Delian Asparouhov
speaker
4,545 appearances
25 recordings
1 series
first heard Feb 2025
last heard 13 May
Delian Asparouhov’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 7 in all, peaking in Jan 2026 with 4.
Appearances
You've, you know, sort of seeing us, you know, basically spin up, you know, sort of ramp labs.
And you know, today we just, you know, they launched, you know, a new version of, you know, sort of ramp budget.
And I think any additional energy spent on just continuing to develop next generation products.
Especially ones that obviously utilize AI that is focused on the core ICP for ramp is a far better utilization of our time.
And you know, to take it back to like the Peter Thiel philosophy, we believe in building monopolies, right?
And ultimately anything that isn't serving that core ICP is a distraction from the potential to build a monopoly.
I think what I find particularly exciting about today and about the news about BREX is that it is probably the strongest monopoly thesis for ramp that has existed since the company's basically.
start.
If you remember when we funded it, you know, and it like you know came out and launched in 2019 and 20, Amex still had like a really big you know sort of enterprise business.
Brex was a multi-billion dollar company, Divi was still super, you know, sort of fast growing.
Bill.com was still super, you know, sort of fast growing.
Expensive was fast growing.
Like there were so many players in the market.
You fast forward today.
Divi basically got acquired, is barely around anymore.
Brex obviously, you know, sort of got acquired.
Amex has almost entirely shifted their focus to their consumer business, right?
If you look at how much of their gross profit basically comes from consumer business and how rapidly that's growing relative to enterprise, it's all the CEO is basically talking about on quarterly earnings calls.
Their entire basically like, you know, you know, FMV basically growth over the past three years is entirely based on the consumer business.
And so enterprise, corporate spend, card spend management, budgeting, just the like smart CFO suite that smart CFOs use, dude, the like field is somehow more open today than it was five years ago.
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