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
I think that is a false sort of pretense to actually operate a venture strategy around.
Now, you may get lucky and you get one of those 50 billion, 100 billion or even more
But one of the things that we also have to look at beyond what's transit is what has actually happened over the last few years that is actually going to stay past this kind of fever pitch moment.
And so venture has changed.
I mean, look at the number of funds that have come to market.
In 2021, I'll give you a stat, 1,300 VC firms raised a fund in 2021.
That's up from about 200 per year.
The last couple of years, we've been averaging about four to 500, which is still quite a bit in terms of the, not net new funds, but just not net new firms, but funds.
In 2021, it was a lot of fun ones and fun twos though, right?
And that was-
When we saw the heyday of a lot of capital, people starting hanging their own shingle.
What do you think is actually, let's assume a year and a half from now, the market starts to stabilize a little bit.
Some of this frost starts to come back a little bit or at least retreat because it becomes clear like there are some losers.
There was expensive mistakes.
Some of these companies looked great but weren't real long-term durable companies.
What do you think stays the same in venture capital?
versus the things that we are saying that are transient?
Can we double click on something you just said?
You said, and I think the old adage certainly in venture was on consensus and right.
If you look at the quadrants, you're either right or wrong.
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