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
Most VCs Are Afraid to Be Wrong | Rohan Pujara
Pujara avoids consensus-heavy seed categories where inflated prices, copycats, and weak margins destroy early economics, underwriting distinctive founders instead.Valhalla’s $80 million–$100 million fund makes only two to four new investments annually and can concentrate 20%–30% behind a clear fund-returner.K2 Space’s more than $1 billion of signed business and $6.8 billion valuation illustrate the playbook, while the roughly 30-check diversification case remains unresolved.
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.