Illia Polosukhin: AI thesis, crypto x AI, and announcing the Delphi Labs x Near accelerator

Illia Polosukhin: AI thesis, crypto x AI, and announcing the Delphi Labs x Near accelerator – The Delphi Podcast

Market views

Bullish

DECENTRALIZEDAI— There is a strong belief in the necessity of developing open-source, collectively trained AI models to compete with centralized big tech offerings. This approach is seen as crucial for the future of AI, emphasizing the need for decentralized and collaborative development.
AIRESEARCH— There is a strong emphasis on the need for better collaboration in open-source AI research, with a focus on creating platforms where researchers can learn from each other and reuse components. This is seen as a key area for investment and development in the AI space.
AIGOV— There is enthusiasm for experimenting with AI in governance decisions, particularly within DAOs. This initiative reflects a belief in the potential of AI for decision-making processes, which could be seen as a bullish signal for AI governance technologies.

Bearish

TECH— There are concerns about the future of big tech companies as AI matures. The potential concentration of AI technology in a few large companies could lead to government intervention and possible nationalization, implying risks for big tech stocks.

Not investment advice.