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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Jul 2026 with 1.
Appearances
Go to Unity Economics, Path to Profitability, hopefully.
There's very few companies that can kind of fit into that.
Where does the logjam break?
Is it something that happens from an innovation standpoint in the private markets to enable liquidity for those companies that just decide not to go public for 15, 20 years?
What are you hearing, I guess, from an inside standpoint from the LPs?
Because the LPs are the ones that are holding these assets longer.
And of course, they also had a tough time during 2021 where capital was called very quickly.
And then 23, 24, 25 is harder to deploy based on the fact that there's no distributions coming back.
What are they asking for?
They're asking for anything different that has surprised you over the last couple of years.
That totally makes sense.
As we wrap up this conversation, I wanted to ask you a question I ask all my guests, and that's really around the things that you have learned over time and
More specifically, the thing that you know about investing today that you wish you knew before, and in your case, you've been exposed to some great investors along the way very early, whether it be Joe Lonsdale and, of course, Pierre Lamond.
Is there anything that you've taken away from somebody like Pierre that informs how you think about investing today?
That's great.
And to end maybe this, one last question in terms of that I like to ask people, which is what is your non-consensus prediction for 2026 that you think will come true, but it's not talked about enough?
Yeah, I totally agree.
And we've seen that.
But, you know, Lior, thank you for joining us.
This has been a lot of fun.
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