Delphi's AI + DePIN Year Ahead 2025

Bullish:

• $ANDRENA - Andrena is gaining market share with a competitive pricing advantage, offering gigabit service at 30-50% cheaper than incumbents across 10 states with 10,000 subscribers.

  • “Today, they already have 10,000 subscribers across 10 different states, and they're already basically offering a gigabit service at 30 to 50% cheaper than incumbents. So they already have this structural advantage, which is, really, really unique.”

    Robbie·52:44
• $HELIUM - Helium is competing on price in the mobile bandwidth market, offering significantly lower monthly costs compared to traditional providers like Verizon.

  • “Helium is actually competing, and this is unique to to most defense. They're competing on price, and I think this is a really important nuance where it's like I think it's like 60 to $90 a month for for, you know, like, someone like Verizon, you know, to to get access to to mobile, you know, bandwidth. It's actually only $20 a month for Helium.”

    Robbie·46:36
• $DEEPIN - Deepen is positioned to create efficient markets for future economic currencies like compute, bandwidth, storage, and energy, providing a substrate for tokenization and market building.

  • “The currencies of the future are kind of going to be, you know, compute, bandwidth, storage, and energy, and Deepen is basically giving you sort of the the substrate to basically build, markets, where you can tokenize these things and have efficient markets for these.”

    Robbie·1:02:51
• $DOUBLEZERO - Double Zero is addressing critical networking and bandwidth layer issues for blockchain technology, potentially enabling multiple concurrent proposals on a global distributed network.

  • “The holy grail is getting, like, multiple concurrent proposals on this global distributed network. And if you are able to you know, one of the ways to do this is, yeah, you need to architect the actual blockchain itself, but you need to fix the whole networking, like, bandwidth layer too. And so that's where double zero comes in, and it's just fixing the Internet for this specific use case.”

    Ceteris·59:17
• $WORLDCOIN - Worldcoin is developing a potentially transformative identity and payments platform for the next generation of the Internet, despite current challenges and expenses.

  • “And so it's, like, very expensive, very painful, but in the event that that is the right playbook, then that's a very real moat for the next generation of the Internet when a lot of other stuff is breaking. And I think identity and payments are a very good base layer platform from which to launch, you know, a lot of other applications.”

    PD·28:30