Episode Details
| Title | José Macedo and Pondering Durian: The Birth of Delphi Intelligence |
|---|---|
| Date | 7/21/2025 |
| Podcast | The Delphi Podcast ↗ |
Key Insights
Bullish:
- 🟢 $ANTHROPIC - Anthropic is seen as having the best coding model in the AI space, with significant market potential.
- “I mean, I think Anthropic has, like, the best coding model, and it's not that close. Like, and and people sort of are even replacing cursor with it, which aggregates all models just because code code is so dope. And I think that's a giant, giant market.” - Jose (22:27)
- 🟢 $AICOMPANIES - 🔒
- 🟢 $CHINESEROBOTS - 🔒
- 🟢 $ROBOTICS - 🔒
- 🟢 $EARLYAI - 🔒
- 🟢 $CHINESEAI - 🔒
Bearish:
- 🔻 $AAPL - 🔒