Ben Jacobs
@bennypjacobs • 3,728 subscribers
Managing Partner @sceniuscapital
Videos
In the second episode of Scenius Studio's mini-series "The Use-Case", I sit down with Andrej Co-Founder of touch grass. Grass gives users the ability to earn ownership in the Grass network by supplying the protocol with their unused internet bandwidth for data scraping purposes (something that is already happening to most of us and we don’t get paid!). The grass protocol packages this scraped web data and sells it to AI companies who have insufficient data to further develop their models. With over 3 millions users and millions of annualized revenue, Grass is a real commercial business with a roadmap that makes it one of the most exciting projects at the intersection of crypto x AI and data. In this episode we discuss: ➔ Andrej’s background in physics, finance, and sports betting ➔ Big companies using your IP address without your knowledge or permission ➔ How the Grass protocol puts a toll booth on your internet bandwidth highway ➔ Packaging web scraped data and selling it to AI companies building Multi-Modal models ➔ Dynamics between the Grass Protocol and the labs entity developing Grass’ IP ➔ Protocol design decisions to ensure that all tokenholders (VCs, team, and community) are aligned ➔ Why Grass needed to be built on crypto rails to maximize its potential ➔ The future of LLMs and how they will search for context and information Hope you enjoy this episode of Scenius Studio's "The Use-Case". Links to listen in bio or below👇
Ben Jacobs22,468 görüntüleme • 1 yıl önce
🚨 Scenius Studio (Episode #43) In this episode, I sit down with Haseeb Qureshi (Haseeb Qureshi ＞|＜), Managing Partner of . Haseeb is highly respected in the space for his synthesis of complex topics, sharp opinions on contentious debates, and repeated ability to back category winners early. With Haseeb at the helm, Dragonfly has established itself as one of the industry’s premier global firms with strong footing in the US and Asia. In this episode we discussed: ➔ Haseeb’s experience as a professional poker player and the related instincts he developed ➔ Risk taking and understanding probabilities when pursuing a career as a venture capitalist ➔ Common threads among Haseeb’s most successful venture deals (, Monad, Avalanche🔺, NEAR Protocol) ➔ “Resource Gravity” as a measure of a Founder’s ability to succeed ➔ Portfolio construction for Dragonfly’s $650 Million most recent fund. Who is downstream of Dragonfly and how Haseeb thinks about exits ➔ The unnecessary concern surrounding low float / high FDV token launches ➔ Polymarket: crypto’s attempt at building a permissionless, modern prediction market ➔ Lightning round: AI Inference, Tokenization/RWA, DePIN, Gaming, Social ➔ Haseeb’s spiciest takes 🌶️ Hope you enjoy this episode of Scenius Studio. Spotify link in comments👇
Ben Jacobs16,064 görüntüleme • 2 yıl önce
🚨 Scenius Studio (Episode #33) 🧠🎙️ In this episode, I sit down with Jeff Park (Jeff Park), Head of Alpha Strategies at . Jeff has had an illustrious career with a variety of roles at Morgan Stanley, Harvard Management Company, and Corbin Capital Partners before focusing his career on crypto and multi-manager solutions at Bitwise. Jeff’s insight into the forthcoming Bitcoin Spot ETF is timely and informative. Moreover, his measured approach when evaluating actively traded strategies demonstrates his mastery of various methods of alpha generation. Tune in for insights into active and passive digital asset investment strategies. In this episode we discuss: ➔ Determining the digital assets that get included in Bitwise’s passive index products ➔ The underlying process and mechanics for Bitwise’s BTC spot ETF application ➔ New financial capabilities unlocked by the BTC spot ETF wrapper ➔ The benefits of the BTC spot ETF for RIAs and Financial Advisors ➔ How Jeff would pitch someone on the benefits of adding Bitcoin to a typical 60/40 portfolio ➔ Operational due diligence and the evolution of investment management infrastructure for crypto funds ➔ Investment “edge” and the core criteria that Jeff looks for when evaluating a manager ➔ Bitwise’s recent survey of RIAs regarding the upcoming ETF and whether the news is already priced in ➔ Jeff’s spiciest takes 🌶️ Links to listen below👇
Ben Jacobs10,072 görüntüleme • 2 yıl önce
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