The AI arms race is on, and the stakes couldn’t be higher.

Bankless podcast producer Josh Kale breaks down which players are poised to dominate this next industrial revolution. From the transformative power of AI across industries to the geopolitical and economic implications, we explore the critical dynamics shaping our technological future—and what this means for investors, builders, and society at large.

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TIMESTAMPS

0:00 Intro
0:25 A New Life Form?
4:23 The AI Rabbithole
11:49 xAI & Grok 3
26:51 Deepseek Breakthrough
28:47 English as a Programming Language
30:19 Open Sourcing LLMs
34:13 Other Models
39:29 Meta AI
44:04 AI Bets
46:27 Elon Musk vs Sam Altman
51:59 Worldcoin
55:48 From OpenAI to AGI
1:03:01 AI Doomerism
1:10:06 Neuralink
1:15:20 AI vs Humans
1:22:08 Frontier Tech
1:24:43 Crypto’s Role
1:28:00 Closing & Disclaimers

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Not financial or tax advice. See our investment disclosures here:
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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.

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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

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RESOURCES

Tom Shaughnessy
https://x.com/Shaughnessy119

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠