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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 7 in all, peaking in Jan 2026 with 4.
Appearances
And so I think that when I think about like you know the way that Hadrian was interpreted Q one, Q two last year, people were squinting at they're like, Man, these economics have only turned in the last quarter.
Um, you know, isn't this just a back-end vendor that doesn't have a ton of upside?
From my like insider perspective having watched it for five years, I'm like, dude.
This is the type of business where once the economics turn a corner, they don't unturn a corner.
You know what I mean?
It only gets easier from here.
We finally got to fucking positive.
We're going to a 20% margin, 40% margin, 60% margin, and it's like, you know, accumulating advantages.
But like materials get easier, the factories get easier, the states want to send the stuff.
It's just like, you know, you're rocking and rolling.
But like when people look at like a SaaS business, they don't appreciate that, like, yeah, in like hardware, especially where you're producing something that is like kind of a commodity, there's sort of like semi-infinite.
Demand.
There's like not semi-infinite demand for data breaks.
You know what I mean?
Like, you know, it just doesn't the the scale of the market is not nearly as large.
Um and then
Hey, also T Row Price is T
Big Databricks fan, but at the end of the day, the amount that we spend on metal is more than I I mean, I don't probably really know what Databricks does, but for like whatever they do, the the amount that we spend on metal is more than whatever we spend on Databricks.
Yeah, I mean it's interesting where like um you know, I won't name names, but there's like various venture firms that, you know, have had like uh funds that they have like half funded, done really great deals out of in some of these like you know sort of top tier names, have significant markups even on those investments and still aren't able to like fully close out the funds.
So it's like as an LP, you're able to like, you know, basically get in, immediately know that you're like, you know, LP position is going to be marked up.
Showing 561–580 of 4,545 · page 29 of 228
← Previous
Next →