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
I think we are seeing the rails being put in, but we're also seeing a lot of schizophrenic capital chase the same couple deals.
And it's responsible for, I think, an unhealthy concentration, which will, back to my very first comment, could swing the pendulum too far.
And then there ends up being a nuclear winter when a few of them collapse.
Nate, where I thought you were going to go with that was that there's so much specialty for the different facets of deep tech, it may even imply a new VC organizational structure.
Like, I thought you were going to say you can have five folks who kind of lightly overlap in SaaS, and they can speak each other's language on Monday morning.
But with deep tech, they're almost irrelevant to one another on Monday.
Just to make it spicy, the only wrong part of that is I don't know if you should get two and 20 when you're doing $900 billion entry valuations.
That's mutual fund economic stoppage.
No, I definitely don't think so.
I think this is where the we use this word transient earlier.
I think there is a there's a reason big companies, tiny startups have a chance against big companies because big companies can innovate user capital, turn into light monopolies, get fat and lazy and dysfunctional and say silly things.
So at many big companies, they say that's just a two billion dollar opportunity.
It's not worth our time.
That is a ridiculous statement.
That's just $100 billion opportunity.
It's not worth our time.
And folks at Google and Anthropic are going to say things like that.
That's not even considering like the Uber thing.
When Uber came out with their first pitch deck, they were going after black cars, which is a tiny market.
So either underestimating market sizes as they grow, which big companies are terrible at doing, look at $80 billion from Mr. Zuck, pissing it away on BR, as well as also following the trends and thinking that a market isn't big enough because they use their denominator.
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