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Shardul Shah

๐Ÿ‘ค Speaker
309 total appearances

Appearances Over Time

Podcast Appearances

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Index's Shardul Shah on Why Market Size is a Trap | Biggest Lessons on Pricing from Leading Rounds in Wiz & Datadog | Why Benchmarks & Averages in VC are BS | How Index Makes Decisions and Why Growth & Early are the Same Investing Style

But given the industry is so driven by the power law, I think people can withstand cycles longer than we probably give them credit for.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Index's Shardul Shah on Why Market Size is a Trap | Biggest Lessons on Pricing from Leading Rounds in Wiz & Datadog | Why Benchmarks & Averages in VC are BS | How Index Makes Decisions and Why Growth & Early are the Same Investing Style

But given the industry is so driven by the power law, I think people can withstand cycles longer than we probably give them credit for.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Index's Shardul Shah on Why Market Size is a Trap | Biggest Lessons on Pricing from Leading Rounds in Wiz & Datadog | Why Benchmarks & Averages in VC are BS | How Index Makes Decisions and Why Growth & Early are the Same Investing Style

Yeah, I think we noticed that when we opened up New York, right, 25% of series A's in New York are related to healthcare. That's a really different mix than San Francisco. And so we've redoubled an existing healthcare practice to make many more new healthcare investments. And so

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Index's Shardul Shah on Why Market Size is a Trap | Biggest Lessons on Pricing from Leading Rounds in Wiz & Datadog | Why Benchmarks & Averages in VC are BS | How Index Makes Decisions and Why Growth & Early are the Same Investing Style

Yeah, I think we noticed that when we opened up New York, right, 25% of series A's in New York are related to healthcare. That's a really different mix than San Francisco. And so we've redoubled an existing healthcare practice to make many more new healthcare investments. And so

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Index's Shardul Shah on Why Market Size is a Trap | Biggest Lessons on Pricing from Leading Rounds in Wiz & Datadog | Why Benchmarks & Averages in VC are BS | How Index Makes Decisions and Why Growth & Early are the Same Investing Style

Yeah, I think we noticed that when we opened up New York, right, 25% of series A's in New York are related to healthcare. That's a really different mix than San Francisco. And so we've redoubled an existing healthcare practice to make many more new healthcare investments. And so

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Index's Shardul Shah on Why Market Size is a Trap | Biggest Lessons on Pricing from Leading Rounds in Wiz & Datadog | Why Benchmarks & Averages in VC are BS | How Index Makes Decisions and Why Growth & Early are the Same Investing Style

definitely like AI is a draft that's playing into tailwinds for existing markets, as well as enabling us to invest in new ones.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Index's Shardul Shah on Why Market Size is a Trap | Biggest Lessons on Pricing from Leading Rounds in Wiz & Datadog | Why Benchmarks & Averages in VC are BS | How Index Makes Decisions and Why Growth & Early are the Same Investing Style

definitely like AI is a draft that's playing into tailwinds for existing markets, as well as enabling us to invest in new ones.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Index's Shardul Shah on Why Market Size is a Trap | Biggest Lessons on Pricing from Leading Rounds in Wiz & Datadog | Why Benchmarks & Averages in VC are BS | How Index Makes Decisions and Why Growth & Early are the Same Investing Style

definitely like AI is a draft that's playing into tailwinds for existing markets, as well as enabling us to invest in new ones.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Index's Shardul Shah on Why Market Size is a Trap | Biggest Lessons on Pricing from Leading Rounds in Wiz & Datadog | Why Benchmarks & Averages in VC are BS | How Index Makes Decisions and Why Growth & Early are the Same Investing Style

Three elements that I would think about. One, like, have fun. Two, be yourself. And third, probably watch yourself. What do you mean watch yourself? Like, record and then play back. Notice your own tics, how you phrase things. Did you land the point that you wanted? What's the biggest lesson from opening up the New York office? I love Martin. Marty is Captain America.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Index's Shardul Shah on Why Market Size is a Trap | Biggest Lessons on Pricing from Leading Rounds in Wiz & Datadog | Why Benchmarks & Averages in VC are BS | How Index Makes Decisions and Why Growth & Early are the Same Investing Style

Three elements that I would think about. One, like, have fun. Two, be yourself. And third, probably watch yourself. What do you mean watch yourself? Like, record and then play back. Notice your own tics, how you phrase things. Did you land the point that you wanted? What's the biggest lesson from opening up the New York office? I love Martin. Marty is Captain America.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Index's Shardul Shah on Why Market Size is a Trap | Biggest Lessons on Pricing from Leading Rounds in Wiz & Datadog | Why Benchmarks & Averages in VC are BS | How Index Makes Decisions and Why Growth & Early are the Same Investing Style

Three elements that I would think about. One, like, have fun. Two, be yourself. And third, probably watch yourself. What do you mean watch yourself? Like, record and then play back. Notice your own tics, how you phrase things. Did you land the point that you wanted? What's the biggest lesson from opening up the New York office? I love Martin. Marty is Captain America.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Index's Shardul Shah on Why Market Size is a Trap | Biggest Lessons on Pricing from Leading Rounds in Wiz & Datadog | Why Benchmarks & Averages in VC are BS | How Index Makes Decisions and Why Growth & Early are the Same Investing Style

So principled, sets such a high bar. Although we've worked together for a decade, it's been an incredible experience.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Index's Shardul Shah on Why Market Size is a Trap | Biggest Lessons on Pricing from Leading Rounds in Wiz & Datadog | Why Benchmarks & Averages in VC are BS | How Index Makes Decisions and Why Growth & Early are the Same Investing Style

So principled, sets such a high bar. Although we've worked together for a decade, it's been an incredible experience.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Index's Shardul Shah on Why Market Size is a Trap | Biggest Lessons on Pricing from Leading Rounds in Wiz & Datadog | Why Benchmarks & Averages in VC are BS | How Index Makes Decisions and Why Growth & Early are the Same Investing Style

So principled, sets such a high bar. Although we've worked together for a decade, it's been an incredible experience.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Index's Shardul Shah on Why Market Size is a Trap | Biggest Lessons on Pricing from Leading Rounds in Wiz & Datadog | Why Benchmarks & Averages in VC are BS | How Index Makes Decisions and Why Growth & Early are the Same Investing Style

Every week, there's minutiae of...

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Index's Shardul Shah on Why Market Size is a Trap | Biggest Lessons on Pricing from Leading Rounds in Wiz & Datadog | Why Benchmarks & Averages in VC are BS | How Index Makes Decisions and Why Growth & Early are the Same Investing Style

Every week, there's minutiae of...

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Index's Shardul Shah on Why Market Size is a Trap | Biggest Lessons on Pricing from Leading Rounds in Wiz & Datadog | Why Benchmarks & Averages in VC are BS | How Index Makes Decisions and Why Growth & Early are the Same Investing Style

Every week, there's minutiae of...

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Index's Shardul Shah on Why Market Size is a Trap | Biggest Lessons on Pricing from Leading Rounds in Wiz & Datadog | Why Benchmarks & Averages in VC are BS | How Index Makes Decisions and Why Growth & Early are the Same Investing Style

decisions that we can make there's complete trust between us in terms of who makes what decision that's completely different and when you're working side by side with somebody in a new office where is the office going to be what's the seating chart going to be what's the color palette what's the art choices and you go on and on and we're completely indifferent to who makes what choices what's your worst trait that's also helped make you successful

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Index's Shardul Shah on Why Market Size is a Trap | Biggest Lessons on Pricing from Leading Rounds in Wiz & Datadog | Why Benchmarks & Averages in VC are BS | How Index Makes Decisions and Why Growth & Early are the Same Investing Style

decisions that we can make there's complete trust between us in terms of who makes what decision that's completely different and when you're working side by side with somebody in a new office where is the office going to be what's the seating chart going to be what's the color palette what's the art choices and you go on and on and we're completely indifferent to who makes what choices what's your worst trait that's also helped make you successful

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Index's Shardul Shah on Why Market Size is a Trap | Biggest Lessons on Pricing from Leading Rounds in Wiz & Datadog | Why Benchmarks & Averages in VC are BS | How Index Makes Decisions and Why Growth & Early are the Same Investing Style

decisions that we can make there's complete trust between us in terms of who makes what decision that's completely different and when you're working side by side with somebody in a new office where is the office going to be what's the seating chart going to be what's the color palette what's the art choices and you go on and on and we're completely indifferent to who makes what choices what's your worst trait that's also helped make you successful