00:00 Intro 

00:24 Welcome to Miami 

01:08 Operators Podcast 

03:21 Finding the right guests 

06:54 Delian’s founder/operator 

08:22 Cohort analysis with Keith at Square 

10:30 Nightingale  

12:24 Operating experience at Teespring 

14:24 Varda Space 

17:45 Splitting time between Varda and FF 

19:45 Varda Space incubation 

23:50 Delian as an investor at Founders Fund 

27:07 Faire 

30:56 Tiger Global and the rise of crossover funds 

35:31 Hyperscaling 

36:45 Moving to Miami  

39:45 Keeping up with Delian