Exploring GPU Shortages and Sourcing Strategies for AI Projects

This week, we’re still recovering from ETH Denver. Mahesh gets Sami, Connor, and Sal to fill us in on what we missed out West, including new DePIN themes coming the rest of the year, where DePIN fits into the current wave of ATH’s and memecoins, which projects are still underhyped, and the benefits of being IRL.

0:00 Welcome Back

1:19 I guess we have to talk about memecoins, huh?

5:54  Comparing ETH Denver this year vs. last year

9:15 Why DePIN token prices don’t seem to be taking off

16:45 Are DePIN wearables the next wave?

19:46 Projects that are still underrated

24:29 GPU supply shortages

26:15 Over/Under 250 DePIN coins launching in the next 12 months?

28:08 What did the rest of us miss at ETH Denver? 

Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.