Keith Rabois

speaker
761 appearances 1 recordings 1 series first heard Mar 2025 last heard Mar 2025

Keith Rabois’s voice in public audio — every appearance, attributed to the second.

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Like I don't know how to assess like is this really the right person?
I can look at you know some credentials and things like that and triangulate seems directionally right directionally wrong.
But if this is a really important company for us, I will have either
Fan or John of Renaud interview the candidate and then therefore get the benefits of both because they can grade ninety nine point nine, ninety-nine point five, ninety nine, ninety-eight, where I can't.
The way we think about it at KV, where there is a real advantage, is because we like to back bold investments, bold ideas, ambitious founders.
And really early is not all the things we invest in are gonna move to consent uh being appreciated by the consensus.
So you can take
multiple
can take it through multiple rounds until you want to have an afflection.
Like this is a good Peter Thiel point is you don't want to stay contrarian forever.
Like to be really successful, eventually you need consensus that this is a good product, good, you know, good thing to adopt, good thing to pay for.
So you want to convert contrarian to consensus and then take advantage of that momentum.
That in between step, there may not be investors that really appreciate you until you get you know somewhere down.
That curve.
So having a lot of you know a fair amount of capital, if we have conviction about the opportunity that's better or as good as when we first led, we have conviction about the founder and the team that's as good or better than when we first made an investment.
We can double down, triple down.
Now, at some point, we're going to want you to prove that there's a real there that the world wants this.
Like eventually you have to get to the world definitely will want this and appreciate it.
And then other people's money is great.
But we can
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