The Delphi Podcast
Conversations with Crypto Gigabrains. Hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures
Episodes
Tarun Chitra is the founder of Gauntlet and managing partner at Robot Ventures, which just led Nous Research's $90 million round. He joins Tommy on The Delphi Podcast to explain why he backed Nous and Hermes Agent after months of diligence on OpenRouter data and GitHub forks.
Tarun traces how crypto's first run at AI went wrong, from GPU networks to token-launched agents, and why the crypto people who dropped the token have ...
From a pandemic side project to delivering exabytes of web data to frontier AI labs, Andrej Radonjic has built a data business most people have never heard of. The co-founder and CEO of Wynd Labs, the team behind Grass, joins Yan on The Delphi Podcast in Miami for a conversation about why the open internet is closing its doors to AI, what labs actually pay for when they buy data, and how millions of people sharing spare bandwidth b...
From building TechCrunch to backing Uber and Airbnb, Michael Arrington has had a front-row seat to some of technology’s biggest shifts. He joins Tommy on The Delphi Podcast for a candid conversation about the unstoppable AI race, the psychology of exceptional founders, and why he believes Bitcoin is the hard money the world needs.
Michael shares how he broke the news of Google buying YouTube, what working with Steve Jobs t...
José sits down with Rohan Pujara, general partner at Valhalla Ventures, for another episode of the Emerging Managers series on The Delphi Podcast. Rohan explains why he avoids crowded investment themes, seeks out unconventional founders, and believes venture capital has increasingly traded risk-taking for status and consensus.
They explore what separates repeatable investing skill from getting lucky, why a great seed investm...
Join José as he hosts another episode of the Emerging Manager series on the Delphi Podcast, sitting down with Ian Rowntree, founder and managing partner of Cantos. Ian details the ten-year journey of Cantos, moving from early vertical software into hard tech and physical AI, while announcing the launch of their $70M Fourth Fund. They dive into the reality of venture capital returns, the power law dynamics of outlier funds, an...
In this episode of The Delphi Podcast, Tommy sits down with AccelXR, author of Delphi Digital’s “Evaluating the AI Labs of China” report, to break down what’s actually happening in the US-China AI race.
You can read the report here:
https://members.delphidigital.io/reports/evaluating-the-ai-labs-of-china?utm_source=twitter&utm_medium=social
Timestamps
00:00 Intro
00:3...
Join José as he hosts another episode of the Emerging Manager series on the Delphi Podcast, sitting down with Michael Dempsey, managing partner of Compound. Michael makes the case that most venture funds being raised today are playing momentum games that won't survive contact with a real cycle, and explains why Compound has become known as one of the slowest-deploying seed funds in the US. They dive into the fallacy of founde...
In this episode of The Delphi Podcast, Tommy sits down with Steve McLaughlin, founder and CEO of FT Partners, to unpack how he left Goldman Sachs at 32 and built one of the most influential investment banks in fintech.
Steve shares the story behind FT Partners’ early days, including how his team took a company that had received roughly $150 million offers and ultimately sold it for $550 million. He explains why FT goes...
Join José as he hosts a special edition of the Emerging Manager series on the Delphi Podcast, sitting down with Andrew Kang, founder of RoboStrategy. After managing personal capital through Mechanism Capital across both public and venture markets, Andrew turned his focus entirely to the under appreciated robotics industry a space he identifies as being at a critical inflection point reminiscent of AI in 2022 or crypto in 2014. &nbs...
In this episode of The Delphi Podcast, Tommy sits down with Travis Good, co-founder of Ambient, to discuss why open-source AI may ultimately beat the closed labs and what that shift means for developers, businesses, and the broader AI economy.
Travis explains how Ambient is building a decentralized marketplace for AI inference, matching demand with underutilized GPU capacity while verifying that users receive the exact model...
Join José as he hosts the first episode of the Emerging Manager series, sitting down with Jordan from Nomads—the fund-of-funds arm of the legendary VC firm Hummingbird. Together, they break down what truly separates elite venture investors from the rest of the market and how small, nimble emerging managers can outmaneuver multi-billion dollar tech funds.
They dive into the concept of "pre-consensus" versus non-consensu...
What makes a great founder?
Sandy Kory has spent decades trying to answer that question. As the founder of Horizon, he's backed companies like Palantir, BillionToOne, Canva, BaseTen, and SendCutSend long before they became breakout successes.
In this episode, Sandy shares the unconventional framework he uses to identify exceptional founders, why he ignores most pitch decks, why talent density matters more than almost ...
Join Yan Liberman and Can Gurel as they speak with Samed Düzçay, founder of Tori, a yield protocol bringing institutional-grade delta-neutral strategies on-chain. Samed shares his journey from mining Bitcoin as a child to building and exiting a successful SaaS company, eventually identifying a massive gap in the stablecoin yield market.
They dive into the mechanics of the "carry trade," exploring how Tori captures spre...
Join Tommy Shaughnessy as he speaks with Logan, Managing Partner of Frictionless Capital, about the high-stakes race to build a global blockchain-based financial system. Logan shares his updated thesis on why monolithic, high-throughput architectures like Solana are winning the battle for real revenue and trading dominance over modular designs.They dive deep into the "Global Exchange" vision, the physics of time-to-inclusion, and h...
Join Tommy Shaughnessy in San Francisco for the first podcast from the new Coliseum office. In this episode, Clay Robbins, Co-Founder of Coliseum, discusses how his team manages the world's largest online hackathons and why they chose to double down on the Solana ecosystem.They dive into the mechanics of sourcing 80,000 builders, the transition from remote to a massive in-person accelerator, and the shift from an infrastructure-foc...
Join Tommy Shaughnessy as he speaks with Nic Carter, partner at Castle Island Ventures, about his deep dive into the existential threat quantum computing poses to Bitcoin. After six months of intensive research and discussions with Nobel Prize-winning physicists, Nic breaks down why the "quantum threat" has moved from theoretical FUD to a material risk that the Bitcoin community is currently unprepared to face.They explore the "Q-D...
Join Tommy Shaughnessy as he speaks with Mike McCormick, founder of Halcyon, about the urgent intersection of AI acceleration and safety. Mike shares his path from venture capital to launching a hybrid nonprofit–fund model focused on securing advanced AI systems. They dive into mechanistic interpretability, global competition for AGI, and what a safe superintelligence future could look like. Can we build superintelligence saf...
Join Ashwath Balakrishnan and Neel Daftary as they explore the future of DeFi infrastructure with Connor Howe, co-founder of Enso. After nine years of building in crypto, Connor has created what he calls "the shortcut to building on-chain applications" - a developer tool that abstracts away the complexity of integrating with hundreds of DeFi protocols. From powering Berachain's $3.1 billion launch to enabling developers to reduce b...
Join Alex Golding as he sits down with Austin Federa, Co-founder of DoubleZero, to explore how they're building permissionless high-performance fiber infrastructure that could revolutionize blockchain performance. Austin shares the technical vision behind creating a parallel internet for distributed systems, starting with Solana validators as their initial market.
DoubleZero: https://doublezero.xyz
🎯 Key Highlights
▸ The internet bot...
Join José Maria Macedo as he co-hosts with Matt O'Connor from Legion and Filip Wielanier from Cookie3 to explore "Attention Capital Markets" - revolutionizing token distribution by linking social influence with capital commitment. Fresh off Legion's funding from VanEck and Brevan Howard, discover how they're moving beyond airdrops to merit-based investing that rewards genuine community builders.
Legion: https://legion.cc
Cookie3: htt...
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