Delphi's AI + DePIN Year Ahead 2025

Join Ceteris and the Delphi Research team for an in-depth exploration of AI and decentralized infrastructure heading into 2025. The discussion examines the evolution of AI capabilities, agent platforms, identity solutions, and the growing intersection of AI with crypto. The team analyzes emerging DePIN sectors including wireless networks, fixed bandwidth infrastructure, and the future of decentralized data networks.

🎯 Key Highlights

▶ Analysis of AI scaling laws and the future of model training
▶ Deep dive into agent platforms and token frameworks
▶ Examination of WorldCoin’s identity solution and market opportunity
▶ Overview of decentralized training developments
▶ Discussion of DPIN innovations in wireless and bandwidth infrastructure
▶ Analysis of Double Zero’s dark fiber solution for blockchain networks

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🧠 Follow the Alpha

▶ Ceteris’ Twitter: @ceterispar1bus
▶ PD’s Twitter: @ponderingdurian
▶ Michael’s Twitter: @mrink0
▶ Robbie’s Twitter: @robbiepetersen_

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/
🐦 Twitter: https://twitter.com/delphi_digital
💼 LinkedIn: https://www.linkedin.com/company/delphi-digital

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 – Introduction and Overview
02:00 – AI Macro Landscape
08:00 – Nation State AI Competition
13:00 – Agent Platforms Discussion
19:00 – Worldcoin Bull Case
26:00 – Decentralized Training Evolution
36:00 – DePIN Overview
42:00 – Mobile Wireless Infrastructure
47:00 – Fixed Bandwidth Discussion
54:00 – Double Zero and Dark Fiber
01:00:00 – Future of Blockchain Networks
01:04:00 – Closing Thoughts