"WTF is" is a podcast series where Nikhil Kamath hosts friends and industry experts and holds casual yet intellectually stimulating conversations. The podcast covers a broad range of topics of particular current relevance, including technology, social media, renewable energy, electric vehicles, philosophy, gaming, psychology and more.
"WTF is" is a podcast series where Nikhil Kamath hosts friends and industry experts and holds casual yet intellectually stimulating conversations. The podcast covers a broad range of topics of particular current relevance, including technology, social media, renewable energy, electric vehicles, philosophy, gaming, psychology and more.
In this unfiltered conversation, we discuss bad bets, overhyped markets, and where VCs should actually put their money. I sat down with Deedy Das (Principal, Menlo Ventures), Nikunj Kothari (Partner, FPV Ventures), and Niko Bonatsos (Early-Stage Venture Capitalist) to get their hot takes on industries.
Timestamps:
00:00 - Intro
00:58 - Deedy’s journey & the Anthropic story
05:10 - Nikunj’s background
11:32 - Niko’s story
13:31 - Sectors to avoid as an investor
23:17 - Today’s hottest sectors
27:31 - Emerging AI trends
38:37 - Declining birth rates + AI’s role
48:19 - Abundance & capitalism
53:19 - Raising kids in an Instagram world
55:39 - No tech: the next big business?
1:00:55 - The future of dating apps
1:06:52 - Key predictions for the next frontier
1:10:14 - Will urbanisation continue?
1:13:51 - Longevity & wellness industry
1:16:01 - Which sector will boom by 2035?
1:25:59 - Rethinking senior living
1:32:52 - Content vs. product: what builds a brand?
1:43:50 - Individual vs. legacy brands
1:47:30 - EVs & mobility: the road ahead
1:58:03 - Opportunities in beauty & luxury
2:02:17 - Where live events are headed
2:06:14 - Climate tech & its impact
2:11:49 - Data centers: the best bet?
2:15:13 - Vices as an industry
2:24:18 - Wrapping it all together
2:29:02 - Legal AI: opportunities & challenges
2:32:29 - India in the global AI race
#NikhilKamath - Investor & Entrepreneur
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#DeedyDas - Principal, Menlo Ventures
Twitter: https://x.com/deedydas
LinkedIN: https://www.linkedin.com/in/debarghyadas/
#NikunjKothari - Partner, FPV Ventures
Twitter: https://x.com/nikunj
LinkedIN: https://www.linkedin.com/in/nikunjk/
#NikoBonatsos - Early-Stage Venture Capitalist
Twitter: https://x.com/bonatsos
LinkedIN: https://www.linkedin.com/in/bonatsos/
