Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - cohosted by Pondering Durian
Join Tom Shaughnessy and Pondering Durian as they host Jeff Emanuel, founder of Pastel Network and author of the viral "Short Case for NVIDIA Stock" thesis, for an exploration of AI infrastructure disruption, open-source model innovation, and the societal implications of accelerating AGI development.
🎯 Key Highlights
▸ Analysis of DeepSeek's AI efficiency breakthrough
▸ Deep dive into model distillation and scaling
▸ Discussion of AI infrastructure competition
▸ Examination of app-layer value capture
▸ Insights into US vs China AI development
▸ Vision for AGI's societal impact
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▸ Tom's Twitter: @shaughnessy119
▸ Pondering's Twitter: @ponderingdurian
▸ Jeff's Twitter: @doodlestein
🔗 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 and NVIDIA Impact
04:38 - DeepSeek Analysis
11:18 - Model Efficiency Discussion
15:06 - Distillation Deep Dive
19:28 - App Layer Opportunities
24:39 - Agent Development Impact
29:16 - Model Quality Trade-offs
34:49 - Software Moats
43:33 - AGI Economic Impact
51:05 - Bitcoin Discussion
54:22 - AI Global Competition
01:06:46 - Future Society Impact
01:13:09 - Work and Dignity Discussion
01:18:15 - Entrepreneurship Evolution
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.
--------
1:23:54
Kam Punia: The $POWER of Web3 Mobile Gaming
Join Piers Kicks as he hosts Kam Punia, founder of Pixion Games, for an in-depth exploration of building Web3 gaming experiences and the journey behind Fableborn. From Kam's extensive background at Konami and Yu-Gi-Oh! to Pixion's innovative approach to Web3 gaming, the conversation covers crucial developments in game design, community building, and the future of blockchain gaming.
🎯 Key Highlights
▸ Evolution from Web2 to Web3 gaming development
▸ Deep dive into Fableborn's gameplay mechanics and design philosophy
▸ Analysis of LiveOps strategies for blockchain games
▸ Discussion of community building and player engagement
▸ Insights into scaling Web3 gaming economies
▸ Vision for the future of mobile blockchain gaming
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▸ Piers's Twitter: @pierskicks
▸ Kam's Twitter: @kam_punia
🔗 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 and Background
04:21 - Building the Pixion Team
07:42 - Fableborn Overview
10:44 - Mobile Gaming Strategy
12:28 - Web3 Integration Journey
16:41 - Community Metrics and Growth
19:50 - Community Building Approach
22:22 - UX Challenges in Web3
25:13 - Business Model Innovation
28:08 - LiveOps Strategy
33:20 - Economic Management
39:20 - Future Plans and Ronin Integration
45:17 - Key Learnings
47:11 - Digital Experiences
49:29 - Gaming Discussion
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.
--------
54:31
James Zhang: Bringing Emerging Markets Onchain With Jambo
Join Piers Kicks as he welcomes back James Zhang, co-founder and CEO of JAMBO, for an exploration of how they're revolutionizing Web3 accessibility through mobile infrastructure. From selling over 700,000 phones across 100+ countries to ambitious plans for satellite launches, discover how JAMBO is building the "on-chain Apple" for emerging markets.
🎯 Key Highlights
▸ Evolution of JAMBO's mobile-first Web3 strategy
▸ Deep dive into hardware infrastructure and distribution
▸ Analysis of emerging market crypto adoption
▸ Discussion of on-chain payment solutions
▸ Insights into token economics and ecosystem growth
▸ Vision for satellite connectivity and future expansion
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▸ Piers's Twitter: @pierskicks
▸ JAMBO's Twitter: @JAMBOtechnology
▸ JAMBO's Page: www.jambo.technology
🔗 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 and Background
01:18 - JAMBO Overview
02:49 - Ecosystem Growth Metrics
04:34 - Mobile Hardware Strategy
07:18 - Product Evolution
10:44 - Market Distribution Strategy
13:20 - Token Integration Plans
16:15 - Global Market Analysis
21:57 - Revenue Streams
24:29 - Token Economics
28:09 - Emerging Market Focus
33:44 - Yield Generation Strategy
38:10 - Future Vision and Satellite Program
42:15 - Key Learnings
44:41 - Digital Experience Reflections
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.
--------
47:04
Tin Nguyen: Gaming IP in the Age of AI
Join Piers Kicks as he hosts Tin Nguyen, founder of Sipher, for a deep dive into the convergence of gaming, AI, and blockchain. From his unconventional journey starting in real estate development to building a 140-person gaming studio, Tin shares insights on creating immersive digital experiences and pioneering AI integration in gaming.
🎯 Key Highlights
▸ Evolution from traditional business to Web3 gaming
▸ Deep dive into Sipher's gaming ecosystem and vision
▸ Analysis of AI integration in gaming experiences
▸ Discussion of blockchain gaming economics and token models
▸ Insights into managing live service games with AI
▸ Vision for the future of human-AI gaming interaction
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▸ Piers's Twitter: @pierskicks
▸ Tin's Twitter: @AskTinNguyen
🔗 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 and Background
02:02 - Gaming Industry Transition
04:01 - Sipher Vision and Game Design
07:15 - Mobile Gaming Strategy
11:35 - Platform Integration
15:10 - AI Integration Journey
18:56 - Gaming Development Tools
23:33 - Future of AI in Gaming
29:37 - Cryptocurrency Integration
33:19 - Live Service Management
39:20 - AGI Platform Vision
46:16 - Economic Models
49:31 - Long-term Vision
54:28 - Building Through Market Cycles
57:37 - Digital Experience Evolution
01:04:07 - Gaming Influences
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.
--------
1:08:16
Jansen Teng: Inside Virtuals’ Meteoric Rise, The Race to Billion-Dollar Crypto-AI Agents and life after AGI
Join Tom Shaughnessy and Pondering Durian as they host Jansen Teng, CEO and co-founder of Virtuals, for an in-depth exploration of AI agents and the future of decentralized AI. From Virtuals' evolution as a gaming DAO to becoming the leading crypto AI platform, the conversation covers crucial developments in agent autonomy, tokenization, and the path toward an agentic economy.
🎯 Key Highlights
▶ Origins and evolution of Virtuals platform
▶ Analysis of agent frameworks and autonomous capabilities
▶ Discussion of value capture in crypto AI projects
▶ Deep dive into decentralized infrastructure challenges
▶ Vision for agent coordination and business development
▶ Future outlook on AI-human interaction and cybernetics
💡 Want to stay updated with the latest in crypto & AI? Hit subscribe and the notification bell! 🔔
🧠 Follow the Alpha
▶ Tom's Twitter: @shaughnessy119
▶ Pondering Durian's Twitter: @ponderingdurian
▶ Jansen's Twitter: @ethermage
🔗 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 and Background
01:29 - Virtuals Origin Story
07:42 - Agent Development Discussion
13:00 - Vision for Agentic Economy
22:51 - Framework Competition Analysis
29:37 - Infrastructure Challenges
36:20 - Agent Value Capture
42:46 - Decentralized AI Stack
54:00 - Team Analysis and Due Diligence
01:00:10 - Future Risks and Opportunities
01:05:44 - Agent Autonomy Vision
01:09:43 - Future of Human-AI Interaction
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.
Ireland