Good People, Mar 21

Hot Startups Hiring, Delphi Pt. 2

GOOD PEOPLE QUOTE

If you give a good idea to a mediocre team, they will screw it up. If you give a mediocre idea to a brilliant team, they will either fix it or throw it away and come up with something better.

Ed Catmull - Co-Founder, Pixar

🤝 Good Morning Good People!

🏀 Welcome back to the only newsletter to get a perfect bracket in this year’s March Madness tournament.

🫡 Last week y’all took my request for feedback in stride! Lots more coming down the pipeline, specifically on the launch of the Good People Community. Keep the requests coming!

📅 This week in the newsletter:

 👷 Pt. 2 of our deep dive into Delphi's Digital Mind Revolution

 🔥 Fresh batch of Hot Startups Hiring

🌯 Buy Now, Pay Later... for Burritos: DoorDash and Klarna have joined forces to bring us the financial innovation absolutely no one asked for: "Buy Now, Pay Later" for your burrito cravings.

Because nothing says "responsible adulting" like financing a Chipotle order in four easy installments. "I may not have $12 today, but I definitely trust Future Me to have $3 every two weeks for my guac upcharge."

👇 Alright on to the good stuff 👇

The Great Unbundling of Expertise: How Delphi Is Building Time Arbitrage at Internet Scale

Imagine getting startup advice from Keith Rabois at 3 AM when you're stuck on a product decision. Or having Lenny Rachitsky analyze your growth metrics without waiting weeks for his consulting availability. Or having a conversation with your great-grandparents, learning their life stories and wisdom long after they're gone.

Not shallow chatbots trained on their content—but digital minds that think, respond, and problem-solve with their actual expertise and personality.

This isn't science fiction anymore—it's the reality Delphi is engineering.

Chat with Dara’s digital mind here:

The Expertise Paradox

Here's the fundamental paradox of human expertise: The more valuable someone's knowledge becomes, the less accessible it becomes to the people who need it.

As their expertise grows more valuable, their availability shrinks, creating an expertise bottleneck that limits the flow of knowledge through our economy. The people who need their insights most are often the ones who can least afford the scarcity premium to access them.

What if we could solve this paradox?

That's the $100 billion question Delphi is answering.

🔥 Hot Startups Hiring

📍SAN FRANCISCO🌉

Leader in AI for Plaintiff Law - Series A (Lightspeed, Menlo, a16z)

  • Mission/Vision: Leader in AI for Plaintiff Law, helping them take on more cases and increase revenue

  • TLDR:

    • End-to-end, vertical AI platform for plaintiff litigation firms, built on top of a case intelligence engine - helping these firms transform their business operations

    • High-velocity commercial momentum: 8x’d ARR → multiple millions in 6 months

    • Handles the heavy lifting of a case - from intake through resolution. Built on top of a case intelligence engine, they ingests all case information from legal business and communication systems and uses it to perform a wide variety of legal work including document analysis and legal document drafting.

  • Open Roles ($200-300k+):

    • Senior Full Stack Engineer

    • Senior Backend Engineer

    • Staff Software Engineer

    • AI/ML Engineer

Advanced Conversational AI - Series B (Bain Capital, a16z)

  • Mission/Vision: Building the most advanced conversational AI agents for the enterprise.

  • TLDR

    • Clients include Eventbrite, ClassPass, Substack, Rippling, and BILT

    • Founders w/previous exits

    • Founded by an elite team of engineers (early-Ramp, Scale AI, Retool)

  • Open Roles ($250k+)

    • Staff Software Engineer

    • AI/ML Engineer

AI / Dev Tooling - Series A (First Round, YC)

  • Mission/Vision: No-code platform that lets anyone have the impact of an engineer through AI automation.

  • TLDR:

    • Build really powerful workflow automations that use AI without needing to hire an engineering team or be an engineer yourself.

    • Customers include Instacart, Webflow, Samsara, Rippling, Triptease, etc (to name a few)

    • Building a 10 person, billions dollar company. There are 6 spots left.

  • Open Roles ($150-300k + Equity):

    • Senior Full Stack

    • Senior Backend

    • Full Stack Engineer

    • Backend Engineer

📍 NEW YORK CITY🗽

AI / Crypto/Web3 - Series A (Thrive Capital, Bain)

  • Mission/Vision: The most powerful decentralized financial ecosystem on Sui. Vision is to define how users interact with AI in web3, starting with a set of agentic workflows for DeFi actions in the Sui ecosystem.

  • TLDR:

    • #1 Sui Defi project on Sui, with a spot AMM & orderbook-based perps. Combined, the two have $50B traded, 157k unique depositors, and $130M in TVL

    • $51B in cumulative volume & about $300M/day

    • Stellar, reputable founding team with an incredible track record - opportunity to build their on-chain order-book (first on Sui)

  • Open Roles ($220-250K + Equity/Token):

    • Smart Contract Engineer

    • AI/ML Engineer

Leading Blockchain WaaS - Series A (Further, Coinbase)

  • Mission/Vision: Wallets-as-a-Service (WaaS) platform that helps fintechs, institutions, and enterprises worldwide simplify digital asset management and securely bring users into crypto.

  • TLDR:

    • API-first approach has made them the most popular developer platform to configure, automate and orchestrate digital asset applications and operations at scale. 130 fintech clients, $1 billion in monthly transactions, 10+ million API calls per month

    • Trusted by clients like ABN AMRO, Fidelity, Zodia Custody, Bridge, Stripe, and more than 100 financial applications, they’ve created over 10 million wallets and secures 1 billion in transactions per month — zero hacks or lost keys

    • Small, lean, agile engineering team consisting of top blockchain, cryptography, and security leaders.

  • Open Roles ($280-350K + Equity):

    • Principal Engineer

    • Staff Software Engineer

Generative AI for Financial Institutions - Series A (Khosla Ventures)

  • Mission/Vision: Generative AI for Financial Institutions. Their financial AI platform aggregates the most important financial and customer data into a simple AI chat platform (like ChatGPT), then partners with clients to build their key workflows (e.g. building slide decks, writing investment memos, analyzing financial data).

  • TLDR:

    • Exceptional GTM Traction: Top Investment Banks, Hedge Funds and PE funds are clients

    • Rapid Growth Rate: 0 —> $1M ARR in < 10 months

    • 25 person team in NYC; small, tight-knit group

  • Open Roles ($220-250k):

    • Senior Backend Engineer

    • Senior Full Stack Engineer

    • Engineering Manager

    • AI/ML Engineer

💻 REMOTE-FIRST 🌎

Crypto/Web3 - Seed (Lemnis Capital)

  • Mission/Vision: Fastest & most developer friendly modular SVM rollup for Solana builders. 

  • TLDR:

    • Innovating at the intersection of monolithic and modular infrastructure to integrate the Solana Virtual Machine with rollup technology

    • Team has previous experience at leading crypto protocols and companies like Lyft, SpaceX and Microsoft

    • Globally remote team building a SVM optimistic rollup that offers Solana developers a new design space to create killer dapps.

  • Open Roles ($200-230k+ Equity)

    • Senior Backend Engineer

Leading NFT Marketplace - Series B (Sequoia, Greylock)

  • Mission/Vision: Be the one-stop shop destination for digital assets to supercharge web3 commerce

  • TLDR:

    • Leading Multi-Chain NFT Platform - Pushing Boundaries on Solana, Ethereum, Polygon and Bitcoin

    • 22M+ Unique Monthly Users (largest on Solana) & 8K+ NFT collections, 100K+ daily wallet connections, $1.9 B secondary trading volume

    • Largest NFT trading platform in crypto

  • Open Roles ($170-250k):

    • Staff Software Engineer

    • Senior Backend

    • Mobile Engineer

AI Creator Tools - Series A (Tiger Global, Floodgate)

  • Mission/Vision: Help teams of one (small businesses, agencies, entrepreneurs, creators) create on brand content (social media, blogs, emails, etc) in one click. Taking on Canva.

  • TLDR:

    • Building a real-time document editor with collaborative editing and a Canva-like visual studio with thousands of templates and dynamic elements

    • INSANE commercial momentum: $0-10M ARR in < 8 months; 100K+ paying customers, 30% MoM growth

    • Small team of 20; full distributed work-force

  • Open Roles ($140-170k):

    • Senior Full Stack

    • Senior Designer

MEME BREAK 🌊 

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