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 months

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 · Deep Tech Gold Rush: Smart Boom or Future Bust? · 4 Jun 2026 podcast

And yeah, it's either consensus or non consensus.

And no one wants to be in that quadrant where you were wrong and non consensus.

That's obviously like the terrible place because then you bet against the crowd and you were wrong.

And then everybody thinks you're you're stupid or you're not going to be able to raise more capital and actually continue to build a firm.

But I want to at least posit something and see what you guys think.

I think you can be consensus and right and still do well in certain cases.

So I do think if you're a bigger firm, you can afford to just focus on consensus where you could put the most amount of capital behind a few sort of companies that are on this hyperscaler mode.

And I also think it works in bull markets.

I think in bear markets, it's a little bit tougher.

So I'd love to get your guys' thoughts on consensus.

At least bring a little bit nuance to this consensus versus non-consensus.

It's a really good point.

And it actually sparked a couple of things in my head that I'd like to ask you guys about.

So number one is.

When we think about consensus, there's different definitions of what consensus could mean.

It could mean traction, like companies are growing 5, 10, 15, 20x per year.

And in today's world, of course, I think there's this little bit of a false positive of companies going from 5 to 100.

And then you kind of realize, okay, how are they actually computing AR?

Is it durable?

Is it experimental?

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