The AI Model With An Unfair Advantage Over ChatGPT

The AI Model With An Unfair Advantage Over ChatGPT

From Milk Road AI by Milk Road

June 1, 2026 · 40 min

About this episode

The episode discusses the advantages of a privacy-focused LLM platform and the evolving landscape of AI and decentralized computing.

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.⁠⁠⁠ ⁠⁠⁠⁠ ~~~~~ 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. ~~~~~ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠📱Your carrier sells your data, switch to Cape and get 33% off your first 6 months with code MILKROAD.⁠⁠ ⁠⁠⁠⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform. ⁠⁠⁠ ⁠🔮 Turn your takes into trades on Kalshi: predict real-world outcomes, and get $10 free when you trade $10. ⁠ ~~~~~ 🔧 Tools & Channels ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🥛 ⁠ ⁠⁠⁠⁠⁠⁠⁠⁠🥛 ⁠Don't miss another minute of Milk Road…

People in this episode

Host: Milk Road

Guest: Yan Liberman

Topics covered

  • AI demand
  • web infrastructure
  • decentralized computing
  • data bottlenecks
  • privacy-focused LLM
  • subscription ARR
  • token value

Keywords

  • AI model
  • ChatGPT
  • decentralized computing
  • Venice
  • subscription revenue
  • token value
  • data privacy

Sponsors

Cape, Nexo, Kalshi

Mentioned in this episode

Organizations: Delphi Ventures, Venice

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