Delphi Digital (@Delphi_Digital)
@Delphi_Digital
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Andrew Kang explains why Robotics remained overlooked until now.
“Even though to us, it seemed like robotics and physical AI were going to become a multi decade trillion-dollar industry, I don’t think it was obvious to most.”
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Travis Good explains why AI model tests may not reflect real world performance.
"As a consumer, you want consistent delivery... if things are up and down because someone's trying to game a metric or they're dealing with high demand, that's a real problem for you."
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Marcus explains why Oracle’s backlog isn’t as reassuring as it looks.
“Oracle’s RPO is actually bigger than its market cap right now. The market is basically saying it doesn’t buy that the companies are able to pay the amount they agreed to.”
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José explains why high-quality projects may avoid launching tokens.
“If you’re a high-quality project, why would you go through the hassle of doing a token and dealing with angry token holders just to be underpriced vs. equity?"
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José explains why he remains bullish on AI infrastructure.
“The market reacts very strongly to things like Meta announcing they’re selling compute... I don’t think it’s very rational. I still think owning land and having power is going to be incredibly valuable going forward.”
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Jason explains why riding the trend matters more than catching the bottom.
“Buying the lows and selling the highs, those are more like ego things than anything… Just ride the trends. Buy it when the trend is confirmed.”
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Scott notes that Bitcoin speculative activity has fallen below 2022 levels.
“Speculators have pretty much exited and are no longer driving price action… I think we’ve gotten the washout in positioning now.”
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José argues most crypto startups shouldn’t spend all their revenue on token buybacks.
“Most startups should not be using all their revenue to buy their own token... They’re all reinvesting in growth and in crypto markets that doesn’t really get priced or valued.”
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Jordan Nel explains why founder taste matters when evaluating a GP.
“Sometimes if somebody says, ‘This is the best founder I’ve met this year,’ that’s a ton of signal and you just back up the truck. But knowing when it’s signal and when it’s not is hard.”
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Ceteris explains why blockchains need better assets.
“Your job as an ecosystem is to get the best assets, then build products around them... It doesn’t matter what applications you build if there aren’t good assets to use.”
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José explains why crypto projects need a clearer link between tokens and equity.
"I think what we found is the vast majority of valuable crypto projects need an equity company... We need to figure out a structure for where the token can have some kind of programmatic or contractual value capture.”
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Jordan Nel explains why spotting non consensus companies is only half the job.
“You have to be able to bridge the non consensus to consensus gap... That ability to make somebody legible to capital is quite an art form.”
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José explains why open-source AI could favor inference providers.
“It’s definitely bad for OpenAI and Anthropic, but it’s really good for the neoclouds and inference providers... More people get access to cheap intelligence, more stuff gets done.”
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Atharv explains why Strategy selling BTC can become self-reinforcing.
“They front-run Saylor’s future sales, and then his balance sheet looks worse and then he has to sell more."
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