Decentralized Intelligence
Full Delphi DeAI Series is Now Unlocked
Excited to announce the complete Delphi Digital DeAI Series is now unlocked for non subscribers.
This series spans 4 reports, 36,500 words, and 158 graphics. I'm biased, but believe it to be the most comprehensive assessment of the Crypto x AI intersection to date, a space I believe will define crypto markets for the foreseeable future.
Links below:
DeAI I: The Tower & The Square (Overview)
Covers the massive resources being deployed by Big Tech in the race for super intelligence and my initial assessment of the pockets where DeAI may have a role to play
DeAI II: Seizing the Means of Production (Infrastructure)
This report dives into how data and compute are replacing capital and labor in the 21st century, exploring everything from decentralized training and compute, through the complete AI data value chain
DeAI III: Composable Compute (Middleware)
Report III dives into modular vs. integrated architectures, exploring everything from LLM routing to graph based foundational models, to agent interoperability, co-processors and more
DeAI IV: The Agentic Economy (Apps)
DeAI IV explores the unique applications enabled by the intersection of Crypto x AI in gaming, markets, governance, security and more in pursuit of the crucial question: are crypto rails a better place to build the agentic economy?
I put a lot of work into these reports, and believe them to be quite good so wanted to share here. For more regular updates, please find me on twitter.
