David Palmer (Web3)

Big news as @Starlink may have competition in Europe where the leading telecoms companies @vodafone @Telefonica @orange @deutschetelekom have signalled their intention to bid for the spectrum, this following @Starlink successfully bidding for a complimentary ground spectrum in the USA last week.
What does this mean? It means connecting people is becoming strategically important, and that sovereignty is beginning to become a factor.
Telecoms companies currently connect 8 million people and over 20 million machines. Is satellite an evolution or revolution?

vodafone.com/news/newsroom/…

What is the impact of AI on the global economy?
Anthropic’s max scenario for the USA by 2030: • GDP +32.4% • growth up to 15% • knowledge wages –10%+ • capital’s share 40% → 54.8%
In H1 2026, 2 companies took half Does equality of AI become critical to global growth?

Can we move to a world where finance is based on how much you use infrastructure and machines?

Can investor risk vs rewards based on usage help growth in new industries?

Can usage based finance smart contracts which repay investors out of funds every time there is transaction help balance lending risks?

Could this usage based finance play a role in financing the new AI infrastructure?

I really enjoyed discussing this and the work we have done with Chainlink to secure and link data from the edge, to onchain to fintech products with Nasdaq Trade Talk at the Chainlink Labs SmartCon event in NewYork.

#chainlink #nasdaqtradetalks #pairpoint #vodafone #web3 #ai #assetasaservice

chainlinktoday.com/pairpoints-dav…

From January to November 2025, global funding into AI startups and other businesses is more than US$210 billion if we include; equity, debt, and strategic investments.

For many months in 2025 AI has received more than 50% of global venture capital funding.

With public data which is used for current AI products now largely exhausted, business data will be key to the next wave of business focussed AI solutions, and critical to return on investment in AI overall.

According to Gartner, by the end of 2025, 75% of enterprise-generated data will be created and processed at the edge, mostly through Internet of Things (IoT) devices which is an increase of 65% since 2018.

Is the Internet of Things the next battleground for data to feed AI models and AI competitiveness?

How important is the link between connected devices and AI agents?

Could blockchain be the bridge between IoT and AI?

I really enjoyed discussing these topics with Jill Malandrino @Nasdaq Trade Talks at the Chainlink Labs SmartCon event in New York earlier this month.

youtube.com/live/hW1VM_lc8…

The digital assets landscape is evolving fast with Bitcoin now a part of discussions for treasuries and reserves, while tokenization of real world assets could bring new liquidity to some asset sectors, and the passing of the Genius Act has unleashed stablecoins as a new programable, cheap and AI ready medium of exchange.
What are the next steps in navigating the digital assets landscape?
Please join us to discuss in London on Monday 20th October from 6pm-8pm…

The Digital Asset Landscape and the Road Ahead - London in-person Meetup meetup.com/lfdt-london/ev…