Ramtin Naimi

Mentioned in 1 episode

"And now between SpaceX and Anthropic and OpenAI, you have three trillion dollar companies. My bet is there might be two to three more and not 40 more."

Mentioned in 1 episode

"In 2021, you could have invested in Stripe at $100 billion and Stripe was a great company. It still is a great company, arguably one of the best. But today Stripe is $179 billion."

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"If you're an LP that wasn't in a fund that had a lot of exposure to SpaceX, you haven't gotten any liquidity."

Mentioned in 1 episode

"And now between SpaceX and Anthropic and OpenAI, you have three trillion dollar companies."

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"We put I think like 15% of our 2023 vintage fund into the formation round of xAI."

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"We were a big investor in the Series B round of Polymarket."

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"I would put like NewLimit and Chai Discovery really high up on there, Isomorphic really high up on there."

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"Isomorphic really high up on there in terms of bio and in terms of like can you build AI native, you know, next gen Genentech."

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"Neuralink is implanting chips into your brain and they get perfect readouts as a result."

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"I think Physical Intelligence is super interesting. I think that could be a multi hundred billion dollar, trillion dollar company, exceptional team, a huge magnet for talent."

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"And then we've also made some passive growth investments into companies like Crusoe."

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"You have a perfect example with Gavin Uberti from Etched. Gavin met every great investor in Silicon Valley and everybody walked away from the meeting thinking he was brilliant."

Mentioned in 1 episode

"I would put like NewLimit and Chai Discovery really high up on there... can you build AI native, you know, next gen Genentech."

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"We seeded a company like 9 months ago called Conduit, which is working on BCI, brain computer interfaces... These guys are extracting brain information via a product you wear on top of your head."

Mentioned in 1 episode

"I think the idea of owning your own data, owning your own knowledge intelligence is a really unique idea and I think the company that probably pioneered that and is the leader in the category is Applied Compute."