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 months

Recordings per month over the last 12 months — 7 in all, peaking in Jan 2026 with 4.

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TBPN · Tech Turns to Mining, Meta VR Layoffs, Thinking Machines Shakeup | Matthew Prince, Chirantan Desai, Delian Asparouhov, Deepak Pathak, David Tearse, Blake Resnick · 15 Jan 2026 podcast

It's a shifting landscape where I just don't think that um the current state of liquidity preferences that are given to you know, like if you invest into a company at five hundred billion in the public markets, you do not get a liquidity preference, right?

You know, as an investor.

I think it's less and less likely that some of these super late stage private companies keep giving that type of liquidity preference to investors.

And then I think also the like fee structure on these venture firms is almost certainly going to compress for some of these like super, you know, sort of late stage you know, sort of types of rounds and

buttons.

Yeah, I definitely um, you know, have uh had now, you know, a variety of companies that I'm involved with have had spaq sponsors like pretty aggressively approach and like knock on the door.

I think like there are certain companies where it makes sense.

If you are a type of company where it's like, look, I just need five hundred billion or five hundred million on the balance sheet.

billion would be great.

I'm sure Sam Alpha'd have five hundred billion in the balance sheet.

Uh but yeah, you know, uh and your simple super deep tech long cycle thing, yes, makes sense.

I think there's just enough scar tissues from the twenty-one time period where it's like there's a very small handful of companies that like survive through that spat crazier, right?

Like there's that one um robotics company that works uh with Walmart uh pretty significantly.

It's like one of the few that has actually like you know sort of traded significantly up, but like the vast majority stuff.

Materials a spAC though?

Wasn't it a

thought I

But that was like I think almost like a part like it used to be public, went private, restructured, and then like reached back basically.

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