Rawson (Delphi Ventures)
AI investor at Delphi Ventures who focuses on AI and China opportunity analysis and contributed first-hand takeaways from the Delphi China trip.
Best podcasts with Rawson (Delphi Ventures)
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Mar 26, 2026 • 1h 4min
Hivemind: State of The Market, Saylor’s End Game & AI Growth in China
Rawson, an AI investor at Delphi Ventures focused on AI and China, shares fresh takeaways from Delphi’s China trip. He discusses market reactions amid the Iran conflict. He explores Michael Saylor’s end game and the mechanics around MicroStrategy. He highlights where Chinese AI is booming, hardware strengths, valuation froth, and on-the-ground execution differences.
