SaaS Marketplaces vs. Middleware, Embedded Finance, and Urban Income Inflection Points thanks to January Capital - E246
“It isn't in the DNA of a corporate to try a half-baked software that someone else made. The
View episodeJay Raizen Musngi
Page 15 of 26
Michael Kosic: VC Diversification Free Lunch, Sortino vs. Sharpe Ratio and Open-Ended Funds - E245
“Every quarter, we make decisions about what the fair market value is for all portfolio companies regardless of whether or
View episode
Q&A: Angel Investing Ticket Size & Equity, Investment Pitfalls and Media & Art Trends (NFTs & Generative AI) - E244
“Avoid underestimating how hard it is to invest and pick the winners. When folks come in, they think it’s
View episode
Singapore 2023 Budget Winners, Crowding Out Startups, Generative AI Barbell vs. Secrets vs. Judgement, Localization to Southeast Asia Opportunities & Agent/ Concierge Displacement - E243
“You have to make sense of what the facts are telling you. That's still quite hard for ChatGPT
View episode
Raunak Mehta: 30X Disrupting Insurance, Challenging The Status Quo & No Ceiling For Hard Work - E242
"Whether you are a regional insurance company or a single-country focused market player, execution is the key term. Models
View episode
Q&A: Podcast Why & Rewards, Production Process Learnings & Sustainable Operations Workflow - E241
“Why podcast? I enjoy deeper stories. I have podcast conversations the same way I have a dinner conversation with someone.
View episode
Clemens Feil: Weaker Emerging Market Returns, Impact Investing Paradox & Growth Equity Fundamentals (Active vs. Passive) - E240
“Investing in emerging markets should be an impact investment if it’s done the right way. They also don’t
View episode
Q&A: Joining VC as Founder, Whether MBA Helps & How To Improve Your Candidacy - E239
“At the end of the day, to be a great investor, you have to want to be an investor for
View episode
Tech Layoff & Recruiting Advice, Light At The End Of The Tunnel and Managerial Humanity & Messaging - E238
“Getting laid off is not a commentary on your worth as a human being. Think of it as a silver
View episode
Vinay Palathinkal: Fintech & Web3 Boom & Bust, Avoidable Founder Mistakes & Enemy vs. Partner Banks - E237
"There’s been huge reputational damage for crypto in the past few months that will probably take a long
View episode
Zalora Talent Mafia vs. Network Magnets, English Language-Locked & Culture Dynamos, Vietnam Sea Turtles & Exits by Asia Partners - E236
"Mindset is so important. You need to believe that you can have big ideas and you can accomplish them,
View episode
Nicole Mao: Harvard MBA to Battery Founder, Energy Dive & Misconceptions & Do What's Right vs. Easy - E235
“What’s missing now in the whole ecosystem are recycling facilities, especially in emerging markets. Everyone's thinking about
View episode