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

So going back to that, Nate, how do you when you're investing right now and there is a huge part of the universe right now where there are consensus because of the profile of the people or the fact that it is a deep tech company.

And if it's like space or AI frontier labs, they kind of pass you in terms of what actually makes sense for your model.

So how do you adapt to that?

I think the other thing you probably have to think about is who are the ones with the right aligned incentives with the company.

Because what we are seeing right now is companies being pushed on almost this homogeneous path to take a lot of capital, try to get that 10X growth, which can actually result in a lot of value destruction.

So we talk about some of the expensive mistakes that will happen.

And some of these companies that we'll read about in two years, three years, that were high flyers that didn't make it.

And some of it is because they took on too much risk.

They imbued on too much risk.

operational risk by the number amount of capital and then what ends up happening is those companies get orphaned and then they go into a point where they sell for almost nothing or they get aqua hired and i think that's going to happen we've we've talked a lot around a number of different things and in terms of the venture market deep tech

I'd like to end with asking you all kind of the same thing, because one of the maybe not so great effects of AI is like, we see a lot of AI slop out there and this is permeated through all the social media networks.

Everyone has opinion that they write about venture capital.

What is the thing that you see parroted the most in whether it's LinkedIn or Twitter or whatever about venture capital that you fundamentally disagree with and wish it wasn't parroted as much as it is?

And I'll start with Guy and then I'll go to Nate and Sunil.

Well, there's a lot of things we could probably talk about that gets parroted out there.

And these are, this is a great way to end and appreciate you guys coming on and recreating some of the parts of the conversation that we had over breakfast.

But thanks again and really appreciate you guys coming on.

Cool.

Awesome, guys.

Thank you.

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