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)

Delphi Digital’s Kevin Kelly: The Perfect Storm for Bitcoin

Delphi Digital’s Kevin Kelly: The Perfect Storm for Bitcoin

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by my partner and and a co-founder of Delphi Digital itself, Kevin Kelly. Given Kevin cut his teeth as an equity strategist with Bloomberg, he offers unique and differentiated insights on the institutional and macro argument for Crypto and Bitcoin. Kevin offers his take on the global backdrop, everything from underfunded pensions to global monetary policy and even the eventual potential dethroning of king dollar. We go on to where Kevin believes crypto and the global economy will co-exist in the future and what would happen to crypto if a recession hits.  With all of the endless tech and project news out there everyday, this episode was a breath of fresh air as kevin offers an extremely zoomed out view of where Bitcoin fits into our institutional world and broader global monetary framework  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 Kevin on Twitter @Kevin_Kelly_II    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  -

16 Juli 20191h 2min

Harmony’s Nick White: Mainnet Launch Is The First Step Towards Full Proof-of-Stake and Sharding

Harmony’s Nick White: Mainnet Launch Is The First Step Towards Full Proof-of-Stake and Sharding

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Nick White, the co-founder of Harmony Protocol Harmony is described as a fast and secure blockchain and it leverages a lot of newer tech such as Proof of Stake, Sharding and cross shard communications, granted not all of this tech is fully launched yet.  We discuss Harmony’s ultimate goal to create an open infrastructure for the world's data, a global scale marketplace platform, competition, Harmony’s IEO on binance and so much more.  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 Nick on Twitter @nickwh8te    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 Juli 201951min

Cadence’s Nelson Chu: The Digital Securitization and Investment Platform for Private Credit

Cadence’s Nelson Chu: The Digital Securitization and Investment Platform for Private Credit

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Nelson Chu, The Founder and CEO of Cadence. For those new to cadence, the company is a Technology-driven securitization platform connecting retail and institutional investors with short term structured private credit investment opportunities. Cadence is using Blockchain Technology to open up this market to smaller investors, using technology to automate share fractionalization and distribution and simplify 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 Cadence on Twitter @withcadence   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.  - 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  -

1 Juli 201936min

IDEX’s Alex Wearn: A Sleeping Giant’s Plan To Dominate Every Centralized Crypto Exchange

IDEX’s Alex Wearn: A Sleeping Giant’s Plan To Dominate Every Centralized Crypto Exchange

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Alex Wearn, the Co-Founder & CEO of IDEX.   This is a very interesting episode as we discuss how IDEX, a sleeping giant, grew to become the largest decentralized exchange and smart contract on Ethereum. We discuss competition with other DEXs, centralized exchanges like Binance and Coinbase and hybrid competition.  We also dive into IDEX’s future, discussing its two tokens; one membership token and one staking token, the future of governance on IDEX and some details on its layer-2 solution to increase throughput. Frankly, I had no idea IDEX had this much going on, and Alex shares some extremely insightful details around the entire IDEX roadmap. 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 Alex on Twitter @AlexWearn    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 personally owns tokens in ETH, BTC, LEO, XTZ, DCR and MKR  - 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   Intro music by Chris Zabriskie

27 Juni 20191h 5min

Edgeware’s Dillon Chen: Bringing Smart Contracts to Polkadot and ~$650M In Lockdrop

Edgeware’s Dillon Chen: Bringing Smart Contracts to Polkadot and ~$650M In Lockdrop

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Dillon Chen of Commonwealth Labs to discuss Edgeware. As a reminder Polkadot is an interoperability platform which is set to launch in a few months, and Edgeware’s goal to bring smart contracts to Polkadot itself.  This would bring smart contract functionality to polkadot, and allow it to compete with Ethereum, Tezos, EOS and other smart contract platforms.  Edgeware is currently running an innovative alternative to a raise, known as a lockdrop. Instead of raising money from investors, Edgeware is allowing holders of Ether to lock their ETH up and receive Edgeware tokens in the future or to signal their intent to back the project, without locking to earn edgeware tokens. This is a really innovative approach to not only garner a large potential stakeholder base which is critical for a project's success, but also to increase the value of Edgeware’s future treasury without raising money from investors. Currently there is 881k ETH locked and 1.2M ETH signaled, or $273M and $372M in value respectively.  Edgeware is a high profile project, and this is hopefully the most in-depth discussion to date on Edgeware with a ton of great color on Polkadot as well.    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 Dillon on Twitter @dillchen   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 personally owns tokens in ETH, BTC, LEO, XTZ, DCR and MKR  - 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   Intro music by Chris Zabriskie

25 Juni 201941min

DARMA Capital’s Andrew Keys and James Slazas: $100M Ether Fund Launches - Largest of 2019

DARMA Capital’s Andrew Keys and James Slazas: $100M Ether Fund Launches - Largest of 2019

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Andrew Keys and James Slazas of DARMA Capital to discuss DARMA's $100M Ether Fund.   This episode was recorded on the day of Andrew’s announcement that he was was joining DARMA, after an impactful career at ConsenSys. DARMA's flagship fund is a $100M Ether optimized long strategy with $100M under management, which is sizeable for the space. On this episode we go into the strategy, both James and Andrew’s careers, their results, goals and so much more. The brain power between James and Andrew is remarkable. 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 Andrew on Twitter @AndrewDARMACAP  Follow James on Twitter @DARMA_Slazas    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.  - 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   Intro music by Chris Zabriskie

19 Juni 201942min

Blockstack’s Muneeb Ali: Building A Decentralized AWS To Host A Potential Facebook Killer

Blockstack’s Muneeb Ali: Building A Decentralized AWS To Host A Potential Facebook Killer

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Muneeb Ali the CEO and Cofounder of Blockstack PBC. Blockstack is a high profile project in the space, with the goal of creating a decentralized computing network and app ecosystem. To differentiate this episode vs other podcasts, I wanted to focus on Blockstacks’ end goals - being potentially creating a new decentralized version of Amazon Web Services which hosts basically the worlds business and consumer workloads and apps. Creating this platform could in turn host a viral app on top of it, such as a facebook killer. 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 Muneeb on Twitter @muneeb   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.  - 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   Intro music by Chris Zabriskie

17 Juni 201959min

Decred’s Co-Founder Jake Yocom-Piatt: Governance-First Crypto Aims to Challenge Bitcoin

Decred’s Co-Founder Jake Yocom-Piatt: Governance-First Crypto Aims to Challenge Bitcoin

Host Tom Shaughnessy of Delphi Digital (DelphiDigital.io) is joined by Jake Yocom-Piatt, an original co-founder of the cryptocurrency Decred.  It's incredible to speak with Jake and learn about how he built Decred with its anonymous co-founders, all of their struggles and success and where the crypto is going. We go into Decred’s hybrid consensus mechanism, its on-chain treasury, easy voting on consensus changes and the use of the treasury through the wallet decredition and so much more. While Decred is a smaller crypto $250M market cap, but Jake explains why he believes Decred is not only competitive to BTC but could over take it.  Follow Tom on Twitter @Shaughnessy119 Follow Jake on Twitter @behindtext   Disclosure: Tom Shaughnessy owns tokens in BTC, ETH, DCR, MKR, XTZ and Loom. This podcast is NOT investment advice and is only informational. Do not make investment decisions based upon this podcast. Delphi Digital was not compensated by any party for this podcast episode other than Podbean's advertisers. This content is strictly informational and is not a solicitation to buy or sell any security or token.  - 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  -

8 Juni 20191h 6min

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