Are Crypto AI tokens just vapourware? Join Jose Maria Macedo (Delphi) for this high-stakes debate with Kyle Samani (Multicoin Capital) and Emad Mostaque (Stability AI) to explore:
- The current state of decentralized GPU marketplaces
- The role of data DAOs and IP rights in AI development
- Viability of decentralized training and inference
- The future of AI agents and identity systems
- Which crypto AI verticals show real promise vs hype
This candid discussion separates signal from noise in the rapidly growing crypto AI sector, examining where true value creation is happening and which areas may be getting ahead of themselves.
"I think we're seeing a weird nexus of crypto hype and AI hype happening at the same time...they're not going through the standard development process." - Emad Mostaque
Watch more sessions from Crypto x AI Month here: https://delphidigital.io/crypto-ai
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Crypto x AI Month is the largest virtual event dedicated to the intersection of crypto and AI, featuring 40+ top builders, investors, and practitioners. Over the course of three weeks, this event brings together panels, debates, and discussions with the brightest minds in the space, presented by Delphi Digital.
Crypto x AI Month is free and open to everyone thanks to the support from our sponsors:
https://olas.network/
https://venice.ai/
https://near.org/
https://mira.foundation/
https://www.theoriq.ai/
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Follow the Speakers:
- José Macedo on Twitter/X ► https://x.com/zemariamacedo
- Emad Mostaque on Twitter/X ► https://x.com/emostaque
- Kyle Samani on Twitter/X ► https://x.com/kylesamani
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Chapters
00:00 Introduction and Sponsor Acknowledgments
00:50 Introducing Panel and Debate Setup
01:58 Kyle on GPU Marketplaces and Infrastructure
04:23 Evaluating Different Crypto AI Sectors
06:41 Current State of the Crypto AI Market
10:37 Core Benefits of Crypto for AI Development
14:41 Talent Migration into Crypto AI
20:25 The Mimetic Value of Crypto AI
24:36 Deep Dive: Decentralized GPU Marketplaces
33:13 Game Theory of Open Source AI
41:38 Discussion on Data and Data DAOs
48:40 Private Data and Expert Knowledge
52:11 Rapid Fire: Key Sectors Analysis
54:33 The Future of AI Agents
58:11 Identity and Final Thoughts
Disclaimer
All statements and/or opinions expressed in this interview are the personal opinions and responsibility of the respective guests, who may personally hold material positions in companies or assets mentioned or discussed. The content does not necessarily reflect the opinion of Delphi Citadel Partners, LLC or its affiliates (collectively, “Delphi Ventures”), which makes no representations or warranties of any kind in connection with the contained subject matter. Delphi Ventures may hold investments in assets or protocols mentioned or discussed in this interview. This content is provided for informational purposes only and should not be misconstrued for investment advice or as a recommendation to purchase or sell any token or to use any protocol.
The Delphi Podcast 
