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

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


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🧠 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.

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Soulbound Tokens: The Basis of a Decentralized Society w/ Glen Weyl

Soulbound Tokens: The Basis of a Decentralized Society w/ Glen Weyl

In this episode, we dive into Soulbound Tokens (SBTs) with Glen Weyl, Co-author of Decentralized Society: Finding Web3’s Soul. We discuss the definition of souls & SBTs, the concerns around SBTs, the range of its potential uses, and much more. Glen Weyl is a Political Economist and Principal Researcher at Microsoft, the Founder of RadicalxChange Foundation, and Co-author of Radical Markets. Show Notes: (00:00:00) – Glen’s background. (00:02:45) – Introduction to SBTs. (00:06:55) – The what and why of SBTs. (00:17:53) – Standardization of SBTs. (00:21:35) – Potential use-cases for SBTs. (00:32:54) – Unlocking the creator economy. (00:40:46) – What are souls? (00:43:09) – Concerns about SBTs. (00:46:26) – Countering malicious SBTs. (00:49:43) – Key recovery tools. Resources: Glen’s Twitter Decentralized Society: Finding Web3’s Soul Glen’s Website Vitalik on Soulbound Tokens 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.

26 Heinä 202256min

Civitas: A Play and Earn Community-Driven 4X Strategy Game

Civitas: A Play and Earn Community-Driven 4X Strategy Game

In this episode, we sit down with Kent Byers, CPO of Civitas, a play & earn community-driven 4X strategy game. We dive into Civitas gameplay, Kent’s thoughts on Web3 gaming, critiques of crypto games, and much more! Show Notes: (00:00:00) – Kent’s background. (00:09:01) – What is Civitas? (00:12:07) – Views on Web3 gaming. (00:17:38) – Overview of gameplay. (00:29:44) – The Civitas team. (00:35:15) – Building enduring economies. (00:39:01) – Critiques of crypto games. (00:44:45) – SubDAOs and espionage. (00:50:20) – Civitas roadmap. (00:52:26) – Rapid fire questions. Social links: Kent’s Twitter Civitas Twitter Resources: Civitas Website Civitas Whitepaper Civitas Linktree 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.

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Killroy Was Here: Secret Network’s First Feature Film NFT w/ Kevin Smith

Killroy Was Here: Secret Network’s First Feature Film NFT w/ Kevin Smith

In this episode, Tommy Shaughnessy and Nick Steenstra host Kevin Smith (Director of Clerks, Dogma and Tusk) and Guy Zyskind (Co-founder of Secret Network) to discuss Kevin’s new film Killroy Was Here, the first feature film released as an NFT on Secret Network. We cover ownership rights for Killroy NFT holders, Hollywood coming to Web3, bringing up the next generation of filmmakers, and much more. Show Notes: (00:00:00) – Introduction / Kevin’s history in Web3. (00:04:47) – Secret Network’s Unique NFT mechanisms. (00:11:10) – How Web3 clicked for a traditional film director. (00:21:12) – Ownership and rights for Killroy NFT holders. (00:28:45) – Bringing up the next generation of filmmakers. (00:36:45) – On community funding and making Moose Jaws. (00:41:08) – Hollywood coming to Web3. (00:47:05) – Revenue and governance of Web3 films. (00:57:41) – Relating with the audience. (01:11:10) – Privacy with NFTs on Secret Network. (01:16:20) – Separation of funds and creativity. (01:20:14) – Advice for filmmakers starting in Web3. (01:22:12) – How to get a Killroy Was Here NFT. Social links: Kevin Smith's Twitter Guy Zyskind's Twitter Killroy Was Here Twitter Secret Network Twitter Resources: Killroy Was Here Website Secret Network Website Legendao Discord 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.

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Ethereum & Celestia: Designing Modular Stacks

Ethereum & Celestia: Designing Modular Stacks

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11 Heinä 20221h 7min

Navigating the Challenges of Crypto Regulation w/ SEC Commissioner Hestor Peirce

Navigating the Challenges of Crypto Regulation w/ SEC Commissioner Hestor Peirce

In this episode, Tommy Shaughnessy and Sarah Brennan, sit down with Hester M. Peirce, Commissioner of the SEC to dive into the crypto regulatory landscape. We discuss the role of the SEC, defining decentralization, Commissioner Peirce’s Token Safe Harbor proposal, and much more! Show Notes: (00:00:00) – Introduction and disclaimer. (00:01:00) – The role of the SEC in crypto regulation. (00:06:42) – Developers avoiding the United States. (00:11:17) – Thoughts on decentralization and technology. (00:16:26) – The Token Safe Harbor Proposal. (00:21:23) – Accredited investor laws & affecting change. (00:27:31) – Critiques of crypto / Defining decentralization. (00:38:06) – Motivation for being commissioner. (00:44:58) – Balancing the SEC Mandates. (00:50:48) – Other countries' regulations & global coordination. (00:57:59) – Closing. Resources: Commissioner Peirce’s Twitter Commissioner Peirce’s Biography Token Safe Harbor Proposal 2.0 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.

7 Heinä 202259min

The State of the NFT Market w/ Andy Chorlian

The State of the NFT Market w/ Andy Chorlian

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Is the Future of Blockchain Interoperability Optimistic? w/ Arjun & Anna

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