Delphi Digital

Is AI research useful for investors? “The level one thing you do is you just feed a bunch of context like company disclosure documents into a model and it creates a kind of bespoke equity research report. I don’t think that’s that special or that useful, honestly.”

Who wins as new data centers get harder to build? "The premium is going to shift towards the hyperscalers and maybe some of the big incumbent neoclouds that have installed compute already. They’ve not only built the data centers, but they’ve got all the permitting.” Delphi Digital @Delphi_Digital Nov 5 58:13 A new episode of Hivemind is live! This week the team is joined by @0xOmnia to discuss what’s behind the AI selloff, the uncertain future of self custody, why Hyperliquid needs an L2, and more. Timestamps:

Can AI replace good analysts? “The idea of a partner who disagrees with me on something and then argues with me about it for a week to get to truth, the AIs are too sycophantic to do that.” José Maria Macedo @ZeMariaMacedo Nov

Is self custody dead? Ceteris: “There’s really not a ton of good options. And it’s at the point now where you can’t really give anybody custody advice. Self custody has never really gotten better over 10, 15 years. I think you’ll see more and more money going to exchanges Delphi Digital @Delphi_Digital Nov 5 58:13 A new episode of Hivemind is live! This week the team is joined by @0xOmnia to discuss what’s behind the AI selloff, the uncertain future of self custody, why Hyperliquid needs an L2, and more. Timestamps:

A new episode of Hivemind is live! This week the team is joined by @0xOmnia to discuss what’s behind the AI selloff, the uncertain future of self custody, why Hyperliquid needs an L2, and more. Timestamps: