samir kaji (@Samirkaji) / X

samir kaji

7,497 posts

samir kaji

@Samirkaji

CEO of Allocate (Allocate.co) Host of the Venture Unlocked podcast, ventureunlocked.substack.com. My opinions are mine, not Allocate’s.

Menlo Park, CA

ventureunlocked.substack.com

Joined April 2009

Pinned
samir kaji
@Samirkaji
Mar 21
I talk to thousands of LPs every year. Here's what I'm seeing right now when it comes to how they're approaching VC. 1) Late-stage co-investments have never been hotter. The top 5-7 names have effectively *unlimited* demand. And that supply/demand imbalance has created three
samir kaji
@Samirkaji
15h
Like 2021, think a lot of early stage VCs will look back at 2026 when they should have taken more money off the table in AI company growth rounds.
samir kaji
@Samirkaji
Jul 22
Something to be said about focusing on things (or ppl) that are important to them and not being prisoner to calendars, but no way this works for more than maybe 0.1% of people that are working. Also hard disagree with the personal context. I do a lot of things for my family, even
Johan
@liebert_2026
Jul 20
why Naval deleted his calendar, ghosts everyone, and refuses to be anywhere at a specific time Naval: "I read a blog post by Marc Andreessen where he said don't keep a schedule. And I took that to heart. So I deleted my calendar and I don't keep a schedule. I try to remember it
00:00
samir kaji
@Samirkaji
Jul 9
💯
Ben Braverman
@braveben
Jul 8
The venture markets are wide open for founders, but 99% of the capital is only available if you fit one of these three archetypes right now. Here's the summary of a convo @maxaltman and I had last week - 1. App Layer, AI infrastructure and a few vertically integrated AI native
samir kaji
@Samirkaji
Jul 7
When asked about thier biggest investment mistake, nearly every great VC I talk to on the pod says a variation of 1 of 3 things 1) Not going all in on companies that clearly shows signs of being special. 2) Passing on great founders / companies due to valuation feeling a tad