Crypto AI vs Silicon Valley | Live From ETH Denver

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.

TIMESTAMPS

00:00 Start
01:38 Delphi's Interest In The Space
05:15 Initial AI Crypto Use Cases
06:14 The Era's Of AI
10:37 Where Does Value Accrual Come From
17:34 How Do You Choose The Winning Model?
24:04 Silicon Valley AI Vs Crypto AI
31:28 Fracturing Of Frontier Models
35:59 What's Exciting?
40:43 Due Diligence Via Agent
43:18 When To Use What Agent
47:26 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