New Delphi pod just dropped with Michael Arrington - the guy who broke Google/YouTube, worked with Steve Jobs, and early backed Uber + Airbnb
Heavy convo on:
• Fourth Turning macro thesis
• Why AI race isn't slowing (China factor)
• What actually separates elite founders from pretenders
• Why $BTC is still the hard money play
Arrington also gets real about selling TechCrunch, burnout, and why he pivoted hard into crypto to reinvent himself
Timestamps:
00:00 Fourth Turning
07:00 AI & AGI race dynamics
17:00 Founder psychology + red flags
29:00 TechCrunch era + Steve Jobs lessons
44:00 Selling TC, backing Uber/Airbnb
53:00 Crypto pivot + cycle navigation
1:00:00 $BTC, AI, uncertain future
1:09:00 Founder advice: play to strengths
This one's worth the full listen if you care about macro, founder mindset, or understanding how OG tech VCs see crypto long-term
Heavy convo on:
• Fourth Turning macro thesis
• Why AI race isn't slowing (China factor)
• What actually separates elite founders from pretenders
• Why $BTC is still the hard money play
Arrington also gets real about selling TechCrunch, burnout, and why he pivoted hard into crypto to reinvent himself
Timestamps:
00:00 Fourth Turning
07:00 AI & AGI race dynamics
17:00 Founder psychology + red flags
29:00 TechCrunch era + Steve Jobs lessons
44:00 Selling TC, backing Uber/Airbnb
53:00 Crypto pivot + cycle navigation
1:00:00 $BTC, AI, uncertain future
1:09:00 Founder advice: play to strengths
This one's worth the full listen if you care about macro, founder mindset, or understanding how OG tech VCs see crypto long-term