Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - cohosted by Pondering Durian

The Delphi Podcast

Join Tom Shaughnessy and Pondering Durian as they host Jeff Emanuel, founder of Pastel Network and author of the viral "Short Case for NVIDIA Stock" thesis, for an exploration of AI infrastructure disruption, open-source model innovation, and the societal implications of accelerating AGI development.

🎯 Key Highlights

▸ Analysis of DeepSeek's AI efficiency breakthrough

▸ Deep dive into model distillation and scaling

▸ Discussion of AI infrastructure competition

▸ Examination of app-layer value capture

▸ Insights into US vs China AI development

▸ Vision for AGI's societal impact

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🧠 Follow the Alpha

▸ Tom's Twitter: @shaughnessy119

▸ Pondering's Twitter: @ponderingdurian

▸ Jeff's Twitter: @doodlestein

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🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 - Introduction and NVIDIA Impact

04:38 - DeepSeek Analysis

11:18 - Model Efficiency Discussion

15:06 - Distillation Deep Dive

19:28 - App Layer Opportunities

24:39 - Agent Development Impact

29:16 - Model Quality Trade-offs

34:49 - Software Moats

43:33 - AGI Economic Impact

51:05 - Bitcoin Discussion

54:22 - AI Global Competition

01:06:46 - Future Society Impact

01:13:09 - Work and Dignity Discussion

01:18:15 - Entrepreneurship Evolution

Disclaimer

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.