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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.
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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.
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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.
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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.
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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.
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1:14:54