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 · Has venture capital lost the plot? · 28 Jul 2026 podcast

And that's fundamentally not true.

In fact, I would say a lot of the companies within the AI space right now, like putting aside for a second, I still question some of the ways people are calculating things like AR, right?

Are you really calculating in a way that is authentic?

But even the ones that are,

There's a lot of risk in terms of durability as this technology continues to shift.

You're right that a lot of companies that are non-AI, let's say good SaaS companies, maybe some AI implementation, are not getting a lot of attention because their growth rates don't in any way rival what the AI companies are doing.

So these companies kind of have to get to profitability or at least be capital efficient to be there long enough to kind of figure out when the capital markets come back for these companies.

And it's really tough.

And I think we have lost the plot a little bit in terms of how companies are built.

And it all comes down to people playing the game on the field, which is I'm going to try to catch the tiger in the tail and try to get the next anthropic.

I know some of these companies are not going to ever live up to their valuations, but it only takes one.

And I think that's really hard when you look at actually the stats.

I mean, how many companies have gone over $100 billion?

I don't know what the number is, but I would imagine it is a few hands.

We can count all of them.

No, the short answer is yes, absolutely.

We're pricing.

And some of that's obviously the supply and demand of capital.

You have supply and capital going into companies that

They're going to not only raise more, but the valuations then follow because the founder is only going to take so much dilution at these series C, series D rounds, even series B. And so if you look at the average round being 10 to 20 percent dilution, but the VC needs to put $100 million to move the needle, you kind of fall yourself into a valuation that's really high.

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