Загрузка видео...

Не удалось загрузить видео

На главную

INTERVIEW - Venice Is Here to Win: How Private AI Takes On OpenAI and Anthropic David Hoffman sits down with Jon Venice and Jesse Proudman to unpack how Venice is taking on OpenAI and Anthropic with private AI. They talk about: - why AI is becoming the biggest data...

Bankless's profile picture

Bankless

394,589 subscribers

59,372 просмотров • 2 месяцев назад •via X (Twitter)

Наука и технологииФинансы
LIVE

Anya Rossi• Live Now

Private livecam show

Комментарии: 0

Нет доступных комментариев

Здесь появятся комментарии из оригинального поста

Похожие видео

INTERVIEW: Why $VVV at $17 is cheap, w/ Yan Liberman If the TAM for inference is ~$200B, what's the TAM for Private Inference? David Hoffman chats with Yan Liberman about - Why Venice is crypto AI’s clearest revenue story - How he values $VVV - How Venice serves agentic inference - Why AI agents need $DIEM [TIMESTAMPS] 0:00 Intro 1:40 Privacy Guarantees Explained 5:01 Who Needs Private Inference? 9:25 A Privacy Use Case 10:19 Venice’s Privacy Tiers 12:31 Growth Surges After New Plans 20:29 Inference Reseller Economics 23:39 Why Revenue Is Hard to Know 28:11 Token Value & Trust 32:07 Erik Voorhees & Alignment 33:52 Venice’s Unique Product Edge 37:34 Adult Content Demand 41:18 Permissionless Agentic Inference 44:56 Bear Cases for Venice 49:12 How to Value VVV 51:46 Is VVV Undervalued? 56:10 Closing & Disclaimers
56:59

INTERVIEW: Why $VVV at $17 is cheap, w/ Yan Liberman If the TAM for inference is ~$200B, what's the TAM for Private Inference? David Hoffman chats with Yan Liberman about - Why Venice is crypto AI’s clearest revenue story - How he values $VVV - How Venice serves agentic inference - Why AI agents need $DIEM [TIMESTAMPS] 0:00 Intro 1:40 Privacy Guarantees Explained 5:01 Who Needs Private Inference? 9:25 A Privacy Use Case 10:19 Venice’s Privacy Tiers 12:31 Growth Surges After New Plans 20:29 Inference Reseller Economics 23:39 Why Revenue Is Hard to Know 28:11 Token Value & Trust 32:07 Erik Voorhees & Alignment 33:52 Venice’s Unique Product Edge 37:34 Adult Content Demand 41:18 Permissionless Agentic Inference 44:56 Bear Cases for Venice 49:12 How to Value VVV 51:46 Is VVV Undervalued? 56:10 Closing & Disclaimers

Bankless

107,407 просмотров • 2 месяцев назад

base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf Community Call | July Venice Head of Strategy Jon Venice joins David Hoffman for the first base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf community call to unpack all the updates in the Venice ecosystem, growth of base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf burns, expanding base:0xf4d97f2da56e8c3098f3a8d538db630a2606a024 supply, and future products out of Venice. [TIMESTAMPS] 0:00 Intro 0:13 AI Revolution and Venice Mission 1:49 Kimi K3 Arrives to Venice 8:15 AI Labs vs. Venice Economics 14:38 Privacy Breach Wake-Up Call 20:14 VVV Average Burn 3x's 27:24 DIEM Supply Expands 38:02 Minds (Tease) 45:23 Community QnA 53:37 Lumara Film Festival Launch 58:43 Join the base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf Telegram
1:00:04

base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf Community Call | July Venice Head of Strategy Jon Venice joins David Hoffman for the first base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf community call to unpack all the updates in the Venice ecosystem, growth of base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf burns, expanding base:0xf4d97f2da56e8c3098f3a8d538db630a2606a024 supply, and future products out of Venice. [TIMESTAMPS] 0:00 Intro 0:13 AI Revolution and Venice Mission 1:49 Kimi K3 Arrives to Venice 8:15 AI Labs vs. Venice Economics 14:38 Privacy Breach Wake-Up Call 20:14 VVV Average Burn 3x's 27:24 DIEM Supply Expands 38:02 Minds (Tease) 45:23 Community QnA 53:37 Lumara Film Festival Launch 58:43 Join the base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf Telegram

Bankless

66,734 просмотров • 16 дней назад

SPECIAL: How Erik Voorhees Built the Leading Private, Uncensored AI Venice Timestamps: 00:00 Intro & ShapeShift Origin Story 05:25 Did Crypto Play Out as Expected? 06:25 AI vs. Crypto: Are They Similar? 07:23 What Is Venice AI? 09:38 From ShapeShift to Venice 10:31 Censorship in AI & the Open Source Alternative 11:38 Hibachi, infiniFi Ads 12:00 Are AI Labs Too Censored? 13:24 Relay Ad 13:41 Geopolitics: Chinese Open Source vs. US Closed Models 14:15 SBF, the Anthropic Investment & Crypto Scammers 16:26 NearCon, Illia & the AI/Crypto Convergence
17:28

SPECIAL: How Erik Voorhees Built the Leading Private, Uncensored AI Venice Timestamps: 00:00 Intro & ShapeShift Origin Story 05:25 Did Crypto Play Out as Expected? 06:25 AI vs. Crypto: Are They Similar? 07:23 What Is Venice AI? 09:38 From ShapeShift to Venice 10:31 Censorship in AI & the Open Source Alternative 11:38 Hibachi, infiniFi Ads 12:00 Are AI Labs Too Censored? 13:24 Relay Ad 13:41 Geopolitics: Chinese Open Source vs. US Closed Models 14:15 SBF, the Anthropic Investment & Crypto Scammers 16:26 NearCon, Illia & the AI/Crypto Convergence

The Rollup

47,718 просмотров • 5 месяцев назад

Erik Voorhees on Venice and the convergence thesis: "Venice is a private, uncensored version of ChatGPT with crypto ethos baked in." "DIEM token holders get a dollar per day of free compute, zero marginal cost inference for agents." "Cryptocurrency was actually just being built for the AI robots. Humans were always awkward with it. Agents won't be."
1:44

Erik Voorhees on Venice and the convergence thesis: "Venice is a private, uncensored version of ChatGPT with crypto ethos baked in." "DIEM token holders get a dollar per day of free compute, zero marginal cost inference for agents." "Cryptocurrency was actually just being built for the AI robots. Humans were always awkward with it. Agents won't be."

The Rollup

47,691 просмотров • 2 месяцев назад

EARLY ACCESS - Venice Is Here to Win: How Private AI Takes On OpenAI and Anthropic Jon ShapeShift says the $VVV flywheel works even if users don’t care about crypto. “Most of our users are actually not crypto people” "some of them even actively dislike crypto and dislike tokens” "they don't care as long as the product itself is good and they can use it" "all of them are contributing downstream to this token economy, regardless"
0:54

EARLY ACCESS - Venice Is Here to Win: How Private AI Takes On OpenAI and Anthropic Jon ShapeShift says the $VVV flywheel works even if users don’t care about crypto. “Most of our users are actually not crypto people” "some of them even actively dislike crypto and dislike tokens” "they don't care as long as the product itself is good and they can use it" "all of them are contributing downstream to this token economy, regardless"

Bankless

27,642 просмотров • 2 месяцев назад

INTERVIEW: AI, Surveillance, & the Fight for Digital Sovereignty | Near's Illia Polosukhin What happens when powerful AI requires an ID, governments can restrict access by country, and your most private data flows through centralized systems? NEAR Protocol co-founder Illia (root.near) (🇺🇦, ⋈) joins David Hoffman to explain why AI export controls could fracture the internet, how nationalized AI could become a surveillance layer, and why decentralized, user-owned AI may be the only real alternative. They also unpack Ironclaw, confidential inference, private agents, and NEAR’s push to make AI and assets fully sovereign. [TIMESTAMPS] 0:00 Intro 3:47 Pandora’s Box Opens 6:03 AI Meets Government 7:16 Decentralizing the Stack 8:51 Why Ban Fable? 11:18 Internet Balkanization 13:57 KYC for AI? 18:43 Nationalized Models 21:07 Building Private AI 26:30 Agent Marketplace 30:26 User-Owned Alignment 35:28 Winning Against Giants 40:19 Regulation Fuels Crypto 42:24 Global AI Adoption 45:05 Compute Is the Bottleneck 49:00 Enterprise Use Cases 51:39 Confidential TVL Explained 55:25 Full Sovereign Mode
57:26

INTERVIEW: AI, Surveillance, & the Fight for Digital Sovereignty | Near's Illia Polosukhin What happens when powerful AI requires an ID, governments can restrict access by country, and your most private data flows through centralized systems? NEAR Protocol co-founder Illia (root.near) (🇺🇦, ⋈) joins David Hoffman to explain why AI export controls could fracture the internet, how nationalized AI could become a surveillance layer, and why decentralized, user-owned AI may be the only real alternative. They also unpack Ironclaw, confidential inference, private agents, and NEAR’s push to make AI and assets fully sovereign. [TIMESTAMPS] 0:00 Intro 3:47 Pandora’s Box Opens 6:03 AI Meets Government 7:16 Decentralizing the Stack 8:51 Why Ban Fable? 11:18 Internet Balkanization 13:57 KYC for AI? 18:43 Nationalized Models 21:07 Building Private AI 26:30 Agent Marketplace 30:26 User-Owned Alignment 35:28 Winning Against Giants 40:19 Regulation Fuels Crypto 42:24 Global AI Adoption 45:05 Compute Is the Bottleneck 49:00 Enterprise Use Cases 51:39 Confidential TVL Explained 55:25 Full Sovereign Mode

Bankless

59,588 просмотров • 1 месяц назад

Erik Vorhees is bringing classic crypto privacy values into AI: Venice enables private access to LLMs like GLM-5, Kimi K2.5 & Grok 4.1 Fast. In a world where “private AI really doesn't exist outside of some small pockets.” Venice is a powerful tool. It's prompts and responses are not stored, with “no eavesdropping” and “no records of convos.” The growth has been real, from 8B tokens/day last October to 36B/day today. But the question everyone's asking: Is Venice really private? Erik Voorhees could be the most trustworthy individual in the industry. “That’s not good enough for people in crypto.” Erik admits, Venice is “private today but it’s not provable,” and closing that gap may be what gets Venice to the next level. 🎬
7:36

Erik Vorhees is bringing classic crypto privacy values into AI: Venice enables private access to LLMs like GLM-5, Kimi K2.5 & Grok 4.1 Fast. In a world where “private AI really doesn't exist outside of some small pockets.” Venice is a powerful tool. It's prompts and responses are not stored, with “no eavesdropping” and “no records of convos.” The growth has been real, from 8B tokens/day last October to 36B/day today. But the question everyone's asking: Is Venice really private? Erik Voorhees could be the most trustworthy individual in the industry. “That’s not good enough for people in crypto.” Erik admits, Venice is “private today but it’s not provable,” and closing that gap may be what gets Venice to the next level. 🎬

Bankless

15,488 просмотров • 5 месяцев назад

New Delphi Podcast with TravisGood, co-founder of ambient.xyz Travis believes open source AI will win and that OpenAI and Anthropic are making a major strategic mistake by betting against it We discuss – Why closed AI providers can’t be trusted as infrastructure – China’s open source advantage – What happens if OpenAI reaches AGI – Prompt injection and AI’s unsolved safety problem – The AI CapEx bubble and a possible AI winter – How Ambient is building Uber for inference - 00:00 Intro - 03:20 What Ambient Is and How It Works - 18:40 Verified AI Inference - 40:20 China and the Open-Source AI Race - 49:00 Why Closed AI Is Making a Mistake - 1:03:00 What Happens If OpenAI Reaches AGI? - 1:17:10 The AI Bubble and a Possible AI Winter
1:32:00

New Delphi Podcast with TravisGood, co-founder of ambient.xyz Travis believes open source AI will win and that OpenAI and Anthropic are making a major strategic mistake by betting against it We discuss – Why closed AI providers can’t be trusted as infrastructure – China’s open source advantage – What happens if OpenAI reaches AGI – Prompt injection and AI’s unsolved safety problem – The AI CapEx bubble and a possible AI winter – How Ambient is building Uber for inference - 00:00 Intro - 03:20 What Ambient Is and How It Works - 18:40 Verified AI Inference - 40:20 China and the Open-Source AI Race - 49:00 Why Closed AI Is Making a Mistake - 1:03:00 What Happens If OpenAI Reaches AGI? - 1:17:10 The AI Bubble and a Possible AI Winter

Tommy

24,161 просмотров • 10 дней назад

We're excited to be building on Venice, the leading private AI platform, to solve the harder version of the problem: privacy you can prove. Venice is the only AI platform of its scale built private by default. Prompts are never stored, conversations never leave your device, and no third party (not Venice, not the infrastructure, not anyone) can see what you ask. Inference runs inside sealed hardware enclaves, and every response ships with cryptographic attestation that it stayed private. Cluster is the orchestration and settlement layer on top: routing sensitive workloads to Venice's verified private compute and letting autonomous agents pay per call over x402 on Base. No account, no API keys, no data trail.
0:27

We're excited to be building on Venice, the leading private AI platform, to solve the harder version of the problem: privacy you can prove. Venice is the only AI platform of its scale built private by default. Prompts are never stored, conversations never leave your device, and no third party (not Venice, not the infrastructure, not anyone) can see what you ask. Inference runs inside sealed hardware enclaves, and every response ships with cryptographic attestation that it stayed private. Cluster is the orchestration and settlement layer on top: routing sensitive workloads to Venice's verified private compute and letting autonomous agents pay per call over x402 on Base. No account, no API keys, no data trail.

Cluster Protocol

64,085 просмотров • 18 дней назад

Austin Barack (Austin Barack) on Why Venice, Grass, and NEAR Are The Most Undervalued AI Plays Timestamps 00:00 Venice Grass NEAR AI Thesis Intro 01:30 Venice Privacy Overview 02:03 AI Uses 100x More Data 05:14 Three Million Users 05:14 VVE And DM Token Flywheel 08:48 DM Priced Like A Corporate Bond 09:35 $20 Venice Undervalued 11:45 How Grass Makes Money 12:35 Grass Triple Digit Growth 14:16 Grass At $400M Too Cheap 14:49 NEAR Cross-Chain Swap 17:43 Akash GPU Marketplace Update 19:36 AI Stack Breakdown 21:10 Net Token Value Flows Framework 22:11 Buy And Burn Only Works Sometimes 25:56 Two Cohorts In Digital Assets Now
29:10

Austin Barack (Austin Barack) on Why Venice, Grass, and NEAR Are The Most Undervalued AI Plays Timestamps 00:00 Venice Grass NEAR AI Thesis Intro 01:30 Venice Privacy Overview 02:03 AI Uses 100x More Data 05:14 Three Million Users 05:14 VVE And DM Token Flywheel 08:48 DM Priced Like A Corporate Bond 09:35 $20 Venice Undervalued 11:45 How Grass Makes Money 12:35 Grass Triple Digit Growth 14:16 Grass At $400M Too Cheap 14:49 NEAR Cross-Chain Swap 17:43 Akash GPU Marketplace Update 19:36 AI Stack Breakdown 21:10 Net Token Value Flows Framework 22:11 Buy And Burn Only Works Sometimes 25:56 Two Cohorts In Digital Assets Now

The Rollup

131,736 просмотров • 2 месяцев назад

POD UP 🚨 Besties are back! -- The Fight Over Open Source AI -- Chinese Distillation -- Anthropic's $1.5B Settlement -- $GOOG and $TSLA Drop on Surging AI Capex -- Socialism Corner: Evictions = Violence and the Slow Encroachment on Private Property Rights (0:00) Bestie intros! (0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture (27:38) Anthropic/OpenAI historic growth rates, China's long game (48:29) Anthropic's $1.5B piracy settlement and the great IP theft hypocrisy (1:07:12) Google and Tesla stocks tank on surging AI capex (1:17:19) Socialism Corner: "Evictions = Violence" and the threat to private property rights
1:33:43

POD UP 🚨 Besties are back! -- The Fight Over Open Source AI -- Chinese Distillation -- Anthropic's $1.5B Settlement -- $GOOG and $TSLA Drop on Surging AI Capex -- Socialism Corner: Evictions = Violence and the Slow Encroachment on Private Property Rights (0:00) Bestie intros! (0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture (27:38) Anthropic/OpenAI historic growth rates, China's long game (48:29) Anthropic's $1.5B piracy settlement and the great IP theft hypocrisy (1:07:12) Google and Tesla stocks tank on surging AI capex (1:17:19) Socialism Corner: "Evictions = Violence" and the threat to private property rights

The All-In Podcast

281,754 просмотров • 14 дней назад

What is AI inference engineering, why is it such an in-demand skill, and how do you break into the field? With author of Inference Engineering Philip Kiely and head of training at Baseten Charlie O'Neill 0:00: What is inference? 2:47: History of inference 4:59: Downstream effects of AI research on inference 13:54: What you'll learn from Inference Engineering 16:14: Advice for engineers transitioning into AI 19:00: Open source models driving inference growth 20:55: Specialization vs. frontier closed models 23:51: "Big Token" and the importance of open source AI 27:18: Where to get Inference Engineering
27:58

What is AI inference engineering, why is it such an in-demand skill, and how do you break into the field? With author of Inference Engineering Philip Kiely and head of training at Baseten Charlie O'Neill 0:00: What is inference? 2:47: History of inference 4:59: Downstream effects of AI research on inference 13:54: What you'll learn from Inference Engineering 16:14: Advice for engineers transitioning into AI 19:00: Open source models driving inference growth 20:55: Specialization vs. frontier closed models 23:51: "Big Token" and the importance of open source AI 27:18: Where to get Inference Engineering

Madison Kanna

119,268 просмотров • 4 месяцев назад

A new episode of Hivemind is out now! This week we discuss the market rebound, DeFi exploit fallout, Crypto AI resurgence, and more. Timestamps: 0:00 Intro + market sentiment shift 08:55 The Aave/KelpDAO exploit explained 17:00 Why DeFi lending models may need to change 37:30 Where DeFi yield still makes sense 38:00 USDAI and real-world AI infrastructure yield 48:20 Venice, Bittensor, and AI token narratives 54:00 How AI agents are changing productivity 1:00:50 What the team is watching next
1:07:53

A new episode of Hivemind is out now! This week we discuss the market rebound, DeFi exploit fallout, Crypto AI resurgence, and more. Timestamps: 0:00 Intro + market sentiment shift 08:55 The Aave/KelpDAO exploit explained 17:00 Why DeFi lending models may need to change 37:30 Where DeFi yield still makes sense 38:00 USDAI and real-world AI infrastructure yield 48:20 Venice, Bittensor, and AI token narratives 54:00 How AI agents are changing productivity 1:00:50 What the team is watching next

Delphi Digital

12,596 просмотров • 3 месяцев назад

LIVE NOW - Illia Polosukhin: Why AI Agents Are Still Useless (And What Fixes Them) AI agents still fall short. NEAR Protocol founder + Transformer co-author Illia (root.near) (🇺🇦, ⋈) breaks down what’s missing, why it matters, and how IronClaw could help unlock secure, private, autonomous AI. Illia’s bigger thesis: AI becomes the interface. Blockchains become the backend. -------------- TIMESTAMPS 0:00 Intro 0:43 Illia’s AI Journey 6:50 AI x Blockchain Operating Systems 13:11 Will Humans & AIs Use the Same Systems? 16:51 Why Are AI Agents Still Useless? 27:25 AI Agent Privacy Concerns 34:01 IronClaw Privacy 37:52 AI Agent Limitations 44:32 Context Constraints 51:14 Will Small Teams Win? 54:48 Autonomous Agents & Businesses 58:32 Digital Life Forms? 1:00:14 e/acc Vs d/acc 1:07:16 Why isn’t AI Crypto-Pilled 1:12:03 Advice for Builders 1:16:02 Closing & Disclaimers
1:19:19

LIVE NOW - Illia Polosukhin: Why AI Agents Are Still Useless (And What Fixes Them) AI agents still fall short. NEAR Protocol founder + Transformer co-author Illia (root.near) (🇺🇦, ⋈) breaks down what’s missing, why it matters, and how IronClaw could help unlock secure, private, autonomous AI. Illia’s bigger thesis: AI becomes the interface. Blockchains become the backend. -------------- TIMESTAMPS 0:00 Intro 0:43 Illia’s AI Journey 6:50 AI x Blockchain Operating Systems 13:11 Will Humans & AIs Use the Same Systems? 16:51 Why Are AI Agents Still Useless? 27:25 AI Agent Privacy Concerns 34:01 IronClaw Privacy 37:52 AI Agent Limitations 44:32 Context Constraints 51:14 Will Small Teams Win? 54:48 Autonomous Agents & Businesses 58:32 Digital Life Forms? 1:00:14 e/acc Vs d/acc 1:07:16 Why isn’t AI Crypto-Pilled 1:12:03 Advice for Builders 1:16:02 Closing & Disclaimers

Bankless

44,185 просмотров • 4 месяцев назад

A New Episode of the Hivemind is Live! This week Tommy joins us to debate whether AI frontier companies can justify their valuations, the rise of open-source AI, and where enterprise spending is actually going. We also cover SpaceX’s IPO, Hyperliquid’s growth, and the latest around Zcash’s private Bitcoin thesis. Timestamps: 00:00 Introduction & Market Outlook 05:00 OpenAI, Anthropic & Enterprise AI Spending 08:53 Open Source vs Frontier Models 24:41 Are We In An AI Bubble? 35:17 SpaceX IPO & Equity Issuance 38:13 AI Regulation & Political Risk 53:36 Hyperliquid & HYPE 1:04:14 Zcash & The Private Bitcoin Thesis 1:13:16 Final Thoughts
1:14:59

A New Episode of the Hivemind is Live! This week Tommy joins us to debate whether AI frontier companies can justify their valuations, the rise of open-source AI, and where enterprise spending is actually going. We also cover SpaceX’s IPO, Hyperliquid’s growth, and the latest around Zcash’s private Bitcoin thesis. Timestamps: 00:00 Introduction & Market Outlook 05:00 OpenAI, Anthropic & Enterprise AI Spending 08:53 Open Source vs Frontier Models 24:41 Are We In An AI Bubble? 35:17 SpaceX IPO & Equity Issuance 38:13 AI Regulation & Political Risk 53:36 Hyperliquid & HYPE 1:04:14 Zcash & The Private Bitcoin Thesis 1:13:16 Final Thoughts

Delphi Digital

21,214 просмотров • 1 месяц назад

New: I went to the Pentagon and spoke with Under Secretary of War Emil Michael about AI warfare, the Anthropic ban, drone swarms, and the Pentagon Pizza Index. Full episode below --> Chapters: 0:39 How AI Changes Warfare 3:01 Maven Smart System 7:01 What LLMs Do in the Military 11:29 Is Less Friction Dangerous? 14:30 Can AI Fundamentally Change War? 16:04 The China Threat 17:04 Will the Pentagon Use AI Agents? 21:18 Drone Warfare: Ukraine and Iran 27:53 AI and Cyber Warfare 29:32 The Anthropic Fight Explained 39:11 Could Anthropic Come Back? 53:21 Fixing Pentagon Procurement 55:39 The Pentagon Pizza Index
58:28

New: I went to the Pentagon and spoke with Under Secretary of War Emil Michael about AI warfare, the Anthropic ban, drone swarms, and the Pentagon Pizza Index. Full episode below --> Chapters: 0:39 How AI Changes Warfare 3:01 Maven Smart System 7:01 What LLMs Do in the Military 11:29 Is Less Friction Dangerous? 14:30 Can AI Fundamentally Change War? 16:04 The China Threat 17:04 Will the Pentagon Use AI Agents? 21:18 Drone Warfare: Ukraine and Iran 27:53 AI and Cyber Warfare 29:32 The Anthropic Fight Explained 39:11 Could Anthropic Come Back? 53:21 Fixing Pentagon Procurement 55:39 The Pentagon Pizza Index

Alex Kantrowitz

23,084 просмотров • 3 месяцев назад

Ansem shares his thesis on $VVV “Venice AI is essentially a private inference platform… you can access all of the top state-of-the-art models, all the best open source models but through Venice, it doesn’t store any of your information” “They’ve done really well. They have over 2 million users. I think they have 50k daily actives on their app and they’re making money from the subscription” “One of the cool features of Venice that I thought was interesting is they have a second token that’s called DIEM… if you have 1 DIEM, you get to use $1 of compute per day for that 1 DIEM that you have” “It’s a really interesting model. I think it’s honestly attracted a lot of people to stake $VVV. We don’t have a lot of real protocols there in the crypto and AI space that aren’t vapor and are actually doing well”
2:27

Ansem shares his thesis on $VVV “Venice AI is essentially a private inference platform… you can access all of the top state-of-the-art models, all the best open source models but through Venice, it doesn’t store any of your information” “They’ve done really well. They have over 2 million users. I think they have 50k daily actives on their app and they’re making money from the subscription” “One of the cool features of Venice that I thought was interesting is they have a second token that’s called DIEM… if you have 1 DIEM, you get to use $1 of compute per day for that 1 DIEM that you have” “It’s a really interesting model. I think it’s honestly attracted a lot of people to stake $VVV. We don’t have a lot of real protocols there in the crypto and AI space that aren’t vapor and are actually doing well”

Market Bubble

143,328 просмотров • 3 месяцев назад

"I will no longer make an investment that doesn't touch AI." — Sam Lehman Rish (AI Solana) and Sam Lehman (AI Pantera Capital) join our Stateful podcast, hosted by Mason Nystrom. In this episode, they discuss the convergence of AI and crypto: - $211B in AI investments - How Solana leverages AI - Private AI (FHE/TEE/ZK) — the enterprise killer app - We're in an LLM bubble, not an AI bubble - Agent-to-agent + micropayments = new economy 00:53 AI and Crypto: The $211B Gap 01:42 Crypto Improving AI & AI Improving Crypto 02:57 UX Transformed With AI 04:36 AI Co-Pilots: Trading Screens Dead? 08:38 How Solana Uses AI 10:23 Smart Contract Engineering with AI: Code & Audits 12:47 Private AI with ZK 1 4:14 Onboarding Consumers with AI UX 16:22 Stablecoins vs Web2 Fintech 17:30 x402 Unlocking Micropayments 31:39 AI Winner: OpenAI, Google, AlphaGo & AlphaZero? 33:07 Is Continual Learning Important In AI Age? 35:03 LLM Bubble vs AI Bubble 36:43 AI Valuations Pricing In Novelty 38:47 Converging Crypto and AI 43:37 OpenAI or Anthropic IPO in 2026? 43:57 First AI x Crypto App at $5B Valuation?
44:23

"I will no longer make an investment that doesn't touch AI." — Sam Lehman Rish (AI Solana) and Sam Lehman (AI Pantera Capital) join our Stateful podcast, hosted by Mason Nystrom. In this episode, they discuss the convergence of AI and crypto: - $211B in AI investments - How Solana leverages AI - Private AI (FHE/TEE/ZK) — the enterprise killer app - We're in an LLM bubble, not an AI bubble - Agent-to-agent + micropayments = new economy 00:53 AI and Crypto: The $211B Gap 01:42 Crypto Improving AI & AI Improving Crypto 02:57 UX Transformed With AI 04:36 AI Co-Pilots: Trading Screens Dead? 08:38 How Solana Uses AI 10:23 Smart Contract Engineering with AI: Code & Audits 12:47 Private AI with ZK 1 4:14 Onboarding Consumers with AI UX 16:22 Stablecoins vs Web2 Fintech 17:30 x402 Unlocking Micropayments 31:39 AI Winner: OpenAI, Google, AlphaGo & AlphaZero? 33:07 Is Continual Learning Important In AI Age? 35:03 LLM Bubble vs AI Bubble 36:43 AI Valuations Pricing In Novelty 38:47 Converging Crypto and AI 43:37 OpenAI or Anthropic IPO in 2026? 43:57 First AI x Crypto App at $5B Valuation?

Pantera Capital

17,201 просмотров • 6 месяцев назад

Deeply thoughtful conversation with Zico Kolter, board member at OpenAI and head of the machine learning department at Carnegie Mellon University, about AI safety, AI security, agents and frontier AI 00:00 Intro 01:32 OpenAI board role and Safety & Security Committee 03:53 How OpenAI reviews major model releases 05:33 OpenAI’s preparedness framework explained 09:46 Are frontier AI models getting safer? 12:33 Why AI safety does not come from scale 15:23 The four categories of AI risk 19:38 Doomerism vs accelerationism in AI 24:11 The six-month AI pause debate 26:20 AI safety as a global effort 28:04 How Zico Kolter got into machine learning 31:05 OpenAI in the early days 34:14 Why Carnegie Mellon became an AI powerhouse 38:43 What Gray Swan does in AI security 40:44 AI safety vs AI security 43:15 The GCG jailbreak paper 49:19 How AI labs responded to jailbreak research 50:19 State-of-the-art AI defenses 52:32 State-of-the-art AI attacks 54:22 Why AI agents expand the attack surface 58:39 Are AI agents ready for production? 59:40 Mechanistic interpretability explained 1:02:31 Will AI be safer in two years? 1:03:46 Reinforcement learning and self-improving models 1:08:09 Do post-transformer architectures matter 1:09:29 Best research directions in AI now 1:11:00 Zico Kolter’s Intro to Modern AI course 1:14:53 Why modern AI is simpler than people think
1:16:39

Deeply thoughtful conversation with Zico Kolter, board member at OpenAI and head of the machine learning department at Carnegie Mellon University, about AI safety, AI security, agents and frontier AI 00:00 Intro 01:32 OpenAI board role and Safety & Security Committee 03:53 How OpenAI reviews major model releases 05:33 OpenAI’s preparedness framework explained 09:46 Are frontier AI models getting safer? 12:33 Why AI safety does not come from scale 15:23 The four categories of AI risk 19:38 Doomerism vs accelerationism in AI 24:11 The six-month AI pause debate 26:20 AI safety as a global effort 28:04 How Zico Kolter got into machine learning 31:05 OpenAI in the early days 34:14 Why Carnegie Mellon became an AI powerhouse 38:43 What Gray Swan does in AI security 40:44 AI safety vs AI security 43:15 The GCG jailbreak paper 49:19 How AI labs responded to jailbreak research 50:19 State-of-the-art AI defenses 52:32 State-of-the-art AI attacks 54:22 Why AI agents expand the attack surface 58:39 Are AI agents ready for production? 59:40 Mechanistic interpretability explained 1:02:31 Will AI be safer in two years? 1:03:46 Reinforcement learning and self-improving models 1:08:09 Do post-transformer architectures matter 1:09:29 Best research directions in AI now 1:11:00 Zico Kolter’s Intro to Modern AI course 1:14:53 Why modern AI is simpler than people think

Matt Turck

33,195 просмотров • 3 месяцев назад

Most people experience AI through apps. Those apps run on infrastructure owned by a handful of companies. Ben Fielding and Harry Grieve of gensyn on why that needs to change, and what it's going to take to rebuild AI as crypto-native open infrastructure. 00:00 – Intro 00:29 – Misconceptions about AI infrastructure 01:20 – Why centralization in AI is a deeper problem than people realize 04:19 – Why AI needs crypto 05:51 – How AI models are trained 08:15 – The rise of autonomous AI agents with onchain identities 10:37 – Lightning round
17:23

Most people experience AI through apps. Those apps run on infrastructure owned by a handful of companies. Ben Fielding and Harry Grieve of gensyn on why that needs to change, and what it's going to take to rebuild AI as crypto-native open infrastructure. 00:00 – Intro 00:29 – Misconceptions about AI infrastructure 01:20 – Why centralization in AI is a deeper problem than people realize 04:19 – Why AI needs crypto 05:51 – How AI models are trained 08:15 – The rise of autonomous AI agents with onchain identities 10:37 – Lightning round

a16z crypto

24,193 просмотров • 3 месяцев назад