Samir Kaji

speaker

769 appearances 5 recordings 1 series first heard Sep 2025 last heard 28 Jul

Samir Kaji’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 4 in all, peaking in Jul 2026 with 1.

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Venture Unlocked: The playbook for venture capital managers · Has venture capital lost the plot? · 28 Jul 2026 podcast

And it really resonated with me.

because, and I'm going to read it.

It says, I've been reading so many VC strategy posts that my head is spinning, which I feel the same.

I'm wondering if we have lost the plot.

And then there was a quote by somebody from NextView Capital that said, venture capital stopped being one business a while ago.

We just keep underwriting like it's one.

Explain what you meant by that, because I do agree with it, but I think it has a little bit of nuance that might not necessarily come through just the posts, but what really inspired that?

Yeah, well, there's so many things I wanted to unpack and maybe in a very concise way, but you're right.

I mean, venture used to be a very small asset class where, you know, if you look at back in 2009, even when founder, this is coming off GFC, there was like 16 billion raised by funds.

And today that's like a week.

And in fact, it could be one venture fund that raises that interest and raises $15 billion in their last fundraise.

And it has become a little bit more mainstream, although I would make the case that not all of it is really venture capital.

It's just private technology finance, given that these companies stay private longer.

But I do wonder about this thesis and some of the strategy.

I think it's more who is the ICP?

Is the ICP the founder or is it the LP?

And oftentimes in seeking differentiation, you create all these things.

Oh, I have a scout team and I have this and this.

And it's really to be able to raise capital that may not actually go to the core of what you need to do, which is source pick and win the deals that you want to get into.

And I think that's what I'm used to is like, at the end of the day, it comes down to those kind of three key things.

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