Tom Shaughnessy from Delphi joins us to break down the AI x crypto space—where the value is, how to spot winning models, and why Silicon Valley AI and crypto AI are taking very different approaches. We also get into agent-based research, the fracturing of frontier models, and… a birthday surprise at the end.
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00:00 Start 01:38 Delphi's Interest In The Space 05:15 Initial AI Crypto Use Cases 06:14 The Era's Of AI 10:37 Where Does Value Accrual Come From 17:34 How Do You Choose The Winning Model? 24:04 Silicon Valley AI Vs Crypto AI 31:28 Fracturing Of Frontier Models 35:59 What's Exciting? 40:43 Due Diligence Via Agent 43:18 When To Use What Agent 47:26 A Birthday Surprise
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TIMESTAMPS
00:00 Start
01:38 Delphi's Interest In The Space
05:15 Initial AI Crypto Use Cases
06:14 The Era's Of AI
10:37 Where Does Value Accrual Come From
17:34 How Do You Choose The Winning Model?
24:04 Silicon Valley AI Vs Crypto AI
31:28 Fracturing Of Frontier Models
35:59 What's Exciting?
40:43 Due Diligence Via Agent
43:18 When To Use What Agent
47:26 A Birthday Surprise
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RESOURCES
Tom Shaughnessy
x.com/Shaughnessy119
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Not financial or tax advice. See our investment disclosures here:
www.bankless.com/disclosures