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The Delphi Podcast

by The Delphi Podcast

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Latest episodes

Why OpenAI Should Be Scared of Open Source

October 26, 2026 · 1 hr 16 min

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…
The Secret Supplier Feeding Frontier AI

October 20, 2026 · 1 hr 16 min

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…
It's not AI Doom, It's a Fourth Turning

October 9, 2026 · 1 hr 16 min

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…
Most VCs Are Afraid to Be Wrong | Rohan Pujara

October 8, 2026 · 1 hr 17 min

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

September 9, 2026 · 1 hr 43 min

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…

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China’s AI Advantage Is Bigger Than You Think

September 2, 2026 · 55 min

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…
Most Venture Funds Are Playing Momentum Games | Michael Dempsey

August 19, 2026 · 1 hr 33 min

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

August 12, 2026 · 1 hr 16 min

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…
Building the SoftBank of Robotics | Andrew Kang

July 31, 2026 · 1 hr 24 min

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…
OpenAI is Making a MASSIVE Mistake

July 28, 2026 · 1 hr 32 min

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…
Identifying Generational Managers with Jordan Nel

July 14, 2026 · 1 hr 20 min

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

June 22, 2026 · 1 hr 35 min

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…