SHOW DIRECTORY
Delphi Digital
Delphi Digital's conversations and research discussions across crypto, AI, technology, venture investing, and markets, including Hivemind and The Delphi Podcast.
SOURCE DESCRIPTION · YouTube
Why the Future of Venture Is Hard Tech, Drones & Physical AI | Ian Rountree
Cantos’ edge is deliberate smallness: Fund IV reached $70M, supporting $1.5–4M checks before websites and same-day SAFE execution.Ian favors hard tech, vertical integration and manufacturing scale, with Neros at 1,000 drones weekly and targeting a million annually.The opportunity is cost advantage and defense demand; China’s control of motors, actuators and rare-earth inputs remains a physical-AI risk.
Building the SoftBank of Robotics | Andrew Kang
Humanoid robotics may be approaching the pre-ChatGPT phase of AI, with $50,000 robots requiring only 20,000 units for $1B revenue and a projected tens-of-billions industry within two to four years.Robo Strategy (NASDAQ: BOT) seeks to challenge SoftBank through public markets, favoring vertically integrated players with embodiment-specific data; US restrictions on Chinese robots could help, while robotics data businesses face a two-to-five-year durability test.