samir kaji
@Samirkaji
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CEO of Allocate (https://t.co/tCOIHOo5Xl) Host of the Venture Unlocked podcast, https://t.co/J3J8C4Ims6. My opinions are mine, and not related to Allocate.
Menlo Park, CA
Joined April 2009
This is certifiably insane…. Thx @loganbartlett for sharing this
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If Israel was to debut a top secret night-undetectable remote assassination device, they’d obviously first kill the pro-Israel influencer in front of 10k people and reveal the clues only to the woman who staked her entire professional reputation on Brigitte Macrone being a man
Right about now I think that whoever made the decision to assassinate Charlie Kirk is recognizing that it was a terrible mistake. They thought they were going to “grassy knoll” it. Instead they awakened the entire world.
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Have said this before, but venture debt isnt cheap insurance or a substitute for equity. Proceed carefully. That said, unfair to characterize it as bad as its a good financial tool when used to support healthy metrics. The issue is the (mis)use, not the tool itself.
Jessica: What happened to his company? Me: Venture debt. Jessica: Oh.
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OMAH ETF holds Berkshire’s top names while seeking consistent income through options.
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Are we in a Ai investing bubble? Yes Are the top Ai companies going to be bigger than we imagine? Yes Thats the reality, and why we see the valuations we do.
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Any “top vc” list is useless as the methodology is almost always flawed due to data limitations
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Anyone starting/building a company who believes they will not spend nearly every waking hour thinking about it is delusional. Building a company requires obsessing over the problem. The company will become your identity as a founder, whether you want it or not.
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The difference between 2025 and 2021 is that in 2021, nearly every company raised at "crazy" valuations. Not it's the top 1-3%. Everyone else is still struggling.
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Competing as an emerging VC is tough. Competition comes from peers and deeper-pocketed funds, and performance dispersion is nearly two times higher than that of larger funds. Consistency requires a clear plan around sourcing, picking, and winning. Each one requires a unique
Really enjoyed this conversation with my friend @Samirkaji on how we’re building @AudaciousHQ at a time when the VC market has gone from a niche, boutique industry to a mainstream one with hundreds of competitors + capital having become an easily available commodity for the best
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Really enjoyed this conversation with my friend @Samirkaji on how we’re building @AudaciousHQ at a time when the VC market has gone from a niche, boutique industry to a mainstream one with hundreds of competitors + capital having become an easily available commodity for the best
open.spotify.com
Venture Unlocked: The playbook for venture capital managers · Episode
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Haven't seen too much buzz around this podcast episode but I thought it was one of the best episodes in recent times, for those of us obsessed with the craft of venture, to learn how a GP @nakul thought through design / strategic choices to position @AudaciousHQ in the venture
Really enjoyed this conversation with my friend @Samirkaji on how we’re building @AudaciousHQ at a time when the VC market has gone from a niche, boutique industry to a mainstream one with hundreds of competitors + capital having become an easily available commodity for the best
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🎙️Big news for @joinallocate! We are thrilled to officially announce the acquisition of The Coterie's platform and assets. United by a shared mission to modernize financial tools for the next generation of investors, we are thrilled to build on the foundation paved by Ethan
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As a founder most advice you get will suck. The key is to be great at separating the signal from noise No one is spending enough time thinking about your biz or has the same stakes. You need to listen but learn to regard and disregard advice ruthlessly
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Classic clickbait on X these days. OpenAI is not "f'd". 800MM weekly active users; I think they will be ok.
OpenAI @sama is pretty fucked right about now > lost half of their top talent over the past two weeks > basically all of their leadership over the past two years > sama told microsoft can’t get access to windsurf’s IP > microsoft paused negotiations with @sama > openai
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Most investors fail in private markets because they overindex on past performance— "headline investing." This approach misses the core of succeeding. Investing in funds requires a forward-looking view of tailwinds and headwinds, many of which didn’t exist when those returns
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Raising a seed fund is hard, but the changes in QSBS are a nice tailwind for those investing. Most companies at seed (and A/B for that matter, as unlikely to have $50MM in assets) are QSBS eligible, and reducing the clock for getting at least partial QSBS treatment to 3 years is
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Raising a seed fund is hard, but the changes in QSBS are a nice tailwind for those investing. Most companies at seed (and A/B for that matter, as unlikely to have $50MM in assets) are QSBS eligible, and reducing the clock for getting at least partial QSBS treatment to 3 years is
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There is NO one way to generate returns. It depends on the manager. If a manager has an excellent network/sourcing and the ability to access small non-lead checks, model is small funds, more positions. If someone has shown picking ability in a domain, fewer companies, higher
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