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 · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Jul 2026 with 1.
Appearances
Forget about this point in time, because I think everything is at a fever pitch.
Yeah, and we'll get to that point of this kind of stratification of the market, especially with the big funds getting much bigger.
And you can make the very cogent argument that is not venture capital.
It's just mainstream technology finance.
When you're investing in a company, even like what's happening right now with Anthropic at $900 billion,
That is very different than what we have considered venture capital for the last 50, 60 years.
It doesn't mean that it's wrong.
It doesn't mean that it's a bad thing.
It's just a very different sort of product offering than what I see on the other side of the barbell, which are small kind of artisanal managers that are investing at that zero to one, which at zero to one for deep tech is very early.
And so I see, you know, you have to find...
Yeah.
And we could probably talk to those folks and see if they're willing to reduce.
And by the way, I don't think it's 2 in 20 in many of those cases.
I think it's something elevated above the 2 in 20 in terms of the actual economic rate that they're getting.
However, coming back to the capital, and I think you made the point of capital markets can be very schizophrenic.
There's animal spirits that come into play.
And right now we're seeing a lot of risk-ons type of behavior.
That can be very different from where we are, Guy.
For example, what you said is, where are we in the technology adoption and how is technology going to reshape the future of the way we work, the way we live, which is almost undeniable.
But capital does affect it.
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