Delphi's AI + DePIN Year Ahead 2025

The Delphi Podcast

Join Ceteris and the Delphi Research team for an in-depth exploration of AI and decentralized infrastructure heading into 2025. The discussion examines the evolution of AI capabilities, agent platforms, identity solutions, and the growing intersection of AI with crypto. The team analyzes emerging DePIN sectors including wireless networks, fixed bandwidth infrastructure, and the future of decentralized data networks.

🎯 Key Highlights

▶ Analysis of AI scaling laws and the future of model training

▶ Deep dive into agent platforms and token frameworks

▶ Examination of WorldCoin's identity solution and market opportunity

▶ Overview of decentralized training developments

▶ Discussion of DPIN innovations in wireless and bandwidth infrastructure

▶ Analysis of Double Zero's dark fiber solution for blockchain networks

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🧠 Follow the Alpha

▶ Ceteris' Twitter: @ceterispar1bus

▶ PD's Twitter: @ponderingdurian

▶ Michael's Twitter: @mrink0

▶ Robbie's Twitter: @robbiepetersen_

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/

🐦 Twitter: https://twitter.com/delphi_digital

💼 LinkedIn: https://www.linkedin.com/company/delphi-digital

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 - Introduction and Overview

02:00 - AI Macro Landscape

08:00 - Nation State AI Competition

13:00 - Agent Platforms Discussion

19:00 - Worldcoin Bull Case

26:00 - Decentralized Training Evolution

36:00 - DePIN Overview

42:00 - Mobile Wireless Infrastructure

47:00 - Fixed Bandwidth Discussion

54:00 - Double Zero and Dark Fiber

01:00:00 - Future of Blockchain Networks

01:04:00 - Closing Thoughts

Disclaimer

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.