Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Nikhil Kamath. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nikhil Kamath or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Inside Silicon Valley's VC Playbook | WTF is Venture Capital? - 2025 Edition | Ep. 24

2:52:16
 
Share
 

Manage episode 503696362 series 3520180
Content provided by Nikhil Kamath. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nikhil Kamath or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this unfiltered conversation, we discuss bad bets, overhyped markets, and where VCs should actually put their money. I sat down with Deedy Das (Principal, Menlo Ventures), Nikunj Kothari (Partner, FPV Ventures), and Niko Bonatsos (Early-Stage Venture Capitalist) to get their hot takes on industries.

Timestamps:

00:00 - Intro

00:58 - Deedy’s journey & the Anthropic story

05:10 - Nikunj’s background

11:32 - Niko’s story

13:31 - Sectors to avoid as an investor

23:17 - Today’s hottest sectors

27:31 - Emerging AI trends

38:37 - Declining birth rates + AI’s role

48:19 - Abundance & capitalism

53:19 - Raising kids in an Instagram world

55:39 - No tech: the next big business?

1:00:55 - The future of dating apps

1:06:52 - Key predictions for the next frontier

1:10:14 - Will urbanisation continue?

1:13:51 - Longevity & wellness industry

1:16:01 - Which sector will boom by 2035?

1:25:59 - Rethinking senior living

1:32:52 - Content vs. product: what builds a brand?

1:43:50 - Individual vs. legacy brands

1:47:30 - EVs & mobility: the road ahead

1:58:03 - Opportunities in beauty & luxury

2:02:17 - Where live events are headed

2:06:14 - Climate tech & its impact

2:11:49 - Data centers: the best bet?

2:15:13 - Vices as an industry

2:24:18 - Wrapping it all together

2:29:02 - Legal AI: opportunities & challenges

2:32:29 - India in the global AI race

#NikhilKamath - Investor & Entrepreneur

Twitter: [https://x.com/nikhilkamathcio](https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbm9WZVh3cHVTX3JEeGptVjlOZ1R3cW5rVkZJUXxBQ3Jtc0tuekFjWnRXME9XUUVLcDNCTk9YcHd5OU1MV1NMamE0cWE1T25meGJ4VWRMa21OY3VYLWM2T05iOUJtYTNWbWRSLW5YUXNzTTRHUUpjOGdZSGJzNEYxMkt2Y2hmWVNUeU51Nk5MRFVieVNtSTJwMkFXZw&q=https%3A%2F%2Fx.com%2Fnikhilkamathcio&v=wHQiewz8k9g)

LinkedIN: [](https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGNsNjlxS2NyU3VxOUNIQU1VUmczaWNobmtJd3xBQ3Jtc0tsVmczaDdwdkpMZWlNaVdISk1mQUFfbmhZNVB2al9OU1hwbF9rYTFoMFJGN2FKRnFreXFEaXZhRGttd2xLRHBpQVhIS19XaW5wQTZ3UjB6bm5vazVmdUkwSEdsU0MxS1lXYmJvVnhlekVRczc0RmdTRQ&q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fnikhilkamathcio&v=wHQiewz8k9g)https://www.linkedin.com/in/nikhilkamathcio/

Instagram: https://www.instagram.com/nikhilkamathcio/

Facebook: https://www.facebook.com/nikhilkamathcio/

#DeedyDas - Principal, Menlo Ventures

Twitter: https://x.com/deedydas

LinkedIN: https://www.linkedin.com/in/debarghyadas/

#NikunjKothari - Partner, FPV Ventures

Twitter: https://x.com/nikunj

LinkedIN: https://www.linkedin.com/in/nikunjk/

#NikoBonatsos - Early-Stage Venture Capitalist

Twitter: https://x.com/bonatsos

LinkedIN: https://www.linkedin.com/in/bonatsos/

  continue reading

42 episodes

Artwork
iconShare
 
Manage episode 503696362 series 3520180
Content provided by Nikhil Kamath. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nikhil Kamath or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this unfiltered conversation, we discuss bad bets, overhyped markets, and where VCs should actually put their money. I sat down with Deedy Das (Principal, Menlo Ventures), Nikunj Kothari (Partner, FPV Ventures), and Niko Bonatsos (Early-Stage Venture Capitalist) to get their hot takes on industries.

Timestamps:

00:00 - Intro

00:58 - Deedy’s journey & the Anthropic story

05:10 - Nikunj’s background

11:32 - Niko’s story

13:31 - Sectors to avoid as an investor

23:17 - Today’s hottest sectors

27:31 - Emerging AI trends

38:37 - Declining birth rates + AI’s role

48:19 - Abundance & capitalism

53:19 - Raising kids in an Instagram world

55:39 - No tech: the next big business?

1:00:55 - The future of dating apps

1:06:52 - Key predictions for the next frontier

1:10:14 - Will urbanisation continue?

1:13:51 - Longevity & wellness industry

1:16:01 - Which sector will boom by 2035?

1:25:59 - Rethinking senior living

1:32:52 - Content vs. product: what builds a brand?

1:43:50 - Individual vs. legacy brands

1:47:30 - EVs & mobility: the road ahead

1:58:03 - Opportunities in beauty & luxury

2:02:17 - Where live events are headed

2:06:14 - Climate tech & its impact

2:11:49 - Data centers: the best bet?

2:15:13 - Vices as an industry

2:24:18 - Wrapping it all together

2:29:02 - Legal AI: opportunities & challenges

2:32:29 - India in the global AI race

#NikhilKamath - Investor & Entrepreneur

Twitter: [https://x.com/nikhilkamathcio](https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbm9WZVh3cHVTX3JEeGptVjlOZ1R3cW5rVkZJUXxBQ3Jtc0tuekFjWnRXME9XUUVLcDNCTk9YcHd5OU1MV1NMamE0cWE1T25meGJ4VWRMa21OY3VYLWM2T05iOUJtYTNWbWRSLW5YUXNzTTRHUUpjOGdZSGJzNEYxMkt2Y2hmWVNUeU51Nk5MRFVieVNtSTJwMkFXZw&q=https%3A%2F%2Fx.com%2Fnikhilkamathcio&v=wHQiewz8k9g)

LinkedIN: [](https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGNsNjlxS2NyU3VxOUNIQU1VUmczaWNobmtJd3xBQ3Jtc0tsVmczaDdwdkpMZWlNaVdISk1mQUFfbmhZNVB2al9OU1hwbF9rYTFoMFJGN2FKRnFreXFEaXZhRGttd2xLRHBpQVhIS19XaW5wQTZ3UjB6bm5vazVmdUkwSEdsU0MxS1lXYmJvVnhlekVRczc0RmdTRQ&q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fnikhilkamathcio&v=wHQiewz8k9g)https://www.linkedin.com/in/nikhilkamathcio/

Instagram: https://www.instagram.com/nikhilkamathcio/

Facebook: https://www.facebook.com/nikhilkamathcio/

#DeedyDas - Principal, Menlo Ventures

Twitter: https://x.com/deedydas

LinkedIN: https://www.linkedin.com/in/debarghyadas/

#NikunjKothari - Partner, FPV Ventures

Twitter: https://x.com/nikunj

LinkedIN: https://www.linkedin.com/in/nikunjk/

#NikoBonatsos - Early-Stage Venture Capitalist

Twitter: https://x.com/bonatsos

LinkedIN: https://www.linkedin.com/in/bonatsos/

  continue reading

42 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play