Mamoon Hamid
๐ค SpeakerAppearances Over Time
Podcast Appearances
But if you've seen the engagement data on a product that you think can apply to 10,000, 100,000 companies, then... The entire workforce. Yeah, then why not? I think it's really a mistake to look at revenue multiples at like half a million, a million. What do you think is nuts that VCs do today that they shouldn't do? There's just a big echo chamber and a lot of people live in the echo chamber.
But if you've seen the engagement data on a product that you think can apply to 10,000, 100,000 companies, then... The entire workforce. Yeah, then why not? I think it's really a mistake to look at revenue multiples at like half a million, a million. What do you think is nuts that VCs do today that they shouldn't do? There's just a big echo chamber and a lot of people live in the echo chamber.
But if you've seen the engagement data on a product that you think can apply to 10,000, 100,000 companies, then... The entire workforce. Yeah, then why not? I think it's really a mistake to look at revenue multiples at like half a million, a million. What do you think is nuts that VCs do today that they shouldn't do? There's just a big echo chamber and a lot of people live in the echo chamber.
Folks think that's information and information is knowledge and knowledge is arbitrage. But when everyone has the same knowledge, then it's no longer arbitrage. Do you think everyone does have the same knowledge?
Folks think that's information and information is knowledge and knowledge is arbitrage. But when everyone has the same knowledge, then it's no longer arbitrage. Do you think everyone does have the same knowledge?
Folks think that's information and information is knowledge and knowledge is arbitrage. But when everyone has the same knowledge, then it's no longer arbitrage. Do you think everyone does have the same knowledge?
I think it's mostly BS. Many have tried and failed at using the very data-oriented approach to investing in startups, when at the end of the day, it's about the founders. And the founders wanting to work with you. Exactly.
I think it's mostly BS. Many have tried and failed at using the very data-oriented approach to investing in startups, when at the end of the day, it's about the founders. And the founders wanting to work with you. Exactly.
I think it's mostly BS. Many have tried and failed at using the very data-oriented approach to investing in startups, when at the end of the day, it's about the founders. And the founders wanting to work with you. Exactly.
It means shit. Oh, 100%. It's about how do you position yourself so that the founders are choosing us. It's based on reputation of our body of work, our firm's body of work, what the firm represents, what we can offer them once we get involved or even before we're involved. What are people saying about you? What's the folks who you worked with before?
It means shit. Oh, 100%. It's about how do you position yourself so that the founders are choosing us. It's based on reputation of our body of work, our firm's body of work, what the firm represents, what we can offer them once we get involved or even before we're involved. What are people saying about you? What's the folks who you worked with before?
It means shit. Oh, 100%. It's about how do you position yourself so that the founders are choosing us. It's based on reputation of our body of work, our firm's body of work, what the firm represents, what we can offer them once we get involved or even before we're involved. What are people saying about you? What's the folks who you worked with before?
Yeah, I don't believe in voting structures for early stage venture capital. I think you have to allow every partner to put themselves on the line with their conviction that they've built up over a year sometimes, weeks sometimes, but you have to give into the conviction of the person wanting to lead.
Yeah, I don't believe in voting structures for early stage venture capital. I think you have to allow every partner to put themselves on the line with their conviction that they've built up over a year sometimes, weeks sometimes, but you have to give into the conviction of the person wanting to lead.
Yeah, I don't believe in voting structures for early stage venture capital. I think you have to allow every partner to put themselves on the line with their conviction that they've built up over a year sometimes, weeks sometimes, but you have to give into the conviction of the person wanting to lead.
And so the way we work is that because we sit around the table, we literally get to see each other's body language. how someone goes from excitement to less excitement. When one of our partners, like, you know, Ilya asked me a question about why I'm so excited about a company, and then he asked another question, and then I just go, well, that's a good question that I don't have a good answer for.
And so the way we work is that because we sit around the table, we literally get to see each other's body language. how someone goes from excitement to less excitement. When one of our partners, like, you know, Ilya asked me a question about why I'm so excited about a company, and then he asked another question, and then I just go, well, that's a good question that I don't have a good answer for.
And so the way we work is that because we sit around the table, we literally get to see each other's body language. how someone goes from excitement to less excitement. When one of our partners, like, you know, Ilya asked me a question about why I'm so excited about a company, and then he asked another question, and then I just go, well, that's a good question that I don't have a good answer for.
Maybe my excitement wanes, and then I come back a few days later when we see each other again. It's like, you know what, like, we talked about that, and, you know, I'm sort of leaning out on the opportunity. And so I think that's also the magic of being around the same table in the same room. You get to really test each other's conviction. So you don't have a vote, right?
Maybe my excitement wanes, and then I come back a few days later when we see each other again. It's like, you know what, like, we talked about that, and, you know, I'm sort of leaning out on the opportunity. And so I think that's also the magic of being around the same table in the same room. You get to really test each other's conviction. So you don't have a vote, right?