Delphi Intelligence
2035
Delphi Intelligence leverages the researcher, builder, and investor perspectives across the hivemind to recreate the flywheel that allowed us to excel in crypto. Now in podcast form, hear the best insights in the AI sector on the 2035 podcast!
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Delphi Intelligence
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20. Nov 2025
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Joscha Bach presents "Machine Consciousness and Beyond" | dAGI Summit 2025 20.11.2025 29:16
Bach reframes AI as the endpoint of a long philosophical project to “naturalize the mind,” arguing that modern machine learning operationalizes a lineage from Aristotle to Turing in which minds, worlds, and representations are computational state-transition systems. He claims computer science effectively re-discovers animism—software as self-organizing, energy-harvesting “spirits”—and that conscio...
"The Future Is Distributed: AI, Markets, And The Battle Between Open And Closed" | dAGI Summit 2025 18.11.2025 42:01
This panel from the dAGI Summit brings together leaders from decentralized AI projects—Ambient, Gensyn, Nous Research, and NEAR AI—to examine why open-source, distributed approaches might prevail over centralized systems. The discussion centers on fundamental economics: closed labs face misaligned incentives (surveillance capitalism, censorship, rug-pull risk) while open-source struggles to moneti...
Rawson Haverty presents "US & China AI: Lessons from Across the Pacific" | dAGI Summit 2025 16.11.2025 20:19
Rawson contrasts the US and Chinese AI ecosystems through culture, history, and market design. The US channels deep capital into fast-forming, efficient oligopolies that drive closed, frontier models and a massive compute build-out; China orchestrates a state-guided “swarm” that rapidly diffuses (often open-source) AI across industry, leveraging dense supply chains and process skill—but with thinn...
"The Founders Playbook: What AI Founders Need To Know Before Raising & Scaling" | dAGI Summit 2025 14.11.2025 45:08
This VC panel from the dAGI Summit explores venture capital's evolving landscape amid AI's transformative surge. The discussion tackles whether venture remains attractive (Sequoia's Roloff Beha argues it's "return-free risk"), examines talent consolidation toward major labs offering $10M+ salaries, and debates open-source versus centralized AI futures. Key tensions emerge...
Stepan Gershuni presents "The Intent Economy: The Future of Agentic AI" | dAGI Summit 2025 12.11.2025 19:06
In this talk, Stepan argues AI is pushing the economy from capturing attention to fulfilling intention . Instead of users spending hours searching, comparing, and coordinating, they will express goals (“Buy a Burning Man bike,” “Plan a Lisbon offsite under $X”), and a market of specialized AI agents will plan, source, negotiate, and execute. Because agents dramatically cut transaction costs , many...
Starcloud: The Rise of Orbital Data Centers 17.09.2025 46:24
Join Piers Kicks from Delphi Intelligence as he explores the cutting-edge frontier of space-based computing with Philip Johnston, founder of Star Cloud. Philip is pioneering the development of data centers in space to harness abundant solar energy and overcome Earth's compute limitations. With launch costs plummeting thanks to SpaceX's Starship program, Star Cloud is preparing to launch th...
Healthcare's AI Overhaul with Tanishq Abraham 12.09.2025 55:02
Join Pondering Durian and José Macedo as they dive deep into the future of AI-powered healthcare with Tanishq Abraham, founder and CEO of Sophont AI. At just 21, Tanishq has already graduated high school at 10, college at 14, earned a PhD in biomedical engineering at 19, and served as research director at Stability AI. Now he's building open-source foundation models to revolutionize healthcare thr...
Chinese vs. American AI: the Rundown with Alex Lee 12.08.2025 1:24:10
Join Pondering Durian and José Macedo as they dive deep into the US-China AI competition with Alex Lee, co-founder of TrueNorth and former VP at Enflame (a $3 billion AI chip startup). With his unique perspective spanning both ecosystems - from his PhD in electrical engineering to roles at Temasek and McKinsey - Alex breaks down China's dominance in open source AI, export controls on semiconductor...
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