Arun Mathew

speaker

603 appearances 1 recordings 1 series first heard Mar 2026 last heard 9 Mar

Arun Mathew’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Mar 2026 with 1.

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: Inside Accel's $4BN Growth Investing Machine | Cursor is Dead is Total BS: Here is Why | What Missing Rippling and ElevenLabs Taught Us | Are $2BN-$10BN IPOs Dead | Why Now is a Great Time to be Thoma Bravo with Miles Clements · 9 Mar 2026 podcast

What ownership are you getting in the investment?

All of these other things factor in too.

So I think one thing that's happened in our market is like investors have tended to just flock to the extremes.

Either like we're AI maximalists, we're going to buy the basket.

ownership, valuation, be damned, we want everything.

Or like, we hate the valuations, they make no sense, we're going to sit on our hands and wait until things cool off a little bit.

The reality is like the best funds in the world, the best investors in the world embrace the nuance.

The right answer is always somewhere in the middle.

Constructing a basket of companies where maybe some, they were undisputed breakout leaders and you

didn't get the ownership that you wanted, but you wanted to be a part of that company and you wanted to be partnered with that founder, there's room for that in a portfolio.

But there's also bootstrap companies in Little Rock, Arkansas, where you can have a different ownership threshold and work with a really special founder and build the company in a different way.

And you can do very well that way too.

We don't really run from the nuance.

We embrace the nuance.

And there's a lot of benefit to being a multi-stage, multi-strategy firm.

I think we will.

I mean, think about this.

Like a decade ago, how many trillion dollar companies were there in the world?

But this is the cycle repeating itself.

And like, to answer my own rhetorical, which nobody asked me to do,

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