Episode Details
| Title | Delphi's AI + DePIN Year Ahead 2025 |
|---|---|
| Date | 12/23/2024 |
| Podcast | The Delphi Podcast ↗ |
Key Insights
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 - 🔒
- 🟢 $DEEPIN - 🔒
- 🟢 $DOUBLEZERO - 🔒
- 🟢 $WORLDCOIN - 🔒