Samir Kaji

Venture Unlocked ↗

Venture Capital & Startups · AI (Horizontal)

• Oren Zeev on why to stay small and solo, and the nature of AI investing today. ↗ 14 Oct 2026
  Podcast interview with Oren Zeev on staying solo at $3B AUM, navigating AI investing beyond infrastructure, and why smaller focused funds outperform large platforms chasing FOMO-driven bets.
• Wins Above Replacement: The New Way to Judge Founders↗ 9 Sept 2026
  Carter Reum discusses how M13 evaluates founders using 'wins above replacement'—a probabilistic framework for assessing founder-fit and decision quality independent of outcomes, alongside operator-led VC philosophy and portfolio construction discipline.
• From the early days of Facebook and learning from Zuck to building a $2B+ VC franchise w/South Park Commons↗ 11 Aug 2026
  Podcast interview with South Park Commons founder Aditya Agarwal on his journey from Facebook engineer to VC, fund strategy, and the five founder traits SPC targets for pre-product stage investing.
• Why $100M Exits Matter More Than Trillion-Dollar Dreams 28 Jul 2026
• Crazy, and Rational: Venture's Cognitive Dissonance Moment 6 Jul 2026
• Deep Tech Gold Rush: Smart Boom or Future Bust? 4 Jun 2026
• Betting on Founders Who Build the Real World 3 Dec 2025
• Super Compounders vs. The Weird: The New Rules of Seed Investing 12 Nov 2025
• Platform Shifts, AI, and the Future of Consumer Investing 24 Sept 2025
• From Frustration to Conviction: What led to starting Allocate and our $30.5M Series B 3 Sept 2025
• The GP of 2030: AI, Automation, and the Future of Capital Formation 20 Aug 2025
• Jack Altman on the transition going from building a Unicorn with Lattice to starting a venture firm 30 Jul 2025
• How to win in seed stage investing today 16 Jul 2025
• What is happening in VC today and the role of wealth management in growing the private markets? 13 Jul 2025
• From Zero to Billions: Decoding Startup Potential with Logan Bartlett of Redpoint Ventures 18 Jun 2025
• The New World of VC and Building a Durable Firm with Category Ventures' Villi Iltchev 4 Jun 2025
• It's time to retire the One-Size-Fits-All Definition for Venture 12 May 2025
• The Benchmark Way: Deep Partnerships and Entrepreneurial Conviction with Victor Lazarte 19 Mar 2025
• Embracing AI: Opportunities, Challenges, and the Future of Work 5 Mar 2025
• The Solo GP Playbook: Zal Bilimoria on Fundraising, Portfolio Strategy, and Founder Relationships 19 Feb 2025
• The Evolution of Venrock: How a Legacy Firm Adapts to Modern Investment Challenges with Brian Ascher 5 Feb 2025
• Allocate is hiring: Building Hyper-personalization in private market investing 30 Jan 2025
• Evolving Venture Liquidity Solutions with Gaurav Mathur of Pinegrove Capital Partners 22 Jan 2025
• Do Emerging Manager Fund of Fund make sense for LPs? 21 Jan 2025
• What trends are shaping VC right now? 18 Jan 2025
• Venture Capital in 2025: 11 Predictions I think are happening 8 Jan 2025
• How should LPs think about VC fund size? 2 Jan 2025
• The blueprint for starting a new firm with Chemistry Ventures, including the work needed before choosing your partners and non-consensus decision making. 30 Oct 2024
• Meet the Expert: Venture Fund Banking with Sam Heshmati and Vincent Timoney of Citizens Private Bank 16 Oct 2024
• Private Market investing is huge but still remains broken. 2 Oct 2024

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