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The AI Model With An Unfair Advantage Over ChatGPT

AI

PODCAST

LG Doucet

JUN 1, 2026

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In today's episode, we break down why the intersection of AI demand and web infrastructure is creating a massive value mismatch, and how decentralized computing protocols are solving real-world data bottlenecks.Yan Liberman, managing partner at Delphi Ventures, explains why the privacy-focused LLM platform Venice remains aggressively undervalued despite its recent 10x run, how the protocol is quietly locking down millions in subscription ARR from power users, and why its unique foundation structure ensures that long-term cash flows flow directly back to token value without relying on artificial buybacks.

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Yan Liberman

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