Proof of Coverage

In this episode, Connor talks to John Dogru of 3DOS about the evolving landscape of 3D printing and its implications for manufacturing and entrepreneurship. John, a seasoned veteran in the 3D printing industry, discusses how the expiration of key patents in the mid-2010s has led to increased competition, driving down costs and improving quality. This democratization of technology has made 3D printing more accessible, allowing individuals to start their own businesses with multiple printers at home.

They explore the current state of the industry, highlighting advancements in desktop printers that now rival expensive industrial machines. John shares insights on the diverse applications of 3D printing, from medical devices to everyday household items, and how it is becoming a staple in various sectors, including automotive and IoT.

The conversation shifts to the broader economic implications of manufacturing, emphasizing the need to return to a model where value is derived from producing goods and services rather than financial engineering. John advocates for a balance that supports productive individuals in society.

They also discuss the journey of building a startup in the decentralized manufacturing space, including the importance of aligning with the right investors and choosing the right blockchain technology. John shares his vision for 3DOS, which aims to streamline the connection between design and manufacturing while expanding into a global distribution platform.

Overall, this episode provides a fascinating look at the future of 3D printing, the potential for decentralized manufacturing, and the importance of creating a sustainable economic model that prioritizes real production.

00:00 - A discussion on the history and advancements in 3D printing technology

01:02 - An overview of the current capabilities of 3D printing

03:23 - Exploration of how increased competition and lower costs are shaping the 3D printing landscape.

05:18 -  A conversation about the importance of returning to a production-based economy versus financial engineering.

06:28 - Insights on fundraising and selecting the right blockchain for startups in DePIN

08:41 - Reflections on the benefits of a flexible work lifestyle and how it enhances productivity.

10:36 - Discussion on the future goals of 3DOS

Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

In today’s episode Connor was joined by Logan Jastremski, an investor and co-founder of Frictionless Capital. They delved into the evolving landscape of venture capital in crypto, particularly focusing on the DePIN sector, which has gained significant traction over the past six months.

Logan shared his insights on the importance of conviction in the face of skepticism, especially during challenging market conditions. He reflected on his unwavering support for Solana during its bear market, emphasizing the significance of understanding the underlying technology and its potential for scalability. His experience at Tesla shaped his perspective on the physics of blockchain architecture, reinforcing his belief that certain design elements are essential for long-term success.

They also discussed the role of his podcast in building a network and reputation within the crypto community. Logan expressed how the podcast serves as a platform for founders to share their stories, which not only benefits them but also enhances his understanding of the industry. He highlighted the importance of asking better questions to facilitate meaningful conversations.

As they wrapped up, Logan articulated his hopes for the DePIN sector, emphasizing the need for robust infrastructure to support scalable applications. He believes that decentralized physical infrastructure networks have the potential to revolutionize the way we utilize blockchain technology.

00:00 - The Nature of Venture Capital

01:01 - Starting the Podcast

02:46 - Building a Network Through Podcasting

04:08 - Conviction in Solana

06:51 - Understanding Blockchain Architecture

08:35 - Focus on the Deep End Sector

10:16 - Product Focus in Crypto

In today's episode, Connor interviews Shayon Sengupta, an early investor in DePIN. They discuss the rapid growth and potential of DePIN as a business model innovation enabled by crypto. Shayon highlighted the importance of both supply and demand sides in the DePIN space, emphasizing the need for pragmatic approaches to onboarding demand. They also touched upon the unique blend of applications and infrastructure in DePIN networks, with a focus on tokenomics and value transfer.

Shayon shared insights on his role as an activist investor, providing valuable guidance to portfolio companies to increase their probability of success. He emphasized the significance of being involved in decision-making at the product and distribution side, leveraging his expertise in product development.

Overall, the conversation delved into the evolving landscape of DePIN, the importance of token design, and the role of investors in supporting founders in the crypto space. It was an insightful discussion that shed light on the potential and challenges of DePIN networks.

00:00 - Intro

00:57 - Introduction to DePIN’s Business Model Innovation

05:30 - The Debate Between Applications and Infrastructure in DePIN

07:25 - Investor Activism and Support for Founders

In this episode, Connor welcomed back Sami Kassab, a DePIN OG and former PoC podcast co-host. Connor and Sami discussed the growing relevance and popularity of DePIN in the current market, with a focus on real-world value creation. Sami shared insights on the latest developments in the Bittensor ecosystem, highlighting its role as a decentralized AI project producing tangible results.

We delved into Sami's transition from operating in the crypto space to his current role at OSS Capital, where he is laser-focused on Bittensor. He emphasized the importance of specialization and developing expertise in a specific area to make a meaningful contribution. Sami's journey from research to investing provided valuable insights for those looking to break into the crypto VC space.

Overall, the episode showcased the evolving landscape of DePIN and Bittensor, highlighting the potential for these projects to drive innovation and create real-world impact in the crypto and AI space.

00:00:00 - Introduction to DePIN's Growing Relevance

00:03:40 - Bittensor: A Decentralized AI Project

00:06:42 - Bittensor's Role in the DePIN Ecosystem

00:07:45 - Transition from Operator to Investor in Crypto VC

00:10:33 - Conclusion 

In today’s episode, Connor discusses the importance of real-world verification in the DePIN network with Raullen Chai from IoTeX. They explore the challenges of ensuring devices in the network perform as expected and provide minimum levels of service. Raullen highlights IoTeX's approach to addressing this issue through device integrity, data privacy, and verification processes.

The conversation also delves into IoTeX's recent 2.0 launch, focusing on modularizing the tech infrastructure to make it more accessible to builders and developers. Raullen emphasizes the need for more DePIN projects in the market to test what works and what doesn't.

Furthermore, Connor & Raullen touch on IoTeX's longevity in the crypto industry, attributing their success to a dedicated team, long-term vision, and adaptability to industry trends.

00:00 - Real World Verification Challenges

01:24 - Pain Points in DePIN Projects

02:36 - Democratizing DePIN

03:18 - IoTeX's Approach to Real-World Verification

04:28 - Longevity and Success of IoTeX

In today’s episode Connor interviews Ben Schiller, a crypto journalist from CoinDesk, about the recent launch of a DePIN vertical on their platform. Ben discusses the importance of covering DePIN as a separate topic due to its unique focus on physical infrastructure and tangible services.

In today’s episode, we had Jonathan from SkyTrade as our guest, discussing the current state and future of air rights in the drone industry. Jonathan highlighted the use cases of air rights in real estate, views protection, and overhangs. He also emphasized the importance of drones and cargo drones in the future of low-altitude transit.

Jonathan shared insights on how SkyTrade is revolutionizing the air rights market by enabling homeowners to monetize their airspace through a marketplace and a drone radar app. He also discussed the plans for landing and refueling stations for drones, emphasizing the potential for infrastructure development in the drone industry.

Additionally, Jonathan hinted at the possibility of a native token for SkyTrade in the future, with tokenomics already in progress. Overall, the episode provided valuable insights into the evolving landscape of air rights and the role of SkyTrade in shaping the future of the drone industry.

Timestamps:

00:00 - Introduction to SkyTrade and Air Rights Market

05:30 - Motivation Behind Writing Publicly and Building a Following

10:30 - Current State and Future of Air Rights Use Cases

19:48 - Future State of Air Rights and Use Cases

29:48 - Discussion on eVTOL Market and Concentration of Companies

35:32 - Enforcement and Regulation of Air Rights

36:34 - SkyTrade's Plans for Landing and Taking Off Stations

39:54 - SkyTrade Token Plans and Usage

In this episode, Connor, Sal, and Mahesh discussed the recent DePIN Summit and reflected on the highs and lows of the event. They talked about the importance of bringing the DePIN community together in person to foster collaboration and innovation and shared their experiences with recording the podcast in-person and the overall success of the Summit.

We also touched on the feedback from other founders and investors on the SBC conference and how DePIN stands out with its focus on both infrastructure and applications. The hosts highlighted the energy and optimism present at the summit, especially in sectors like telecom and energy.

Overall, the episode emphasized the importance of making noise about DePIN and the exciting developments within the community. The hosts expressed their enthusiasm for the future of DePIN and the growth potential of the sector.

00:00:00 - Intro

00:05:30 - Mahesh's Talk and Venue Atmosphere

00:10:34 - Highlights and Post-Summit Reflections

00:13:04 - Plans for Future DePIN Summits

00:16:22 - Ping Pong Tournament Recap

00:17:13 - Discussion on SBC Conference Criticism

00:20:17 - Focus on Telecom and Energy Sectors

00:21:46 - Watch the DePIN Summit Talks!!

Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

In this episode, Connor and Mahesh are joined by Karam Lakshman, the founder of the Dabba Network, a wireless network project in India. Karam shared the journey of Dabba, starting from a software consulting company to the deployment of Wi-Fi hotspots across India. The unique model of decoupling hotspot ownership and deployment was highlighted, allowing for foreign investment and scalability. The founder discussed the competitive advantage of Dabba in terms of pricing and coverage compared to traditional telcos in India. The episode also touched upon the upcoming token launch for Dabba, following the buy and burn mechanic for data transfer usage. Overall, the episode provided insights into the innovative approach of Dabba in providing affordable and widespread connectivity in India.

00:00:00 - DePIN’s Expansion

00:05:30 - Global Networks and Deepin's Unique Approach

00:10:46 - Significance of Dreams and Personal Reflections

00:15:20 - India's Growing Wireless Networks

00:17:35 - Dabba’s Origin Story and Progress

00:23:44 - Considering the Helium SubDAO model

00:25:51 - Transition to Mainnet and Token Launch

00:29:08 - Location and Geography in DePIN Networks

00:31:22 - Helium’s Network of Networks Concept

00:34:02 - Supply and Deployment Model of Hotspots

00:37:44 - Demand Side and Data Usage

00:41:42 - Power of Community Assets in the DePIN Model

00:42:29 - Tokenomics Overview and TGE Plans

Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

In this episode, Connor & Sal are joined by Jason from Daylight. They delve into the world of energy and blockchain technology with a focus on the Daylight Network. The conversation touched on various topics, including the concept of energy as a commodity, the challenges and opportunities in the energy industry, and the evolution of the Daylight Network from its inception to its current state.

The discussion also explored the idea of peer-to-peer energy trading, the role of liquidity in decentralized networks, and the importance of separating governance and economic rights in protocols. Jason shared insights on the Medallions model, inspired by taxi medallions, as a way to simplify operational overhead and provide a fixed amount of energy capacity to users.

Additionally, the conversation touched on the topic of fixed versus variable total token supplies and token inflation. Overall, the episode provided a deep dive into the intersection of energy, blockchain technology, and token economics, offering valuable insights and perspectives on the evolving landscape of decentralized networks.

00:00:00 - Introduction to Energy and Electricity Demand

00:01:01 - Discussion about DePIN Summit and Twitter Engagement

00:03:29 - Networking on Twitter

00:08:06 - Discussion on US Government Crypto Policy and Regulatory Changes

00:08:39 - Overview of Energy Industry and Future Infrastructure Needs

00:12:33 - Comparison of Wireless Industry and Decentralized Energy Movement

00:14:55 - Contribution of Flexible Energy Capacity and Energy-Backed Currency

00:15:34 - Discussion on Peer-to-Peer Energy and Market Structures

00:16:32 - Overview of Daylight Marketplace and Electrification Projects

00:22:38 - Evolution of React to Daylight, Bear Market Strategies, and Recent Funding

00:25:16 - Overview of Medallions Model and Separation of Governance and Economic Rights

00:30:23 - Helium Network and Sourceful HIP Discussion

00:35:16 - Insights on Sub-DAO Models and Token Economics

00:37:44 - Introduction to Medallions Model and Taxi Medallion Analogy

00:40:32 - Discussion on Medallions Model and Simplifying Operational Overhead

00:41:25 - Inflation Perspective and Token Economics for Daylight Network

Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.