Sunil Nagaraj
speaker
137 appearances
1 recordings
1 series
first heard Jun 2026
last heard 4 Jun
Sunil Nagaraj’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
Yeah, it's a really good question.
Again, these companies are ones where not every average person could launch a company that requires some technical depth.
I'm a little mixed on how pure the motivations are for this rush into deep tech, which I think all of us would consider hard.
our area to invest in, but also protect, steward, nurture to continue on a strong path.
We don't want the pendulum to swing too fast and we have overhype and then a nuclear winter.
We also wanna make sure that we have co-investors and follow on capital in the sector.
So there's kind of a delicate space for this pendulum.
And so I think there are two or three drivers that come to mind.
One is, I'm using this noble word, pure.
I'm going to keep running it until somebody slaps my wrist.
But I think the pure reason is that these technologies have started to come into the fold where something that might have been 15 years, it might work, is now like seven years, it probably will work.
And then three years, it definitely will work.
And the same thing happened with databases, right?
Like as Oracle, MySQL, $0 and 10 minutes, you can spin up a MySQL server or Aurora on Amazon or something like that.
So these technologies come in and in.
And so as more of them have come in, whether it's 3D printing, whether it's having outsourced design manufacturers, a few different places where in my focus on software being the screen, more of the real world is now programmable, better circuit boards, Raspberry Pis, prototyping tools, FEM, like all sorts of things like
30 different technologies have all sort of come in a little bit, then it's more addressable and it fits with the dogmatic venture capital model of about 20 investments per fund, one or two pay off, and that pays off all the rest of the portfolio.
And that's not possible.
And to do so in canonically a 10-year fund, usually it's 12 or 13 years, but in that window, and that's relatively new.
That was not true 20 years ago, and it's kind of true today.
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