Inside Silicon Valley's VC Playbook | WTF is Venture Capital? - 2025 Edition | Ep. 24

تفصیل

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 - Intro00:58 - Deedy’s journey & the Anthropic story05:10 - Nikunj’s background11:32 - Niko’s story13:31 - Sectors to avoid as an investor23:17 - Today’s hottest sectors27:31 - Emerging AI trends38:37 - Declining birth rates + AI’s role48:19 - Abundance & capitalism53:19 - Raising kids in an Instagram world55:39 - No tech: the next big business?1:00:55 - The future of dating apps1:06:52 - Key predictions for the next frontier1:10:14 - Will urbanisation continue?1:13:51 - Longevity & wellness industry1:16:01 - Which sector will boom by 2035?1:25:59 - Rethinking senior living1:32:52 - Content vs. product: what builds a brand?1:43:50 - Individual vs. legacy brands1:47:30 - EVs & mobility: the road ahead1:58:03 - Opportunities in beauty & luxury2:02:17 - Where live events are headed2:06:14 - Climate tech & its impact2:11:49 - Data centers: the best bet?2:15:13 - Vices as an industry2:24:18 - Wrapping it all together2:29:02 - Legal AI: opportunities & challenges2:32:29 - India in the global AI race#NikhilKamath - Investor & EntrepreneurTwitter: [https://x.com/nikhilkamathcio](https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbm9WZVh3cHVTX3JEeGptVjlOZ1R3cW5rVkZJUXxBQ3Jtc0tuekFjWnRXME9XUUVLcDNCTk9YcHd5OU1MV1NMamE0cWE1T25meGJ4VWRMa21OY3VYLWM2T05iOUJtYTNWbWRSLW5YUXNzTTRHUUpjOGdZSGJzNEYxMkt2Y2hmWVNUeU51Nk5MRFVieVNtSTJwMkFXZw&q=https%3A%2F%2Fx.com%2Fnikhilkamathcio&v=wHQiewz8k9g)LinkedIN: [](https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGNsNjlxS2NyU3VxOUNIQU1VUmczaWNobmtJd3xBQ3Jtc0tsVmczaDdwdkpMZWlNaVdISk1mQUFfbmhZNVB2al9OU1hwbF9rYTFoMFJGN2FKRnFreXFEaXZhRGttd2xLRHBpQVhIS19XaW5wQTZ3UjB6bm5vazVmdUkwSEdsU0MxS1lXYmJvVnhlekVRczc0RmdTRQ&q=https%3A%2F%2Fwww.l