David Choi & Conor Moore: USD.AI - Financing the Future of AI Infra

Bullish:

• $USDAI - USDAI is a yield-bearing synthetic dollar backed by collateralized hardware assets, offering potential for stable returns in the crypto space.

  • “USDAI is a yield bearing synthetic dollar, and the yield is coming from hardware assets that are being collateralized into loans.”

    Conor·5:55
• $GPUMINING - Investment in GPU mining for AI networks through a dedicated vehicle called 'tactical compute', aiming to capitalize on yields from decentralized AI networks.

  • “We started this, separate vehicle called tactical compute, which is basically an AI mining network in partnership with Aether and Beam. And the whole idea there was to basically raise capital and buy GPUs or get access to GPUs to earn yields from these decentralized AI networks.”

    Conor·3:29
• $NVDA - NVIDIA's chips are becoming increasingly crucial in the global AI race, potentially rivaling oil in terms of global importance and distribution.

  • “Like, people will hear more about, like, how, NVIDIA chips are disputed around the world than oil, especially given the AI race that happens today.”

    Conor·44:37
• $DEEPINFRA - Investment in deep infrastructure networks, focusing on high-quality hardware assets like GPUs in data centers across different regions.

  • “We really look at the hardware and the hardware quality because the hardware's mostly semi fungible in a sense. So once you underwrite one, there are some nuances between maybe one, h 100 and a data center in Texas versus one in Europe, but, generally, they're pretty similar.”

    David·8:26
• $DEFI - Integration of real-world assets into the DeFi space, bridging the gap between physical infrastructure and decentralized finance.

  • “We do all the dirty work in the physical space to try to fit in the DeFi space.”

    David·35:22