Limitless: An AI Podcast

Delphi Digital: Why the 10,000x Crypto Fund is Pivoting to AI

36 snips
Jul 21, 2025
Guests Jose Maria Macedo, Anil Lulla, and Yan Liberman from Delphi Digital discuss the exciting pivot from crypto to AI. They share their vision for merging these technologies, highlighting the synergy between investment strategies in both fields. The trio introduces Delphi Intelligence, a new platform aimed at democratizing AI insights. They delve into the evolving landscape of venture capital in AI, the importance of tailored AI solutions, and the role of exceptional founders in securing investments. Their unique approach to research promises to reshape technology innovation.
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ADVICE

Focus on Honest Edge Discovery

  • Be honest about where you have edge; recognize sectors where your knowledge or network provide advantages.
  • Explore emerging regions, like China, and consider backing younger fund managers to access unique opportunities.
INSIGHT

Risk and Conviction Drive Bet Sizing

  • Deep understanding of downside risk and portfolio context guides bet sizing in high-conviction investments.
  • Willingness to tolerate volatility is a key edge gained from crypto investing experience.
INSIGHT

Bullish on Chips and Applications

  • Delphi is bullish on both chip startups and verticalized AI application layers.
  • They see chat GPT wrappers enabling much broader and more specialized use of AI capabilities.
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