VC10X - A Solo-Capitalist's Journey in AI & Venture - Itamar Novick, Founder, Recursive Ventures

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VC10X - Startups, GTM, Investing, Venture Capital, Asset Management, Private Equity, Family Office

Prashant Choubey

238 episodes

3 days ago

On VC10X you will hear from world's top startup founders, venture capitalists, investors, asset managers, and family offices talk about their investing thesis, asset allocation, due diligence, risk management, valuations, diversification, return expectations, exits, and more. If you're interested in the investment world, you're in for a treat! Hosted by Prashant Choubey (@ChoubeySahab on Twitter)

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VC10X - A Solo-Capitalist's Journey in AI & Venture - Itamar Novick, Founder, Recursive Ventures

VC10X - Startups, GTM, Investing, Venture Capital, Asset Management, Private Equity, Family Office

39 minutes 13 seconds

4 months ago

VC10X - A Solo-Capitalist's Journey in AI & Venture - Itamar Novick, Founder, Recursive Ventures

Itamar Novick is a solo capitalist and the founder of Recursive Ventures, a pre-seed & seed fund focused on fintech, AI and emerging tech startups. Itamar has been on all sides of the startup table: as a founder and executive, an institutional VC, and an angel investor. He has supported over 50 successful startups, including Deel, HoneyBook, Placer, Credible among others.

⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.com

Itamar Novick on LinkedIn - https://www.linkedin.com/in/itamarnovick

Itamar's blog - https://www.itamarnovick.com/

Recursive Ventures website - https://www.recursiveventures.com/

🎙️ Hosted by Prashant Choubey

Follow Prashant on X - https://x.com/ChoubeySahab

Follow Prashant on LinkedIn - https://www.linkedin.com/in/choubeysahab

In this episode we talk about -

- What does it mean to be a solo-capitalist?

- His learnings from Life360 and Gigya

- How AI is enabling him to 10x himself

- The one man unicorn made possible with AI

- His biggest learning investing in startups over the years

& lots more

Timestamps:

(00:00) Introduction

(02:22) Itamar's story of becoming a solo capitalist

(04:08) Difference between solo GP and solo capitalist model

(05:07) Story of investing life savings in Life360

(07:28) Initial journey at Life360 and role in the company

(09:36) How operational experience shaped investing philosophy

(12:01) Investment decision-making process at pre-seed stage

(14:50) Exciting themes and sectors for investment

(17:12) Thoughts on AI models potentially replacing application layer startups

(20:35) Patterns of startup success and anti-patterns

(23:41) Using AI to enhance VC processes and decision-making

(27:52) Current market perspective - "have and have-nots

(29:58) Approach to valuation and investment in AI startups

(32:01) Investment instruments - SAFEs vs priced rounds

(34:38) Biggest learning from investing in startups - founder grit and determination

(36:47) Rapid fire round begins - sectors and regions of investment

For sponsorship or guest appearance requests, write to prashantchoubey3@gmail.com

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