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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Appearances
Yeah, and we'll put it in the pod notes afterwards.
But maybe talk a little bit about when you look at these companies, especially consumer companies, I mean,
Consumer at one point was incredibly hot, and then it became not hot for a number of years.
And, you know, for example, Kirsten Green had this great article around why consumer is undervalued right now and why more of these companies should be funded.
Tell us a little bit about that thesis of why you think consumer is only is sub 10% of total dollars today.
You know, it's a really interesting time right now.
And there's a number of reasons.
So if we look at the past platform shifts, I mean, some call them super cycles, for example, and you mentioned mobile, the internet, semiconductors, and, you know, the belief, I think, is fairly consensus right now that AI has the opportunity and probably will be bigger than any of those things, because it's really leveraging each one of those things to be able to, you know, provide the application and
It's hard to believe ChatGPT just came to the public presence just a few years ago and now publicly reported north of, what, $13 billion in revenue, raising at a $500 billion valuation, which is hard to grok when you look at companies of yesteryear, which are just so much smaller, even when they went public.
At the same time, when you're in these consensus times, in the 90s, like the late 90s, we saw Amazon, we saw eBay, we saw Google, right?
These are all like foundational companies that today are massive companies.
But we also saw the e-toys and the other companies that were not obviously that great.
So how do you know in a hype cycle environment where demand for AI is so much more than maybe the supply of great companies to which there's more competition for these companies?
like where you sort of navigate and pay up for certain companies, because as you mentioned, they could be a trillion, $5 trillion companies.
So what are you seeing, I guess, within the consumer space that might be non-obvious from a trendline perspective going forward?
Yeah, it's really helpful to understand some of those interim metrics that speak to things like product market fit or product market pull, as you mentioned.
And those things are critical in being able to identify real interesting companies.
But there's also this extension of the question that relates to the future and how do platform shifts impact how you underwrite for the future.
And an example would be mobile obviously created
a huge company in Uber and Lyft, both, which wouldn't have been the case had there not been mobile and GPS on phones.
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