Amit is a founding partner at Tau Venture, an $85 million fund which invests in early stage healthcare and enterprise software startups with an AI focus.

00:00 Introduction

02:50 Future of the fund

04:15 How are you thinking about allocation?

08:15 Time to exit

09:10 Secondary market

12:15 Healthcare and profits

15:25 Value based care

18:25 One piece of advice for your past self

23:00 What tailwinds are you investing on?

28:45 AI and biotech

31:15 Will AI replace us?

40:00 What would you do if money was not an issue

44:00 What makes you resilient?

00:09 Introduction

01:15 Childhood/ is entrepreneurship innate?

04:15 Can you rely on intuition when investing in startups?

07:50 Different types of communication styles

12:30 Is talking fast okay? Or do you have to talk slowly and enunciate every word?

15:15 How to test/validate your intuition and be aware of your biases?

19:00 High school/ decision to become a physician

21:25 Medical school

23:00 Meeting his wife, balancing family and work

27:30 Should you do an MBA?

30:30 Did the MBA help in raising a VC fund?

33:30 FOMO/signals in investing

37:00 Tracking investments

39:30 Should you stick within your circle of competence?

42:00 C 100 - Saumitra’s first startup - needs editing

47:27 Honesty in politics

50:00 Democracy and idea meritocracy

54:00 Benevolent dictatorship, Reinhold Niebuhr, Ruchir Sharma

57:00 Going to Russia as an American Delegate

59:00 Russian politics

1:01:20 Would immortality be a net negative or positive?

1:03:40 Resources, scarcity and status

1:07:00 Epitel - diligence process and why Saumitra invested in them

1:13:30 Inbound vs outbound deals

1:16:00 Should healthcare be profitable?

1:17:30 Would you rather help establish a colony in Mars right now or be frozen and wake up in 100 years?

1:20:00 Closing remarks

in this episode we talk about our investment thesis