Hussein Kanji

Like if you're in this power law world, that's the right way to play the power law. But that requires a fund size that's bigger than the hundred that we initially were thinking a few years ago.

Like if you're in this power law world, that's the right way to play the power law. But that requires a fund size that's bigger than the hundred that we initially were thinking a few years ago.

So we do it on the basis of is there a red line? Like, is there some flag? I mean, red lines are on. Is there a flag?

So we do it on the basis of is there a red line? Like, is there some flag? I mean, red lines are on. Is there a flag?

So we do it on the basis of is there a red line? Like, is there some flag? I mean, red lines are on. Is there a flag?

that we can throw down that says it doesn't make sense which is i looked at the cohorts i looked at the early cohorts and and you know all of those cohorts are deteriorating so you thought it was really good it's growing exponentially but the data suggests that maybe that's not the case by the way that's a real world scenario i got super excited about a company in portugal and one of my partners looked at it and was like hussein like you missed the trick here and by the way this is why i love working in partnerships like

that we can throw down that says it doesn't make sense which is i looked at the cohorts i looked at the early cohorts and and you know all of those cohorts are deteriorating so you thought it was really good it's growing exponentially but the data suggests that maybe that's not the case by the way that's a real world scenario i got super excited about a company in portugal and one of my partners looked at it and was like hussein like you missed the trick here and by the way this is why i love working in partnerships like

that we can throw down that says it doesn't make sense which is i looked at the cohorts i looked at the early cohorts and and you know all of those cohorts are deteriorating so you thought it was really good it's growing exponentially but the data suggests that maybe that's not the case by the way that's a real world scenario i got super excited about a company in portugal and one of my partners looked at it and was like hussein like you missed the trick here and by the way this is why i love working in partnerships like

I think partnerships are way better than solo GPs because you get this error correction mechanism from other smart people. But if the error correction mechanism is they're blocking you for no good reason, and they're just running interference on you, then it's really obnoxious.

I think partnerships are way better than solo GPs because you get this error correction mechanism from other smart people. But if the error correction mechanism is they're blocking you for no good reason, and they're just running interference on you, then it's really obnoxious.

I think partnerships are way better than solo GPs because you get this error correction mechanism from other smart people. But if the error correction mechanism is they're blocking you for no good reason, and they're just running interference on you, then it's really obnoxious.

Which is why we look at like on the aggregate, like if all the cohorts, like if you've missed something and someone flags it, we generally have a lot of humility inside the firm to be like, yeah, I didn't catch that piece. Like I get it. I don't know if I really want to do it. But most of our cases go down to the following. I don't think that person is going to be able to hire very well.

Which is why we look at like on the aggregate, like if all the cohorts, like if you've missed something and someone flags it, we generally have a lot of humility inside the firm to be like, yeah, I didn't catch that piece. Like I get it. I don't know if I really want to do it. But most of our cases go down to the following. I don't think that person is going to be able to hire very well.

Which is why we look at like on the aggregate, like if all the cohorts, like if you've missed something and someone flags it, we generally have a lot of humility inside the firm to be like, yeah, I didn't catch that piece. Like I get it. I don't know if I really want to do it. But most of our cases go down to the following. I don't think that person is going to be able to hire very well.

It's like, okay, that's like super gray zone, right? How the heck do you disprove like that? There's no null hypothesis to prove. And in those kinds of cases, we give each other the rope.

It's like, okay, that's like super gray zone, right? How the heck do you disprove like that? There's no null hypothesis to prove. And in those kinds of cases, we give each other the rope.

It's like, okay, that's like super gray zone, right? How the heck do you disprove like that? There's no null hypothesis to prove. And in those kinds of cases, we give each other the rope.

So I think if you're going to try and do 20 of these, your check sizes are going to be three, four, five. And then sometimes these jumbo seeds are now up to 10. Like Ed Sim has been able to done a bunch of like work on this, showing like what the path is of these. And they're more and more common, by the way. The jumbo seeds up six to seven times in volume than they were a couple of years ago.

So I think if you're going to try and do 20 of these, your check sizes are going to be three, four, five. And then sometimes these jumbo seeds are now up to 10. Like Ed Sim has been able to done a bunch of like work on this, showing like what the path is of these. And they're more and more common, by the way. The jumbo seeds up six to seven times in volume than they were a couple of years ago.

So I think if you're going to try and do 20 of these, your check sizes are going to be three, four, five. And then sometimes these jumbo seeds are now up to 10. Like Ed Sim has been able to done a bunch of like work on this, showing like what the path is of these. And they're more and more common, by the way. The jumbo seeds up six to seven times in volume than they were a couple of years ago.