Most Venture Funds Will End Badly | Michael Dempsey

Most Venture Funds Will End Badly | 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 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 founder legibility, why paying up at seed doesn't improve outcomes, ...

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Episoder(484)

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

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 ...

22 Jun 1h 35min

Samed Düzçay: Accessing Institutional Yield Strategies at Tori Finance

Samed Düzçay: Accessing Institutional Yield Strategies at Tori Finance

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 ...

5 Mai 55min

Logan Jastremski: Solana vs Hyperliquid - Who Wins The Global Exchange Race?

Logan Jastremski: Solana vs Hyperliquid - Who Wins The Global Exchange Race?

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 thesi...

2 Feb 1h 30min

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