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Nabeel Hyatt

👤 Person
615 total appearances

Appearances Over Time

Podcast Appearances

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

And the industry moves fast enough that they're not going to wait until an exit or cash to get that other job. You're giving them a promotion or you're giving them more respect in two years or they're going to try to go somewhere else that's better, right? So what does that mean? Well, that means if I want to get a promotion and I'm inside of schmooby schmooby VC firm, then I need markups.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

And the industry moves fast enough that they're not going to wait until an exit or cash to get that other job. You're giving them a promotion or you're giving them more respect in two years or they're going to try to go somewhere else that's better, right? So what does that mean? Well, that means if I want to get a promotion and I'm inside of schmooby schmooby VC firm, then I need markups.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

And the industry moves fast enough that they're not going to wait until an exit or cash to get that other job. You're giving them a promotion or you're giving them more respect in two years or they're going to try to go somewhere else that's better, right? So what does that mean? Well, that means if I want to get a promotion and I'm inside of schmooby schmooby VC firm, then I need markups.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

So if I need markups, how do I quickly get markups? I figure out what the guy one stage after me is interested in. And so my job is not really to go figure out what the future is, but to go figure out how to be aligned with a founder and do great work, or figure out how to get really deep with AI and figure out.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

So if I need markups, how do I quickly get markups? I figure out what the guy one stage after me is interested in. And so my job is not really to go figure out what the future is, but to go figure out how to be aligned with a founder and do great work, or figure out how to get really deep with AI and figure out.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

So if I need markups, how do I quickly get markups? I figure out what the guy one stage after me is interested in. And so my job is not really to go figure out what the future is, but to go figure out how to be aligned with a founder and do great work, or figure out how to get really deep with AI and figure out.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

It's to go have a dinner with KOTU or whoever else and figure out what they're into this month, and then invest in it one month earlier, get the markup four months later so they can get a promotion. And that's basically the entire industry right now.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

It's to go have a dinner with KOTU or whoever else and figure out what they're into this month, and then invest in it one month earlier, get the markup four months later so they can get a promotion. And that's basically the entire industry right now.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

It's to go have a dinner with KOTU or whoever else and figure out what they're into this month, and then invest in it one month earlier, get the markup four months later so they can get a promotion. And that's basically the entire industry right now.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

Well, to a certain extent. You understand it. You just hate it. I understand it. I don't think it's good for startups and I don't think it's good for founders. And I also, maybe more importantly than just some kind of value judgment, I think it's a losing strategy when no one knows what's about to be hot in nine months without being very, very deep in the work.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

Well, to a certain extent. You understand it. You just hate it. I understand it. I don't think it's good for startups and I don't think it's good for founders. And I also, maybe more importantly than just some kind of value judgment, I think it's a losing strategy when no one knows what's about to be hot in nine months without being very, very deep in the work.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

Well, to a certain extent. You understand it. You just hate it. I understand it. I don't think it's good for startups and I don't think it's good for founders. And I also, maybe more importantly than just some kind of value judgment, I think it's a losing strategy when no one knows what's about to be hot in nine months without being very, very deep in the work.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

Some of the hardest sports are the ones where the things you say out loud are easy to say, but hard to execute.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

Some of the hardest sports are the ones where the things you say out loud are easy to say, but hard to execute.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

Some of the hardest sports are the ones where the things you say out loud are easy to say, but hard to execute.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

Yeah, but principles and associates don't even solve that problem, right? You have 100X increase in number of startups and you added like nine principles. I'm sorry, you didn't cover the industry suddenly unless you're doing pattern matching. And I think the more fundamental question is, can you pattern match in this market? I don't,

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

Yeah, but principles and associates don't even solve that problem, right? You have 100X increase in number of startups and you added like nine principles. I'm sorry, you didn't cover the industry suddenly unless you're doing pattern matching. And I think the more fundamental question is, can you pattern match in this market? I don't,

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

Yeah, but principles and associates don't even solve that problem, right? You have 100X increase in number of startups and you added like nine principles. I'm sorry, you didn't cover the industry suddenly unless you're doing pattern matching. And I think the more fundamental question is, can you pattern match in this market? I don't,

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

know that the Brita filter version of investing is the right way to evaluate, or at least I'm not executing the way that I want to do my job and the way that I think my partners should do their jobs together in that kind of like trying to win the coverage game. What's the Brita filter of investing?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

know that the Brita filter version of investing is the right way to evaluate, or at least I'm not executing the way that I want to do my job and the way that I think my partners should do their jobs together in that kind of like trying to win the coverage game. What's the Brita filter of investing?