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
And then since 2011, there have been a lot of tailwinds, both in technology and
really becoming ubiquitous.
But, you know, we were in a capital environment where interest rates were low.
So a lot of capital was going into things like venture.
And we saw the number of seed funds go from a small handful that you can probably put on one whiteboard to several thousand.
And so talk a little bit about maybe before we get into this particular blog post, what did you see, I guess, in the main evolution and the themes of like 2011 to 2024?
And that was 2021.
Obviously, it was the peak of that Zerp area.
And then 2022, obviously, interest rates rose up.
It changed the risk dynamic and where money was going.
And then you also had this new platform shift with artificial intelligence.
And now what we've seen over the last couple of years with AI, both at the AI lab level, the infrastructure level, now applications.
But you wrote going back to what this all means for seed, because there are seed at the end of the day is investing at the early stages of the company.
It still is a really important point of sort of capital to be able to take companies from inception ID to now execution.
But you wrote a post that I thought had a
really compelling thesis around it, but it was labeled a crisis moment for Seed.
Maybe bring us through sort of the thought process and what that blog was really intentionally focused on.
Can we...
Maybe distill down a little bit and double click on sort of YC.
So YC, incredible scale, right?
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