Episode Details
| Title | Ben Fielding: Gensyn’s Polar Opposite Architecture vs AI Data Centers, Fueling an AI-Native Internet, Open vs. Closed Source AI and RL Swarm |
|---|---|
| Date | 3/31/2025 |
| Podcast | The Delphi Podcast ↗ |
Key Insights
Bullish:
- 🟢 $OPENSOURCEAI - Open source is seen as the future for mid-level AI capabilities, with community-driven development expected to dominate due to the decaying proprietary value in this space.
- “I think open source, in my view, is the future of that entire valley in the middle. Because it's decaying value, because there isn't any kind of, like, business proprietary value in having it, it inevitably just gets built out by the community.” - Ben (1:11:34)
- 🟢 $DECENTRALIZEDAI - 🔒
- 🟢 $EDGECOMPUTING - 🔒
Bearish:
- 🔻 $CENTRALIZEDAI - 🔒
- 🔻 $HYPERSCALERS - 🔒