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 over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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Venture Unlocked: The playbook for venture capital managers · Deep Tech Gold Rush: Smart Boom or Future Bust? · 4 Jun 2026 podcast

I want to agree with you as like the beautiful dream of the march of technology.

But I think that the capital markets are just a little schizophrenic.

I think as Nate was saying, like running away from SaaS, maybe even like three, four, five years ago, a lot of my VC friends were saying, there's no more alpha, there's no more extra return in SaaS, because it's not frameworks, all you got to do is run it through the framework.

Right.

It's a mature sector scale.

And like five other firms will put out the frameworks and you do the rule of 40.

And then we get hit by spas as apocalypse.

So it's a one, two punch.

The capital is running.

And when it runs off the beaten path, it's in rarefied air and it gets scared and it chases, it gloms onto anything with traction.

So for me, that's part of the consensus piece.

why anthropic and why when one company gets hot, it gets hot quickly.

Why a lot of investors who are over their skis are looking for surface level proxy signals.

Hey, was it the seventh author on that paper?

Did they happen to work at SpaceX?

These are useful signals.

All of us use them, but we don't rely on them entirely.

We go do our homework underneath.

And I'm seeing a lot of investors do no homework on top of it.

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