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Delphi Digital
Delphi Digital's conversations and research discussions across crypto, AI, technology, venture investing, and markets, including Hivemind and The Delphi Podcast.
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OpenAI is Making a MASSIVE Mistake
Ambient is positioning itself as an asset-light “Uber for inference,” using 100% logits verification to aggregate stranded GPU supply and guarantee delivery quality.With inference margins of 40-50% versus roughly 10% for rental operators, its routing and token incentives could capture a structural uplift, while falling token prices and a possible two-year AI winter remain the key test.