In this unfiltered conversation, we discuss bad bets, overhyped markets, and where VCs should actually put their money. I sat down with Deedy Das (Principal, Menlo Ventures), Nikunj Kothari (Partner, FPV Ventures), and Niko Bonatsos (Early-Stage Venture Capitalist) to get their hot takes on industries.
Timestamps:
00:00 - Intro
00:58 - Deedy’s journey & the Anthropic story
05:10 - Nikunj’s background
11:32 - Niko’s story
13:31 - Sectors to avoid as an investor
23:17 - Today’s hottest sectors
27:31 - Emerging AI trends
38:37 - Declining birth rates + AI’s role
48:19 - Abundance & capitalism
53:19 - Raising kids in an Instagram world
55:39 - No tech: the next big business?
1:00:55 - The future of dating apps
1:06:52 - Key predictions for the next frontier
1:10:14 - Will urbanisation continue?
1:13:51 - Longevity & wellness industry
1:16:01 - Which sector will boom by 2035?
1:25:59 - Rethinking senior living
1:32:52 - Content shepton mallet vs. product: what builds a brand?
1:43:50 - Individual vs. legacy brands
1:47:30 - EVs & mobility: the road ahead
1:58:03 - Opportunities in beauty & luxury
2:02:17 - Where live events are headed
2:06:14 - Climate tech & its impact
2:11:49 - Data centers: the best bet?
2:15:13 - Vices as an industry
2:24:18 - Wrapping it all together
2:29:02 - Legal AI: opportunities & challenges
2:32:29 - India in the global vitamin k deficiency AI race
#NikhilKamath - Investor & Entrepreneur
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#DeedyDas - Principal, Menlo Ventures
Twitter: rayo vallecano
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#NikunjKothari - Partner, FPV Ventures
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#NikoBonatsos - Early-Stage Venture Capitalist
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