The Delphi Podcast

Delphi's AI + DePIN Year Ahead 2025

12 snips
Dec 23, 2024
Dive into the future of AI and decentralized infrastructure, with insights on evolving agent platforms and identity solutions. Explore the implications of WorldCoin and its regulatory challenges, alongside market fluctuations in crypto. Discover innovations in decentralized training and telecom, as well as the tokenization of resources. The conversation highlights the competitive dynamics shaping the AI landscape and the transformative potential of emerging technologies in connection with crypto. Get ready for a thrilling ride into 2025!
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INSIGHT

AI Model Development Trends

  • AI models may plateau in pre-training compute.
  • Other bullish factors include synthetic data, reinforcement learning, and longer inference compute.
INSIGHT

AI Bubble Dynamics

  • AI's wealth creation is more dispersed due to reliance on physical inputs.
  • This dispersion may make an AI "bubble" more sustainable than previous tech bubbles.
INSIGHT

Nation-State AI Competition

  • The US leads in AI, while Europe prioritizes regulation over innovation.
  • China's entry into the AI arms race is anticipated but delayed, posing a key question.
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