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The Delphi Podcast

The Delphi Podcast

The Delphi Podcast 478 Episodes Aug 19, 2026

The Delphi Podcast features conversations with crypto gigabrains, hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures. The show delves into the latest trends, projects, and insights in the cryptocurrency and blockchain space. Each episode brings on industry leaders and innovators to discuss their work and perspectives. The podcast aims to provide deep, technical, and strategic analysis for crypto enthusiasts and investors.

Episodes

Most Venture Funds Are Playing Momentum Games | Michael Dempsey
Most Venture Funds Are Playing Momentum Games | Michael Dempsey Aug 19, 2026 5554  Join José as he hosts another episode of the Emerging Manager series on the Delphi Podcast, sitting down with Michael Dempsey, managing partner of Compound. Michael makes the case that most venture funds being raised today are playing momentum games that won't survive contact with a real cycle, and explains why Compound has become known as one of the slowest-deploying seed funds in the US. T
Steve McLaughlin Built a Multi-Billion-Dollar Investment Bank and Beat Wall Street at Its Own Game
Steve McLaughlin Built a Multi-Billion-Dollar Investment Bank and Beat Wall Street at Its Own Game Aug 12, 2026 4585 In this episode of The Delphi Podcast, Tommy sits down with Steve McLaughlin, founder and CEO of FT Partners, to unpack how he left Goldman Sachs at 32 and built one of the most influential investment banks in fintech.Steve shares the story behind FT Partners’ early days, including how his team took a company that had received roughly $150 million offers and ultimately sold it for $550 million. He
Building the SoftBank of Robotics | Andrew Kang
Building the SoftBank of Robotics | Andrew Kang Jul 31, 2026 5018 Join José as he hosts a special edition of the Emerging Manager series on the Delphi Podcast, sitting down with Andrew Kang, founder of RoboStrategy. After managing personal capital through Mechanism Capital across both public and venture markets, Andrew turned his focus entirely to the under appreciated robotics industry a space he identifies as being at a critical inflection point reminiscent of
OpenAI is Making a MASSIVE Mistake
OpenAI is Making a MASSIVE Mistake Jul 28, 2026 5520 In this episode of The Delphi Podcast, Tommy sits down with Travis Good, co-founder of Ambient, to discuss why open-source AI may ultimately beat the closed labs and what that shift means for developers, businesses, and the broader AI economy.Travis explains how Ambient is building a decentralized marketplace for AI inference, matching demand with underutilized GPU capacity while verifying that us
Identifying Generational Managers with Jordan Nel
Identifying Generational Managers with Jordan Nel Jul 14, 2026 4798 Join José as he hosts the first episode of the Emerging Manager series, sitting down with Jordan from Nomads—the fund-of-funds arm of the legendary VC firm Hummingbird. Together, they break down what truly separates elite venture investors from the rest of the market and how small, nimble emerging managers can outmaneuver multi-billion dollar tech funds.They dive into the concept of "pre-cons
Sandy Kory: The Founder Obsessed Investor Behind BillionToOne, BaseTen & Palantir
Sandy Kory: The Founder Obsessed Investor Behind BillionToOne, BaseTen & Palantir Jun 22, 2026 5704 What makes a great founder?Sandy Kory has spent decades trying to answer that question. As the founder of Horizon, he's backed companies like Palantir, BillionToOne, Canva, BaseTen, and SendCutSend long before they became breakout successes.In this episode, Sandy shares the unconventional framework he uses to identify exceptional founders, why he ignores most pitch decks, why talent density m
Samed Düzçay: Accessing Institutional Yield Strategies at Tori Finance
Samed Düzçay: Accessing Institutional Yield Strategies at Tori Finance May 5, 2026 3320 Join Yan Liberman and Can Gurel as they speak with Samed Düzçay, founder of Tori, a yield protocol bringing institutional-grade delta-neutral strategies on-chain. Samed shares his journey from mining Bitcoin as a child to building and exiting a successful SaaS company, eventually identifying a massive gap in the stablecoin yield market. They dive into the mechanics of the "carry trade,"
Logan Jastremski: Solana vs Hyperliquid - Who Wins The Global Exchange Race?
Logan Jastremski: Solana vs Hyperliquid - Who Wins The Global Exchange Race? Feb 2, 2026 5409 Join Tommy Shaughnessy as he speaks with Logan, Managing Partner of Frictionless Capital, about the high-stakes race to build a global blockchain-based financial system. Logan shares his updated thesis on why monolithic, high-throughput architectures like Solana are winning the battle for real revenue and trading dominance over modular designs.They dive deep into the "Global Exchange" vi
Clay Robbins: Building Colosseum, Solana’s Largest Hackathon & Accelerator with 80,000 Participants
Clay Robbins: Building Colosseum, Solana’s Largest Hackathon & Accelerator with 80,000 Participants Jan 19, 2026 4087 Join Tommy Shaughnessy in San Francisco for the first podcast from the new Coliseum office. In this episode, Clay Robbins, Co-Founder of Coliseum, discusses how his team manages the world's largest online hackathons and why they chose to double down on the Solana ecosystem.They dive into the mechanics of sourcing 80,000 builders, the transition from remote to a massive in-person accelerator,
Nic Carter: Quantum Threatens $600B of Bitcoin
Nic Carter: Quantum Threatens $600B of Bitcoin Jan 9, 2026 3987 Join Tommy Shaughnessy as he speaks with Nic Carter, partner at Castle Island Ventures, about his deep dive into the existential threat quantum computing poses to Bitcoin. After six months of intensive research and discussions with Nobel Prize-winning physicists, Nic breaks down why the "quantum threat" has moved from theoretical FUD to a material risk that the Bitcoin community is curre
Mike McCormick: AI Acceleration vs Risks, Funding Global Resilience, AGI scenarios, U.S. vs China
Mike McCormick: AI Acceleration vs Risks, Funding Global Resilience, AGI scenarios, U.S. vs China Oct 9, 2025 6120 Join Tommy Shaughnessy as he speaks with Mike McCormick, founder of Halcyon, about the urgent intersection of AI acceleration and safety. Mike shares his path from venture capital to launching a hybrid nonprofit–fund model focused on securing advanced AI systems. They dive into mechanistic interpretability, global competition for AGI, and what a safe superintelligence future could look like. Can w
Connor Howe: Building the Onchain Execution Engine with Enso Network
Connor Howe: Building the Onchain Execution Engine with Enso Network Sep 26, 2025 3186 Join Ashwath Balakrishnan and Neel Daftary as they explore the future of DeFi infrastructure with Connor Howe, co-founder of Enso. After nine years of building in crypto, Connor has created what he calls "the shortcut to building on-chain applications" - a developer tool that abstracts away the complexity of integrating with hundreds of DeFi protocols. From powering Berachain's $3.1

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