Shiv Rao

speaker

693 appearances 1 recordings 1 series first heard May 2026 last heard 16 May

Shiv Rao’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.

Appearances

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: Lessons from Jensen Huang on "Founder Mode" | How to Know if OpenAI or Anthropic Will Kill your Company | How USV Liking Music Made Them $1BN on an Investment | The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao @ Abridge · 16 May 2026 podcast

You have to taste good things to have good taste.

It is critical in vertical AI being one of the first.

When you saw the announcements from OpenAI and Anthropic about forward deployed engineers and these partnerships with big private equity groups to go help their portfolios, if that wasn't a sign that there is absolutely an incredible opportunity for the foreseeable future for vertical AI, I don't know what is.

We're in for a tsunami of healthcare needs and the system is not prepared to deliver it.

They did the C and the A. USV was our business model initially.

The more you can feel inevitable, the more you will be.

Oh, it's a thrill of winning 100%.

I love high stakes games, going for broke and trying to do something really big, trying to build a new product and trying to bend a new market or create a new one.

You said bend a new market.

yeah i think that certain companies certainly ours have to have a true north you live every day in in this anticipation that the sky is going to open up because you have this thesis about the market and you might not necessarily know exactly when it's going to come true but you know it's going to come true and when you feel that in your bones then you i think you you can draw a lot of resilience you can

You sort of figure out that you just need to stay standing.

You just need to not die.

You just need to sort of like be there when it's happening.

And for us, it was absolutely that way.

It was this thesis that this idea of the secret hiding in plain sight, that this this data set, these conversations, it's the most human signal and it really powers health care.

You can build a whole new set of rails on top of this signal.

And the thinking was, well, at some point in time, the technology is going to be right, but also the market is going to be open.

Yeah, I would have died on this hill.

I was willing to pivot on the specific product in what specific order we'd put a feature out.

I was willing to pivot on go to market.

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