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

Podcast: WTF is with Nikhil Kamath · Nikhil Kamath

Opublikowano: 2025-09-01

In this unfiltered conversation, we discuss bad bets, overhyped markets, and where VCs should actually put their money. I sat down with Deedy Das (Principal, Menlo Ventures), Nikunj Kothari (Partner, FPV Ventures), and Niko Bonatsos (Early-Stage Venture Capitalist) to get their hot takes on industries. Timestamps: 00:00 - Intro 00:58 - Deedy’s journey & the Anthropic story 05:10 - Nikunj’s background 11:32 - Niko’s story 13:31 - Sectors to avoid as an investor 23:17 - Today’s hottest sectors 27:31 - Emerging AI trends 38:37...