Mike Dudas (6MV): Pump.Fun, One of the Greatest Seed Investments Ever

Join Tom Shaughnessy as he hosts Travis Good, CEO and co-founder of Ambient, for a deep dive into the world's first useful proof-of-work blockchain powered by AI. Fresh out of stealth, Ambient reimagines the intersection of crypto and AI by creating a decentralized network where mining secures the chain through verified AI inference on a 600B+ parameter model.🎯 Key Highlights▸ Ambient's vision for a decentralized currency representing a unit of machine intelligence▸ How mining incentivizes global participation in a single model's continuous improvement▸ The power of reasoning traces and synthetic data to create a "world's RL gym"▸ Verified inference as the foundation for trustless AI composability▸ The philosophical importance of open, decentralized AI vs. corporate controlled models▸ How the economics of ambient create new possibilities for an AI-driven world▸ Deep analysis of the geopolitical shifts in AI development with Chinese open source models💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔🧠 Follow the Alpha▸ Tom's Twitter: @Shaughnessy119▸ Travis's Twitter: @IridiumEagle▸ Ambient's Twitter: @ambient_xyz🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://twitter.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Introduction to Ambient02:00 - The Vision: Currency for Machine Intelligence05:00 - Convergence of AI Models and Democratizing Access08:45 - Mining with GPUs to Improve the Network's Model11:30 - The Power of Reasoning Traces and Synthetic Data16:45 - Size Matters: High IQ Models and Fine-Tuning23:15 - Speed and Performance: Building on Solana's Foundation27:30 - Supporting Different Hardware Configurations34:20 - Network Governance and Model Upgrades38:00 - The Importance of Verified Inference43:40 - The Problems with Centralized AI Models53:00 - The Vision for an Ambient-Powered Economy59:30 - The Future of Open Source Models01:04:15 - Response to Leopold's "Situational Awareness"01:13:30 - Privacy and Transaction Design01:19:00 - Denominating Real Business in Ambient01:25:00 - The Path Forward for Decentralized AIDisclaimerThis 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.

7 Huhti 1h 31min

Join Tom Shaughnessy as he hosts Ben Fielding, co-founder of Gensyn Network, for an in-depth exploration of decentralized AI infrastructure and the future of machine learning. From Gensyn's evolution as a low-level infrastructure platform to its revolutionary approach with RL Swarm, the conversation covers transformative developments in distributed computing, model training, and the philosophical implications of AI development.🎯 Key Highlights▸ Gensyn's approach to agnostic, low-level AI infrastructure designed to transcend trends▸ Transition from vertical to horizontal scaling in AI computing systems▸ The limitations of centralized hyperscaler data centers and how Gensyn provides an alternative▸ Deep dive into RL Swarm: enabling peer-to-peer reinforcement learning at scale▸ The philosophical importance of open, personalized AI models vs centralized systems▸ Exploration of AI's future: parameter space, model communication, and verification▸ Vision for how decentralized AI can democratize machine learning technology💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔🧠 Follow the Alpha▸ Tom's Twitter: @shaughnessy119▸ Ben's Twitter: @fenbielding🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://twitter.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Introduction to Gensyn Network01:29 - Building AI-Agnostic Infrastructure05:00 - Vertical vs Horizontal Scaling in AI10:50 - Limitations of Centralized Data Centers17:42 - Gensyn's Core Components and Vision20:45 - The Internet as Parameter Space28:00 - Execution, Communication, and Verification34:42 - RL Swarm: Decentralized Reinforcement Learning41:30 - Model Communication and Improvement48:46 - Testnet and Persistent Identity53:56 - Preserving Model Personalization59:42 - Open vs Closed Source Models01:05:30 - The Future of AI Development01:11:20 - Value Capture in AI and Final ThoughtsDisclaimerThis 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.

31 Maalis 1h 18min

Join Piers Kicks as he hosts Jeffrey "Jiho" Zirlin of Sky Mavis for an exploration of Ronin's evolution from Axie Infinity's scaling solution to becoming the premier gaming chain, now on the cusp of going permissionless with an impressive ecosystem of curated titles.🎯 Key Highlights▸ Journey from Axie to Ronin infrastructure▸ Analysis of curated publishing strategy▸ Discussion of play-to-earn evolution▸ Insights into game economy design▸ Vision for permissionless future▸ Perspective on traditional gaming integration💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔🧠 Follow the Alpha▸ Piers's Twitter: @pierskicks▸ Jeffrey's LinkedIn: https://www.linkedin.com/in/jeffzirlin🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://twitter.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Introduction01:01 - Ronin History04:42 - Publishing Strategy08:24 - Ecosystem Growth11:20 - Market Timing14:47 - Community Building17:24 - Founder Selection22:26 - Infrastructure Vision26:12 - Token Innovation29:57 - Play-to-Earn Evolution34:18 - AI Integration39:27 - Future Vision42:16 - IP Integration46:36 - Builder Advice51:23 - Development Stories54:17 - Metaverse Outlook57:16 - Gaming Favorites59:44 - Book RecommendationsDisclaimerThis 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.

10 Helmi 1h 3min

Join Piers Kicks as he hosts Daryl Xu, founder of B3, for an exploration of how they're building the optimized Layer 3 solution for gaming on Base, creating the homepage for on-chain gaming, and revolutionizing gaming infrastructure through innovative economic incentives. 🎯 Key Highlights ▸ Evolution from Coinbase and Base to B3 ▸ Deep dive into game chain strategy ▸ Analysis of B3 token utility and economics ▸ Discussion of regulatory impact on gaming ▸ Insights into developer incentives ▸ Vision for on-chain gaming infrastructure 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Piers's Twitter: @pierskicks ▸ Daryl's Twitter: @darylX24 🔗 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 01:09 - Career Background 02:54 - Gaming Focus 05:08 - Team Structure 08:47 - Infrastructure Vision 12:25 - Product Overview 17:08 - Game Chain Strategy 21:26 - Developer Relations 26:12 - Token Economics 31:38 - DAO Governance 34:16 - Foundation Strategy 42:12 - Regulation Impact 48:27 - Building Philosophy 54:46 - Market Outlook 59:32 - Digital Experience 01:03:09 - Book Recommendations 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.

7 Helmi 1h 5min

Join Anil Lulla as he hosts Krish Jagirdar and Jordan Lejuwaan, co-founders of RekTech (formerly Internet Game), for an exploration of their vision to create the world's biggest game show, revolutionizing interactive entertainment through simple yet engaging games with significant prizes. 🎯 Key Highlights ▸ Evolution from Internet Game to RekTech platform ▸ Deep dive into accessible gaming mechanics ▸ Analysis of crypto-native community building ▸ Discussion of brand partnerships and expansion ▸ Insights into game design philosophy ▸ Vision for future digital entertainment 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔 🧠 Follow the Alpha ▸ Krish's Twitter: @CaesarREKTECH ▸ Jordan's Twitter: @lejuwaan_ ▸ Anil's Twitter: @anildelphi 🔗 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 01:18 - RekTech Overview 03:55 - Market Positioning 06:38 - Target Audience Discussion 09:08 - Gaming Philosophy 13:34 - Social Integration 16:58 - Community Building 23:12 - Partnership Strategy 26:10 - Internet Game History 31:12 - Evolution Story 34:43 - Future Vision 39:46 - Brand Partnerships 42:29 - Growth Strategy 48:27 - Building Philosophy 54:15 - Final 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.

6 Helmi 55min

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.

31 Tammi 1h 23min

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.

29 Tammi 54min

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.

28 Tammi 47min