
Guest
Delian Asparouhov
Partner, Founders Fund
Co-founded Varda's orbital pharmaceutical factories and backs early-stage startups as a Founders Fund partner.
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Real Alpha has cut 2 moments of Delian Asparouhov (Partner, Founders Fund) talking, from an interview on TBPN published Sep 26, 2025.
What Delian Asparouhov said
Thursday, September 25th
3 moments · 20 min
- 1:37:20
China’s drone edge comes from deep component process knowledge
“90 of the edge is that they, like, have such deep process knowledge”
at 1:42:37 - 1:51:35
Delian favors AI leaders and businesses insulated from the cycle
“And I think as an investor, you have to take a little bit of, like, a bifurcated strategy”
at 1:54:13
Also from this interview
- 48:00
Radiology is a poor proxy for near-term AI job losses
“jobs that look like repetition of one rote task, each task being relatively independent, closed, not requiring too much context”
John Coogan · at 52:01
- 1:37:20