The Hivemind - Is The AI Bubble About to Pop?

JUN 18, 2026 • 75 Min

Kevin Kelly, CFA + 4 others

Disclosures: This podcast is strictly informational and educational and is not investment advice or

This week on Hivemind, Delphi Ventures Partner Tommy Shaughnessy joins the show to debate one of the biggest questions in technology and markets today: can OpenAI and Anthropic justify their valuations, or is open-source AI about to take market share?

The team discusses enterprise AI spending, the economics of frontier models, the rise of open-source alternatives, SpaceX’s IPO, the AI bubble debate, Hyperliquid’s continued growth, and the latest developments surrounding Zcash and the private Bitcoin thesis.

Delphi Digital’s brightest minds – Jose, Yan, Ceteris, Jason and Kevin – banter about the biggest topics in crypto & beyond. Join The Hivemind.

🧠 Follow the Alpha
▸ Ceteris: ⁠https://x.com/ceterispar1bus⁠
▸ Jason: ⁠https://x.com/3xliquidated⁠
▸ Tommy: https://x.com/Shaughnessy119
▸ Jose: https://x.com/ZeMariaMacedo
▸ Kevin: ⁠https://x.com/Kevin_Kelly_II

🎧 Listen here https://thehivemind.buzzsprout.com

Kevin Kelly, CFA + 4 others

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The Hivemind - Is The AI Bubble About to Pop?

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