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
And if it does go, then like, you know, great.
I think it I think it's convenient as
but you're allowed to negotiate terms.
By the way, I did want to point out I did make sure that I wore my uh T V P N quarter zip today.
So this is how I do outfit.
Do you have
Oh yeah,
Oh yeah.
Yeah, I think if you look at some of the best like um deep tech, hardware, industrial, you know, sort of companies over the past like 15 years, they have a very interesting like PPS, you know, sort of growth curve where effectively you have like typically a seed round that happens in I'm just gonna give like you know somewhat fake numbers here, but you know, indicative of like, you know, a buck per share, basically the like early incubation days.
You then have like series A that'll be like four or five times higher, basically like five bucks a share.
And then a lot of times what you'll see is
Years of super de minimis basically PPS growth until you sort of get to the other side of like the RD, production hell, et cetera.
And then all of a sudden you just have huge step function changes like over and over and over again.
And this is true on everything from like the early days of like NVIDIA, Tesla, like you know, Apple, all the way down to like some of the more you know sort of recent, you know, sort of more you know deep tech industrial, you know, sort of startups.
And so what to do as like an investor basically, well, you know, you can, you know, I think do the seed rounds where I do think they're you know attractive versus reward.
You get some amount of IRR just like through series A, et cetera.
And then what you effectively want to do is do that last round.
where it's flat and then allow it to basically you know basically grow you know from there.
Yeah.
And I think what I've like started to realize is like that is the style of company that I like to do.
Showing 481–500 of 4,545 · page 25 of 228
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