Delian Asparouhov

Investor at Varda, known for his expertise in re-industrialization efforts and capex-intensive businesses.

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Aug 16, 2025 • 2h

Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot

Delian Asparouhov, an investor at Varda focusing on re-industrialization, and Everett Randle from Kleiner Perkins, specializing in AI companies, dive into a riveting discussion on the Sam Altman-Elon Musk feud, critiquing Apple's App Store. They unpack the UFC's monumental $7.7 billion deal with Paramount and explore Apple’s plans to revolutionize home AI with a robotic Siri. The podcast also features lively debates on investment strategies in high-margin software versus industrial sectors and the ethical implications of disruptive technologies.

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