Episode Details

Travis Good: Machine Intelligence as a new world currency: facing down OpenAI with Ambient, a hyperscaled decentralized PoW-powered alternative
4/7/2025
The Delphi Podcast

Key Insights

Bullish:

  • 🟢 $AMBIENT - Ambient is a promising blockchain project that combines proof-of-work with Solana's speed, focusing on decentralized AI and machine learning. It aims to create a network where AI agents can operate efficiently and economically.
    • Ambient is a useful proof of work, l one, where the proof of work is verified inference, fine tuning, and pretraining on a single large language model that runs on every node, of its network. It is a fork of Solana that converts Solana, from proof of state to proof of work and operates at full Solana speeds.” - Travis (0:48)
    • We're moving towards a world where there's going to be more AI agents doing work, than people. And, you know, those, AI agents are powered, by inference, by machine learning, and that's their cost basis.” - Travis (3:47)
    • Unlike Bitcoin, you can set up a, sort of perpetual motion machine of value creation. And in order to do that, all you need to do is make it so that, your intelligence profit, exceeds your intelligence costs on an ongoing basis.” - Travis (1:19:43)
  • 🟢 $OPENSRC - 🔒
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Bearish:

  • 🔻 $OPENAI - 🔒
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