PERSON DIRECTORY
José
José appears in 4 indexed conversations across Delphi Digital. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Most Venture Funds Are Playing Momentum Games | Michael Dempsey
Venture momentum is uniquely fragile: without scaled liquidity, dilution and preferred stacks can turn a softening bid into a 100% drawdown rather than 10–20%.Compound’s seed data finds that every valuation bucket above the bottom quartile produces similar top-decile outcomes, while Dempsey sees a 2028–2030 AI window and must rebuild the firm’s edge through higher-order analysis.