Conversations with Early Stage Founders and Investors Hosted by @Shaughnessy119 and other Delphi Leaders
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Joined February 2019
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The Delphi Podcast retweeted
New Delphi Podcast with Michael Arrington (@arrington), founder of TechCrunch and Arrington Capital
Michael broke the news of Google buying YouTube, worked with Steve Jobs, and backed Uber and Airbnb early
We get into the Fourth Turning, why the AI race won't slow down, what separates great founders from everyone else, and why he still believes Bitcoin is the hard money the world needs
He also opens up about selling TechCrunch, burnout, reinventing himself through crypto, and learning to play to his strengths
00:00 Intro & the Fourth Turning
07:00 AI, China & the Race to AGI
17:00 Founder Psychology & Investment Red Flags
29:00 Building TechCrunch & Lessons from Steve Jobs
44:00 Selling TechCrunch & Backing Uber and Airbnb
53:00 Moving Into Crypto & Navigating Market Cycles
1:00:00 Bitcoin, AI & an Uncertain Future
1:09:00 Advice for Founders: Play to Your Strengths
Full episode
The Delphi Podcast retweeted
New Delphi Podcast with Steve McLaughlin (@ftpartners), founder and CEO of FT Partners
Steve left Goldman Sachs at 32 to build an investment bank from scratch. 25 years later, FT Partners has 250 people and has advised on some of the biggest deals in fintech
We get into how he built it, the deals that made FT, what he looks for in founders, and where fintech goes next
00:00 Intro
02:20 Leaving Goldman and Starting FT Partners
11:00 Turning a $150M Offer Into a $550M Sale
18:30 How FT Partners Values Companies
28:30 Building Long-Term Founder Relationships
34:00 Founder Incentives and the Revolut Bet
52:00 What Steve Looks for in Great Founders
1:08:00 The Future of Fintech, Crypto, and AI
Full episode Here
The Delphi Podcast retweeted
Travis Good (@iridiumeagle) on what actually happens if OpenAI achieves AGI first:
“The first thing that happens is that nobody in the US except the government gets to access it.”
If the model is too powerful to release, it can’t drive broad economic productivity. It becomes a government-controlled asset and pushes the rest of the world to build an alternative.
New Delphi Podcast with @IridiumEagle, co-founder of @ambient_xyz
Travis believes open source AI will win and that OpenAI and Anthropic are making a major strategic mistake by betting against it
We discuss
– Why closed AI providers can’t be trusted as infrastructure
– China’s open source advantage
– What happens if OpenAI reaches AGI
– Prompt injection and AI’s unsolved safety problem
– The AI CapEx bubble and a possible AI winter
– How Ambient is building Uber for inference
- 00:00 Intro
- 03:20 What Ambient Is and How It Works
- 18:40 Verified AI Inference
- 40:20 China and the Open-Source AI Race
- 49:00 Why Closed AI Is Making a Mistake
- 1:03:00 What Happens If OpenAI Reaches AGI?
- 1:17:10 The AI Bubble and a Possible AI Winter
The Delphi Podcast retweeted
Founders are building entire companies on AI infrastructure they don’t control.
A closed provider can change its terms, restrict your use case, or decide your product no longer fits its policies after you’ve already built the business around it.
@iridiumeagle: “You don’t want to be in the crosshairs of an opinionated infrastructure provider.”
New Delphi Podcast with @IridiumEagle, co-founder of @ambient_xyz
Travis believes open source AI will win and that OpenAI and Anthropic are making a major strategic mistake by betting against it
We discuss
– Why closed AI providers can’t be trusted as infrastructure
– China’s open source advantage
– What happens if OpenAI reaches AGI
– Prompt injection and AI’s unsolved safety problem
– The AI CapEx bubble and a possible AI winter
– How Ambient is building Uber for inference
- 00:00 Intro
- 03:20 What Ambient Is and How It Works
- 18:40 Verified AI Inference
- 40:20 China and the Open-Source AI Race
- 49:00 Why Closed AI Is Making a Mistake
- 1:03:00 What Happens If OpenAI Reaches AGI?
- 1:17:10 The AI Bubble and a Possible AI Winter
The Delphi Podcast retweeted
Travis Good (@iridiumeagle) on why open-source AI is so hard to stop:
“If China goes closed source, someone else will replace them."
Once a model and the knowledge behind it are released, another lab can pick it up, improve it, and put the next version back into the world.
You can’t really put open source back in the box
New Delphi Podcast with @IridiumEagle, co-founder of @ambient_xyz
Travis believes open source AI will win and that OpenAI and Anthropic are making a major strategic mistake by betting against it
We discuss
– Why closed AI providers can’t be trusted as infrastructure
– China’s open source advantage
– What happens if OpenAI reaches AGI
– Prompt injection and AI’s unsolved safety problem
– The AI CapEx bubble and a possible AI winter
– How Ambient is building Uber for inference
- 00:00 Intro
- 03:20 What Ambient Is and How It Works
- 18:40 Verified AI Inference
- 40:20 China and the Open-Source AI Race
- 49:00 Why Closed AI Is Making a Mistake
- 1:03:00 What Happens If OpenAI Reaches AGI?
- 1:17:10 The AI Bubble and a Possible AI Winter
The Delphi Podcast retweeted
The biggest fundraise in venture history is a16z's $15B close this January. It took them 30+ funds and 18 years of compounding track record to get there. Then @Rewkang watched Tom Lee raise $10B+ in a matter of months, on a thesis that he publicly called out as "retarded", for an asset that subsequently dropped >50%
His takeaway: public markets will fund a great thesis at a scale private LPs never will. That's the structural insight behind Robo Strategy ($BOT), and imo one the venture community still hasn't properly digested
The Delphi Podcast retweeted
Consensus says the US leads AI and China leads robotics. @Rewkang spent a month touring the Chinese humanoid companies, and his takeaway is that this country-vs-country framing misses what matters for an investor
Just like with EVs and smartphones, he argues both countries will build great products. But, the US will create much bigger companies driven by structurally higher margins and the deepest capital markets on Earth. Add to this the recent bills in Congress restricting access to Chinese robots, and the biggest market in the world is likely to default to domestic players
The Delphi Podcast retweeted
New Delphi Podcast with @IridiumEagle, co-founder of @ambient_xyz
Travis believes open source AI will win and that OpenAI and Anthropic are making a major strategic mistake by betting against it
We discuss
– Why closed AI providers can’t be trusted as infrastructure
– China’s open source advantage
– What happens if OpenAI reaches AGI
– Prompt injection and AI’s unsolved safety problem
– The AI CapEx bubble and a possible AI winter
– How Ambient is building Uber for inference
- 00:00 Intro
- 03:20 What Ambient Is and How It Works
- 18:40 Verified AI Inference
- 40:20 China and the Open-Source AI Race
- 49:00 Why Closed AI Is Making a Mistake
- 1:03:00 What Happens If OpenAI Reaches AGI?
- 1:17:10 The AI Bubble and a Possible AI Winter
The Delphi Podcast retweeted
Dropping an in person podcast with the most succesful entrepreneur I've ever met next week 📈🎙️
@PodcastDelphi
The Delphi Podcast retweeted
On the episode @sandykory shares what led him to put half of his net worth into @PalantirTech right after the great financial crisis in 2009
Sandy's smartest friend said the smartest people he knew were all at Palantir and thats what got him convicted
The incredible @sandykory is a Venture Capitalist who is hyper focused on finding unique and out of distribution founders
This has led him to back @BillionToOneInc at a $4M valuation (now $5B), @PalantirTech very early, @baseten, @sendcutsend and others
Full Episode ⬇️
The Delphi Podcast retweeted
Venture Capitalist @sandykory doesn't want a slide deck to start
He wants to understand the founder's life before the startup. Thats where he finds the signal.
The incredible @sandykory is a Venture Capitalist who is hyper focused on finding unique and out of distribution founders
This has led him to back @BillionToOneInc at a $4M valuation (now $5B), @PalantirTech very early, @baseten, @sendcutsend and others
Full Episode ⬇️
The Delphi Podcast retweeted
Spotify and YouTube have the full video. Apple is just audio given their platform.
Apple: podcasts.apple.com/us/podcas…
Spotify: open.spotify.com/episode/5yi…
Youtube: youtu.be/YPoYM3z8P2M
The Delphi Podcast retweeted
The incredible @sandykory is a Venture Capitalist who is hyper focused on finding unique and out of distribution founders
This has led him to back @BillionToOneInc at a $4M valuation (now $5B), @PalantirTech very early, @baseten, @sendcutsend and others
Full Episode ⬇️
The Delphi Podcast retweeted
We recently led the round for @tori_finance, a protocol bringing institutional delta-neutral yield strategies on-chain, unlocking return amplification, composability, and access that traditional finance can't offer.
Today we sat down with @0xNox_eth to go deep on the podcast:
• How the carry trade actually works and why FX hedging spreads persist.
• How positions survive a 30% currency drop.
• The security architecture, from NAV oracles to lessons from recent DeFi exploits.
• Why this yield was previously gated behind 8-9 figure balance sheets.
• How real-time on-chain transparency actually works under the hood.
• And how tokenization turns a strong baseline yield into something significantly more powerful.
A new episode of the Delphi Podcast is live!
This week we sat down with the founder of @tori_finance to discuss how institutional-grade carry trades can be brought onchain.
Watch the full episode here.
delphi.link/Toripod
The Delphi Podcast retweeted
Apple: podcasts.apple.com/us/podcas…
Spotify: open.spotify.com/episode/6Fh…
Youtube: youtu.be/GpgKJJdyoKo
The Delphi Podcast retweeted
Solana vs Hyperliquid
Excited to share my in person conversation with @LoganJastremski of @FrictionlessVC
Logan's north star is clear: The leading chain for price discovery wins
The race for the leading global exchange of value is underway
Links below or listen here:
The Delphi Podcast retweeted
Links to Listen
Apple - podcasts.apple.com/us/podcas…
Spotify - spotifycreators-web.app.link…
Youtube - youtu.be/AuIGrCBU4oE
The Delphi Podcast retweeted
I met with @crabbylions of @colosseum in San Francisco last week and it was immediately clear we should do an in person podcast on their story
Colosseum has built @solana's largest hackathon (80,000 participants) has a venture fund to back teams and a huge new physical office
The Delphi Podcast retweeted
I will be prioritizing in Person podcasts only for @PodcastDelphi moving forward with rare exceptions
In person is just a monumentally better experience
The Delphi Podcast retweeted
Apple (Audio): podcasts.apple.com/us/podcas…
Spotify (Video): open.spotify.com/episode/5C1…
YouTube (Video): youtu.be/kcAy8-uhlBg
