rational vc: Recent Episodes
Cyrus Yari and Iman Olya
rationalvc.com - building and investing in technology companies - lindy musings or conversations with the industry's most talented operators and investors. From pre-seed to IPO and beyond. Authenticity, truth, long-termism.
Learn from history's Greatest Minds — and find Timeless ideas you can apply to business and life. Every podcast episode we explore a Timeless book: We strive to become polymaths like our investing and business icons, pulling the Big Ideas from a wide range of disciplines to help us become better investors and operators. For the curious-minded seeking Worldly Wisdom. Join thousands of readers by subscribing @ rationalvc.com to get free access to essays and exclusive content.
For the video version of this episode click here.
Free digital version of Poor Charlie's Almanack: stripe.press/poor-charlies-almanack
Timestamps:
(00:00) Intro chit chat
(11:26) Foreword
(16:20) Introduction by Kaufman
(21:00) Munger's childhood and family
(31:48) Munger and Buffett meet
(34:45) Munger's kids tales
(37:59) Munger's discipline
(51:34) Mental models
(1:01:39) Investing checklist
(1:07:30) Eleven Talks intro
(1:09:16) Talk One
(1:17:12) Social proof
(1:24:45) Circle of competence
(1:35:00) Talk Two Advice
(1:38:55) Talk Three
(1:40:50) Ideology
(1:42:42) Talk Three Q&A
(1:49:00) Talk Four - Coca Cola Case
(2:01:45) Talk Nine - Economics
(2:05:20) Talk Ten - Perseverance
(2:13:21) Talk Eleven Intro
(2:16:09) Important: 25 Biases and Tendencies
(2:49:06) Outro
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Our website (all essays and podcasts): rationalvc.com Our investment fund: rational.fund Our Discord: discord.gg/JZbqu3Cjjn Cyrus' Twitter: twitter.com/CyrusYari Iman's Twitter: twitter.com/iman_olya
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Disclaimer: The materials provided are solely for informational or entertainment purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).
#Timeless #wisdom #knowledge #books #polymaths
Learn from history's Greatest Minds — and find Timeless ideas you can apply to business and life. Every episode we explore a Lindy book: We strive to become polymaths like our investing and business icons, pulling the Big Ideas from a wide range of disciplines. For the curious-minded seeking Worldly Wisdom. Join 3,000+ others by subscribing @ rationalvc.com to get free access to essays and exclusive content.
For the video version of this episode click here.
A rare episode where we invited guests to join us, in this case due to the book being a unique format and also wrapping up our entire 5-episode Incerto Series. We discussed the application of the Incerto teachings in the real world, with two of the biggest Incerto practitioners we know.
Timestamps:
(00:00) Intro
(08:57) Our Favourite Aphorisms
(16:04) Special Guests Join & Their Intros
(17:59) Dangers of Monthly Salary
(24:25) Golden Handcuffs, Legacy vs. Lifestyle
(28:00) Our DNA as Hunter-Gatherers
(31:50) Learn Sales Before Technical Skills
(36:00) Practice Before Theory
(37:04) Conventional Education
(43:00) Convexity, Agency, & Mediocristan
(57:21) More Aphorisms
(1:00:19) Ergodicity, Rationality & Survival
(1:08:32) Venture Capital & Startups
(1:23:53) Asymmetry of Information, & Honour
(1:29:20) Bureaucracy
(1:34:05) Fat Tony
(1:43:11) Small Bets
(2:09:51) Via Negativa & Making Money Online
(2:18:19) Gathering Vs. Elicitation Mindset
(2:21:52) Incerto Practice in the Real World
(2:31:06) Closing Thoughts
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Our website (all essays and podcasts): rationalvc.com Our investment fund: rational.fund Cyrus' Twitter: x.com/CyrusYari Iman's Twitter: x.com/iman_olya
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Guests:
Daniel Vassallo's Twitter: x.com/dvassallo Seb Lees' Twitter: x.com/sebs_tweets Daniel's company: smallbets.com Seb's Podcast & Community: fattonys.net
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Disclaimer: The materials provided are solely for informational or entertainment purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).
#Timeless #wisdom #knowledge #books #polymaths
Learn from history's Greatest Minds — and find Timeless ideas you can apply to business and life. Every podcast episode we explore a Lindy book: We strive to become polymaths like our investing and business icons, pulling the Big Ideas from a wide range of disciplines to help us become better investors and operators. For the curious-minded seeking Worldly Wisdom. Join 3,000+ curious minds and avid readers by subscribing @ rationalvc.com to get free access to essays and exclusive content.
For the video version of this episode click here.
Timestamps:
(00:00) Intro (08:16) Core Concepts (12:10) Important Prologue One (29:10) Important Prologue Two (45:04) Prologue Three (49:42) A First Look at Agency (1:05:00) Ethics Problems in Scaling (1:09:00) The Minority Rule (1:29:40) Employment & FU Money, Freedom (1:47:26) Status, Manners & Competence (1:49:55) On Taking Risks (1:55:35) The Intellectual Yet Idiot (2:04:17) The Lindy Effect Recap (2:09:10) Deeper Into Agency (2:11:58) The Illusion of Business Plans (2:15:00) Charlie Munger, Show Rather Than Be (2:17:15) Financial Minimalism, Mimesis (2:24:22) Virtues & Advice for Young People (2:26:37) The Interventionistas (2:28:36) Religion, Belief, & SITG (2:31:10) Most Important, Book 8: Risk & Rationality (2:51:05) Epilogue
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Our website (all essays and podcasts): rationalvc.com Our investment fund: rational.fund Cyrus' Twitter: x.com/CyrusYari Iman's Twitter: x.com/iman_olya -
Referenced Material: Cyrus on "Financial Minimalism", Viral Essay: https://www.rationalvc.com/articles/minimalism Also listen to the prior three podcast episodes - each covered the other books of Taleb's Incerto Series.
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Disclaimer: The materials provided are solely for informational or entertainment purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). #Timeless #wisdom #knowledge #books #polymaths
Every episode we explore a Lindy book, and find Timeless ideas you can apply to business and life. We strive to become polymaths like our investing and business icons, pulling the Big Ideas from a wide range of disciplines to help us become better investors and operators. Join 3,000+ curious minds and avid readers by subscribing @ rationalvc.com to get free access to essays and exclusive content. For the video version of episode click here.
Timestamps:
(00:00) Intro (11:39) Antifragile definition (19:13) Introduction to the core concepts (22:04) Hormesis, naïve interventionism, iatrogenics (33:55) Peter Kaufmann and Charlie Munger(35:57) Modernity, Switzerland, political systems (55:21) Concavity vs Convexity and Black Swans (1:07:30) FU Money and wealth (1:13:12) Optionality and wealth (1:21:47) Barbell strategy (1:43:02) Rational Flaneur (1:47:23) The Lindy Effect (2:01:22) Raising antifragile kids (2:12:19) Green Lumbar fallacy (2:23:53) Signal vs Noise (2:29:00) Via Negativa (2:51:07) Ethics of Antifragility and Skin in the Game (2:57:36) Deep dives and quotes (3:35:32) Closing thoughts
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Our website (all essays and podcasts): rationalvc.com Our investment fund: rational.fund Cyrus' Twitter: x.com/CyrusYari Iman's Twitter: x.com/iman_olya -
Links mentioned in the episode:
Cyrus referenced Tweets: https://x.com/CyrusYari/status/1792279103862681603 https://x.com/CyrusYari/status/1757715505819906419 https://x.com/CyrusYari/status/1679174178195353600
Peter Kauffman Rational VC episode: https://www.youtube.com/watch?v=kMiOFC07X8M&t=8s
The Black Swan episode: https://youtu.be/HVGJQ25Cr2k?si=8b2DPBPX80Pgbgag
Vizi Andrei: https://twitter.com/viziandrei
Daniel Vassallo: https://twitter.com/dvassallo
Cyrus essay on Angel Investing (incl. Barbell Investing): https://www.rationalvc.com/articles/angel
WhosAria Bars of Wisdom newsletter: https://www.barsofwisdom.com
Fat Tony's Community: https://fattonys.net/
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Disclaimer: The materials provided are solely for informational or entertainment purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). #Lindy #knowledge #books
Every podcast episode we explore a Lindy book, and find ideas you can use in business and life. Join 3,000+ curious minds and avid readers by subscribing @ rationalvc.com to get free access to essays and exclusive content. For the video version of episode click here.
Timestamps: (00:00) Intro / chit-chat (09:26) Structure of the show (10:36) What is a Black Swan? (19:34) Human blindness to Black Swans (01:02:45) Mediocristan vs Extremistan (01:30:45) Bell Curve / Gaussian fraud (01:37:18) Why the Midwit meme is wrong (01:47:27) Leveraging Black Swans (01:58:34) Chapter overviews (02:19:16) Chapter 19 deep dive (02:27:58) Favourite quotes / our lives (02:37:09) Fat Tony (02:43:33) 10 Principles for Black Swan robustness (02:48:54) Amor Fati
- Our website (all essays and podcasts): rationalvc.com Our investment fund: rational.fund Cyrus' Twitter: x.com/CyrusYari Iman's Twitter: x.com/iman_olya -
Links mentioned in the episode below:
Iman Tweet on daily routines of creatives: https://twitter.com/iman_olya/status/1764721995743121415
Table 1 - Extremistan vs Mediocristan: https://capitalideasonline.com/wordpress/mediocristan-vs-extremistan/
Vizi Andrei: https://twitter.com/viziandrei
Cyrus being interviewed on the Brick by Brick podcast: https://open.spotify.com/episode/54RvagfMSIWNtVwAe2193a?si=1cb28db259814326
Cyrus essay on Angel Investing (incl. Barbell Investing): https://www.rationalvc.com/articles/angel
Cyrus essay on Tech Markets are Irrational: https://www.rationalvc.com/articles/irrational
Jack Raines FU Money ZeroHedge essay: https://www.youngmoney.co/p/fck-money
WhosAria Bars of Wisdom newsletter: https://www.barsofwisdom.com
Fat Tony's Community: https://fattonys.net/
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Disclaimer: The materials provided are solely for informational or entertainment purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). #Lindy #knowledge #books
Every podcast episode we explore a Lindy book, and find ideas you can use in business and life. Join 3,000+ curious minds and avid readers @ rationalvc.com to get free access to essays and exclusive content. For the video version of episode click here.
Timestamps: (00:00) Intro / chit-chat (20:11) Randomness & Luck (24:46) Monte Carlo Simulation (31:09) Ergodicity (31:39) Hindsight Bias (38:00) Survivorship Bias (39:50) Asymmetric Bets / John & Nero (49:53) Skewness & Asymmetry (57:19) Pascal's Wager (1:00:53) Induction & Chaos Theory (1:03:22) Chapter 11 (1:08:45) System-1 vs System-2 Thinking (1:10:03) Satisficing (1:20:08) Normative vs Positive Thinking (1:25:52) Signal vs Noise (1:28:20) Heuristics (1:33:45) Final Part of Book (Part 3's Importance) (1:44:41) Favourite Quotes / Our Lives (2:06:11) Final Thoughts
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Our website (all essays and podcasts): rationalvc.com Our investment fund: rational.fund Cyrus' Twitter: x.com/CyrusYari Iman's Twitter: x.com/iman_olya
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Disclaimer: The materials provided are solely for informational or entertainment purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). #Lindy #knowledge #books
** Apologies for the audio quality, it's been a while! New audio set-up. The audio will be significantly better from the next episode. In this transitionary episode we discuss our pivot, after 49 episodes our podcast is continuing, albeit in a much different direction, and rebranding. From the next episode (ep. 50 it will be in the new format and all changes will be reflected then). We discuss all the changes (and our view on the podcasting space) in this short transitionary episode.
Video version of episode: https://www.youtube.com/watch?v=x2L49pYXx8g
"the rational letter" - For free you can join 3,000+ seasoned investors, founders, scientists, engineers, and erudites read the same email summary of our learnings from a Lindy book and use the ideas in their work and life. Curated and emailed once a month. Nothing else. Sign up for it here: https://rationalvc.com
Our investment fund: https://rational.fund
Cyrus' Twitter: https://twitter.com/CyrusYari
Iman's Twitter: https://twitter.com/iman_olya
00:00 Intro Banter
04:18 Explaining the Pivot / Rebrand, Plus Views on Podcasting Space
26:07 Outro
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Disclaimer: The materials provided are solely for informational or entertainment purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).
#podcast #knowledge #books
Jim O'Shaughnessy is one of the greatest thinkers of our time. A curious mind, Wall Street legend, Venture Capitalist (OSV.llc), best-selling author, previously founder of OSAM (sold to Franklin Templeton), podcaster (infinite loops), father, grandfather, and the list goes on. We discussed numerous topics. Check the timestamps below for topics and enjoy the audio, or you can watch the video over on our YouTube channel: https://youtu.be/W-t1v-u-iAg
Jim's Twitter: https://twitter.com/jposhaughnessy O'Shaughnessy Ventures: https://www.osv.llc Jim's Podcast: https://open.spotify.com/show/7yAAsaj77q3jQLbX8NAQ7J?si=950606434743485f
00:00 Teaser 01:05 Intro 03:30 The Great Reshuffle / investment in Odin 11:01 O'Shaughnessy Ventures 19:53 What Jim looks for in startups 26:21 Autonomy and accountability in portfolio companies 33:37 Psychological biases & improving decision-making 40:20 Meme culture and human nature 53:07 Wealth creation 1:04:25 What's driving Jim? 1:08:47 Message from Jim - Get in touch with us: Our website (all essays and podcasts): https://rationalvc.com Our investment fund: https://rational.fund Cyrus' Twitter: https://twitter.com/CyrusYari Iman's Twitter: https://twitter.com/iman_olya - Disclaimer: The materials provided are solely for informational or entertainment purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended. #venturecapital #investing #startup
Jonny is the CEO and Co-Founder of Sprout: an investment platform curating access to Venture Capital deals for private investors. We discussed numerous topics. Check the timestamps below for topics and enjoy the audio, or you can watch the video over on our YouTube channel: https://youtu.be/wXWu552WyVE
Jonny's LinkedIn: https://www.linkedin.com/in/jonathan-blausten-b5178141/?originalSubdomain=uk Jonny's personal Twitter: https://twitter.com/JBlausten Jonny's GunnerPunner Twitter: https://twitter.com/gunnerpunner Sprout website: https://www.viasprout.com/
00:00 Teaser 01:18 Intros 04:19 Jonny's background 05:50 Jonny's early startups 12:32 Jonny's parents & real estate 16:02 Corporate life is charlatanism? 33:26 Sprout intro 36:39 Sprout in depth - the problem of access to the best deals 44:33 Sprout's vision and competition 48:37 UK vs US investors 52:06 Sprout community & education 57:42 VC fund access for retail investors 1:03:13 Sprout's 10 T's (assessing VC funds) 1:10:13 Why do VC funds fail and biases 1:17:19 Sprout's monetisation 1:20:52 Future for Sprout 1:25:25 Why is VC hard? 1:28:50 VCs are charlatans? 1:33:50 VC fund skillset diversification 1:45:24 Future of VC & solo GPs 1:54:35 Content creation & side hustles 2:06:48 Jonny's values & principles 2:15:22 Ending thoughts
- Get in touch with us: Our website (all essays and podcasts): https://rationalvc.com Our investment fund: https://rational.fund Cyrus' Twitter: https://twitter.com/CyrusYari Iman's Twitter: https://twitter.com/iman_olya - Disclaimer: The materials provided are solely for informational or entertainment purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
#sprout #JonnyBlausten #VentureCapital
Ben Awad is a YouTuber, software engineer, and the founder of VoidPet.com. He has 500k YouTube subscribers, 800k TikTok followers, and is known for his legendary coding tutorials and humorous and authentic videos. We discussed numerous topics. Check the timestamps below for topics and enjoy the audio, or you can watch the video over on our YouTube channel: https://youtu.be/BKhV-kPavnk
Ben's YouTube: https://www.youtube.com/@bawad Ben's TikTok: https://www.tiktok.com/@benawad Ben's Twitter: https://twitter.com/benawad Ben's startup: https://voidpet.com/ Ben's GitHub: https://github.com/benawad Ben's Discord: https://discord.gg/benawad Ben's programmer outfit: https://youtube.com/shorts/-P418Qerexs?feature=share
00:00 Teaser 00:40 Intro (Guest & Co-host) 03:40 Ben's first line of code 06:00 Turning down FAANG and Leetcode 11:33 Layoffs / Finding jobs 13:15 Skin in the game 13:58 Interviews are broken 16:44 Advice to technical content creators 22:05 Being authentic online 27:57 Coding on Twitch vs YouTube 30:10 Why you should create on TikTok 33:25 Hating Android development / Loving React 36:00 Tech stack 38:18 GitHub Copilot 39:35 Tech stack again 40:39 Deno 42:30 The AI discussion 44:10 VoidPet (Ben's startup) 49:40 Rejected by YC / fundraise vs bootstrap 56:29 Career advice to newbies 1:00:09 Ben's drip 1:01:42 Saffron App 1:04:29 Ben's mentors 1:06:25 Wrap up - Get in touch with us: Our website (all essays and podcasts): https://rationalvc.com Our investment fund: https://rational.fund Cyrus' Twitter: https://twitter.com/CyrusYari Parsa's Twitter: https://twitter.com/pzrsaa Parsa's website: https://parsam.io Iman's Twitter: https://twitter.com/iman_olya - Disclaimer: The materials provided are solely for informational or entertainment purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended. #benawad #coding #programmer
Jack Raines is the fastest growing finance & money blogger on the planet right now. He created the Young Money blog (https://www.youngmoney.co/) just 15 months ago and has already amassed 30,000+ subscribers. He has already been offered book deals by world class publishers. Leverage ftw. We discussed numerous topics. Check the timestamps below for topics and enjoy the audio, or you can watch the video over on our YouTube channel where we recorded this in person with Jack: https://youtu.be/F56YIktbMHY
Jack's newsletter: https://youngmoney.co Jack's Twitter: https://twitter.com/Jack_Raines Jack's travel blog: https://www.backpackin.blog/
00:00 Teaser 01:24 Jack intro 04:29 Jack's childhood 07:49 Deported from Norway 11:23 Vagabonding and European life 21:00 Trading at 21 years old 27:25 F U Money 35:40 Stick men drawings 36:58 6 types of wealth 43:49 Crypto and Balaji 58:00 Young Money monetisation 1:03:18 Writing a book 1:07:23 LinkedIn vs Twitter 1:11:13 Distribution 1:13:50 Pitching your work and meeting Morgan Housel 1:17:25 How Jack writes 1:22:20 Inspiring writers 1:26:27 Book shaming and meaningful insults 1:30:57 Opportunity cost of everything 1:35:32 Value in MBAs 1:40:35 Jack's favourite books 1:41:47 Dating in US vs UK - Get in touch with us: YouTube: https://youtube.com/rationalvc Our website (essays and podcasts): https://rationalvc.com Our investment fund: https://rational.fund Cyrus' Twitter: https://twitter.com/CyrusYari Iman's Twitter: https://twitter.com/iman_olya - Disclaimer: The materials provided are solely for informational or entertainment purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended. #finance #money #blogger
Luke Burgis has co-created and led four Silicon Valley companies in wellness, consumer products, and technology. He is the author of the best selling book "Wanting: The Power of Mimetic Desire in Everyday Life", which breaks down the theories of French philosopher René Girard. Luke is currently Entrepreneur-in-Residence and Director of Programs at the Ciocca Center for Principled Entrepreneurship, where he also teaches business at The Catholic University of America.
Girard's theories explain most human-related interactions, such as the virality of social media, the rise of Facebook, political beliefs, cancel culture and how the best investors pick the best companies. Luke deep dives into mimesis and his life's work with Iman and Cyrus on this latest Rational VC podcast.
Luke's website: https://lukeburgis.com/
Luke's Twitter: https://twitter.com/lukeburgis
Timestamps:
00:00 Intro
01:37 Intro to Luke
02:58 Working in bars
05:30 Luke's background
09:03 Shark tankification of worth
12:13 Mimetic tips for founders
14:52 Mimesis in venture capital
17:17 Cultivating an interdisciplinary mind
21:02 How to write well
25:40 René Girard intro
27:48 Mimesis
31:04 Finding a spouse
34:33 Idols
38:20 Mediators and comedians
41:10 Rituals
48:56 Anti-mimesis
52:54 Negative mimesis
55:20 Mimesis in PR
57:08 Deep silence
1:00:51 Navigating without GPS
1:04:24 How to reach Luke
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Rational VC provides regular content on technology investing and technology building. We also write long-form memos. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
https://rationalvc.com
You can sign up for our detailed monthly memo newsletters on our website. These are long-form well-researched essays that delve into topics of interest for founders and investors.
Website: https://www.rationalvc.com/
Minority in Tech: https://minorityin.tech/
LinkedIn: https://www.linkedin.com/in/cyrusyari/
LinkedIn: https://www.linkedin.com/in/imanolya1/
Twitter: https://twitter.com/CyrusYari
Twitter: https://twitter.com/iman_olya
Disclaimer: The materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).
In this Rational Musings episode, Iman and Cyrus discuss their views on whether setting up a fund or running a syndicate makes the most sense. The guys also talk about angel investing, joining a fund and scouting deals as alternatives to running an SPV or fund.
Submit questions for us to cover in podcast episodes: https://www.rationalvc.com/questions
Materials referenced
Samir Kaji tweet 1: https://twitter.com/Samirkaji/status/1522757321809485824
Samir Kaji tweet 2: https://twitter.com/Samirkaji/status/1541979202953433088
Ryan Hoover tweet thread: https://twitter.com/rrhoover/status/1473347361762066438?lang=en-GB
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Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
YouTube: https://www.youtube.com/c/rationalvc
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
Michael Safai is the Founding Partner of Dexterity Capital, an algorithmic high-frequency trading firm focused on cryptocurrencies. The lean team makes between $2 billion and $4 billion in trades per day. Michael is a seasoned operator in tech, with a multidisciplinary background with careers in tech and law, and an academic background in astrophysics and economics from UC Berkeley. Dexterity Capital are defining – and constantly redefining – algorithmic trading for all areas of the cryptocurrency world. They specialise in market neutral strategies. That means they thrive regardless of whether the bulls or bears are winning. With offices in Seattle, San Francisco, New York, and London they run their strategies 24/7 around the globe.
You can also watch this episode on our YouTube channel.
Dexterity's website: https://dexterity.capital/
Michael's Twitter: https://twitter.com/michaelsafai/
Michael's LinkedIn: https://www.linkedin.com/in/msafai/
https://rationalvc.com
Timestamps:
00:00 Michael's background
06:54 Dexterity Capital
11:08 Price inefficiencies
15:40 TradFi vs. DeFi
17:52 Due diligence (Seed & DeFi)
20:00 Is Crypto institutional money?
23:50 Current market situation
25:55 Maximalism vs. rationalism
30:00 The web3 discussion
32:42 Operating: how Michael runs his company
40:00 Career advice trying to get into this space
44:00 Mentors and lessons
45:50 Resources to learn
47:40 Wrap up
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Rational VC provides regular content on technology investing and technology building. We also write long-form memos. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
In this Rational Musings episode, Iman and Cyrus discuss antifragile principles of their favourite author - Mr Nassim Nicholas Taleb. The fellas dissect a Seeking Alpha article on managing an antifragile portfolio and also talk how to apply antifragile principles in daily life.
Submit questions for us to cover in podcast episodes: https://www.rationalvc.com/questions
Materials referenced
Seeking Alpha article: https://seekingalpha.com/article/4454512-7-rules-for-an-antifragile-portfolio
Taleb convexity article: https://www.edge.org/conversation/nassim_nicholas_taleb-understanding-is-a-poor-substitute-for-convexity-antifragility
Danial Vassallo Twitter: https://twitter.com/dvassallo?s=20&t=oQi_Tf63eVgWkw04MJ144Q
Naval on asymmetric opportunities: https://twitter.com/naval/status/1054984950192181248?lang=en-GB
Bill Ackman Netflix shareholder letter: https://assets.pershingsquareholdings.com/2022/04/20184527/Letter-to-Shareholders-4.20.2022.pdf
--
Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
YouTube: https://www.youtube.com/c/rationalvc
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
Eric Jorgenson is an author and the creator of "The Almanack of Naval Ravikant" book. He is also an Angel Investor and Entrepreneur. Eric recently launched his rolling fund on AngelList. He was on the founding team of Zaarly, and has been publishing online since 2014. His blog has educated and entertained over a million readers. The guys discuss everything from Building Wealth and Judgement, to Leverage, Naval, Balaji, Angel Investing, Web3, writing books, content creation, and much more.
You can also watch this episode on youtube at:
https://youtu.be/_LMoWRF-q3E
Eric's website: https://ejorgenson.com
Eric's Twitter: https://twitter.com/EricJorgenson
Eric's rolling fund: https://rolling.fun
Navalmanack free download: https://navalmanack.com
https://rationalvc.com
Timestamps:
00:00 Teaser
00:48 Intro chit chat
03:12 Eric's roots
04:56 Why Eric wrote the Navalmanack
07:23 Babak Nivi and Venture Hacks
11:28 Building wealth, judgement, and happiness
13:52 Improving decision making
17:33 Productise yourself
25:53 Authenticity vs. views
30:44 Leverage and social media
34:24 High leverage side projects
38:03 Leaving the conventional path
43:33 Process of publishing a book
53:02 Writing essays online
58:26 Launching a rolling fund / investment thesis
1:06:57 Angel Investing
1:11:23 Crucial to be an operator before investing
1:15:27 Mindset in private markets vs public markets
1:17:33 Balaji Srinivasan's big ideas / balmanack
1:24:05 The Web3 discussion
1:35:39 Resources that have shaped Eric's world view
1:37:57 Outro chit chat
--
Rational VC provides regular content on technology investing and technology building. We also write long-form memos. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
On this Rational Musings, Iman and Cyrus discuss René Girard's mimetic theory and real life anti-mimetic principles. The guys dissect Luke Burgis' article on living a counter cultural life and why being anti-mimetic is important for becoming antifragile.
Submit questions for us to cover in podcast episodes: https://www.rationalvc.com/questions
Materials referenced
Luke article: https://www.epsilontheory.com/25-anti-mimetic-tactics-for-living-a-counter-cultural-life/#
Luke book "Wanting": https://lukeburgis.com/wanting/
Epsilon Theory: https://www.epsilontheory.com/
Taleb on religion: https://econjwatch.org/articles/religion-heuristics-and-intergenerational-risk-management
Simon Sarris: https://simonsarris.substack.com/p/in-praise-of-the-gods?s=r
--
Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
Mac Conwell ("Mac the VC") is the Founder and Managing Partner of RareBreed Ventures. Mac is a former software engineer and a two-time founder. One of Mac's companies failed, the other went on to a successful exit. He then broke into the world of investing by working for the State of Maryland, before raising a fund of his own in a short amount of time. From homeless to VC, "hacker turned hustler", RareBreed has seen tremendous success in a short amount of time.
You can also watch this episode on youtube at: https://youtu.be/yUZLzY-fyJU
https://twitter.com/macconwell
https://rarebreed.vc
https://rationalvc.com
00:00 Intros
02:32 Psychology from homeless to VC
07:58 How Mac got into VC
13:14 Raising a fund off Twitter
19:07 Overlooked & underserved founders
23:35 Diligence / what Mac looks for
30:41 Biases in Silicon Valley
34:58 Mac's advice for Cyrus and Iman
41:30 Mistakes to avoid after raising a fund
43:15 Technical skills vs selling skills for founders
46:30 Mac's mentors
49:23 Mac's personal values & principles
--
Rational VC provides regular content on technology investing and technology building. We also write long-form memos. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
Cyrus and Iman are back and they're in person! The Rational VC guys talk to the super impressive founders of Odin, Paddy and Mary. Odin is a platform and community democratising access to early stage investing. In this long-form discussion, Iman and Cyrus talk to the Odin founders about their backgrounds, childhoods, Odin's origin story, Odin's future, community building, the democratisation of access and education.
https://joinodin.com/
--
Rational VC provides regular content on technology investing and technology building. We also write long-form memos. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
Andrew is a seasoned founder (2 exits) and is now the founder of MicroAcquire, a startup acquisition marketplace that helps startups find buyers and get acquired. MicroAcquire has seen tremendous success in a short amount of time. Andrew explains his tough childhood and formative years that led to him becoming an entrepreneur, what it takes to become a success, building in public as a CEO, the company's future plans, and his thoughts on juggling family life with business.
www.microacquire.com
--
Rational VC provides regular content on technology investing and technology building. We also write long-form memos. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
On the latest Rational Musings, Iman and Cyrus discuss their favourite principles, spanning investing / business, life and learning. In this Lindy episode, they go deep and share their rational thinking on a list of 116 principles as outlined by Junto Investments.
You can also watch this in video format on our youtube channel to see supporting material: https://youtu.be/CSKMJ_rZpt8
Material referenced:
Junto Principles: https://junto.investments/principles/
Odin: https://joinodin.com/
Iman video first principles: https://www.youtube.com/watch?v=pPv4DWkamM8&t=1s
Cyrus essay on angel investing: https://www.rationalvc.com/articles/angel
Iman essay on contrarianism: https://www.rationalvc.com/articles/contrarian
Cyrus essay on financial minimalism: https://www.rationalvc.com/articles/minimalism
Nassim Taleb barbell strategy: https://www.investopedia.com/articles/investing/013114/barbell-investment-strategy.asp
Buffett's bet: https://www.investopedia.com/articles/investing/030916/buffetts-bet-hedge-funds-year-eight-brka-brkb.asp#:~:text=In%202008%2C%20Warren%20Buffett%20issued,Bloomberg%20op%2Ded%20in%20May.
Naval and Nivi Spearhead: https://podcastnotes.org/spearhead-with-naval-ravikant-and-babak-nivi/spearhead-naval-ravikant-babak-nivi/
Babe Ruth effect VC: https://a16z.com/2015/06/08/performance-data-and-the-babe-ruth-effect-in-venture-capital/
Aaron Clarey Asshole Consulting: https://assholeconsulting.com/
Jamie Dimon China: https://www.nytimes.com/2021/11/24/business/jamie-dimon-china.html
Nassim Taleb Dimon tweet: https://twitter.com/nntaleb/status/1463863377860743173
Chamath Stanford lecture: https://www.youtube.com/watch?v=FWAKL8G1lkg
Cal Newport boredom article: https://www.calnewport.com/blog/2009/02/04/have-we-lost-our-tolerance-for-a-little-boredom/
Ray Dalio principles: https://www.youtube.com/watch?v=B9XGUpQZY38
--
Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
Cyrus and Iman discuss their thoughts on authenticity in life, tech, and VC. They also discuss having purpose and performing deep work, whether elite university degrees are becoming a bad investment, applying the Wall Street DNA to Venture, and how Twitter activity influences VC funding outcomes.
You can also watch this in video format on our youtube channel to see supporting material: https://youtu.be/2O7Ugp_kmDQ
Materials referenced:
James Lo post on authenticity: https://www.linkedin.com/posts/yfjame...
Rob Henderson on university degrees: https://twitter.com/robkhenderson/sta...
Sar Haribhakti on Tiger Global applying Wall Street DNA: https://twitter.com/sarthakgh/status/...
Ethan Mollick on Twitter influencing funding: https://twitter.com/emollick/status/1...
--
Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
Samir Kaji is a seasoned Venture Capital banker and now the founder of Allocate - a company disrupting the VC market. Allocate make it easy for investors to access top-tier private alternatives within the technology sector. Samir explains how his idea to build the Allocate platform emerged from his 20+ years of experience working alongside the biggest and best VCs in Silicon Valley. The guys also discuss how tech and tech investing has changed, and what the future for venture capital and angel investing looks like.
www.allocate.co
--
Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
Cyrus and Iman discuss contrasting management methods in tech, hiring struggles in the marketplace, mimetic desire, environmental factors affecting investor decisions, the Matthew effect in relation to VC performance, and the generational shift within VC.
You can also watch this in video format on our youtube channel to see supporting material: https://youtu.be/Kqf_9v5pGDM
Materials referenced:
AGM on Apple vs Coinbase: https://twitter.com/DavidSacks/status/1443846265582735362?s=20
Fred Destin on Europe Hiring: https://www.linkedin.com/posts/freddestin_talent-wars-in-london-seem-absolutely-brutal-activity-6842174071707324416-MLX8
Nothing is normal anymore: https://twitter.com/fintechjunkie/status/1445377537593516035?s=20
Investor moods being affected by the weather: https://twitter.com/emollick/status/1439757466439503875?s=20
Power laws and path dependence: https://twitter.com/trengriffin/status/1438875618930683904?s=20
The great generational shift within VC: https://fortune.com/2021/09/24/the-great-generational-shift-within-venture-capital/ https://twitter.com/ShaanVP/status/1443002382053380098?s=20
https://bijansabet.com/2021/09/23/stepping-back-at-spark-capital/
--
Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
Iman and Cyrus discuss Andreessen Horowitz (a16z) and Sequoia. They touch on a16z's approach to becoming a venture corporation and Sequoia's leader Doug Leone. The guys also deep dive on the future of expertise, and also on things to consider when becoming a content creator.
You can also watch this in video format on our youtube channel to see supporting material: https://youtu.be/IsKO_byvgfs
Materials referenced:
SigmaOS: https://sigmaos.com/
SigmaOS Product Hunt: https://www.producthunt.com/posts/sig...
a16z strategy article: https://www-drorpoleg-com.cdn.ampproj...
Marc Andreessen Interview: https://www.youtube.com/watch?v=c3pX1...
Tech Markets are Irrational: https://www.rationalvc.com/articles/i...
Doug Leone podcast: https://www.thetwentyminutevc.com/dou...
Doug Leone Stanford: https://www.youtube.com/watch?v=4cl8X...
a16z Future of Expertise: https://future.a16z.com/question/futu...
Sam Parr Tweet: https://twitter.com/theSamParr/status...
--
Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
Iman and Cyrus discuss angel investing in detail through the lens of a recent investment they are analysing. They touch on the importance of non-technical due diligence and what to emulate from the best angels.
You can also watch this in video format on our youtube channel to see supporting material: https://youtu.be/A7Oki1hxlm8
Materials referenced:
Immad Akhund tweet: https://twitter.com/immad/status/1431657671266955264?s=21
Kauffman angel paper: https://www.angelcapitalassociation.org/data/Documents/Resources/AngelGroupResarch/1d%20-%20Resources%20-%20Research/ACEF%20Angel%20Performance%20Project%2004.28.09.pdf
Ethan Mollick tweet: https://twitter.com/emollick/status/1431693995307044866?s=21
Will Bruey podcast: https://www.youtube.com/watch?v=yetedIdtx4w
Cyrus article: https://www.rationalvc.com/articles/irrational
Portfolio allocation video: https://www.youtube.com/watch?v=Wgs3H52NDjA&t=10s
Rolling fund video: https://www.youtube.com/watch?v=pY2dq86X5Qg
Investment inertia article: https://www.wsj.com/articles/the-lazy-investors-guide-to-getting-stuff-done-11630076464?mod=djintinvestor_t
--
Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
Cyrus and Iman discuss the huge advancements in AI by Tesla, showcased in their AI day. They also talk hacker homes and why they're getting funding, Jeff Bezos suing NASA, the damning IPCC report on climate change, and OnlyFans dropping explicit content from its platform.
You can also watch this in video format on our youtube channel to see supporting material: https://youtu.be/0FOjjeKXsb4
Materials referenced:
Hacker homes article: https://techcrunch.com/2021/08/19/lau...
Manidis tweet: https://twitter.com/WillManidis/statu...
Joshua Fluke YouTube: https://www.youtube.com/channel/UC-91...
Tesla AI day highlights: https://techcrunch.com/2021/08/19/top...
Tesla Humanoid bot technicals: https://twitter.com/monicalatvenas/st...
Tim Urban thread: https://twitter.com/waitbutwhy/status...
Bezos report: https://www.bbc.co.uk/news/business-5...
IPCC report: https://www.ipcc.ch/sr15/
IPCC report takeaways: https://www.bloomberg.com/news/articl...
Carbn: https://www.carbn.com/
Climate impact of meat: https://interactive.carbonbrief.org/w...
OnlyFans tweet: https://twitter.com/ConceptualJames/s...
OnlyFans financials: https://www.axios.com/onlyfans-invest...
--
Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
Will Bruey is CEO & Co-Founder of Varda Space Industries. Varda is pioneering space manufacturing by building the first space factory to launch and return space-made products for terrestrial applications. Varda was incubated in Founders Fund, and has since gone on to raise* over $50MM from investors such as Khosla Ventures, Lux Capital, General Catalyst, Caffeinated Capital, Naval Ravikant, and others.
- This episode was recorded days before the Series A announcement!
www.varda.com
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Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
Cyrus and Iman discuss whether diversification makes sense through the lens of Apple vs. all the world's unicorns, how fundraising is growing in VC, and the Bezos vs. Branson space race. They also discuss why right now is the best time ever to build a startup or be a Venture Capitalist.
You can also watch this in video format on our youtube channel to see supporting material: https://youtu.be/ALdQ_dbYhN8
Materials referenced:
Apple vs Unicorns: https://www.notboring.co/p/introducin...
Michael Batnick post: https://theirrelevantinvestor.com/202...
Tech Crunch emerging managers: https://techcrunch.com/2021/07/16/tra...
Nasir Qadree: https://techcrunch.com/2021/07/12/nas...
Jake Paul fund: https://techcrunch.com/2021/03/29/jak...
FT article on Branson & Bezos: https://amp-ft-com.cdn.ampproject.org...
Chamath space tweet thread: https://twitter.com/chamath/status/14...
Gymshark Ben Francis: https://www.ft.com/content/3dee6da5-f...
Simon Sarris Substack: https://simonsarris.substack.com/p/st...
Marc Andreessen It's Time to Build: https://a16z.com/2020/04/18/its-time-...
Paul Graham Fierce Nerds: http://paulgraham.com/fn.html
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Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
Cyrus and Iman discuss the ‘deep sickness’ in the UK (vs. US) capital markets according to James Anderson, the rapid growth of startup entrepreneurship during covid, woke culture in big tech, Microsoft making new moves to compete with Apple, and what makes Nvidia a great investment.
You can also watch this in video format on our youtube channel to see supporting material: https://youtu.be/lKxzUl_pFbo
Materials referenced:
Deep sickness in UK markets: https://www.ft.com/content/81d47276-cf69-40ec-ad52-2f9e0df04ee3
Covid's growth of entrepreneurs in the US: https://www.forbes.com/sites/maneetahuja/2021/06/17/covids-entrepreneur-explosion/?sh=29aab8ab4de7
Antonio Garcia Martinez: https://www.thepullrequest.com/p/bad-apple
Matt Taibbi: https://taibbi.substack.com/p/on-the-hypocrites-at-apple-who-canceled
Apple Microsoft war: https://www.wsj.com/articles/the-microsoft-apple-tech-war-reignites-for-a-new-era-11624786202
Nvidia: https://www.linkedin.com/posts/michaeljacksonvc_nvidias-40-billion-takeover-of-arm-faces-activity-6810674749828673536-KTp5
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Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
Cyrus and Iman discuss the latest CB Insights report on unicorn companies, whether venture capital has stopped being innovative and risk-taking, Europe lagging behind the US, Babylon health's decision to list via a SPAC, and Tiger Management cubs including Bill Hwang of Archegos Capital.
You can also watch this in video format on our youtube channel to see supporting material: https://youtu.be/F48aN8-0tjc
Materials referenced:
List of unicorns: https://www.cbinsights.com/research-u...
The Economist article: https://www.economist.com/briefing/20...
VC risk podcast: https://www.fairobserver.com/podcasts...
Ali Parsa LinkedIn post: https://www.linkedin.com/posts/ali-pa...
FT Tiger Cubs article: https://www.ft.com/content/e1d1c558-9...
Aaron Clarey's book: https://www.amazon.co.uk/Worthless-In...
Antonio Garcia Martinez presentation: https://youtu.be/3OXZbnxXw4U
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Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
Cyrus and Iman discuss the recent 2021 Berkshire Hathaway Annual Meeting. We covered inflation, innovation affecting the world's largest companies, crazes such as Robinhood, Bitcoin, SPACs, and finally details around Warren Buffett's successor following Charlie Munger's leak.
You can also watch this in video format on our youtube channel to see supporting material: https://youtu.be/UgDs-Gcdepg
Materials referenced: Full Berkshire Hathaway Annual Meeting: https://www.youtube.com/watch?v=gx-Oz...
Paul Cuatrecasas Rational VC episode: https://www.youtube.com/watch?v=uekOk...
Paul Cuatrecasas Value Investing is Dead article: https://www.aquaapartners.com/wp-cont...
Financial Minimalism: https://www.rationalvc.com/articles/m...
Market bubble stream: https://www.youtube.com/watch?v=fOXBg...
PFOF model explained: https://www.rationalvc.com/articles/d...
SPACs: https://www.youtube.com/watch?v=kw3RV...
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Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
In our latest Rational Musing market roundup, Iman and Cyrus give a Lindy take on some updates in the world of tech. We cover all things Bitcoin, Crypto, and Blockchain, weighing up the pros and cons following comments from Charlie Munger, Nassim Taleb, and Balaji Srinivasan, in addition to the state of European venture capital following recent reports on investment data.
You can also watch this in video format on our youtube channel to see supporting material: https://youtu.be/FHSQewr_2d8
Materials referenced in the show:
DJ Khaled song: https://www.youtube.com/watch?v=mON6_...
Trapital: https://trapital.co/
Munger on bitcoin: https://www.cnbc.com/2021/05/01/charl...
Taleb on bitcoin: https://www.cnbc.com/2021/04/23/bitco....
Balaji S on Tim Ferris podcast: https://www.youtube.com/watch?v=eim8R...
Balaji S inflation tweet: https://twitter.com/balajis/status/13...
Chamath CNBC: https://www.cnbc.com/video/2020/02/26...
Chamath on Munger's Bitcoin view: https://www.youtube.com/watch?v=RAvYv...
Junto Investments article: https://junto.investments/sit-on-your...
Crunchbase EU VC article: https://news.crunchbase.com/news/euro...
Rational VC Sean Seton-Rogers episode: https://www.youtube.com/watch?v=b5Mia...
Everett Randle article: https://randle.substack.com/p/playing...
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Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
In our latest Rational Musing market roundup, Iman and Cyrus give a Lindy take on some updates in the world of tech. We cover delivery startup valuations, moats, Apple's M&A strategy, hiring, the future of careers in tech, and whether SPACs are dying out.
You can also watch this in video format on our youtube channel to see accompanying slides and screen share.
https://www.youtube.com/watch?v=JQupUzDkKEc
Materials referenced in the show:
Asim Qureshi post: https://www.linkedin.com/posts/asimq_...
Balaji Srinivasan hiring: https://twitter.com/balajis/status/13...
Death of Math: https://twitter.com/garrytan/status/1...
O'Reilly article on the end of Silicon Valley: https://www.oreilly.com/radar/the-end...
François Chollet ML: https://twitter.com/fchollet/status/1...
Rational VC SPACSmas Special: https://www.youtube.com/watch?v=kw3RV...
--
Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
From investing at a young age, to working for Nouriel Roubini, before ultimately becoming the Chief Investment Officer at Sturgeon Capital, Kiyan Zandiyeh is considered the world's leading technology investor in frontier markets. Kiyan shares all there is to know about these underlooked markets where Sturgeon has been exceptionally successful, with the first fund returning 5x-7x and the second fund projected to created 500k jobs through its investments.
www.sturgeoncapital.com
This podcast provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
Dr. Sepah is a clinical psychologist, professor of psychiatry and a serial entrepreneur. He recently founded Maximus; a consumer health company that provides men with content, community, and clinical support to optimise them in mind and body. Maximus has raised $5M from Silicon Valley goats such as Founders Fund and 8VC as well as leading angel investors/operators from Bulletproof, Tinder, Coinbase, Daily Stoic, & Shopify. The guys discuss the Maximus mission, masculinity, entrepreneurship and much more.
Website: http://bemaximus.com/
Dr Cam's Twitter: https://twitter.com/DrSepah
This podcast provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
Giri is a serial entrepreneur and a software engineer with 15+ years of experience in engineering, product, and leadership roles. With a previous successful exit (acquisition) under his belt, he is now the CEO & Founder of Helm - a consumer privacy and security company helping people take back ownership of their data. Iman and Cyrus talk to Giri about why he set up Helm, big tech, online privacy, and what the future of the internet may look like.
https://thehelm.com/
https://twitter.com/giri_sreenivas
This podcast provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
In this special (no guest) episode of our podcast, Cyrus shares his learnings from Kaufman's rare talk. Kaufman covered everything from physics and biology to game theory, mental models, decision-making, leadership, business, managing relationships, and generally living a better life.
Discover Magazine archive of interviews collated in one file:
https://www.valueinvestingworld.com/2019/04/the-big-ideas-discover-magazine-and.html
This podcast provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.
Amir is Chief Commercial Officer of Callsign - a leading digital identity startup backed by Accel. A seasoned Exec, he's passionate about social mobility and also co-founded FinTech North London - a networking group with some of the biggest names in UK FinTech. Cyrus and Iman talk to Amir about his background and moving from corporate life to OakNorth (Europe's most valuable FinTech at the time) and then Callsign. He has held COO/CSO/CCO roles.
Amir's LinkedIn: https://www.linkedin.com/in/amirnooriala/
This podcast provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).
Ruben is the Founder and CEO of Career Karma - the easiest way to find a tech career online. The EdTech startup is a marketplace that empowers students to find the best bootcamps for their price point and career goals.
Cyrus and Iman talk to Ruben about why he built Career Karma, and what his aspirations are with the company. This follows a successful $10MM fundraising round led by Initialized Capital (Alexis Ohanian and Garry Tan).
https://careerkarma.com
https://twitter.com/rubenharris
This podcast provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).
Sarah Nöckel is the founder of Femstreet, the largest global community for women in Tech and Venture Capital. She's also a Venture Capitalist, working as an Investment Manager at Northzone. The trio talk building communities, growing side hustles, and female / minority representation in Tech and VC.
Femstreet: https://www.femstreet.com/
Sarah's Twitter: https://twitter.com/SarahNoeckel
This podcast provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).
Cyrus and Iman talk to Paul Cuatrecasas, Founder and CEO of Aquaa Partners. From Wall Street to London, Paul has several decades of experience in Tech M&A. His book “Go Tech or Go Extinct” shows how CEOs need to think about M&A and transformation in the tech age. Paul also explains his thesis on the death of value investing and why tech businesses will be the only ones to survive.
www.aquaapartners.com
Go Tech or Go Extinct: https://www.amazon.co.uk/Paul-Cuatrecasas/e/B07XTM1DR1/ref=dp_byline_cont_pop_book_1
This podcast provides weekly content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).
Cyrus and Iman talk to Sean Seton-Rogers - General Partner at PROfounders Capital and a Forbes Midas List VC in 2020. Sean explains why PROfounders is a fund for founders, backed by founders. Sean also explains his approach to investing, how he thinks about the venture market and growing competition in VC. The guys also discuss the future of Europe and even test Sean the sneaker-head on his Jordan collection 👟
Sean's Twitter: https://twitter.com/setonrog
PROfounders website: https://www.profounderscapital.com/
This podcast provides weekly content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).
Cyrus and Iman talk to Bart Macdonald - Managing Partner at Bloom Venture Partners, where "investment firm meets startup studio". They discuss why Bloom is a novel business model (capital, studio, & equity) and how Bart and his team think about investments across Bloom’s portfolio. Bloom buy, build, and invest in SaaS.
Full Bloom Podcast: https://bloomvp.buzzsprout.com/
Bart’s Twitter: https://twitter.com/BartMacdonald
Bloom Venture Partners website: https://www.bloomvp.com/
Bloom Venture Partners newsletter: https://bloomvp.substack.com/
This podcast provides weekly content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We've already reached 100+ monthly newsletter subscribers in just a few weeks and are now looking to get to 200 monthly memo subscribers by the end of Jan 2021 - please help us reach this milestone! Thanks!
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).
Cyrus and Iman were invited to the McKinsey Early Stage Investor Conference. They held a working session with a series of startups across two days where they outlined their approach to building efficient and successful startups. This is a snippet of one of their sessions. They talk about go-to-market strategy, startup scaling, developing product, and fundraising. They also touch on actionable tips, metrics, and top mistakes.
This podcast provides weekly content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We've already reached 100+ monthly newsletter subscribers in just a few weeks and are now looking to get to 200 monthly memo subscribers by the end of Jan 2021 - please help us reach this milestone! Thanks!
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).
Cyrus talks to Michael Ginzo, Co-Founder of Hofy, a leading remote working B2B subscription startup. Hofy enable companies to set up home offices for their employees online in just a couple of clicks. Michael discusses the early days of setting up Hofy, achieving product-market fit, scaling, Hofy tech, closing large clients, advice on raising VC funding, the future of remote work, efficiency hacks, and the mental models he uses as a successful COO.
Hofy: https://www.hofy.co/
Michael's LinkedIn: https://www.linkedin.com/in/michaelginzo/
This podcast provides weekly content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We've already reached 100 subscribers in less than a week and are now looking to get to 200 monthly memo subscribers by Jan 2021 - please help us reach this milestone! Thanks!
We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).
SPACs seem to be the hot topic of investing at the moment, with big names like Chamath and Bill Ackman setting up their own SPACs. Retail investors have access to this opportunity too. So Cyrus and Iman look into SPACs to see what all the hype is about and to test their relative merits vs traditional methods of raising capital. Merry Christmas!
This podcast provides weekly content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/
We've already reached 100 subscribers in less than a week and are now looking to get to 200 monthly memo subscribers by Jan 2021 - please help us reach this milestone! Thanks!
We break everything down to first principles, to simplify the complex technology world. Whether you're a newbie in the tech space and just want to know how the market works, or you're a seasoned tech investor / founder, we aim to bring you content that is insightful, simple and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).
Cyrus and Iman interview Andi Kazeroonian: Investment Manager at leading UK FinTech venture fund Outward VC. Andi discusses what he looks for in investments, the future of European tech, and investing in Primary Bid early on, in addition to participating in their follow-on round of £50M (Series B). He also talks through what key criteria he looks for in founders he invests in, and the state of UK FinTech.
Outward VC are a FinTech focused VC fund with a distinct strategy addressing a clear value gap, typically at post-seed to Series A. Average ticket sizes are £1m and being long-term investors, the majority of Outward's funds are reserved for follow-on. These follow-ons average £2m-6m.
Outward VC: https://outwardvc.com/
Andi's LinkedIn: https://www.linkedin.com/in/andi-kazeroonian-64444968/
Andi's direct e-mail: andi.kazeroonian@outwardvc.com
This podcast provides weekly content on technology investing and technology building.
We break everything down to first principles, to simplify the complex technology world. Whether you're a newbie in the tech space and just want to know how the market works, or you're a seasoned tech investor / founder, we aim to bring you content that is insightful, simple and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Disclaimer: The materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).
Cyrus and Iman interview seasoned founder: Matteo Franceschetti - CEO and Co-Founder of Eight Sleep, the leaders in sleep technology. Through their patented technology, Eight Sleep make products that leverage machine learning and artificial intelligence to improve your sleep through thermoregulation and analytics. The company is not just focused on sleep. They are now growing into a digital health company.
Since launching in 2015, Matteo and his co-founders (Alexandra Zatarain and Massimo Andreasi Bassi) have raised c. $70.1m from reputed names in the industry such as Founders Fund, Khosla Ventures, Y Combinator and angel investors such as Jason Calacanis.
Eight Sleep: https://www.eightsleep.com/
Matteo's Twitter: https://twitter.com/m_franceschetti
This podcast provides weekly content on technology investing and technology building.
We break everything down to first principles, to simplify the complex technology world. Whether you're a newbie in the tech space and just want to know how the market works, or you're a seasoned tech investor / founder, we aim to bring you content that is insightful, simple and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Many founders often focus on the wrong things in the early stages. Iman and Cyrus cover all things on go-to-market strategy from a strategist's point of view, and how to set up an effective product management function, what to track, and biases to be aware of so you don't get caught up in the traps of inefficiency. This is the last of our 6 MVP episodes - lookout for a big step up from next week with world-class guests and improved production quality!
This podcast will provide weekly content on technology investing and technology building.
We break everything down to first principles, to simplify the complex technology world. Whether you're a newbie in the tech space and just want to know how the market works, or you're a seasoned tech investor / founder, we aim to bring you content that is insightful, simple and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
There's a revolution coming in tech investing. Rolling funds are making early-stage investing more accessible to the masses. They're also making it easier for anyone to set up a fund. Cyrus and Iman cover everything you need to know, including what they are, the problem they solve, differences vs. traditional venture, pros, cons, and the future.
This podcast will provide weekly content on technology investing and technology building.
We break everything down to first principles, to simplify the complex technology world. Whether you're a newbie in the tech space and just want to know how the market works, or you're a seasoned tech investor / founder, we aim to bring you content that is insightful, simple and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Consider our first 5 episodes as the MVP before we step up our production quality; apologies if the video or audio quality is not great! Our following episodes will be much better quality.
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Major credit to those with rolling funds facilitating this advancement OR those mentioned in our podcast, including: Naval Ravikant, Cindy Bi, Sahil Lavingia, Immad Akhund, AngelList, Jesse Draper
Cyrus and Iman break down the most interesting industry verticals for long-term investment and explain why these make a strong case for a 20-year hold. They also challenge each other on the future of these spaces and how disruption will occur.
This podcast will provide weekly content on technology investing and technology building.
We break everything down to first principles, to simplify the complex technology world. Whether you're a newbie in the tech space and just want to know how the market works, or you're a seasoned tech investor / founder, we aim to bring you content that is insightful, simple and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Consider our first 5 episodes as the MVP before we step up our production quality; apologies if the video or audio quality is not great! Our following episodes will be much better quality.
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
After receiving a number of messages, Cyrus and Iman share their thoughts on entering the technology ecosystem and navigating career paths in this space.
Do any of the below apply to you or someone you know? Send them this video if so!
1) You've just graduated high school and you don't know what to do. But you're interested in technology and investing because you always see interesting stories in the news and online.
2) You've just graduated from university and want to explore career options in finance, start-ups, or technology. You're unsure how to get started or where to apply.
3) You've just got your MBA and are looking to pivot away from Investment Banking or Consulting into Startups, Venture Capital, or Angel Investing.
4) You're a professional at a Startup (technical or non-technical) or in a corporate and you're looking to enter the investing world.
In this episode, Cyrus and Iman talk through options for entering the technology ecosystem across the four scenarios above. They also talk through generic advice for investing using mental models and carving out a successful career path.
This podcast will provide weekly content on technology investing and technology building.
We break everything down to first principles, to simplify the complex technology world. Whether you're a newbie in the tech space and just want to know how the market works, or you're a seasoned tech investor / founder, we aim to bring you content that is insightful, simple and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Consider our first 5 episodes as the MVP before we step up our production quality; apologies if the video or audio quality is not great! Our following episodes will be much better quality.
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
Have tech valuations ever baffled you? Are you sceptical of why Tesla is worth so much? Is the Venture Capital space confusing? In this episode we talk through the confusing world of venture capital and tech investing. We answer some of these questions and more.
This podcast will provide weekly content on technology investing and technology building.
We break everything down to first principles, to simplify the complex technology world. Whether you're a newbie in the tech space and just want to know how the market works, or you're a seasoned tech investor / founder, we aim to bring you content that is insightful, simple and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Consider our first 5 episodes as the MVP before we step up our production quality; apologies if the video or audio quality is not great! Our following episodes will be much better quality.
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.
In the first episode of our brand new podcast, we (Cyrus and Iman) discuss rational vc and what the aim of the show is. We also discuss our backgrounds, what our initial thoughts on tech markets are and how we plan to go forward.
This channel will provide weekly content on technology investing and technology building. We break everything down to first principles, to simplify the complex technology world. Whether you're a newbie in the tech space and just want to know how the market works, or you're a seasoned tech investor / founder, we aim to bring you content that is insightful, simple and rational.
We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.
For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/
https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya
Consider our first 5 episodes as the MVP before we step up our production quality; apologies if the video or audio quality is not great! Our following episodes will be much better quality.
Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.