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The Delphi Podcast

Going beyond the hype of Crypto x AI: Vapourware or not? | Crypto x AI Event

Oct 30, 2024
Kyle Samani, co-founder of Multicoin Capital, and Emad Mostaque, founder of Stability AI, dive into the intriguing intersection of crypto and AI. They discuss the promise of decentralized GPU marketplaces and the complexities of decentralized training for AI. The conversation critiques the hype surrounding crypto AI tokens while highlighting viable verticals. They ponder the role of data DAOs, the evolution of AI agents, and the philosophical implications of identity in the crypto realm, shedding light on the tension between innovation and skepticism.
01:03:42

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Quick takeaways

  • Decentralized GPU marketplaces are poised to revolutionize AI compute power sharing, but face challenges in usage and profitability.
  • The role of data ownership and licensing is crucial in AI development, particularly with specialized data in sectors like healthcare and entertainment.

Deep dives

The Promise of Decentralized GPU Marketplaces

Decentralized GPU marketplaces present a significant opportunity within the intersection of crypto and AI. The increasing demand for compute power, driven by AI advancements, has created a shortage in supply chains, making platforms that enable the sharing and financialization of GPUS invaluable. These marketplaces can transform compute resources into a tradable commodity, yet they currently face challenges in orchestrating effective usage and ensuring sustainable margins for providers. With startups targeting the standardization of model training and inference, decentralized marketplaces are likely to evolve and find their niche in this growing sector.

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