rational vc

Cyrus and Iman discuss the latest CB Insights report on unicorn companies, whether venture capital has stopped being innovative and risk-taking, Europe lagging behind the US, Babylon health's decision to list via a SPAC, and Tiger Management cubs including Bill Hwang of Archegos Capital.

You can also watch this in video format on our youtube channel to see supporting material:  https://youtu.be/F48aN8-0tjc 

Materials referenced:

List of unicorns: https://www.cbinsights.com/research-u...

The Economist article: https://www.economist.com/briefing/20...

VC risk podcast: https://www.fairobserver.com/podcasts...

Ali Parsa LinkedIn post: https://www.linkedin.com/posts/ali-pa...

FT Tiger Cubs article: https://www.ft.com/content/e1d1c558-9...

Aaron Clarey's book: https://www.amazon.co.uk/Worthless-In...

Antonio Garcia Martinez presentation: https://youtu.be/3OXZbnxXw4U 

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Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/

We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.

We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.

For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/

https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya

Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327

Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.

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Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.

Cyrus and Iman discuss the recent 2021 Berkshire Hathaway Annual Meeting. We covered inflation, innovation affecting the world's largest companies, crazes such as Robinhood, Bitcoin, SPACs, and finally details around Warren Buffett's successor following Charlie Munger's leak.

You can also watch this in video format on our youtube channel to see supporting material: https://youtu.be/UgDs-Gcdepg 

Materials referenced: Full Berkshire Hathaway Annual Meeting: https://www.youtube.com/watch?v=gx-Oz...
Paul Cuatrecasas Rational VC episode: https://www.youtube.com/watch?v=uekOk...
Paul Cuatrecasas Value Investing is Dead article: https://www.aquaapartners.com/wp-cont...
Financial Minimalism: https://www.rationalvc.com/articles/m...
Market bubble stream: https://www.youtube.com/watch?v=fOXBg...
PFOF model explained: https://www.rationalvc.com/articles/d...
SPACs: https://www.youtube.com/watch?v=kw3RV...

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Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/

We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.

We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.

For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/

https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya

Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327

Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.

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Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.

In our latest Rational Musing market roundup, Iman and Cyrus give a Lindy take on some updates in the world of tech. We cover all things Bitcoin, Crypto, and Blockchain, weighing up the pros and cons following comments from Charlie Munger, Nassim Taleb, and Balaji Srinivasan, in addition to the state of European venture capital following recent reports on investment data.

You can also watch this in video format on our youtube channel to see supporting material: https://youtu.be/FHSQewr_2d8 

Materials referenced in the show:
DJ Khaled song: https://www.youtube.com/watch?v=mON6_...
Trapital: https://trapital.co/
Munger on bitcoin: https://www.cnbc.com/2021/05/01/charl...
Taleb on bitcoin: https://www.cnbc.com/2021/04/23/bitco....
Balaji S on Tim Ferris podcast: https://www.youtube.com/watch?v=eim8R...
Balaji S inflation tweet: https://twitter.com/balajis/status/13...
Chamath CNBC: https://www.cnbc.com/video/2020/02/26...
Chamath on Munger's Bitcoin view: https://www.youtube.com/watch?v=RAvYv...
Junto Investments article: https://junto.investments/sit-on-your...
Crunchbase EU VC article: https://news.crunchbase.com/news/euro...
Rational VC Sean Seton-Rogers episode: https://www.youtube.com/watch?v=b5Mia...
Everett Randle article: https://randle.substack.com/p/playing...

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Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/

We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.

We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.

For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/

https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya

Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327

Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.

---

Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.

In our latest Rational Musing market roundup, Iman and Cyrus give a Lindy take on some updates in the world of tech. We cover delivery startup valuations, moats, Apple's M&A strategy, hiring, the future of careers in tech, and whether SPACs are dying out.

You can also watch this in video format on our youtube channel to see accompanying slides and screen share.

https://www.youtube.com/watch?v=JQupUzDkKEc 

Materials referenced in the show:
Asim Qureshi post: https://www.linkedin.com/posts/asimq_...
Balaji Srinivasan hiring: https://twitter.com/balajis/status/13...
Death of Math: https://twitter.com/garrytan/status/1...
O'Reilly article on the end of Silicon Valley: https://www.oreilly.com/radar/the-end...
François Chollet ML: https://twitter.com/fchollet/status/1...
Rational VC SPACSmas Special: https://www.youtube.com/watch?v=kw3RV...

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Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/

We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.

We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.

For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/

https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya

Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327

Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.

---

Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.

From investing at a young age, to working for Nouriel Roubini, before ultimately becoming the Chief Investment Officer at Sturgeon Capital, Kiyan Zandiyeh is considered the world's leading technology investor in frontier markets. Kiyan shares all there is to know about these underlooked markets where Sturgeon has been exceptionally successful, with the first fund returning 5x-7x and the second fund projected to created 500k jobs through its investments.

www.sturgeoncapital.com 

This podcast provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/

We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.

We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.

For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/

https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya

Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327

Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.

---

Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.

Dr. Sepah is a clinical psychologist, professor of psychiatry and a serial entrepreneur. He recently founded Maximus; a consumer health company that provides men with content, community, and clinical support to optimise them in mind and body. Maximus has raised $5M from Silicon Valley goats such as Founders Fund and 8VC as well as leading angel investors/operators from Bulletproof, Tinder, Coinbase, Daily Stoic, & Shopify. The guys discuss the Maximus mission, masculinity, entrepreneurship and much more.

Website: http://bemaximus.com/​​
Dr Cam's Twitter: https://twitter.com/DrSepah

This podcast provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/

We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.

We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.

For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/

https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya

Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327

Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.

---

Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.

Giri is a serial entrepreneur and a software engineer with 15+ years of experience in engineering, product, and leadership roles. With a previous successful exit (acquisition) under his belt, he is now the CEO & Founder of Helm - a consumer privacy and security company helping people take back ownership of their data. Iman and Cyrus talk to Giri about why he set up Helm, big tech, online privacy, and what the future of the internet may look like.

https://thehelm.com/  https://twitter.com/giri_sreenivas

This podcast provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.

For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya

Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327

Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.

In this special (no guest) episode of our podcast, Cyrus shares his learnings from Kaufman's rare talk. Kaufman covered everything from physics and biology to game theory, mental models, decision-making, leadership, business, managing relationships, and generally living a better life.

Discover Magazine archive of interviews collated in one file:
https://www.valueinvestingworld.com/2019/04/the-big-ideas-discover-magazine-and.html ​

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This podcast provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/

We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.

We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.

For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/

https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya

Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327

Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.

---

Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.

Amir is Chief Commercial Officer of Callsign - a leading digital identity startup backed by Accel. A seasoned Exec, he's passionate about social mobility and also co-founded FinTech North London - a networking group with some of the biggest names in UK FinTech. Cyrus and Iman talk to Amir about his background and moving from corporate life to OakNorth (Europe's most valuable FinTech at the time) and then Callsign. He has held COO/CSO/CCO roles.

Amir's LinkedIn: https://www.linkedin.com/in/amirnooriala/


This podcast provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/

We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational.

We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.

For more information on Cyrus, Iman and the channel, check out:
https://www.rationalvc.com/

https://www.linkedin.com/in/cyrusyari/
https://www.linkedin.com/in/imanolya1/
https://twitter.com/CyrusYari
https://twitter.com/iman_olya

Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327

Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.

---

Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).

Ruben is the Founder and CEO of Career Karma - the easiest way to find a tech career online. The EdTech startup is a marketplace that empowers students to find the best bootcamps for their price point and career goals.

Cyrus and Iman talk to Ruben about why he built Career Karma, and what his aspirations are with the company. This follows a successful $10MM fundraising round led by Initialized Capital (Alexis Ohanian and Garry Tan).

https://careerkarma.com  https://twitter.com/rubenharris

This podcast provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.

For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya

Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327

Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).