Sandy Kory: The Founder Obsessed Investor Behind BillionToOne, BaseTen & Palantir

Sandy Kory: The Founder Obsessed Investor Behind BillionToOne, BaseTen & Palantir

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 anything else, and how he developed conviction in companies years before t...

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Episoder(486)

Why the Future of Venture Is Hard Tech, Drones & Physical AI | Ian Rountree

Why the Future of Venture Is Hard Tech, Drones & Physical AI | Ian Rountree

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 ...

9 Sep 1h 43min

China’s AI Advantage Is Bigger Than You Think

China’s AI Advantage Is Bigger Than You Think

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 rac...

2 Sep 55min

Most Venture Funds Are Playing Momentum Games | Michael Dempsey

Most Venture Funds Are Playing Momentum Games | Michael Dempsey

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 fu...

19 Aug 1h 32min

Steve McLaughlin Built a Multi-Billion-Dollar Investment Bank and Beat Wall Street at Its Own Game

Steve McLaughlin Built a Multi-Billion-Dollar Investment Bank and Beat Wall Street at Its Own Game

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...

12 Aug 1h 16min

Building the SoftBank of Robotics | Andrew Kang

Building the SoftBank of Robotics | Andrew Kang

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 ...

31 Jul 1h 23min

OpenAI is Making a MASSIVE Mistake

OpenAI is Making a MASSIVE Mistake

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 develope...

28 Jul 1h 32min

Identifying Generational Managers with Jordan Nel

Identifying Generational Managers with Jordan Nel

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 ...

14 Jul 1h 19min

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