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

You all are aligned.

Is there something about your thesis or something about your worldview right now within the firm that you're least convicted on?

Something about our thesis in general?

Yeah, thesis in general or how you guys are viewing the market that you're the least convicted because I feel like you guys are very high conviction on most of the things you do in terms of things like fund size, the type of founders, what you think actually brings value.

But the world is changing so much.

And so I'm wondering if there's something that you guys internally debate all the time.

Well, what ends up happening, of course, and you mentioned some of these companies, whether it's Facebook, Cursor, Snapchat, you know, started by really young people, great outcome.

It shows that you can be young and build incredible things on a product side.

Sometimes it's actually a competitive advantage to be a little bit naive in building these type of things.

I think one of the concerns, and I wouldn't say maybe concern is the right word, but just truisms is that it's all about pattern matching and people see someone young and they say, okay, is this the next Zuck?

Is this the next...

Right.

Elon when he was over at PayPal or whatever.

And it's if you actually look at the stats, though, a lot of the successful companies were built by people in their 30s and 40s and sometimes even older.

And so I don't think there is any one way.

But as you know, this market as well as anybody is the pattern matching happens.

You start to over rotate.

And that's why you see a lot of this stuff.

I want to zoom out maybe at the very end.

I want to come back to another post that you put together.

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