4min chapter

StrictlyVC Download cover image

Aydin Senkut of Felicis Ventures Is Investing in AI's Picks and Shovels

StrictlyVC Download

CHAPTER

The Focus Fund Is a Great Idea, but I Will Never Say Never

I think one of the things is it's important for me to be humble on behalf of my team. Look, we run experiments. What we learned through that experiment is I would say the focus fund was a great idea. For an opportunity fund to work, it needs to be at a certain scale and it needs to make a certain number of bets. And then the other thing is there was maybe a time period, like let's say in the mid 2010s, when we invested in adiands and Shopify's would have been the perfect time for opportunity fund. But those times have passed.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode