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Kevin Simback

Building the Future of Web3 @ Delphi Labs

Kevin Simback is a distinguished executive and entrepreneur with extensive experience in technology and finance, currently dedicated to the transformative field of Web3 and cryptocurrency. As an integral part of Delphi Labs, Kevin is focused on operational excellence that empowers his team to scale innovative solutions aimed at revolutionizing decentralized finance (DeFi). His unwavering belief in the potential of blockchain technology drives his commitment to redefining how financial systems operate in the future.

In his previous capacity at Hewlett Packard Enterprise (HPE), Kevin led the North American Advisory & Professional Services division, managing an impressive ~$100 million in annual business. His strategic vision and leadership were instrumental in enhancing service offerings and increasing client satisfaction across the board. His contributions in this role exemplified his aptitude for driving growth in complex organizations, making him a sought-after leader in the tech industry.

Before his time at HPE, Kevin served as the Chief Operating Officer and Chief Financial Officer at Tabrasa, a leading software-as-a-service (SaaS) financial technology company focused on providing solutions for the mortgage sector. Under his guidance, Tabrasa was able to streamline operations and improve financial performance, showcasing his skill in melding operational strategy with financial acumen. Kevin's diverse professional experience also includes significant roles at renowned companies such as IBM and McKinsey, where he honed his expertise in strategy, transformation, and business development.

An active angel investor, Kevin has a strong interest in FinTech and Web3. His investment portfolio includes influential companies like Circle, Brave, Ripple, Blockstream, Nutmeg, Acorns, Palantir, Buffer, and Pipe, reflecting his commitment to supporting innovative technologies that are reshaping the financial landscape. In addition to his investing activities, he is a co-founder of Isocline Ventures, a seed-stage venture fund dedicated exclusively to the Wine & Spirits sector, focusing on companies that leverage technological innovations to stand out in the market.

Kevin's educational background is equally impressive, holding an MBA in Finance, Strategy, and Accounting from Carnegie Mellon University's Tepper School of Business, as well as a Bachelor of Science in Management Information Systems from North Carolina State University. As a Chartered Financial Analyst (CFA) charterholder, he has deep expertise in investment analysis and asset management, further enhancing his strategic decision-making capabilities.

Highlights

Apr 28 · twitter

DeepSeek V4 pricing is a bigger deal than the R1 release that wiped $600b off NVDA’s market cap in a single day last year

If you’re a company spending 7+ figures on inference, it is irresponsible NOT to use SOTA oss models as part of your stack

So why is this release not causing the same reaction - NVDA just hit new all time highs?

  1. We’ve become a bit immune to these model announcements, especially the oss ones from China labs

It’s not a “scary new thing” anymore, just reality, and we get a new release almost every week now

  1. The demand for intelligence is so enormous that despite these releases NVDA and the entire supply chain will still crush it

The compute constraint is real so even with a big shift to oss models, there still isn’t enough

Ok, then why is this a bigger deal?

Because the pricing on V4 is ridiculous when compared to what OpenAI and Anthropic charge

And many CFOs are giving a budget pass right now to use Claude and ChatGPT given the value creation potential

But at some point, the number crunchers will come in and say - why are we not using more of these oss models? We can host them locally and save a ton

Enter the role of AI tokenomics - the art of optimizing token spend where you can give your company MORE intelligence and REDUCE token spend by being smart about how models are called

Jane in accounting and John in procurement probably don’t need Mythos to automate workflows

That’s why DeepSeek V4 is a big deal - we can now cost optimize across a company’s model spend WITHOUT sacrificing output quality

The savings can easily be 7-8 figures a year for heavy company AI use

An entire cottage industry will be born on this premise just like we saw with cloud spending

Apr 27 · twitter

It will be interesting to see how this one plays out

h/t @PonderingDurian https://t.co/uUzYgl7S1r

It will be interesting to see how this one plays out

h/t @PonderingDurian https://t.co/uUzYgl7S1r

Related Questions

How did Kevin Simback's experience at Hewlett Packard Enterprise shape his approach to operational excellence in the tech industry?
What specific projects is Kevin currently pursuing at Delphi Labs that highlight the potential of Web3 technology?
How has Kevin's background in financial technology influenced his investment strategies in FinTech and cryptocurrency?
In what ways does Kevin Simback envision the future of decentralized finance (DeFi) impacting traditional financial systems?
What motivated Kevin to co-found Isocline Ventures, and how does it relate to his expertise in technology and investment?
Kevin Simback
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United States