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
Putting that aside for a second, that has created a subculture, though, whereby now companies are...
raise a lot of money, grow crazy, or it's not interesting.
I've had investors tell us like, oh, you only get three or four X a year of year.
That's not interesting.
Where's that 10 to 100, 100 to 500, which seems a little bit silly to feel like you're having these conversations.
But this is what is happening every single day.
And you guys see it.
So consensus right now is like super high growth.
raise a lot of capital consensus is not just about traction in some cases it's also where do the people spin out of like again i go back to that deep mind open ai
I go to, hey, this is deep tech is consensus right now.
So like now you're attracting higher valuations and you're putting on these companies on this hyper growth path, which may not be compatible with the actual businesses.
How is that affecting you guys on the ground when you see these companies?
And now a lot of things start to become consensus and then get priced as consensus.
Any other thoughts on that?
Because I do think it is impactful when you have so much capital going into these companies.
It does change what you can invest in.
And in many cases, as a seed manager, you still have to play in that non-consensus, like what is true.
And by the way, you've invested in companies, Sunil, like Halter, for example.
I wouldn't say sensors on cows is the most sort of consensus type of thing.
Or even if you look back, Uber, companies like Airbnb, these were not consensus companies, right?
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