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
You were a longtime operator starting companies, leading companies.
And one of the questions I always get from people is like, what is the hardest part of transitioning?
Somebody that's only been an operator with no investing experience to being a full-time investor.
When you're then recruiting people and bringing on new partners, obviously bringing on a new partner is not a trivial thing to do because they're fitting into a very small team and they represent the firm and they represent the founders.
Are there certain things that you index on based on your learnings of who has made the successful transition from being an operator to being an investor?
Yeah.
And we've talked to all these variables that have helped you evolve.
And a lot of what your evolution in terms of growing is obviously insights from what the founders need.
It's obviously the change in the markets, but macro venture market.
And I wanted to kind of zoom out for a second because it's been an interesting 10 years in the world of venture capital.
A lot's changed.
Obviously, the introduction of artificial intelligence.
which is now omnipresent in every single conversation.
We had a ZERP period when you started, so no interest rates, then COVID, and then the basically peak in 2021.
Where do you think we are right now?
And maybe just outline the big things that you've observed and how venture has changed and how it's impacted or informed what you do today.
There was a time, and you remember, this is maybe 15 years ago, where people said venture can only support funds raising $40, $50 billion a year because you just look at the math.
I think we're all left both.
I recently said there's just too much capital relative to the outcomes.
But there's the counterargument that I see, which is the companies stay private longer.
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