  (00:21:43) – The development process in Web3.  (00:35:56) – The Graph. (00:38:02) – Dealing with Identity / Misconceptions about Web3.  (00:42:51) – Maximalism in crypto.  (00:46:38) – The future of wallets / Web3-ification and new paradigms.  (00:54:07) – Closing. Resources:  Nader’s Twitter Edge & Node Twitter Edge & Node Website The Complete Guide to Full Stack Ethereum Development 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.

1 Maalis 202257min

Matt West: The Scientist, Yearn Developer, and DeFi Degen Running For Congress

Matt West: The Scientist, Yearn Developer, and DeFi Degen Running For Congress

Matt West is a scientist, former Yearn developer, and now congressional candidate.  We discuss why he’s running for the U.S. House, thoughts on the state of crypto regulation, and how he intends to improve regulation surrounding blockchain crypto, and the economy of the future.  Show Notes:  (00:00:00) – Introduction and Matt’s background. (00:02:46) – Matt’s journey in crypto.  (00:11:08) – Having conversations about frontier tech. (00:16:57) – What crypto enables for the masses.   (00:21:08) – Crypto pain points that hinder adoption. (00:29:20) – Matt’s playbook for crypto in congress. (00:37:13) – Thoughts on DAOs.  (00:41:30) – Closing.  Resources:  Matt’s Twitter Matt’s 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.

27 Helmi 202247min

Jambo: The Web3 Super App Empowering the Next Generation of Africans

Jambo: The Web3 Super App Empowering the Next Generation of Africans

In this episode, we sit down with James Zhang, Co-founder of Jambo to discuss building the Web3 super app of Africa. We talk about James’ experience of growing up in Africa, challenges with the African market landscape, key partnerships and features on the Jambo app, and much more! Show Notes:  (00:00:00) – Introduction / James’ background. (00:01:57) – Overview of Jambo. (00:08:00) – The experience of building in Africa.  (00:17:20) – Recruiting community leaders. (00:21:12) – Features on the Jambo app.  (00:25:45) – Jambo token utility.  (00:29:06) – Go-to-market strategy and partnerships. (00:36:06) – Key upcoming milestones. (00:40:31) – How people can get involved.  (00:41:29) – Closing questions.  Social links:  James’ Twitter Jambo Twitter Resources:  Jambo 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.

24 Helmi 202250min

Web3 Is Community Ownership: Jess Sloss, Co-Creator at Seed Club

Web3 Is Community Ownership: Jess Sloss, Co-Creator at Seed Club

Continuing our Web3 series, we bring on Jess Sloss, Co-creator of Seed Club, a DAO that builds and invests in communities, to talk about how Web3 is centered around community ownership. We dive into some Seed Club incubated projects, how tokens give power to creators and the community, scaling and mentorship in Seed Club, and much more! Resources:  Jess’ Twitter Seed Club Twitter Seed Club Website Our Previous Interview with Jess Delphi Podcast Summaries More 📺 Watch Video Interviews 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi's Research

23 Helmi 202255min

Web3 Is Describing Interactions In a Verifiable Way: Juan Benet Co-creator of Filecoin and IPFS

Web3 Is Describing Interactions In a Verifiable Way: Juan Benet Co-creator of Filecoin and IPFS

Starting off our Web3 series, we sit down with Juan Benet, Founder of Protocol Labs and Co-creator of IPFS & Filecoin, to talk about how Web3 is modeling the course of value and relationships in the economy in a verifiable way. We dive into why software is going to eat economics and law, the formation of global communities, Web2 incumbents’ reactions, and much more! Resources:  Juan’s Twitter  Juan’s Website What exactly is Web3? Previous interview on Filecoin Delphi Podcast Summaries More 📺 Watch Video Interviews 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi's Research

22 Helmi 20221h 15min

Derek Yoo: Exploring the Moonbeam and Moonriver Ecosystem, the Role of EVM in Multi-Chain, and Use-Cases of Application-Specific Blockchains

Derek Yoo: Exploring the Moonbeam and Moonriver Ecosystem, the Role of EVM in Multi-Chain, and Use-Cases of Application-Specific Blockchains

In this episode, we sit down with Derek Yoo, Co-founder of PureStake, Moonbeam and Moonriver. Moonbeam and Moonriver are generalized EVM-compatible Parachains on Polkadot and Kusama respectively. We dive into the Moonbeam ecosystem, use-cases for application-specific blockchains, building multi-chain dApps, and much more! Social links:  Derek’s Twitter PureStake Twitter Moonbeam Twitter Moonriver Twitter Resources:  PureStake Website Moonbeam Website  Delphi Podcast Summaries More 📺 Watch Video Interviews 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi's Research

20 Helmi 202251min

Stardust: Powering Games in the Metaverse with an Easy API Integration

Stardust: Powering Games in the Metaverse with an Easy API Integration

In this episode, we sit down with Canaan Linder, founder of Stardust, a platform making it easy to create and implement NFTs in games. We discuss Stardust’s core functionality and user experience, building surrounding infrastructure (marketplaces and player wallets), supporting multiple chains, and much more! Resources:  Canaan’s Twitter  Stardust Twitter Stardust Website Delphi Podcast Summaries More 📺 Watch Video Interviews 💬 Follow Delphi Podcast on Twitter ✅ Follow Delphi Digital on Twitter 🧠 Access Delphi's Research

18 Helmi 202249min