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Conversations selected for BidClub's technology and investment research archive. BidClub currently indexes 10 episodes.
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Can AI Predict the Future? with Ben Fielding, Co-Founder and CEO at Gensyn | EP 171
Frontier AI’s scaling race may not repay its capital costs as distillation and open-weight releases erode model moats, shifting durable value toward products with large, paying, retained customer bases.Gensyn’s pivot from decentralized training to verifiable execution and forecasting reflects a changed bottleneck—from compute to trustworthy, time-stamped information—while Deli’s evidence markets could reward predictive information, subject to unresolved settlement, incentive, and product-demand risks.
We Are Only 1% Done: Evan Cheng on Sui, AI, and the Next Trillion-Dollar Web3 Era | EP 163
Evan Cheng argues blockchain adoption remains on the flat part of the curve, with AI making trustworthy verification scarcer as intelligence becomes abundant.Sui is building an integrated stack spanning asset settlement, Walrus storage, Seal privacy, and DeepBook liquidity, after sustained loads exposed storage bottlenecks.The 2026 roadmap targets product infrastructure for stablecoins, Bitcoin, private payments, and AI-enabled applications, while the broader strategy could be too grandiose or too early.