The AI Chopping Block
“From AI Agency to €2.5M Seed: How Delos Built an AI Orchestration Platform | 20VC | Harry Stebbings” from “The AI Chopping Block” by pods4.me
May 22, 2025 · 48 min
Agency to €2.5M Platform: The Anti-Prompting Revolution That Caught 20VC's Attention
Thibaut de la Grand'rive, CEO of Delos, reveals how they evolved from an AI consulting agency into a €2.5M-funded orchestration platform backed by Harry Stebbings' 20VC—without building a single AI model.
Inside This Episode:
• Why 90% of enterprise employees can't prompt AI (and how Delos eliminates prompting entirely)
• The strategic agency-first approach that validated their product while getting paid for R&D
• How orchestrating Claude, GPT, and Mistral creates more value than building your own LLM
• Why Allianz and Shiseido chose Delos over 250+ vertical AI competitors
The "Post-RAG" technology that goes beyond traditional AI implementations
• How they're retaining elite French engineers (Polytechnique, ENS) against 9x salary competition
Perfect For:
• Startup founders exploring agency-to-product strategies
• AI entrepreneurs avoiding the "build your own model" trap
• Enterprise leaders struggling with AI adoption and prompting challenges
• CTOs seeking orchestration solutions over single-model dependencies
• European tech founders planning US market expansion
Key Insights:
• Why most enterprise AI fails at the UX layer, not the technology layer
• How Delos creates "cockpit" experiences where users "just click buttons"
• The funding strategy that attracted Team Aventures (Xavier Niel) and Plug and Play
• Why avoiding vertical AI plays (meeting notes, etc.) builds sustainable moats
• How French engineering culture creates competitive advantages in AI talent retention
Episode Timeline:
00:00 - Introduction to Thibaut and Delos platform overview
00:59 - Founding story: Starting 2 days after GPT-3.5 release
03:27 - David's distributed team problem and platform demo request
05:34 - Live demo: Newsletter creation and AI orchestration workflow
11:37 - Using custom prompts and agent templates in Delos
12:52 - Website localization and international expansion plans
13:28 - From agency to product: The strategic validation journey
16:18 - Investor relationships and fundraising philosophy
19:12 - Meeting Harry Stebbings and the 20VC investment story
20:22 - War for AI talent: Competing with OpenAI's Paris office
23:36 - Future fundraising plans and capital allocation strategy
27:51 - Competitive threats: Will OpenAI copy their approach?
31:15 - US expansion strategy and investor considerations
33:55 - Pricing strategy and roadmap for agentic AI features
38:50 - Go-to-market focus: Why B2B enterprises are the target
41:47 - Key lessons: Avoiding vertical AI traps and building sticky products
45:40 - Future of jobs: How AI is reshaping the developer market
Where to find me:
• David: Linkedin
• Email: hello@thehomebase.ai
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