Lightspeed Solana Foundation: The Future of DePIN On Solana | Amira Valliani
Oct 17, 2025
In this engaging discussion, Amira Valliani, Head of DePIN at the Solana Foundation, sheds light on the future of decentralized physical infrastructure. With a rich background in policy, she tackles the challenges of venture capital and discusses promising areas like AI energy opportunities and robotics. Amira emphasizes the importance of aligning incentives in token use and critiques the rush for unicorns in favor of more practical infrastructure projects. Her insights highlight the potential of DePIN to innovate and reshape how users interact with technology.
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Platform-Like Support For DePIN Builders
- Solana's DePIN team focuses on helping builders get unblocked and grow quickly on-chain.
- The goal is to massively increase value returned to contributors from ~$400M toward $4B.
Three Green Pastures For DePIN
- Amira highlights three high-opportunity DePIN areas: national infrastructure, energy, and robotics/physical AI.
- Robotics overlaps AI and re-industrialization and needs distributed data collection to scale.
Be Patient With Hardware Cycles
- Be patient: hardware- and infrastructure-led tech cycles take years, not months.
- Expect many startups to fail but the winners can scale massively in 5–7 years.