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Delphi Digital
Delphi Digital's conversations and research discussions across crypto, AI, technology, venture investing, and markets, including Hivemind and The Delphi Podcast.
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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.
Sandy Kory: The Founder Obsessed Investor Behind BillionToOne, BaseTen & Palantir
Sandy Kory’s roughly half-net-worth Palantir bet around March 2009 rested on talent density and mission, despite top-tier VCs viewing the company as government consulting.His founder-first screen prioritizes pre-startup evidence and talent magnetism; BillionToOne’s roughly $400 million revenue run rate, roughly 100% growth and profitability provide evidence of traction, while funded rivals and hiring quality remain key tests.