i prob don't agree with Delian on a lot of things, but he clearly has a point of view and conviction on what he believes... reminds me of several folks i used to work with at PayPal or Founders Fund, and I find it very refreshing. seems like an incredibly smart guy / fun to work with.
Every time Delian brought up the Benchmark and Uber's Travis analysis, Harry avoided the topic. Perhaps this was because he's friends with Dale and has interviewed Bill Gurley, and he didn't want to jeopardize their relationship.
Delian needs to go out more and see the real world. To the question about criminalization, homelessness, and death of kids in schools due to shootings in the US he answers that launching more rockets than Europe gives upper moral grounds to the US-not with these exact words, but that what was implied. Also, apparently, the guy doesn't have even a basic reasoning filter between his thoughts and his tongue. Insane! He really has to get out of his bubble.
Harry asked a loaded judgement laced question. There really is no way to answer those without first addressing the judgements. You have to agree or disagree with the loading, push back on the judgement, then provide an answer. Otherwise you agree with his Euro opinion of America. Our 2nd amendment will forever prevent government overreach. It is worth the cost. Just look at Venezuela and Iran. They used to be such great examples of society.
Delian is my favourite founder, i've built a couple fintech companies over the years but space is the ultimate frontier. Mad respect for his twitter game also.
To push back on the customer feedback/interviews not being applicable to a companies, if you are doing a proper customer interview you are tyring to undertstand the pain points and problems from a first principles perspective in the that work flow. You shouldnt be mentioning what you are building. Henry ford found out the end job that the customers want to solve which was get from point a to point b efficiently, reliably and safely. He then found a new technology that could solve that problem etc.
Saying people over 35 without children shouldn't be taken seriously is insane and really reflects his character, especially when he defends Travis who has a history of serious workplace issues (sexual harassment.) Being this man's wife sounds incredibly sad and embarrassing.
19:20 is the first of several verifiably untrue declarations. I am not sure why this video was published, unless it was to help a competing VC firm seem less competitive.
the point he’s trying to make is what henry ford said “if I asked people what they wanted they would’ve said faster horses”. I’m perhaps paraphrasing that but the bottom-line is you can’t ask the “customers” of a vertical you’re redefining what they want as you’re selling them a vision that is too unique. Like jobs also said, “people don’t know what they want until you show it to them”. I’m not sure why this video is published is a wild take, even if you disagree with someone’s pov
The only eastern block country that is doing quite well is Poland. And lot of that have to do with there being millions of Polish in Germany and UK who send money back. The poles are even famous for abusing the welfare system in those countries.
7.24...bismarck, churchill, de gaulle, the numerous british scientists, german physicists...? sure napoleon was a legendary figure in history, but i'd argue that the last time europe saw someone like that was around 44bc. i love delian but he get's lost in his own intellectual self delusion sometimes. other than that, love his energy. always fun to listen to.
VC's are reluctant to move away from SAAS because - it's an entrenched mentality and leaads to a simple checklist...it feeds into laziness. It allowed lots of mediocre thinkers to join the industry, but it is not the future.
Eastern Europe the only hope?! Look at the demographics of eastern European countries. Populations are declining fast (look at Bulgaria), talent leaves to western European countries and the US.
The assertion that Eastern Europe has far more going on in tech particularly Bulgaria is pure nonsense. Bulgarian people are dynamite, there are some very interesting companies but nothing close to what has been coming from Western Europe. Mobility/payments/saas/telco/medtech/traveltech Western Europe is leagues ahead of anything coming out of Bulgaria, poland or romania although no doubt use a lot of developers from those countries to build these platforms
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i prob don't agree with Delian on a lot of things, but he clearly has a point of view and conviction on what he believes... reminds me of several folks i used to work with at PayPal or Founders Fund, and I find it very refreshing. seems like an incredibly smart guy / fun to work with.
Same here
Harry is getting fantastic at pushing back on and challenging guests' points. Far cry from 3-4 years ago. Nice
Difficult to understand what Delian is saying when a third of the words he is saying is "you know" and "sort of".
i understood him fine
I sort of understood him, you know?
@@dominickivni7496 lol
you need to work on your listening skills, try to focus intently for thee first 10 minutes and your brain will start to ignore the rest.
Lmaoo I loved it tho the yk sort of
Every time Delian brought up the Benchmark and Uber's Travis analysis, Harry avoided the topic. Perhaps this was because he's friends with Dale and has interviewed Bill Gurley, and he didn't want to jeopardize their relationship.
I f*cking hate podcasts but I love 20VC. Finally something I actually want to listen to.
Excellent episode! Delian is such a great character
Delian needs to go out more and see the real world. To the question about criminalization, homelessness, and death of kids in schools due to shootings in the US he answers that launching more rockets than Europe gives upper moral grounds to the US-not with these exact words, but that what was implied. Also, apparently, the guy doesn't have even a basic reasoning filter between his thoughts and his tongue. Insane! He really has to get out of his bubble.
Harry asked a loaded judgement laced question. There really is no way to answer those without first addressing the judgements. You have to agree or disagree with the loading, push back on the judgement, then provide an answer. Otherwise you agree with his Euro opinion of America. Our 2nd amendment will forever prevent government overreach. It is worth the cost. Just look at Venezuela and Iran. They used to be such great examples of society.
Delian is my favourite founder, i've built a couple fintech companies over the years but space is the ultimate frontier. Mad respect for his twitter game also.
what an exquisite display of american tech-bro hearsay.
To push back on the customer feedback/interviews not being applicable to a companies, if you are doing a proper customer interview you are tyring to undertstand the pain points and problems from a first principles perspective in the that work flow. You shouldnt be mentioning what you are building. Henry ford found out the end job that the customers want to solve which was get from point a to point b efficiently, reliably and safely. He then found a new technology that could solve that problem etc.
Great episode. Also great that Delian speaks fast and gets to the point
love how harry stands his ground in this episode!
where does saas dead come up in this video?
buddy says "sort of" way too often
Is there a way to put this in a transcript, and use AI to remove all these “sort of” and “you know”
great episode
i love this guy, i follow him on twitter but hearing him talk and seeing how he structures arguments has completely sold me.
bro is a machine, pure sf energy
Delian says "sort of" 533 times in this interview.
Saying people over 35 without children shouldn't be taken seriously is insane and really reflects his character, especially when he defends Travis who has a history of serious workplace issues (sexual harassment.) Being this man's wife sounds incredibly sad and embarrassing.
Delian bringing fire!
This was awesome
Getting some pop corn for this
Enjoy the show 📽
19:20 is the first of several verifiably untrue declarations. I am not sure why this video was published, unless it was to help a competing VC firm seem less competitive.
the point he’s trying to make is what henry ford said “if I asked people what they wanted they would’ve said faster horses”. I’m perhaps paraphrasing that but the bottom-line is you can’t ask the “customers” of a vertical you’re redefining what they want as you’re selling them a vision that is too unique. Like jobs also said, “people don’t know what they want until you show it to them”.
I’m not sure why this video is published is a wild take, even if you disagree with someone’s pov
The only eastern block country that is doing quite well is Poland. And lot of that have to do with there being millions of Polish in Germany and UK who send money back. The poles are even famous for abusing the welfare system in those countries.
7.24...bismarck, churchill, de gaulle, the numerous british scientists, german physicists...? sure napoleon was a legendary figure in history, but i'd argue that the last time europe saw someone like that was around 44bc. i love delian but he get's lost in his own intellectual self delusion sometimes. other than that, love his energy. always fun to listen to.
VC's are reluctant to move away from SAAS because - it's an entrenched mentality and leaads to a simple checklist...it feeds into laziness. It allowed lots of mediocre thinkers to join the industry, but it is not the future.
Unable to listen cus of “etcetera”, “like”, “sort of”, “kind of”, also why do people think that speaking fast they sound smart? It’s the opposite.
100%
🤔 Would you say the speed in which someone speaks is an indicator of intelligence?
harry you missed a great q, asking him about his deadlift & bench 😂
This guy is so detached from reality. He needs to delete twitter and go outside to touch grass or hug a tree or something.😂
This guy strategically does not mention the Netherlands, Denmak, Norway or Sweden. Sort of, biased... you know.
If I had a penny for every 'youknowsortof'
Delian was great
Eastern Europe the only hope?! Look at the demographics of eastern European countries. Populations are declining fast (look at Bulgaria), talent leaves to western European countries and the US.
Seems smart but still a naïve capitalist who needs to get a life outside of reviewing pitch decks and retweeting @elon tweets.
The assertion that Eastern Europe has far more going on in tech particularly Bulgaria is pure nonsense. Bulgarian people are dynamite, there are some very interesting companies but nothing close to what has been coming from Western Europe. Mobility/payments/saas/telco/medtech/traveltech Western Europe is leagues ahead of anything coming out of Bulgaria, poland or romania although no doubt use a lot of developers from those countries to build these platforms
This guy has half-backed schizophrenic ideas, clearly very smart but I trust nothing he says.
❤❤
Solid guy
bullshit 😂
I wouldn't trust this guy to look after my trash, let alone with investing in my startup. Hard pass.