Nabeel Hyatt

And I don't think of product like, am I the product master? I think of product as an instantiation of what the founder does. So let me recast it a different way. How do we separate hucksters from good executors? Because they're here pitching us as VCs. The way we separate hucksters who do a good pitch from people who are real executors is you look at the thing that comes out of their hands.

And I don't think of product like, am I the product master? I think of product as an instantiation of what the founder does. So let me recast it a different way. How do we separate hucksters from good executors? Because they're here pitching us as VCs. The way we separate hucksters who do a good pitch from people who are real executors is you look at the thing that comes out of their hands.

You look at the thing that this petri dish of humans has created in the world, and you try and evaluate and ask questions against that. So when you say I'm a product investor, I would push back slightly in that I've never evaluated a company by looking at the product, using the website, and being like, oh, this person should have a $15 million check. I don't think that's right.

You look at the thing that this petri dish of humans has created in the world, and you try and evaluate and ask questions against that. So when you say I'm a product investor, I would push back slightly in that I've never evaluated a company by looking at the product, using the website, and being like, oh, this person should have a $15 million check. I don't think that's right.

You look at the thing that this petri dish of humans has created in the world, and you try and evaluate and ask questions against that. So when you say I'm a product investor, I would push back slightly in that I've never evaluated a company by looking at the product, using the website, and being like, oh, this person should have a $15 million check. I don't think that's right.

You look at the product and you try and learn about the humans behind the product by evaluating the product. It's the questions that you ask somebody like Kyle, who started Cruises, now doing Botco, and you ask him why he made the decisions he made in this thing that you were using. And that's where you can get a sense of who this person is and what they're going to do from

You look at the product and you try and learn about the humans behind the product by evaluating the product. It's the questions that you ask somebody like Kyle, who started Cruises, now doing Botco, and you ask him why he made the decisions he made in this thing that you were using. And that's where you can get a sense of who this person is and what they're going to do from

You look at the product and you try and learn about the humans behind the product by evaluating the product. It's the questions that you ask somebody like Kyle, who started Cruises, now doing Botco, and you ask him why he made the decisions he made in this thing that you were using. And that's where you can get a sense of who this person is and what they're going to do from

That's right. It's the way we conduct any deep level investigation on a person. You're not asking them, like, give me your TAM answer and give me your margin answer. You're trying to figure out how they think about the things they're doing. And what are the best, if you're talking about an early stage startup, what is the thing they have thought about the most?

That's right. It's the way we conduct any deep level investigation on a person. You're not asking them, like, give me your TAM answer and give me your margin answer. You're trying to figure out how they think about the things they're doing. And what are the best, if you're talking about an early stage startup, what is the thing they have thought about the most?

That's right. It's the way we conduct any deep level investigation on a person. You're not asking them, like, give me your TAM answer and give me your margin answer. You're trying to figure out how they think about the things they're doing. And what are the best, if you're talking about an early stage startup, what is the thing they have thought about the most?

They produced a TAM slide or they produced something. They did that for the deck for you. So they put, what, two hours into that, three hours into that? And nowadays, they probably sent it over to Gem or some other product and just had it spit out those slides.

They produced a TAM slide or they produced something. They did that for the deck for you. So they put, what, two hours into that, three hours into that? And nowadays, they probably sent it over to Gem or some other product and just had it spit out those slides.

They produced a TAM slide or they produced something. They did that for the deck for you. So they put, what, two hours into that, three hours into that? And nowadays, they probably sent it over to Gem or some other product and just had it spit out those slides.

If you're trying to get to what they have been obsessed about, it's like this thing that you're using, they've spent the most time thinking about. So it's where you're going to get the most insight into who the human is. How many companies do you meet a week? No, 20, 30. 20 to 30 a week? Sometimes. Yeah, email, email. But like on a call? I don't do that many on a call. I probably one to two a day.

If you're trying to get to what they have been obsessed about, it's like this thing that you're using, they've spent the most time thinking about. So it's where you're going to get the most insight into who the human is. How many companies do you meet a week? No, 20, 30. 20 to 30 a week? Sometimes. Yeah, email, email. But like on a call? I don't do that many on a call. I probably one to two a day.

If you're trying to get to what they have been obsessed about, it's like this thing that you're using, they've spent the most time thinking about. So it's where you're going to get the most insight into who the human is. How many companies do you meet a week? No, 20, 30. 20 to 30 a week? Sometimes. Yeah, email, email. But like on a call? I don't do that many on a call. I probably one to two a day.

Okay, one to two a day. How long do you have? I think the one hour call is the worst call anywhere because it's like too short to get a real read and too long to get the kind of speed dating version of the world. So a half an hour, I'm just trying to figure out whether I like the person at all and I want to have a second call, right? And then I'd rather go from a half an hour to two hours.

Okay, one to two a day. How long do you have? I think the one hour call is the worst call anywhere because it's like too short to get a real read and too long to get the kind of speed dating version of the world. So a half an hour, I'm just trying to figure out whether I like the person at all and I want to have a second call, right? And then I'd rather go from a half an hour to two hours.

Okay, one to two a day. How long do you have? I think the one hour call is the worst call anywhere because it's like too short to get a real read and too long to get the kind of speed dating version of the world. So a half an hour, I'm just trying to figure out whether I like the person at all and I want to have a second call, right? And then I'd rather go from a half an hour to two hours.