AI ROLLUP #13: Crypto AI vs Silicon Valley | Live From ETH Denver

Listen to this episode from Bankless on Spotify. 📣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 DeFihttps://bankless.cc/Frax🦄UNISWAP | SWAP ON UNICHAINhttps://bankless.cc/unichain⚖️ARBITRUM | SCALING ETHEREUM⁠https://bankless.cc/Arbitrum🛞MANTLE | MODULAR LAYER 2 NETWORKhttps://bankless.cc/Mantle🌐CELO | BUILD TOGETHER AND PROSPERhttps://bankless.cc/Celo🦋MORPHO | CRYPTO-BACKED LOANS https://bankless.cc/Morpho🏦ONDO | INSTITUTIONAL GRADE FINANCEhttps://bankless.cc/Ondo -----✨ Mint the episode on Zora ✨https://zora.co/coin/base:0x683b869d53e77e7cc03a6fec7fec6934edcf29a7?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E------TIMESTAMPS00:00 Start04:42 Delphi's Interest In The Space08:20 Initial AI Crypto Use Cases09:18 The Era's Of AI13:41 Where Does Value Accrual Come From20:38 How Do You Choose The Winning Model?27:08 Silicon Valley AI Vs Crypto AI37:12 Fracturing Of Frontier Models41:43 What's Exciting?46:27 Due Diligence Via Agent49:02 When To Use What Agent53:10 A Birthday Surprise------RESOURCESTom Shaughnessyhttps://x.com/Shaughnessy119------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠