io.net: Taking on the Giants | Crypto x AI Event

Are Crypto AI tokens just vapourware? Join Jose Maria Macedo (Delphi) for this high-stakes debate with Kyle Samani (Multicoin Capital) and Emad Mostaque (Stability AI) to explore: - The current state of decentralized GPU marketplaces - The role of data DAOs and IP rights in AI development - Viability of decentralized training and inference - The future of AI agents and identity systems - Which crypto AI verticals show real promise vs hype This candid discussion separates signal from noise in the rapidly growing crypto AI sector, examining where true value creation is happening and which areas may be getting ahead of themselves. "I think we're seeing a weird nexus of crypto hype and AI hype happening at the same time...they're not going through the standard development process." - Emad Mostaque Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- 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/ --- Follow the Speakers: - José Macedo on Twitter/X ► https://x.com/zemariamacedo - Emad Mostaque on Twitter/X ► https://x.com/emostaque - Kyle Samani on Twitter/X ► https://x.com/kylesamani --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:50 Introducing Panel and Debate Setup 01:58 Kyle on GPU Marketplaces and Infrastructure 04:23 Evaluating Different Crypto AI Sectors 06:41 Current State of the Crypto AI Market 10:37 Core Benefits of Crypto for AI Development 14:41 Talent Migration into Crypto AI 20:25 The Mimetic Value of Crypto AI 24:36 Deep Dive: Decentralized GPU Marketplaces 33:13 Game Theory of Open Source AI 41:38 Discussion on Data and Data DAOs 48:40 Private Data and Expert Knowledge 52:11 Rapid Fire: Key Sectors Analysis 54:33 The Future of AI Agents 58:11 Identity and Final Thoughts 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 Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. 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.

30 Okt 20241h 3min

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 --- 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/ --- Follow the Speakers: - Kevin Kelly on Twitter/X ► https://x.com/ Kevin_Kelly_II - Raoul Pal on Twitter/X ► https://x.com/Raoulgmi --- 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.

29 Okt 20241h

Welcome to Delphi’s Crypto x AI Demo Day, showcasing some of the innovative teams building at the intersection of crypto and AI. Watch exciting product demonstrations spanning payment rails, DeFi agents, smart contract security, and more. In the final week of Delphi's Crypto x AI Month, we turn the spotlight to builders who are actively developing applications that explore new possibilities. See firsthand how teams are combining blockchain and AI to create practical solutions for real-world challenges. The Demo Day lineup includes: - Venice - private and uncensored alternative to the popular AI apps - Daisy - Daisy makes custom AI easy - Testmachine - AI powered Smart Contract Security - Skyfire - Visa for AI Agents - Almanak - End to end platform for financial AI agents - Rivalz - World abstraction layer for AI agents Part of our comprehensive virtual conference featuring 40+ industry leaders in panels, debates, and deep-dive discussions. Access the full lineup of Crypto x AI Month content here: https://delphidigital.io/crypto-ai --- 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/ --- Chapters: 00:00 Intro 01:45 Venice AI 07:50 Almanak 13:04 Daisy AI 18:18 Testmachine 22:48 Skyfire 26:08 Rivalz 29:43 Outro Disclosure: 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.

28 Okt 202430min

In this thought-provoking discussion with Can Gurel (Delphi), the NEAR co-founders share insights on Illia's work co-authoring the groundbreaking "Attention is All You Need" paper that introduced transformers, their vision for user-owned AI and democratizing access to AI capabilities and more. Key insights include: - How NEAR's original focus on AI developer tools led them to discover the need for better payment infrastructure for distributed workforces - Their framework for user-owned AI that optimizes for individual success rather than platform profits - Technical challenges and solutions for distributed AI training and inference - The importance of private computing for enabling user-controlled AI systems The conversation provides valuable perspective on the intersection of AI and crypto from pioneers who have worked at the cutting edge of both fields, offering insights into how decentralized technologies could enable more democratic and user-centric AI development. "The reality is we kind of have like a little bit of a model that some data we don't want to share... Your assistant will be able to help you with filing your taxes and finding ways to file receipts for expenses, and it will need to have access to all of this. What you don't want is all of this data end up leaking or showing up in somebody else's chat." — Illia Polosukhin, NEAR Protocol Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- 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/ --- Follow the Speakers: - Can Gurel on Twitter/X ► https://x.com/cannngurel - Illia Polosukhin on Twitter/X ► https://x.com/ilblackdragon - Alex Skidanov on Twitter/X ► https://x.com/alexskidanov --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:48 Introduction of Illia and Alex from NEAR 03:11 Origins of the Transformers Paper 08:07 Discussion on LLMs and Model Understanding 11:05 Alpha Go and Self-Improvement in AI 15:16 NEAR's Evolution from AI to Blockchain 19:37 The Story Behind NEAR's Foundation 26:32 Vision for User-Owned AI 30:31 Analysis of the Crypto-AI Stack 35:28 Data Labeling and Trust Systems 39:33 Private Inference and Edge Computing 44:17 User Privacy and Trust in AI 47:44 Edge Computing Challenges 49:54 Novel Data Sources and Synthetic Data 52:40 AI Agent Security and DeFi Applications 58:43 Formal Verification in AI Systems 1:03:14 Distributed Training Challenges 1:11:04 AI Talent and Crypto Industry 1:13:44 Rating Future Technologies and Closing Thoughts 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 Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. 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.

25 Okt 20241h 18min

A discussion with Nick Emmons (Allora) and Himanshu Tyagi (Sentient) examining different approaches to coordinating AI development through decentralized networks. Allura focuses on coordinating multiple models to achieve specific objectives, while Sentient works on open-source model development and value attribution through cryptographic techniques. Key topics include: - The evolution from Twitter bots to sophisticated AI agents in crypto - Different approaches to model coordination and incentivization - Technical deep-dive into Open Monetizable Loyal (OML) models - Trust verification and cryptographic solutions for AI deployment - The complementary roles of model aggregation and model development - The intersection of crypto infrastructure and AI trustworthiness - Future implications for decentralized AI development The conversation explores the relationship between AI model development, cryptographic systems, and economic incentives, examining how different projects approach the challenges of building coordinated AI systems. "I think crypto networks are fundamentally means of turning different nebulous resources into more kind of tangible digital commodities." — Nick Emmons, Allora Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- 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/ --- Follow the Speakers: - Michael Rinko on Twitter/X ► https://x.com/mrink0 - Nick Emmons on Twitter/X ► https://x.com/nick_emmons - Himanshu Tyagi on Twitter/X ► https://x.com/hstyagi --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:48 Discussion of AI Twitter Bots and Market Impact 04:28 The Role of Agents in Crypto Systems 06:54 Evolution of AI Agent Integration 11:46 Understanding Coordination Networks 14:21 Building Model Coordination Solutions 16:19 Initial Use Cases and Development Focus 22:28 Comparison with BitTensor Approach 25:06 Deep Dive into OML Technology 32:39 Trust and Verification in AI Systems 36:40 Objective-Centric AI Paradigm 39:07 Sentient's Complementary Approach 42:10 Current Constraints and Future Development 44:27 The Future of Crypto AI Integration 47:12 Closing Thoughts 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.

24 Okt 202447min

Top experts debate the convergence of AI and crypto, exploring how decentralized technologies and incentive structures can drive AI innovation. In this panel discussion hosted by Yan Liberman as part of our Crypto x AI virtual conference, industry leaders share insights on: - The decentralized AI stack from compute and data to applications - Leveraging crypto primitives to coordinate and incentivize key AI resources - Demand-side considerations and potential use cases for decentralized AI - The relationship between network utility, speculation, and value in AI tokens - Advantages of decentralized infrastructure and crypto-economic models for AI - Experiments with autonomous AI agents utilizing novel economic rails - Regulatory environment impact on DeAI network development - Current state of crypto AI ecosystem and future evolution Panelists include: - Shayon Sengupta (Multicoin Capital) - Marc Weinstein (Mechanism Capital) - Anand Iyer (Canonical Crypto) - Ed Roman (Hack VC) The wide-ranging discussion covers the frontier of decentralized AI from deep dives on decentralized computing resources to the long-term potential of AI agents exhibiting autonomous economic behavior. The panel explores the opportunities and challenges in harnessing crypto networks and incentive structures to enable open, decentralized AI systems and innovation. Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- 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/ --- Follow the Speakers: - Yan Liberman on Twitter/X ► https://x.com/yanliberman - Anand Iyer on Twitter/X ► https://x.com/ai - Ed Roman on Twitter/X ► https://x.com/ed_roman - Shayon Sengupta on Twitter/X ► https://x.com/shayonsengupta - Marc Weinstein on Twitter/X ► https://x.com/warcmeinstein --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:52 Panel Introduction and Topic Overview 04:48 Understanding the Crypto AI Stack 07:05 Crypto and AI as Opposing Technologies 11:12 Data and Compute Infrastructure 15:32 Capital Formation and Market Dynamics 20:25 Token Design and Value Accrual 25:00 Current Liquid Market Landscape 31:46 Evolution of Attention vs Utility 35:28 AI Agent Market Development 41:59 Defining AI Agents and Their Capabilities 47:36 Discussion on GOAT and Autonomous Agents 52:40 Future Timeline and Closing Thoughts 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 Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. 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. Although our guest this week is an Investment Partner of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin’s investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice.

24 Okt 202454min

How will specialized AI agents collaborate to outperform general AI? - A deep dive into Theoriq's vision for decentralized agent collectives with founder Ron Bodkin, former Google Cloud CTO office lead. This in-depth conversation between Luke Saunders and Ron Bodkin explores: - Why specialized agent collectives may outperform general AI systems - The technical foundations of agent collaboration and evaluation - How Theoriq enables permissionless agent development and discovery - The role of decentralization in ensuring safe and ethical AI development - Future implications for autonomous AI systems and agent coordination - Insights from Ron's experience at Google, Teradata, and Vector Institute The discussion provides valuable perspective on how decentralized networks of specialized AI agents could provide an alternative to centralized AI development, with a focus on modular, community-driven innovation and proper governance structures. Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai --- 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/ --- Follow the Speakers: Luke Saunders on Twitter/X ► https://x.com/lukedelphi Ron Bodkin on Twitter/X ► https://x.com/ronbodkin --- Chapters 00:00 Introduction and Sponsor Acknowledgments 00:52 Introduction of Ron Bodkin, Founder of Theoriq AI 01:17 Ron's Background in AI and Big Data 04:28 Ron's Experience at Google and AI Development 07:35 The Impact of Transformers and GPT-3 on AI 11:32 Defining AI Agents and Their Capabilities 15:31 The Concept of Agent Collectives 18:38 The Future of AI and AGI 25:00 Concerns About AI Safety and Development 28:23 Overview of Theoriq AI's Agent Base Layer 30:54 Evaluators in Theoriq's System 34:08 Permissionless Nature of Theoriq's Platform 36:14 Developer Experience and SDK for Theoriq 39:33 Optimizers and Agent Collectives 41:48 Future of Autonomous AI Agents 44:22 Discussion on Truth Terminal and AI Autonomy 47:34 Call to Action and Closing Remarks 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 Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. 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.

23 Okt 202448min