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

Bankless

Bankless

Technology, Tech News, News

4.71.2K Ratings

🗓️ 27 February 2025

⏱️ 55 minutes

🧾️ Download transcript

Summary

📣RESERVE | INVEST IN CRYPTO NARRATIVES 
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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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https://zora.co/coin/base:0x683b869d53e77e7cc03a6fec7fec6934edcf29a7?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 


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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 

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome Bankless Nation to the AI rollup where we stay up to speed with the emerging trends

0:07.7

developments in the AI crypto space. I'm David Hoffman here on the ground floor of ETH, Denver.

0:12.8

We did this episode, this AI roll up with EJaws in person, but we also did it with Tom

0:17.9

Shaughnessy, so this is going to be a little bit different than our usual weekly recap episode. It's more of a discussion around the current AI crypto sector, joined by

0:26.7

Tom, a new face from Delphi Digital. Before we get into the episode, we're going to talk to our friends

0:30.9

and sponsors over at Reserve Protocol, who just introduced decentralized token folios at DTFs,

0:37.0

which are like ETFss but for crypto there

0:39.3

are indices across all different sectors that you can find inside of the crypto space real world

0:43.8

assets defy even AI agents virtuals check them out there is a link in the show notes

0:49.3

Tom Shaughnessy from Delvey Digital they've been investing in AI for a very long time since

0:55.1

well before the AI agent meta really took root in last November.

0:59.3

They have been investing in the crypto AI intersection for over two years now.

1:03.6

So they've actually already seen a number of waves of investing cycles.

1:07.3

And so as young as this space is, Tom is one of the few veterans out there. So

1:12.2

I jaz and I had a fun time just chatting with Tom, just about everything that he's seen so far

1:16.9

in the AI space, what he thinks about it, how he thinks about investing in this space, and what

1:22.2

he thinks is on the horizon. So let's go ahead and get into that conversation with Tom and

1:25.8

Ijaz. But first, a message from some of these fantastic sponsors that make this show possible.

1:29.5

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...

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