The Delphi Podcast

The Delphi Podcast

Conversations with Crypto Gigabrains. Hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures

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José Macedo and Pondering Durian: The Birth of Delphi Intelligence

José Macedo and Pondering Durian: The Birth of Delphi Intelligence

Join Tommy Shaughnessy as he hosts Pondering Durian (Lead at Delphi Intelligence) and José Macedo (Co-Founder at Delphi Labs & Founding Partner at Delphi Ventures) to introduce Delphi Intelligence — Delphi’s new open research initiative focused on artificial intelligence. Learn why Delphi is going deep into frontier models, robotics, reinforcement learning, and the intersection of crypto and AI, and how this initiative aims to uncover transformative opportunities across emerging tech.Delphi Intelligence: https://www.delphiintelligence.io/🎯 Key Highlights▸ Why Delphi pivoted to AI after years in crypto research and investing.▸ Inside Delphi Intelligence: free, high-quality research on AI, RL, robotics, and more.▸ How the team blends deep research with deal sourcing — like early crypto days.▸ The three phases of AI scale: pretraining, inference, and the RL renaissance.▸ José and PD on decentralizing RL and building “The World’s RL Gym.”▸ The case for open AI: modular design, public reasoning, and collaboration.▸ How LLMs are learning to “think longer” — and what it means for training.▸ Open-source vs. proprietary AI — and China’s growing lead in open models.▸ Why José believes AGI may already be here with GPT-4o.▸ Where early AI startups can still win — from robotics to edge hardware.▸ Why this AI moment feels like crypto in 2017 — and why it’s still early.▸ The team’s views on AI safety vs. acceleration, including visits to Anthropic.▸ A geopolitical view: US vs. China in AI, talent flows, and capital differences.▸ What the next “Mag 7” of AI could be — and why Big Tech might not lead.▸ How Delphi plans to find early winners in AI, like they did in crypto.💡 Subscribe for more crypto & AI insights! 🔔🧠 Follow the Alpha▸ Delphi Intelligence's Twitter: @delphi_intel▸ PD's Twitter: @PonderingDurian▸ José's Twitter: @ZeMariaMacedo🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: https://x.com/delphi_digital💼 LinkedIn: https://www.linkedin.com/company/delphi-digital/🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Introduction to Delphi Intelligence01:30 - Why AI Feels Like Crypto in 201703:30 - The AI Research Gap Delphi Aims to Fill06:30 - Robotics Deep Dive: Humanoids vs. Specialization10:00 - AI’s Impact on Traditional Tech Moats14:30 - Can the Mag 7 Be Disrupted by AI Labs?17:00 - Google, Meta, OpenAI, and the Race for Interface21:00 - Crypto as a Hedge Against AI-Driven Inequality24:00 - Safety vs. Acceleration: Anthropic vs. OpenAI28:00 - China’s Open-Source AI Strategy31:30 - Zero-to-One vs. One-to-X Innovation Models35:00 - Open-Source Models: Strategic or Suicidal?38:00 - Early-Stage Edge: Where Startups Can Win42:00 - Verticalized AI Apps, Context Engineering, and GPTs46:00 - US vs. China in Robotics: Software vs. Hardware50:00 - The Role of Simulation, Sensors, and Real-World Feedback53:00 - Delphi’s Dual Approach: Deep Research + Early Deal Flow55:00 - The Vision for Delphi Intelligence 10 Years OutDisclaimerThis 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.

21 Jul 57min

Dev.Fun: Leading AI Vibe Coding Platform on Solana with 20,000+ Applications Live

Dev.Fun: Leading AI Vibe Coding Platform on Solana with 20,000+ Applications Live

Join Tommy Shaughnessy as he dives into the world of Dev.Fun with founders Devlord and Robi. Dev.Fun is revolutionizing app creation by enabling anyone — regardless of technical background — to build and launch applications using AI-powered vibe coding. Learn how the team is merging Web3, tokens, and consumer apps to create a decentralized ecosystem of user-generated tools, games, and communities. They cover technical architecture, distribution strategies, monetization paths, and why Solana is their chain of choice.Explore how Dev.Fun is pushing the boundaries of app creation, developer incentives, and decentralized attention markets — and why streaming, tokens, and memes might be the next big unlock.Dev.Fun: https://dev.fun/🎯 Key Highlights▸ Devlord and Robi's AI/crypto backgrounds and meeting via Pump.fun▸ Birth of Dev.Fun and the “vibe coding” philosophy▸ Empowering non-tech users to build token-based apps▸ Shift from memes to tools, productivity, and full-stack apps▸ Views on AI autonomy vs. human-led design▸ Monetization via in-app payments, tokens, and community ownership▸ Vision: from solo devs to tokenized micro-startups▸ Modular backend, AI-first SDKs, and payment stack▸ Stance on moderation, decentralization, and freedom▸ How Dev.Fun differs from Web2 builders like Locofy▸ Long-term incentives and plans for a Dev.Fun token▸ Crypto-native future of streaming, distribution, and curation▸ Why Solana powers their user-generated crypto apps💡 Subscribe for more crypto & AI insights! 🔔🧠 Follow the Alpha▸ Dev.Fun's Twitter: @devfunpump▸ Devlord's Twitter: @devlordone▸ Robi's Twitter: @RxbiXyz🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: / delphi_digital💼 LinkedIn: / delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 – Intro: Dev.Fun, Devlord & Robi01:00 – Meeting via Pump.fun, founding story02:20 – Vibe coding with AI04:15 – Empowering non-devs to launch apps06:30 – Token mechanics vs. traditional apps08:00 – In-app monetization strategies10:00 – Favorite builds: memes to tools13:30 – Viral Epstein app & other hits15:30 – AI autonomy vs. human input18:00 – Can vibe-coded apps scale to startups?20:00 – Foundation models shaping UX22:00 – Dev.Fun vs. Lovable: app store vs. SaaS24:00 – Crypto-native distribution’s edge26:00 – Tokens, capital, and incentives28:00 – What’s on-chain vs. off-chain30:00 – AI scaffolding under the hood33:00 – Future of decentralized infra35:00 – Curation, virality, and app caps37:00 – Moderation and NSFW policies40:00 – Streaming, attention, Black Mirror42:00 – Why Solana powers Dev.Fun44:30 – Post-launch reflections46:30 – Building vs. distributing48:00 – Build team spotlight49:15 – Token rewards & retention51:30 – Key metrics: usage & value flow53:00 – Final thoughts & visionDisclaimerThis 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.

11 Jul 54min

Harry Dewhirst: What If the Physical World Had an API? — 375ai, DePIN, and Real-Time Data for AI

Harry Dewhirst: What If the Physical World Had an API? — 375ai, DePIN, and Real-Time Data for AI

Join Can Gurel as he hosts Harry Dewhirst, co-founder and CEO of 375ai, to discuss their ambitious real-world application of DePIN. Learn how they're building a decentralized network of sensors to capture and monetize physical data at scale.375ai: https://www.375.ai/ 🎯 Key Highlights▸ Harry Dewhirst’s background in Web2/Web3 and his path to founding 375ai.▸ How 375ai evolved from deploying third-party DePIN devices to building its own network, hardware, and token.▸ Overview of 375ai’s edge data intelligence network, the real-world data it captures (e.g., traffic, vehicles, weather), and the advanced sensors used.▸ How 375ai turns unstructured video into valuable, privacy-compliant, normalized data at the edge.▸ Real examples of how 375ai’s high-fidelity, real-time data outperforms alternative data methods for businesses.▸ 375ai’s current development phase and monetization strategy, focused on premium geographic deployments.▸ New buyer types and use cases emerging as the network scales and historical data grows richer.▸ 375ai’s go-to-market strategy: integrating data into major marketplaces to reach Fortune 500 companies.▸ Why 375ai runs AI at the edge instead of the cloud—prioritizing efficiency and privacy.▸ Modular sensor system design that supports future upgrades and evolving data needs.▸ Introducing 375ai Street, a compact self-deployable device expanding network data coverage.▸ Comparison with Hivemapper, and how 375ai delivers different insights through fixed sensor deployment.▸ 375ai Go, a mobile app enabling anyone to contribute passive and active data—unlocking new monetization paths.▸ The rising need for real-time physical data in LLMs and autonomy—and 375ai’s potential as a key proprietary source.▸ Key challenges and risks in building and scaling physical hardware for the network.▸ The story behind the name “375ai.”💡 Subscribe for more crypto & AI insights! 🔔🧠 Follow the Alpha▸ 375ai's Twitter: @375ai_▸ Harry's Twitter: @harry_dewhirst🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: / delphi_digital💼 LinkedIn: / delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Intro: Harry Dewhirst & 375ai00:55 - Harry's background02:26 - 375ai's pivot08:29 - 375ai overview10:48 - Why 375ai's data is valuable13:28 - Concrete examples of data usage18:18 - Current stage of 375ai22:38 - Future customers and scale25:57 - Go-to-market strategy29:28 - Edge AI vs. Cloud AI34:47 - Sensors and device design38:15 - 375ai Street and self-deployment41:52 - Comparison with Hivemapper44:17 - 375ai Go (mobile app)48:06 - Demand from LLMs and real-world data53:29 - Biggest risks and challenges57:48 - Meaning behind the name 375aiDisclaimerThis 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.

17 Jun 1h

TAOFU's Mikel & Mitch: Enabling Capital Formation for Subnets on Bittensors $10B+ Network

TAOFU's Mikel & Mitch: Enabling Capital Formation for Subnets on Bittensors $10B+ Network

Join Tommy Shaughnessy as he hosts Mitch and Mikel, co-founders of Taofu and TPN, to discuss Taofu, a launchpad for Bittensor subnets. Learn about how they're democratizing subnet funding and their first subnet launch.Taofu: https://www.Taofu.xyz/Taofu Funding Form: https://form.typeform.com/to/KmvNfUg5🎯 Key Highlights▸ Mitch and Mikel's journey from DeFi to discovering Bittensor and Tao▸ Taofu's subnet launchpad: selling future emissions upfront to avoid selling pressure▸ How Dynamic TAO (dTAO) changed Bittensor's power dynamics from voting to market-based▸ The challenge of subnet registration costs and predatory funding deals pre-dTAO▸ Taofu's tokenization process: multisig custody and Subnet Seeds (SNS) tokens▸ Tao Private Network (TPN): First subnet registered post-dTAO, powering decentralized VPN▸ How miners earn rewards for providing VPN infrastructure across 80+ countries▸ Vesting mechanics and governance voting for SNS token holders▸ Future AI predictions: robotics integration and potential for extended human lifespan💡 Subscribe for more crypto & AI insights! 🔔🧠 Follow the Alpha▸ Taofu's Twitter: @taofuxyz▸ Mikel's Twitter: @0xDutchmikel▸ Mitch's Twitter: @Axilo🔗 Connect with Delphi🌐 Portal: https://delphidigital.io/🐦 Twitter: / delphi_digital💼 LinkedIn: / delphi-digital🎧 Listen onSpotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43QTimestamps00:00 - Intro: Mitch, Mikel & Taofu01:00 - Mikel's DeFi background and transition to Bittensor02:00 - Mitch's growth background and getting "red-pilled" into Tao03:00 - Taofu genesis: From liquid staking to subnet launchpad05:00 - Dynamic TAO (dTAO) impact on Bittensor power dynamics06:00 - How Taofu solves subnet funding and exit liquidity problems08:00 - Pre-dTAO barriers: High registration costs and predatory deals11:00 - Taofu's tokenization process and multisig custody14:00 - Due diligence and curation model for subnet selection17:00 - Balancing AI advancement vs. Bittensor ecosystem growth22:00 - Dream projects: Creative AI and privacy-focused solutions25:00 - Tao Private Network (TPN): Decentralized VPN subnet28:00 - TPN's global infrastructure and miner incentives33:00 - User experience and dynamic incentive adjustments34:00 - Upcoming TPN sale mechanics and vesting structure37:00 - Taofu platform evolution: Analytics, governance, and bridges38:00 - Future of AI: 6-month predictions and longevity implications42:00 - AGI timeline predictions and closing 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.

27 Mai 42min

David Choi & Conor Moore: USD.AI - Financing the Future of AI Infra

David Choi & Conor Moore: USD.AI - Financing the Future of AI Infra

Join Jordan Yeakley as he hosts David Choi and Conor Moore from USD.AI to discuss their innovative synthetic dollar backed by AI and DeepEnd hardware assets. Learn about USD.AI's unique approach to on-chain infrastructure financing.USD.AI: https://usd.ai🎯 Key Highlights▸ David and Conor's journey from Deutsche Bank to creating USD.AI▸ USD.AI's three-pillar structure: Caliber, modular underwriting, and QEV design▸ How USD.AI enables debt financing for DeepEnd hardware operators▸ The unique redemption queue mechanism that maintains USD.AI stability▸ Multiple lines of defense protecting depositors from defaults▸ How leveraging hardware assets can dramatically increase yields▸ USD.AI's potential to reduce token emission rates across DeepEnd networks💡 Subscribe for more crypto & DeFi insights! 🔔🧠 Follow the Alpha▸ USD.AI's Twitter: @USDai_Official▸ David's Twitter: @0xZergs▸ Conor's Twitter: @_ConorMoore🔗 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 - Intro: David Choi & Conor Moore from USD.AI01:00 - Team background and journey to USD.AI03:00 - USD.AI's origin and the DeepEnd hardware financing problem06:00 - USD.AI's three-pillar structure overview07:00 - Caliber: Tokenizing hardware assets with on-chain property rights12:00 - Modular underwriting system with first-loss positions15:00 - QEV design: Creating an arbitrage venue for redemptions20:00 - Summary of USD.AI's value proposition21:00 - Default protection and amortization process24:00 - Value proposition for borrowers and DeepEnd networks28:00 - How USD.AI benefits neo-cloud operators31:00 - Phased approach to scaling USD.AI34:00 - USD.AI's place in the broader crypto ecosystem43:00 - Next steps and upcoming launch detailsDisclaimerThis 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.

21 Mai 46min

Logan Allen: Nockchain's Global Competition for Useful ZK Proof of Work Miners Kicks Off

Logan Allen: Nockchain's Global Competition for Useful ZK Proof of Work Miners Kicks Off

Join Tommy Shaughnessy as he hosts Logan Allen, founder of Zorp and Nockchain, to discuss Nockchain, a new proof-of-work L1 blockchain. Learn about its ZK Powell consensus mechanism, where miners generate ZK proofs.Zorp: https://zorp.ioNockchain: https://nockchain.org🎯 Key Highlights▸ Logan Allen's journey to creating Nockchain. ▸ Nockchain's "ZK Proof of Work" (ZK Powell) and its "Dumbnet" initial phase. ▸ How block rewards will subsidize proving capacity to build a proof market. ▸ "Intents" on Nockchain: enabling micro-apps via conditional coin locks. ▸ Nockchain's state growth strategy: prove once, verify by many. ▸ Potential for specialized ZK ASICs. ▸ Knock App framework for off-chain verifiable services. ▸ Roadmap: Nockchain namespace and cross-chain atomic swaps. ▸ Vision: A circular economy with useful and engaging applications. 💡 Subscribe for more crypto & gaming insights! 🔔🧠 Follow the Alpha▸ Zorp's Twitter: @ZorpZK▸ Nockchain's Twitter: @Nockchain 🔗 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 - Intro: Logan Allen & Nockchain 01:00 - Interest in Knock instruction set & ZKVMs 02:00 - Building Nockchain: No pre-mine, PoW L1 03:00 - ZK Powell: Useful Proof of Work 10:00 - ZK Powell Deep Dive 12:00 - "Dumbnet" - Initial Nockchain Phase 15:00 - App Intents & Proving Capacity 19:00 - Miner Competition on Nockchain 22:00 - Knock App Development Framework 25:00 - State Growth & Verification 36:00 - Knock App Framework in Rust 38:00 - Nockchain Namespace Plans 46:00 - Challenge: Building Nockchain's Economy 52:00 - Getting Involved with Nockchain 53:00 - The "Aha!" Moment in Research DisclaimerThis 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.

19 Mai 55min

Cambria: The Degen MMO With $1M+ Seasonal Prize Pools

Cambria: The Degen MMO With $1M+ Seasonal Prize Pools

Join Piers Kicks as he hosts BEN.ZZZ, founder of Cambria, for an insightful conversation about building high-stakes, risk-to-earn MMOs inspired by Runescape. Cambria is pioneering unique game worlds like Duel Arena and Gold Rush, recently concluding a season with a $1.5 million prize pool.Cambria: https://cambria.gg🎯 Key Highlights▸ Ben's origins in the Runescape private server scene and the journey to founding Cambria.   ▸ Cambria's "risk-to-earn" MMO model with massive on-chain stakes.   ▸ Deep dive into Duel Arena (high-stakes 1v1) and Gold Rush (risk-to-earn MMO).   ▸ How Season 2 generated a $1.5M+ prize pool and saw massive player engagement.▸ The emergent player behavior, guild strategies, and exploits seen in high-stakes environments.   ▸ Challenges of managing on-chain game economies: botting, exploits, and security.   ▸ Cambria's approach to balancing casual vs. hardcore players and "pay-to-win" mechanics.   ▸ Roadmap insights: Season 3 plans, Duel Arena V2, and the strategy for a potential token launch.   ▸ Cambria's multi-chain strategy and experiences deploying on different ecosystems.   ▸ The long-term vision for significant, high-stakes on-chain game economies and guild wars.   💡 Want to stay updated with the latest in crypto & gaming? Hit subscribe and the notification bell! 🔔🧠 Follow the Alpha▸ Piers' Twitter: @pierskicks▸ Ben's Twitter: @cyberpunk▸ Cambria's Twitter: @playcambria 🔗 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 Ben & Cambria   01:00 - Origins in Runescape Private Servers   03:00 - Discovering Crypto & Early Web3 Gaming   05:00 - Cambria Overview: Duel Arena & Gold Rush   06:30 - Thesis Formation: Player Archetypes & Appeal   09:30 - Duel Arena Launch & Success ($100M+ Volume)   12:00 - Season 2 Deep Dive: Mechanics & $1.5M Prize Pool   16:00 - Season 2 Player Stats & Engagement   17:30 - Emergent Behavior & Exploits in Season 2   22:30 - Challenges: Botting, Dupes & Managing On-Chain Economies   29:00 - Balancing Risk/Reward, Casual vs. Hardcore, and Pay-to-Win   32:00 - Roadmap: Season 3, Dungeons, Scaling   34:30 - Duel Arena V2 & Excalibur   36:30 - Token Launch Strategy & Considerations   39:30 - Multi-Chain Approach (Ronin & Blast/Abstract)   42:30 - Vision for the Future of On-Chain Game Economies   47:45 - Evolving Thesis & Learnings   51:00 - Most Impactful Digital Experience (Runescape)   53:00 - Favorite Games & Recommended Reads/MediaDisclaimerThis 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.

1 Mai 56min

Sam Lehman: What the Reinforcement Learning Renaissance Means for Decentralized AI

Sam Lehman: What the Reinforcement Learning Renaissance Means for Decentralized AI

Join Tommy Shaughnessy from Delphi Ventures as he hosts Sam Lehman, Principal at Symbolic Capital and AI researcher, for a deep dive into the Reinforcement Learning (RL) renaissance and its implications for decentralized AI. Sam recently authored a widely discussed post, "The World's RL Gym", exploring the evolution of AI scaling and the exciting potential of decentralized networks for training next-generation models.

The World’s RL Gym: https://www.symbolic.capital/writing/the-worlds-rl-gym🎯 Key HighlightsThe three phases of AI scaling: Pre-training, Inference Time Compute, and the RL Renaissance. How DeepMind's novel RL approach (using GRPO) created powerful reasoning models with minimal human data. Understanding "reasoning traces" and how models learn to "think" longer and more effectively. The potential downsides of human preference data potentially inhibiting model creativity, drawing parallels to AlphaGo. Exploring the "World's RL Gym" concept: Decentralizing RL through open environments, diverse tasks, and verified data. Why open, collaborative RL environments might outperform closed-source labs in generating diverse AI strategies. The critical role of high-quality base models for successful RL fine-tuning. Future AI architectures: Continuous learning and the potential of modular Mixture-of-Experts (MoE) models. Current landscape: Open-source vs. proprietary AI, the challenge of model lock-in, and the role of crypto networks. Debunking recent claims that "RL is dead" and understanding its true impact. 💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔🧠 Follow the AlphaTommy's Twitter: @Shaughnessy119Sam's Twitter: @SPLehmanSymbolic Capital’s Twitter: @symbolicvc🔗 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: Sam Lehman, Symbolic Capital & "The World's RL Gym" 01:30 - History of AI Scaling: Pre-training Era 03:30 - Phase 2: Inference Time Compute Scaling 09:30 - Phase 3: The RL Renaissance & DeepMind Moment 14:30 - How DeepMind Trained R1 without Human Preferences 16:30 - AlphaGo Analogy: Human Data Inhibiting Creativity? 20:30 - Generalizability of RL Training: How Far Does It Go? 22:30 - The "Aha Moment": Models Learning to Think Longer 25:30 - Concept: Decentralized RL & The World's Gym 31:30 - Why Decentralize RL? Open Collaboration vs. Closed Labs 35:00 - Understanding Reasoning Traces 39:00 - Current Decentralized RL Projects (Prime Intellect, General Reasoning) 41:30 - Future Architectures: Continuous Improvement & Modular Models 46:30 - Open Source vs. Proprietary AI: Landscape & Challenges 50:30 - The Lock-In Problem with Foundational Models 52:30 - Is AGI Here? Experiences with GPT-4o 56:30 - Investment Focus in Decentralized AI 59:00 - Modular MoE Models & Jensen's HDEE Paper 1:03:00 - Debunking "RL is Dead" Claims 1:06:00 - Importance of Performant Base Models for RL DisclaimerThis 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.

30 Apr 1h 8min

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