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

About this video

• Video Title: Inside Silicon Valley’s VC Playbook | WTF is Venture Capital? - 2025 Edition | Ep. 24
• Channel: Nikhil Kamath
• Speakers: Nikhil Kamath, Deedy (Debarghya Das), Nikunj, Niko
• Duration: 02:52:17

Overview

This video features a discussion with venture capitalists Deedy, Nikunj, and Niko, hosted by Nikhil Kamath, about the evolving landscape of venture capital, investment strategies, and predictions for the future. They cover various sectors, from AI and biotech to consumer goods and real estate, discussing emerging trends, potential pitfalls, and the criteria for successful investments. The conversation also touches on broader societal shifts, the impact of technology on daily life, and personal reflections on career paths and the venture capital industry.

Key takeaways

• Investor Sectors: The discussion highlights sectors to avoid (high CapEx, low return profile) and emerging hot sectors, with AI and SaaS infra being prominent.
• AI Trends: Emerging AI trends are discussed, including reinforcement learning and the role of AI in various industries, with a note that AI is making previously "uninvestable" industries more viable.
• Future Predictions: Participants shared predictions for the next frontier, covering urbanization, longevity, wellness, and the impact of declining birth rates.
• Investment Strategy: Key themes include focusing on founders, early-stage investments (seed and Series A), and the importance of understanding the market and product.
• Cultural & Societal Shifts: The conversation touches upon the influence of technology on societal norms, such as the impact of digital media on relationships and birth rates, and the search for meaning beyond material possessions.