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 on


Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753&nd=1&dlsi=50105fd66e6c4124

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 to Delphi Intelligence

01:30 - Why AI Feels Like Crypto in 2017

03:30 - The AI Research Gap Delphi Aims to Fill

06:30 - Robotics Deep Dive: Humanoids vs. Specialization

10:00 - AI’s Impact on Traditional Tech Moats

14:30 - Can the Mag 7 Be Disrupted by AI Labs?

17:00 - Google, Meta, OpenAI, and the Race for Interface

21:00 - Crypto as a Hedge Against AI-Driven Inequality

24:00 - Safety vs. Acceleration: Anthropic vs. OpenAI

28:00 - China’s Open-Source AI Strategy

31:30 - Zero-to-One vs. One-to-X Innovation Models

35:00 - Open-Source Models: Strategic or Suicidal?

38:00 - Early-Stage Edge: Where Startups Can Win

42:00 - Verticalized AI Apps, Context Engineering, and GPTs

46:00 - US vs. China in Robotics: Software vs. Hardware

50:00 - The Role of Simulation, Sensors, and Real-World Feedback

53:00 - Delphi’s Dual Approach: Deep Research + Early Deal Flow

55:00 - The Vision for Delphi Intelligence 10 Years Out



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.

Avsnitt(468)

Katherine Wu: Breaking Down The EOS and Block One Settlement

Katherine Wu: Breaking Down The EOS and Block One Settlement

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Notation Capital's Katherine Wu for an awesome discussion on EOS and the Block One settlement. Katherine notated the entire massive document so we walk through what it means, the implications and so much more. This was a fun and insightful episode, one of my favorites.   To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION Follow Tom on Twitter @Shaughnessy119 Follow Katherine on Twitter @katherineykwu   Resources: Katherine's Notations on the order and settlement letter Thank Katherine for her work and send a donation! Brians Tweet 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 may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, LEO, DCR and STX.   - Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io

11 Okt 201937min

Educational Series Part 2 - Scalability with Dan Zuller

Educational Series Part 2 - Scalability with Dan Zuller

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Vision Hill Group's Dan Zuller for the second part of a multi-part, short and sweet educational series simplifying complex crypto topics. The first episode is focused on scaling blockchain networks on layer 1 and layer 2.  To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION Follow Tom on Twitter @Shaughnessy119 Follow Dan on Twitter @danzuller   Resources: 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 may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, LEO, DCR and STX.   - Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io  -

7 Okt 201924min

Harry Sudock and Nick Sandomeno: Down The Bitcoin Mining and Security Rabbit Hole

Harry Sudock and Nick Sandomeno: Down The Bitcoin Mining and Security Rabbit Hole

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Harry Sudock, a director of strategy at Griid Infrastructure (Bitcoin Mining Firm) and Nick Sandomeno who is a financial planning analyst at Astorino Financial Group.  We dive into the Bitcoin mining industry, costs, and explore the major issues around mining from sustainability to costs and what the future looks like. This was a very exciting discussion, and sheds light on the mining industry which underpins Bitcoin's security.    Follow Tom on Twitter @Shaughnessy119 Follow Harry on Twitter @harry_sudock  Follow Nick on Twitter @NickSandomeno Links 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 may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, LEO, DCR and STX.   - Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io  -

4 Okt 20191h 3min

Alex Lindgren: Crypto Regulatory Complexities and Consequences

Alex Lindgren: Crypto Regulatory Complexities and Consequences

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) Alex Lindgren, a Partner at Lindgren, Lindgren, Oehm & You LLP. On this episode we discuss the legal complexities projects and teams in the space have to navigate and the consequences.  Mr. Lindgren’s practice ranges from software-based start-ups to private investment funds focusing on cryptocurrency trading or technology acquisitions.   Follow Tom on Twitter @Shaughnessy119 Follow Alex on Twitter @Alex_LLOYLaw Links Alex's Website 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 may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, LEO, DCR and STX.   - Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io  -

30 Sep 201944min

Joey Krug: Predicting Augur’s Future and Pantera’s Investment Thesis

Joey Krug: Predicting Augur’s Future and Pantera’s Investment Thesis

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Joey Krug, the co-founder of the predictions protocol Augur and the Co-CIO of Pantera, one of the space's largest group of funds.  We discuss the future of Augur ranging from capabilities, upgrades, Augur V2. We also dive into Pantera's investment thesis, which investments pass the smell test, which investments are worth passing on and so much more. Joey shares the inside scoop on Pantera's investment process and thesis.   Follow Tom on Twitter @Shaughnessy119 Follow Joey on Twitter @joeykrug Links Pantera Capital Augur   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 may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, LEO, DCR, VRA and STX.   - Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io  -

24 Sep 201951min

Cosmos’ Sunny Aggarwal: Byzantine Battalion Is Hacking Projects For The Greater Good

Cosmos’ Sunny Aggarwal: Byzantine Battalion Is Hacking Projects For The Greater Good

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Sunny Aggarwal, a researcher and core developer at Tendermint and Cosmos and the founder of the Byzantine Battalion.  We discuss Sunny's latest project: how the Byzantine Battalion is hacking projects for the greater good. The Battalion can hack projects to test their merits, security and so much more.    Follow Tom on Twitter @Shaughnessy119 Follow Sunny on Twitter @sunnya97 Links The Byzantine Battalion Telegram Group   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 may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, LEO, DCR, VRA and STX.   - Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io  -

9 Sep 201933min

SKALE’s Jack O’Holleran: Elastic Sidechains Enabling Massive Scale for dApps On Ethereum

SKALE’s Jack O’Holleran: Elastic Sidechains Enabling Massive Scale for dApps On Ethereum

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Jack O'Holleran, the co-founder and CEO of SKALE. On this episode we dive into how SKALE's elastic sidechains can enable massively scalable decentralized applications. Between sidechains and state channels, SKALE makes interesting tradeoffs to achieve the right balance of scale and decentralization. SKALE's tech can be deployed with only a few lines of code, elastic sidechains are highly configurable and the system eliminates a lot of the complexity in scaling dApps. Whoever said Ethereum and dApps cant scale haven't heard of SKALE.   To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION Follow Tom on Twitter @Shaughnessy119 Follow  jack on Twitter @jackoholleran   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 may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, LEO, DCR, VRA and STX.   - Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io  -

3 Sep 201946min

Three Arrows Capital’s Kyle Davies: A Multi-Strategy Fund Seeking Alpha and The LEO Bull Case

Three Arrows Capital’s Kyle Davies: A Multi-Strategy Fund Seeking Alpha and The LEO Bull Case

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Kyle Davies, the co-founder of Three Arrows Capital. This was an excellent discussion into Kyle's storied finance background and how he is using that to drive alpha in Crypto. Three Arrows Capital goes way beyond long and short positions so it was great to hear all of the ways the fund is driving returns across an array of methods. We also get into the case for LEO, Bitfinex's native token. To access the insights package of Delphi's leading crypto research, visit DelphiDigital.io on your device and sign up using coupon code CHAINREACTION Follow Tom on Twitter @Shaughnessy119 Follow  Kyle on Twitter @kyled116  Follow Su Zhu on Twitter @zhusu  Resources: Polkadot Promise and Problems Three Arrows Capital Website   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 may personally own tokens that are mentioned on the podcast. Tom owns tokens in ETH, BTC, XTZ, LEO, DCR, VRA and STX.   - Advertisers: To advertise on this podcast, email Tom@DelphiDigital.io Potential Guests: If you're interested in appearing on the podcast, email Tom@DelphiDigital.io  -

20 Aug 201947min

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