Ryan NisbetOperations, Delphi · Operations at Delphi

Founders Fund Partner Delian finds AI boring

9 Dec 2025 · 1 min

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In this monologue, a Founders Fund partner (identified as Delian) expresses a dismissive view of AI, stating it is boring and uninteresting. He notes that he hasn't made a Bay Area investment in about five and a half years and references Chetan's first official response to DALL·E, which he criticizes as lacking basic logical understanding. Delian emphasizes that Founders Fund does not advise portfolio companies on how to run their businesses. He reflects on the inevitability of opposition to strongly held beliefs and admits a lack of empathy for low‑income work, having never performed such jobs. He reveals a personal conviction that he has a single, lifelong idea that defines his life's work, warning that without such a filter, enduring hardship would be untenable.

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I just find AI so boring and not interesting. I haven't made an investment in the Bay Area, I think, like 5 and a half years. And then finally, after like 7 years of poking the bear, Chetan decides to finally give the first ever official response to Dall-E. I just read it and I was like, does this guy have 5 brain cells and can't understand like the basics of the logicon? I was like, Chetan, at Founders Fund, I'm going to repeat it, we do not tell portfolio companies how to run their companies. If there is something that you strongly believe in the world, almost certainly you'll find somebody that hates that belief. I like never do food service, like, you know, low-income job. I'm I was never gonna have like a deep empathy for like what I consider sometimes the most difficult work. If this thing fails, I'm like, I don't know what else I would work on. I've had one idea my entire life and it's gonna be this. Now it sets this filter on like anything else that you work on in the future. Make sure that it's the thing that is like truly the life's work. Otherwise in the hardships, you're not gonna wanna deal with the hardship.