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
So this is almost like
The size of their market cap is actually their Achilles heel because that's how they measure every incremental dollar because they're not trying to add $2 billion of market cap.
They're trying to add 10% of market cap.
So there's just massive diseconomies of scale that we don't talk about enough.
And so I think we're temporarily swung into this model of MAG7 producing 20% while the rest of S&P is 5% that these companies are a trillion dollars.
While if I had a $5 billion exit today, you could convince yourself that doesn't matter.
It turns out it does really matter when I have a $75 million fund three and I own 15% of it.
That's a huge freaking deal.
And so I think we're just in this temporary window.
The headlines are a little too hypey.
We're all a little confused with AI sort of really impacting our lives since December with the cloud stuff coming out at that point.
So we're in this kind of funny corner, but I do think.
The idea of a certain size fund, you make 20 bets of about 10%, one or two work.
Even after dilution, it can return multiples on the fund.
That is going to be a perennially good model.
And that means that I'm going to say normal, not small, normal M&A and normal IPO.
This is $500 million, $1 billion, $2 billion, $5 billion.
It's still going to be really exciting.
And there's a way to make a lot of money for LPs and for myself in that process.
impacts in my ubiquity portfolio 40 companies we always invested pre-seed or seed but then i helped my babies graduate to series a it's gotten a lot harder to raise series a's and i think part of it is the consensus capital part of it is the turnover in the industry the average series a person hearing one of my portfolio companies pitches has been in the industry one or two years and so they're over rotated on the blog post in the last one or two years and so i even wrote my own post about this supernova thing being sort of bs but it sort of fixated everybody on like if you're not growing 10x a year
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