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
They're getting bigger because how ubiquitous the adoption of technology is.
So think about some of these AI labs doing billions of dollars, not in valuation, but revenue.
The growth of these companies, NVIDIA now being close to a $5 trillion company.
What's your view right now and how that informs sort of like the prices you're paying?
Because I could, on one hand, I agree with you, a $5 billion exit 15 years ago would have been one of the biggest exits we'd ever see.
Today, we are going to see companies that go public that are going to be north of $500 billion today.
And how does that impact how you think about an early stage company if the valuation might be three or four X what it used to be?
Like, how do you balance between the techno-optimist view versus what you believe is realistic and fundamental today?
Yeah, and that's, I think, a really important point because the whole periods obviously have gone longer and longer.
And these companies have so much private capital to tap into.
The need to go public or the need to get acquired early is just not there.
And so how do you think about that from an exit standpoint?
Because let's say now the exit is 12 years for some of these best companies, maybe 14.
Stripe has been around much longer than 12 years.
Is it more a function of looking at secondary opportunities in selling, which used to be something that no one would want to understand because of the signaling risk?
Like, where do you see this changing?
So let's say fundamentally, though, the you're right, the cost and the tax to go public is pretty high because then you're it's a quarterly, which sometimes don't align with long term company building and doing the right thing.
And the bar is so high today.
Let's say you have to be three, four or five hundred million dollars a year in revenue.
You have to have.
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