AI ROLLUP #13: Crypto AI vs Silicon Valley | Live From ETH Denver
📣RESERVE | INVEST IN CRYPTO NARRATIVES https://bankless.cc/reserve ------ Tom Shaughnessy from Delphi joins us to break down the AI x crypto space—where the value is, how to spot winning models, and why Silicon Valley AI and crypto AI are taking very different approaches. We also get into agent-based research, the fracturing of frontier models, and… a birthday surprise at the end. ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo 🦋MORPHO | CRYPTO-BACKED LOANS https://bankless.cc/Morpho 🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo ----- ✨ Mint the episode on Zora ✨ https://zora.co/coin/base:0x683b869d53e77e7cc03a6fec7fec6934edcf29a7?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS 00:00 Start 04:42 Delphi's Interest In The Space 08:20 Initial AI Crypto Use Cases 09:18 The Era's Of AI 13:41 Where Does Value Accrual Come From 20:38 How Do You Choose The Winning Model? 27:08 Silicon Valley AI Vs Crypto AI 37:12 Fracturing Of Frontier Models 41:43 What's Exciting? 46:27 Due Diligence Via Agent 49:02 When To Use What Agent 53:10 A Birthday Surprise ------ RESOURCES Tom Shaughnessy https://x.com/Shaughnessy119 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures