Link to podcast. Link to transcript (organised by me). 1st November 2023.
Sajith: Mamoon Hamid covers the turnaround at Kleiner Perkins which drifted off course from the mid-2000s to the latter part of last decade, as it bloated into a multi-geography, multistage firm. He came in early 2018, and along with Ilya Fushman, reworked the firm into a smaller, focused firm, recalling its roots and origins, and its past …
Link to podcast. Link to transcript (organised by me). 27th September 2023
Sajith: Fascinating glimpse into an unusually-designed venture firm, structured like a company more than a fund, and one that is designed to look at sourcing and support not like the traditional venture fund, but more via analysing datasets and extracting signals from them, to both find (source), and then mind (support) these companies. Think Bridgewater but …
Link to podcast page, with audio + rough transcript. Link to transcript (organised by me; not finely edited). 22nd December 2023.
Sajith: Fun, fascinating episode giving a glimpse of one of the most unusual and inspiring GP (General Partner) journeys, immigrating near penniless from Iran to Germany to USA, and then moving from a rug salesman to starting a leading preseed / seed fund in Pear Ventures. The anecdote …
Link to podcast page and audio. Link to transcript (organised by me; not finely edited). 9th January 2024.
Sajith Pai: 776 is a differentiated VC fund in that it approaches venture from the perspective of a tech company, building and deploying tools that are usually found more in the portfolio companies of VCs than VC funds themselves. They have a platform they call Cerebro, which is the operating software …
There are 3 parts to this essay, a longer one on what I enjoyed reading (across books and podcast transcripts) this year, as well two shorter ones on what I enjoyed listening (music) and watching (web series).
Book reading is a competitive sport for some. Some want to read 52 books, one for every week. Some are more ambitious, going for 100 books. There was a time when I …
Link to podcast + transcript | 30th April 2023
Sajith: Bessemer Venture Partners is one of the OGs of the venture industry. Lots here to learn for a venture nerd like me, from this podcast where Patrick O’Shaughnessy hosts three of the senior partners at Bessemer including the legendary Jerermy Levine. I got to learn a lot about how they work together and the Bessemer OS. What i found particularly …
Link to podcast + transcript. 9 May 2023. All words by Fidji Simo unless specified otherwise.
Sajith: Enjoyed this a fair bit. Fidji is a super-operator who ran the Facebook app and now is CEO at Instacart. Very curious hire coming from a digital to a largely physical business, but certainly Instacart having a large and fast-growing ad busines helped.
The podcast is interesting in that it gives you …
Link to Podcast. Link to Transcript. 15 December 2022. Unless specified, all words are by Pete Kazanjy.
Sajith: Relevant for founders of early stage SaaS / B2B companies as well as sales managers or leaders. Pete Kazanjy is well-known for his book Founding Sales which recommends that in early-stage companies, the founder(s) should take a lead in selling because at this stage, what you are looking for is …
Link to podcast + transcript. 1 February 2023.
Venture is our craft and Marc Andreessen is one of its shokunins. So when the Shokunin speaks, you stop everything and listen, or in my case, read (the transcript). Dwarkesh Patel asks some very good questions to PMarca in this wonderful podcast. I particularly enjoyed reading PMarca’s riff on managerial capitalism vs bourgeois capitalism, and venture as the managerial firm that …
Link to podcast. Published 3 February 2023.
I found it an interesting listen given Intudo is the leading local VC of Indonesia; a la Aleph for Israel, and I daresay Blume for India:) Hence I was curious to learn more about them. I found the following utterly fascinating – their concentrated deployment strategy (only 26 cheques in six years of existence), their sourcing strategy (actively engage with and woo …