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Daylight is redefining the energy and crypto landscape with a $75 million raise — including $15M in equity led by Framework Ventures and $60M in project finance from Turtle Hole Capital. Discover how Daylight is merging clean energy, DeFi, and stablecoins to unlock new yield opportunities and scale solar + battery infrastructure across the U.S.
Timestamps:
00:00 - Introduction
03:35 - Overview of the Total Raise and $60 Million Debt Vehicle
06:08 - Flow of Funds and Revenue Generation
08:11 - Homeowner Perspective on Daylight Subscriptions
09:22 - Introduction to Daylight's DeFi Protocol
10:37 - Yield Opportunities in DeFi
12:01 - Stablecoin Utilization and Revenue Flow
12:43 - Timeline for DeFi Launch
13:05 - Confidence in Revenue Models and Market Performance
14:10 - Geographic Expansion Strategy
15:43 - Impact of AI Infrastructure on Energy Demand
16:46 - Future Plans for Token and Blockchain Deployment
18:39 - Community Involvement and Contribution Opportunities
20:42 - Closing Remarks and Future Outlook
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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In this episode, host Connor Lovely talks with Ariel Seidman, founder and CEO of Hivemapper, to explore the fast-growing world of decentralized mapping. They discuss how Hivemapper has mapped 36% of the world’s roads in just a few years and why both individual contributors and commercial fleets are key to scaling the network. Ariel breaks down the company’s recent $32 million fundraising round, the role of the $HONEY token, and how Hivemapper’s data is powering applications like robo-taxis. The conversation also touches on evolving crypto policy in Washington, D.C., and the future of global mapping, from integrating vehicle cameras to balancing static and dynamic map data.
Timestamps:
00:00 - introduction
01:07 - Policy Engagement in D.C.
02:00 - Crypto Lobby Dynamics
02:47 - Resurgence of Tech in SF
03:29 - Market Mismatch for DePIN Tokens
04:35 - Supply vs. Demand in DePIN
06:44 - Customer Coverage Needs
08:28 - Fundraising Success
10:57 - Utilization of Funds
12:34 - Device Payment Plans
14:18 - Dash Cam Benefits
16:31 - Top Use Cases for Hivemapper Data
20:56 - Revenue Insights
24:00 - HONEY Token Economics
27:14 - Contributor Types and Growth
30:29 - Complementary Roles of Contributors
32:57 - Future Coverage Goals
36:02 - Fractals and Deployment Sharing
38:21 - Integration with Vehicle Cameras
40:02 - Static Feature Release Timelines
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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In this episode, host Connor Lovely talks with Andrej Radonjic, co-founder of Grass, about the rapidly changing worlds of AI and crypto. They cover how the landscape has shifted since May 2024, from advances in Fully Homomorphic Encryption to the move toward reasoning models and multimodal systems. Andrej explains how Grass is tackling real-time data with live context retrieval, expanding its network through Grasshopper hardware, and building tools like ClipTagger 12B, while also growing its community and evolving revenue models. The conversation offers a clear look at the challenges, opportunities, and future direction of AI and crypto.
Timestamps:
0:00 - Introduction
1:03 - Shifts in AI and Crypto Landscapes
2:15 - Diminishing Returns in AI Scaling
4:48 - The Evolution of AI Models
6:06 - Grass’s Position in the AI Industry
7:57 - Multimodal Models and Their Growth Potential
9:07 - Challenges in Multimodal Data
11:06 - Live Context Retrieval Explained
12:11 - The Importance of Real-Time Data
13:11 - The Future of AI Search
15:07 - The Scraping Dilemma
18:08 - Grass’s Unique Opportunity
22:05 - Current Node Count and Future Goals
24:29 - Grasshopper and Network Expansion
28:08 - Grass’s Identity: DePIN or AI Project?
30:23 - ClipTagger12B and Video Search Innovations
39:40 - Customer Engagement and Revenue Insights
45:04 - Future Growth and Market Potential
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice
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Since recording this episode, Sourceful Energy has doubled down on what really matters: unlocking the greatest asset people already own—the battery in their car. With tens of millions of EVs on the road, each carrying enough energy to power a home for a week, this is the ultimate DePIN.
Our focus is clear: Zap + V2G. Zap is our unifying hardware, the plug that turns every EV, home battery, and solar system into a sovereign energy node. Homeowners keep control, decide when and how to participate, and get rewarded for providing real flexibility.
We're building this on Solana, because speed and scale matter. Millisecond response, real coordination of physical assets, and crypto-native growth.
What’s in it for you? Lower costs, real ownership of your energy, and the chance to turn your EV into a money-making, grid-stabilizing asset.
Zap + V2G + Solana = the rails of the world’s largest Virtual Power Plant.
Timestamps:
00:00 - Introductions
01:58 - Comparing Energy Markets: Sweden vs. US
06:00 - Tesla's Virtual Power Plants and Market Dynamics
09:55 - The Importance of a Flexible Grid
12:18 - Sourceful's Role in Energy Transition
14:15 - Building Connectivity in Energy Systems
19:57 - Exploring Sourceful's Active Nodes and Data
25:05 - User Value and Product Focus
26:50 - Choosing Solana: Technical and Community Aspects
33:06 - Future Blockchain Applications in Energy
37:28 - Pilots and Market Validation
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Connor is joined by Neil Chatterjee to explore DePIN’s vision for a user-powered internet, highlighting insights from recent conversations with policymakers in Washington and the importance of shaping the future of crypto in the U.S. The discussion covers innovative marketing strategies aimed at accessibility, the critical role of internet infrastructure, and how wireless and antenna technology are driving new possibilities for connectivity. Listeners will also learn about the DAWN protocol, the launch of the black box as a new era of home internet access, and how decentralized internet can empower communities, enhance privacy, and intersect with advancements in AI. At its core, the conversation emphasizes community collaboration and the shared goal of building a trustless, decentralized internet.
Timestamps:
00:00 - Introduction
01:04 - Neil's Trip to Washington
DC02:11 - Congress's Reception to Crypto and DePIN
06:00 - Understanding Internet Infrastructure
10:07 - Dawn's Role in the Internet Ecosystem
12:01 - Wireless Technology and User Empowerment
14:26 - Andrina's Contribution to Dawn
18:57 - The Black Box: A New Hardware Solution
22:22 - Motivation Behind the Black Box
28:03 - Use Cases and Partnerships for the Black Box
32:47 - Go-to-Market Strategy for the Black Box
37:33 - Token Plans and Solana Ecosystem
40:11 - Lessons Learned as a DePIN Founder
41:35 - Building Relationships in the DePIN Community
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Santi, Jason, Sal & Connor explore the realities of scaling. Highlighting why sometimes doing things that don’t scale is the key to growth - and how lessons from running reflect the discipline required in business. The speakers discuss the fundraising journey, the importance of building strong investor relationships, and the unique value private equity can unlock, before diving into the intersection of crypto and DePIN technology and their potential to transform industries. From innovations in energy distribution to the surging demand for wireless and Helium’s deflationary model, they unpack the market dynamics shaping the future. At the core is a focus on community-driven user acquisition, clarity, and the principle of going slow to go fast.
Timestamps:
00:00 - Introduction
01:02 - Scaling Insights from Running and Business
05:58 - Fundraising Journey and Investor Relation
11:47 - Unique Insights in Private Equity and Crypto
18:03 - DePIN Technology and Real-World Applications
23:47 - Innovations in Energy and Distributed Power
29:57 - Market Strategies and User Acquisition
35:37 - Helium's Deflationary Model and Market Dynamics
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Recorded at the EV3 DePIN Summit in Kenya, Connor speaks with Manolis Nikiforakis, CEO and Co-founder of WeatherXM, about how the company is revolutionizing weather data collection using IoT technology and crypto incentives. Manolis shares insights into their growing network of around 10,000 weather stations, with a focus on expanding coverage in the Global South where data is most scarce. The duo discusses the ambitious goal of deploying 30 million stations worldwide to dramatically improve weather accuracy. They explore how the use of blockchain - specifically Solana - helps incentivize local participation, drive community engagement, and support new revenue models, all while emphasizing the critical importance of data quality.
Timestamps:
00:00 - Introduction
02:51 - Expanding Global Network in the Global South
05:48 - Improving Weather Data Accuracy
09:03 - The Role of Crypto Incentives
11:43- Revenue Models and Customer Use Cases
14:41 - Engaging with the Solana Community
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Recorded at the EV3 DePIN Summit in Kenya, Connor spoke with Mohan Ponnada, founder of DeCharge, at a beach resort in Mombasa, Kenya, about transforming the EV charging industry in emerging markets like Kenya and Tanzania. Ponnada discussed DeCharge’s move from India to Kenya to tap into the region’s growing gig economy and EV adoption, stressing the value of local partnerships. He outlined how DeCharge tackles the industry's fragmentation through a decentralized model that lets individuals and small businesses monetize idle charging infrastructure. With a goal of 25,000 stations by March and a seamless, app-free user experience, DeCharge is scaling quickly. The episode wrapped with insights into their upcoming token launch on the Solana blockchain to strengthen their decentralized foundation.
Timestamps:
00:00 - Introduction
01:03 - Exploring Emerging Markets
01:54 - Current Footprint and Local Partnerships
02:39 - Challenges in the EV Charging Industry
04:57 - Decentralization and Community Involvement
05:13 - Motivating Community Participation
08:07 - Bringing Your Own Device
09:06 - Current Network Status and Sales Growth
12:14 - Token Launch Plans and Blockchain Choice
14:32 - Why Solana?
16:29 - Where to Learn More About DeCharge
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Recorded at the EV3 DePIN Summit in Zanzibar, Connor sits down with Samuel Welde, co-founder of Onocoy - a project using decentralized networks to boost GPS accuracy in emerging markets like Africa and South America. Samuel explains how Onocoy leverages Solana’s speed, low fees, and developer support to power billions of autonomous devices with affordable, centimeter-level precision. They discuss the limitations of traditional GPS, Onocoy’s expansion in countries like Kenya and Tanzania, and the project’s unique tokenomics, including the BONO beta token and upcoming ONO token, aimed at incentivizing long-term network growth.
Timestamps:
00:00 - Introduction
01:05 - DePIN Summit in Zanzibar
01:45 - Challenges in the GPS Industry
03:12 - Improving GPS Accuracy with Onocoy
05:06 - Market Strategy in Emerging Markets
06:44 - Global Coverage Goals
09:44 - Community Building and Token Launch
10:44 - Building on Solana
13:18 - Monetization and Demand Side Strategy
18:14 - Getting Involved with Onocoy
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Recorded at the EV3 DePIN Summit in Kenya, host Connor welcomed back Alireza Ghods, Co-founder and CEO of Natix, for his fifth appearance. Alireza shared insights from his trip to Mombasa and the opportunities for crypto adoption in Africa, highlighting Natix’s demand-led approach through partnerships with local businesses. He discussed the company’s dual focus on mapmaking and autonomous driving, noting the higher value and longevity of autonomous driving data. Alireza also reflected on Natix’s token on Solana, praised its usability, and teased major collaborations as the company focuses on scaling and revenue growth.
Timestamps:
00:00 - Introduction
01:08 - Emerging Markets and Product Fit in Africa
02:07 - Current Footprint in Africa and Demand Strategy
03:11 - Focus on Autonomous Driving vs. Mapmaking
04:32 - Data Requirements for Autonomous Driving
06:06 - Monetizing Data for Mapmaking and Autonomous Driving
08:06 - Understanding AI Models in Autonomous Vehicles
10:32 - Experience with Solana and Token Launch
12:52 - Future Plans and Upcoming Announcements
14:13 - How to Get Involved and Learn More
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Santiago Santos, Jason Badeaux, Mahesh Ramakrishnan and Connor Lovely welcome Nick Carpinito from Blockworks Research to discuss Helium’s path toward deflation, decentralized energy grids, and the role of crypto and private equity in solving large-scale challenges. They touch on New York’s political climate and its potential impact on innovation, highlight Inversion’s talent-focused approach, and explore user-generated services like Daisy that enable real-time content monetization. Nick shares insights on Helium and Geodnet’s growth, tokenomics, and capital attraction, with the conversation underscoring the need for clear, aligned structures that prioritize community benefits over traditional shareholder gains.
Timestamps:
00:00 - Introduction
01:24 - New York Politics and Social Issues
02:24 - New York vs. San Francisco
03:16 - The Role of DePIN in Social Cohesion
03:58 - Mamdani's Stance on Crypto
04:17 - Inversion's Recent Developments
05:34 - Hiring Trends and Talent in Crypto
06:58 - Building in the Open vs. Secrecy
08:53 - Insights on Hiring and Talent Acquisition
09:54 - The Intersection of Crypto and Tradfi
10:04 - Helium's Growth and MVNO Metrics
12:09 - DePIN's Potential in Payments
19:06 - The Concept of User-Generated Services
22:19 - Introduction of Nick from Blockworks Research
22:45 - Helium's Revenue Growth and Deflationary Potential
25:03 - Tokenomics and Equity Conversion Discussions
29:00 - The Importance of Clarity in Token Structures
31:27 - Corporate Structures and Alignment in Crypto
34:29 - Geodnet's Growth and Market Position
39:29 - Revenue Dynamics in Geodnet and Helium
41:42 - Earnings Dispersion Among Deployers
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Connor and Sal are joined by guests Jack Platts and Mehdi Farooq to explore the evolving landscape of crypto investment, venture capital, and deep tech. They discuss strategies for unlocking value in crypto assets, the critical role of NAV in investment decisions, and the rise of micro strategies in deal-making. The conversation also covers the resurgence of ICOs, the importance of disciplined evaluation of investment vehicles, and the global perspectives shaping today’s crypto markets. Jack and Mehdi share insights on how podcasting drives research and networking, while emphasizing the transformative impact of deep tech on robotics and AI. The episode wraps with a look at why community building remains essential for startup success in decentralized ecosystems.
Timestamps:
00:00 - Introduction
01:47 - The Value of Podcasting
03:12 - Podcasting as a Platform for Founders
04:11 - Jack's Perspective on Podcasting
05:47 - Micro Strategy and Investment Trends
06:18 - Understanding Capital Markets
07:56 - Evaluating Investment Vehicles
11:07 - Natural Buyers for Investment Vehicles
16:00 - Long-term NAV Multiples
20:50 - 21 Capital Investment Insights
24:02 - Expanding Beyond Bitcoin
30:53 - Global Investment Perspectives
34:09 - Lessons from Polkadot
40:06 - The ICO Meta and Community Building
46:04 - DePIN Investments and Future Outlook
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Connor, Mahesh, Santi, and Jason are joined by Amir Haleem of Helium to explore the evolving landscape of decentralized networks. They dive into Helium’s impressive revenue growth - from $400K to $2.7M per month - driven by its mobile subscriber base, and discuss the complexities of blending off-chain and on-chain revenue. The conversation covers tokenized equity, sustainable business models beyond token sales, and the convergence of crypto with traditional finance. Amir shares how Helium has shifted from a crypto-first approach to prioritizing service delivery and user satisfaction, offering key lessons in product distribution, user retention, and innovative tokenomics.
Timestamps:
00:00 - Introduction
02:25 - Microstrategy and Digital Asset Accumulation
03:42 - Market Trends: Crypto and Wall Street
05:03 - Santi's Perspective on Market Efficiency
06:19 - DePIN Projects and Public Market Strategies
06:41 - Helium's Potential for Going Public
08:50 - Cash Flow and Tokenomics in DePIN
12:07 - Helium's Recent Revenue Growth
12:55 - PMF for DePIN Networks
18:03 - User Engagement and Helium's Growth
19:05 - Helium's Revenue Sources Explained
21:06 - Convergence of Off-Chain and On-Chain Revenue
24:12 - Learning from Helium's Evolution
25:03 - Focus on Distribution Over Product
27:27 - Daily Active Users and Their Interaction
31:26 - Valuable Users and Helium's Ecosystem
33:45 - Cloud Points and User Experience
36:44 - Retention Curves: Crypto vs. Traditional Users
39:59 - Aligning Token and Equity Interests
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Connor speaks with Tom Trowbridge, co-founder of Fluence Labs and host of the DePIN Day & DePINEd Podcast about the evolving world of decentralized compute platforms and the broader DePIN ecosystem. Tom explains how Fluence operates as a “cloudless” service—open, resilient, and more cost-effective than traditional cloud providers—and outlines its innovative tokenomics, including fixed-dollar payments to contributors and a capped token supply to build investor trust. The discussion explores how DePINs offer unique advantages over centralized models like Uber and Airbnb, particularly the ability for early participants to benefit from token appreciation. Tom also touches on governance, buy-and-burn mechanisms, and how the convergence of hardware, open-source technology, and crypto economics is driving the future of decentralized infrastructure.
Timestamps:
00:00 - Introduction
02:54 - The Benefits of Podcasting
05:10 - Overview of Fluence and Its Mission
07:54 - Tokenomics Insights and Security Considerations
10:01 - DePIN as Sharing Economy 2.0
12:32 - Marketing Dynamics in DePIN vs. Traditional Models
14:10 - Payment Structures: Stablecoins vs. Native Tokens
16:55 - Staking Rewards and Their Implications
18:18 - Token Supply: Capped vs. Uncapped
20:49 - Token Value Accrual Methods
25:09 - Best Practices in Revenue Generation and Tokenomics
29:29 - Future Opportunities in the DePIN Sector
31:00 - Conclusion and Final Thoughts
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Connor speaks with Yumin, founder of Galxe, a crypto project focused on onboarding users through learning and earning rather than purchasing. They explore Yumin’s early experiences with technology in 2000s China, the evolving landscape for elite students, and the growing emphasis on innovation and entrepreneurship. Yumin shares Galxe’s mission to make crypto more accessible through on-chain quests powered by zero-knowledge proofs, enhancing privacy and transparency. He also introduces Gravity Chain, Galxe’s high-performance blockchain designed to improve the multi-chain user experience, and discusses the Galxe Identity Protocol and Passport, which enable users to manage digital identities with privacy and control.
Timestamps:
00:00 - Introduction
01:09 - Yumin's Background in China's Tech Scene
03:57 - Opportunities for Elite Students in Tech
06:16 - Onboarding Users through Earning Crypto
07:15 - Evolution of Quests: From Off-Chain to On-Chain
09:24 - Implementing On-Chain Quests with zk Proofs
12:36 - Introduction of Gravity Chain
16:45 - Building a High-Performance Blockchain
20:14 - Digital Identity in the Blockchain Space
27:57 - Galxe's Revenue Model and Future Plans
29:40 - Conclusion and Where to Find Galxe
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Connor and Sal spoke with Mateusz Poreda and Niko Cunningham, co-founders of Rumi, a company reimagining media consumption through contextually aware AI agents that enhance viewer engagement. Niko shared how his upbringing in Detroit sparked his passion for technology, while Mateusz discussed how his background in consulting and tech helps navigate Rumi’s complex challenges. They announced Rumi’s $5 million pre-seed round, co-led by EV3 and A16Z CSX, and outlined their vision to turn passive media into interactive experiences. The conversation touched on Rumi’s contributor rewards model, potential for creators and advertisers, and concluded with advice for aspiring founders, encouraging listeners to explore Rumi and join the growing community.
Timestamps:
00:00 - Introduction
01:56 - What is Rumi?
03:50 - Niko's Journey and Early Influences
08:33 - Mateusz's Background and Career Path
10:20 - The Importance of Diverse Experiences
13:16 - Rumi's Supply Side and Community Contribution
14:04 - Transforming Media Consumption
18:01 - Privacy and Data Handling
20:05 - Maximizing Points and Engagement
22:04 - Exploring Demand for Rumi
27:08 - Unlocking New User Experiences
29:07 - Nielsen vs. Rumi: A New Era of Analytics
34:39 - Advice for Founders on Fundraising
38:26 - How to Get Involved with Rumi
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Connor speaks with Chris McCabe and Kee Jefferys, co-founders of Session, a decentralized messaging platform that prioritizes user privacy and security. They discuss how Session enables communication without requiring phone numbers, stores no user data, and uses client-side key generation along with onion routing to ensure anonymity. Built on a decentralized network and powered by blockchain technology, Session fosters a self-sovereign communication experience where users don’t have to trust the platform. The conversation explores Session’s organic user acquisition strategies, the role of the Session token in its ecosystem, and how the platform balances privacy with usability, highlighting its commitment to a secure, surveillance-free future for messaging.
Timestamps:
00:00 - Introduction
01:10 - Legion Sale Update
02:50 - Competing in a Centralized Market
03:34 - Inspiration Behind Session's Innovation
05:15 - Endorsements and Use Cases for Privacy
06:48 - Recent News and Messaging Security
09:06 - User Growth During Global Conflicts
10:40 - Key Generation and Account Creation
12:24 - Public-Private Key Pair and Blockchain
14:49 - User Acquisition Strategies
18:00 - Focus on Organic Growth
22:36 - Localized Market Focus
24:50 - Privacy-First Approach to User Analytics
27:06 - Onion Routing Explained
30:01 - DePIN Network and Its Functionality
34:35 - Session Token and Ecosystem Plans
39:46 - Conclusion and Call to Action
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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In the inaugural episode of the DePIN Roundtable, Connor Lovely is joined by Santiago R Santos, Mahesh Ramakrishnan, and Jason Badeaux to explore the evolving world of decentralized physical infrastructure networks. They reflect on Bitcoin’s foundational role, early model flaws, and growing interest from non-crypto sectors, highlighted by Santiago’s insights from a Dubai conference. Mahesh discusses the collegial shift among fund managers, fundraising challenges, and the upcoming DePIN Summit in Africa. Jason shares updates on Daylight’s energy subscription model and lessons in team building. The group debates token models, product-market fit, and the experiences of projects like Helium, emphasizing the need for better alignment between user needs and tokenomics. The episode closes with an optimistic outlook on DePIN’s potential to transform infrastructure as SaaS did for software.
Timestamps:
00:00 - Introduction
01:11 - Welcome to the DePIN Roundtable
02:09 - Insights from the Dubai Conference
05:24 - Fundraising Challenges in Crypto
08:53 - Santi's Fundraising Success
12:04 - Building a Strong Team
15:55 - Daylight's Revenue Generation
20:30 - Daylight's Growth and Hiring
21:09 - Energy Subscription Model
25:11 - Token Launch Considerations
30:00 - Learning from Helium's Journey
35:09 - Supply Sinks in DePIN Networks
41:11 - Innovative Token Use Cases
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Connor welcomes back Alireza Ghods, co-founder of Natix, to discuss a major milestone for the company. Alireza announces a game-changing partnership with Grab, Southeast Asia’s leading super app—a strategic alliance that positions Grab as a key data customer for Natix’s VX360 product while granting Natix access to Grab’s advanced mapping technology. This marks a significant leap forward in Natix’s mission to build the world’s largest camera infrastructure without owning any cameras. Since December 2024, the company has grown rapidly, with nearly 250,000 registered drivers and over 170 million kilometers mapped across 171 countries. With VX360—an innovative 360-degree video plugin for Tesla vehicles—now shipping ahead of schedule, Alireza offers an inside look at how this partnership will unlock new revenue streams, accelerate autonomous mapmaking, and reshape the future of mobility.
Timestamps:
00:00 - Introduction
01:25 - Introduction to Natix and VX360
01:35 - State of the Network: Growth and Updates
02:12 - Shipping and User Experience of VX360
03:41 - Announcement of Partnership with Grab
04:58 - Details of the Partnership and Its Benefits
08:04 - Economic Aspects of the Partnership
10:22 - Focus on Data Collection and Monetization Strategy
13:35 - Future Plans and Excitement for Autonomous Driving
14:39 - Closing Remarks and Call to Action for Tesla Drivers
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Connor and Sal spoke with Michael Cho about the future of robotics and AI, highlighting his projects FrodoBots and the new BitRobot network. Michael explained the challenges of testing embodied AI in the real world and introduced the idea of cross-embodiment—training models using data from diverse robots. He also shared how BitRobot uses crypto incentives to crowdsource data and how the meme coin SAM helps build community in a low-pressure way. The conversation offered a fun and thoughtful look into where robotics is headed.
Timestamps:
00:00 - Introduction
01:47 - Intersection of Robotics and AI
02:50 - Real-World Evaluation vs. Digital AI
06:00 - The Importance of Real-World Testing
07:07 - Mapping and Navigation in Robotics
08:12 - Value of Real-World Data for AI
09:38 - Differences in Data Utility
13:07 - Exploring Different Robotic Form Factors
14:04 - Cross-Embodiment in Robotics
16:35 - Introduction to BitRobot
17:30 - Transition from Frotobots to BitRobot
20:08 - Collaboration with Researchers and Competitions
22:05 - Future Plans for BitRobot
24:27 - The Role of Meme Coins in Community Building
27:46 - Conclusion
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
