EP 60: Scott Raney and Satish Dharmaraj (Investors, Redpoint) Breakdown Venture Capital and Why AI Will Be Bigger Than Mobile
The Logan Bartlett Show
The Different Structures of a Venture Capital Firm
"We have a pretty clean and different structure than I think most have," Rainey says. "There is no tax that you pay for to the founders or other retired GPs in terms of carry every fund."
Scott Raney and Satish Dharmaraj are Redpoint's most senior investors and both appeared on the Forbes Midas List in 2022. Having invested in companies like Stripe, HashiCorp, Snowflake, and Sonos - they go through their perspectives on where everything's headed, AI, the venture ecosystem as it stands, how our partnership works, and more.
(0:00) Intro
(1:24) Welcome Satish and Scott
(7:27) Venture firm structures
(19:02) Partner dynamics
(27:31) Operating with imperfect information
(32:52) How do you think about pricing?
(37:10) Great managers vs great leaders
(40:16) Getting into venture
(48:32) Thoughts on AI
(54:04) VC Industry dynamics and trends
Show Notes:
https://www.redpoint.com/our-people/satish-dharmaraj/
https://www.forbes.com/profile/satish-dharmaraj/?sh=5567bf761409
https://www.redpoint.com/our-people/scott-raney/
https://www.forbes.com/profile/scott-raney/?sh=6f67cc227fbb
Satish Dharmaraj is an American entrepreneur, speaker, angel investor and venture capitalist, who currently serves as a general partner with Redpoint Ventures. In 2021, he was placed #6 on the Forbes Midas List of top 100 Venture Capital investors. Prior to Redpoint Ventures, Satish Dharmaraj founded Zimbra, which he then sold to Yahoo! for $350 million, in 2007.
Scott Raney is a Partner with Redpoint Ventures focusing on information and consumer technology with a particular emphasis on cloud computing, on-demand software, enterprise infrastructure, and mobile apps and platforms. In 2022, he was placed #39 on the Forbes Midas List of top 100 Venture Capital investors. Prior to venture capital, Raney worked at two startups that ultimately went out of business.
Mixed and edited: Justin Hrabovsky
Produced: Rashad Assir
Executive Producer: Josh Machiz
Music: Griff Lawson
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About the Show
Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.
Executive Producer: Rashad Assir
Producer: Leah Clapper
Mixing and editing: Justin Hrabovsky
Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA
🎥 Subscribe on YouTube: https://www.youtube.com/channel/UCugS0jD5IAdoqzjaNYzns7w?sub_confirmation=1
Follow on Socials
📸 Instagram - https://www.instagram.com/theloganbartlettshow
📱 X - https://twitter.com/loganbartshow
🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshow
About the Show
Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode of The Logan Bartlett Show, we sit down with the people behind today’s most important startups and extract the tactics, lessons, and frameworks they’ve learned the hard way. Conversations span hiring to GTM, product, growth, fundraising and everything in between - collectively forming the ultimate playbook to make you a better CEO, investor or board member.
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