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 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 · Unpacking "A Crisis Moment In Seed" · 12 Nov 2025 podcast

I think distribution is very important.

But one thing that I did here, and I want to test this a little bit.

There was another investor that said the one difference between now and the enterprise SaaS world

is things like coding have been effectively commoditized and become at a pace where you can actually vibe code something over a course of two to four weeks and actually build something that is at parity with something that's already been funded.

Does that hold water with you or do you believe that's a little bit overblown as a concern?

I think it's a real concern.

Now, going to kind of the macro for a second and thinking through like this existential potential threat to the average seed investor.

Again, we should be careful using the word average because average in venture is not very good.

So you have the beneficiary fairly consistently of the power law to be able to produce the type of returns.

But let's say the list of environmental characteristics that were in place six years ago are no longer here.

The up and to the right for everything, the rising tide lifts all boats.

It seemed like any seed fund that was investing could do fairly well given there were quick markups.

And I do think some of that exists within AI.

But given some of these symptoms that have emerged with the megafunds, YC, that could be incongruent along with the rising competition, what do seed funds do in today's environment where there is competition and you have some of these symptoms that have emerged with YC, the megafund?

How do you thrive as a seed manager?

And what are those particular points of inefficiency maybe?

There's so much to unpack on this, and a lot of people wouldn't care to admit it, but some of the folks that did raise funds in 2016, 17, 18, a lot of the consideration of what to invest in was what would be considered attractive for the next line of investors to which you can get a markup, maybe multiple markets and maybe bull markets that helps from the perspective of being able to raise that next fund.

When you have really shiny marks relative to your peers, I think

the end game of when those companies exit, oftentimes that has shown that doesn't actually work fairly consistently.

You have to be finding things that, you know, are before it's obvious.

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