Episodios

  • Dev.Fun: Leading AI Vibe Coding Platform on Solana with 20,000+ Applications Live
    Jul 11 2025

    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 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 – Intro: Dev.Fun, Devlord & Robi
    01:00 – Meeting via Pump.fun, founding story
    02:20 – Vibe coding with AI
    04:15 – Empowering non-devs to launch apps
    06:30 – Token mechanics vs. traditional apps
    08:00 – In-app monetization strategies
    10:00 – Favorite builds: memes to tools
    13:30 – Viral Epstein app & other hits
    15:30 – AI autonomy vs. human input
    18:00 – Can vibe-coded apps scale to startups?
    20:00 – Foundation models shaping UX
    22:00 – Dev.Fun vs. Lovable: app store vs. SaaS
    24:00 – Crypto-native distribution’s edge
    26:00 – Tokens, capital, and incentives
    28:00 – What’s on-chain vs. off-chain
    30:00 – AI scaffolding under the hood
    33:00 – Future of decentralized infra
    35:00 – Curation, virality, and app caps
    37:00 – Moderation and NSFW policies
    40:00 – Streaming, attention, Black Mirror
    42:00 – Why Solana powers Dev.Fun
    44:30 – Post-launch reflections
    46:30 – Building vs. distributing
    48:00 – Build team spotlight
    49:15 – Token rewards & retention
    51:30 – Key metrics: usage & value flow
    53:00 – Final thoughts & vision



    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.

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    54 m
  • Harry Dewhirst: What If the Physical World Had an API? — 375ai, DePIN, and Real-Time Data for AI
    Jun 17 2025

    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 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 - Intro: Harry Dewhirst & 375ai

    00:55 - Harry's background

    02:26 - 375ai's pivot

    08:29 - 375ai overview

    10:48 - Why 375ai's data is valuable

    13:28 - Concrete examples of data usage

    18:18 - Current stage of 375ai

    22:38 - Future customers and scale

    25:57 - Go-to-market strategy

    29:28 - Edge AI vs. Cloud AI

    34:47 - Sensors and device design

    38:15 - 375ai Street and self-deployment

    41:52 - Comparison with Hivemapper

    44:17 - 375ai Go (mobile app)

    48:06 - Demand from LLMs and real-world data

    53:29 - Biggest risks and challenges

    57:48 - Meaning behind the name 375ai



    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.

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    1 h
  • TAOFU's Mikel & Mitch: Enabling Capital Formation for Subnets on Bittensors $10B+ Network
    May 27 2025

    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 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 - Intro: Mitch, Mikel & Taofu

    01:00 - Mikel's DeFi background and transition to Bittensor

    02:00 - Mitch's growth background and getting "red-pilled" into Tao

    03:00 - Taofu genesis: From liquid staking to subnet launchpad

    05:00 - Dynamic TAO (dTAO) impact on Bittensor power dynamics

    06:00 - How Taofu solves subnet funding and exit liquidity problems

    08:00 - Pre-dTAO barriers: High registration costs and predatory deals

    11:00 - Taofu's tokenization process and multisig custody

    14:00 - Due diligence and curation model for subnet selection

    17:00 - Balancing AI advancement vs. Bittensor ecosystem growth

    22:00 - Dream projects: Creative AI and privacy-focused solutions

    25:00 - Tao Private Network (TPN): Decentralized VPN subnet

    28:00 - TPN's global infrastructure and miner incentives

    33:00 - User experience and dynamic incentive adjustments

    34:00 - Upcoming TPN sale mechanics and vesting structure

    37:00 - Taofu platform evolution: Analytics, governance, and bridges

    38:00 - Future of AI: 6-month predictions and longevity implications

    42:00 - AGI timeline predictions and closing 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.

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    43 m
  • David Choi & Conor Moore: USD.AI - Financing the Future of AI Infra
    May 21 2025

    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 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 - Intro: David Choi & Conor Moore from USD.AI

    01:00 - Team background and journey to USD.AI

    03:00 - USD.AI's origin and the DeepEnd hardware financing problem

    06:00 - USD.AI's three-pillar structure overview

    07:00 - Caliber: Tokenizing hardware assets with on-chain property rights

    12:00 - Modular underwriting system with first-loss positions

    15:00 - QEV design: Creating an arbitrage venue for redemptions

    20:00 - Summary of USD.AI's value proposition

    21:00 - Default protection and amortization process

    24:00 - Value proposition for borrowers and DeepEnd networks

    28:00 - How USD.AI benefits neo-cloud operators

    31:00 - Phased approach to scaling USD.AI

    34:00 - USD.AI's place in the broader crypto ecosystem

    43:00 - Next steps and upcoming launch details



    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.

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    47 m
  • Logan Allen: Nockchain's Global Competition for Useful ZK Proof of Work Miners Kicks Off
    May 19 2025

    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 on


    Spotify: 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_xHj43Q



    Timestamps


    00:00 - 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



    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.

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    56 m
  • Cambria: The Degen MMO With $1M+ Seasonal Prize Pools
    May 1 2025

    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 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 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/Media


    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.

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    56 m
  • Sam Lehman: What the Reinforcement Learning Renaissance Means for Decentralized AI
    Apr 30 2025

    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 Highlights


    The 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 Alpha


    Tommy's Twitter: @Shaughnessy119

    Sam's Twitter: @SPLehman

    Symbolic 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 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: 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



    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.

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    1 h y 8 m
  • Guilhem Chaumont: Following the Flow Into Crypto’s Next Growth Phase
    Apr 16 2025

    Join Kevin Kelly from Delphi Digital as he hosts Guilhem Chaumont, CEO and co-founder of Flow Desks, for an insightful conversation about institutional-grade trading services in the crypto space. Flow Desks has established itself as a full-service digital asset trading and technology firm, pioneering a unique "market making as a service" approach.



    🎯 Key Highlights


    ▸ How Flowdesk created "market making as a service" to serve crypto-native projects

    ▸ The growing importance of transparency, neutrality, and trust in crypto trading

    ▸ Why institutional adoption is a slow, steady shift—not a tidal wave

    ▸ The role of stablecoins and tokenized assets in the future of finance

    ▸ How regulation and compliance are shaping crypto’s next phase

    ▸ Why Flowdesk won’t issue a token—and what it says about alignment and incentives

    ▸ Long-term vision for tokenizing real-world assets and transforming financial rails



    💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔



    🧠 Follow the Alpha


    ▸ Kevin's Twitter: @Kevin_Kelly_II

    ▸ Guilhem's LinkedIn: Guilhem Chaumont

    ▸ Flowdesk's Twitter: @flowdesk_co





    🔗 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 to Flowdesk

    02:00 - Providing Institutional Grade Service to Crypto Native Teams

    04:00 - Challenges and Convincing the Market

    06:58 - Current Market Read

    10:00 - Why We Won’t See Large Drawdowns

    13:00 - Growth Areas Going Forward

    15:52 - Tokenization of Existing vs. Illiquid Assets

    18:48 - Institutional Hesitation and Fee Capture

    21:28 - Biggest Opportunities for Flowdesk

    24:50 - Stable Coin Demand





    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.


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