José Maria Macedo

@ZeMariaMacedo

Cofounder @delphi_labs Founding Partner @delphi_ventures

Born December 20

Joined February 2011

Replies Reposts Media Articles

Pinned
José Maria Macedo
@ZeMariaMacedo
Oct 22, 2024
This weekend I competed at and won the IBJJF No-Gi European Championships! Had 4 fights with 3 finishes and 0 points scored against me. Overall, very happy with the performance and more importantly with how I felt on the mats Next step: World Championships in December!
65
José Maria Macedo
@ZeMariaMacedo
22h
In Q1 everyone was announcing that software was dead and the "SaaSpocalypse" was upon us. Since bottoming in April, the IGV software index is up ~40%, including its best week since 2001 and its best month since 2001. Asked @mhdempsey what he looks for in the software businesses
00:00
José Maria Macedo
@ZeMariaMacedo
Aug 20
New Emerging Managers episode with @mhdempsey of Compound! Many GPs like to talk about being contrarian. Almost none can stomach the real cost: years of looking wrong and watching everyone around you get (paper)rich on stuff you passed on. Michael is the rare exception, and he
José Maria Macedo
@ZeMariaMacedo
Aug 29
"All venture firms are constantly decaying." @mhdempsey said this on the pod and it's something I wholeheartedly agree with and spend a lot of time thinking about. Very few firms in venture have brand value that actually persists across sectors and cycles. Everyone else is
00:00
José Maria Macedo
@ZeMariaMacedo
Aug 20
New Emerging Managers episode with @mhdempsey of Compound! Many GPs like to talk about being contrarian. Almost none can stomach the real cost: years of looking wrong and watching everyone around you get (paper)rich on stuff you passed on. Michael is the rare exception, and he
1
José Maria Macedo
@ZeMariaMacedo
Aug 28
3 weeks ago I interviewed Andrew Kang who called humanoids a zero-to-decatrillion opportunity This week I asked @mhdempsey why he's wrong. His answer: humanoids only make sense where you're pricing the cost of a human life, not the cost of labor. Which means military,
00:00
José Maria Macedo
@ZeMariaMacedo
Aug 20
New Emerging Managers episode with @mhdempsey of Compound! Many GPs like to talk about being contrarian. Almost none can stomach the real cost: years of looking wrong and watching everyone around you get (paper)rich on stuff you passed on. Michael is the rare exception, and he
2
José Maria Macedo
@ZeMariaMacedo
Aug 28
Double digit USDe yield coming soon
Ethena
@ethena
Aug 28
Extending USDe backing: basis on equity perpetuals. Equity perpetuals now carry nearly >$6bn of open interest across 200 contracts on the same venues Ethena already executes, growing >10x since March. Funding rates on equity perpetuals have paid 15-20% on average, >5x the
3