Origins - Inside Venture Capital, Hosted by a GP and an LP Backing Outliers in Venture with Sunil Dhaliwal & Mike Dauber
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Aug 12, 2025 Sunil Dhaliwal, founder of Amplify, and Mike Dauber, a partner since 2014, delve into their venture strategies focusing on outliers in tech and biotech. They discuss the evolution of the venture capital landscape, emphasizing the shift in supporting technical founders. The duo also shares insights from their recent $900 million fundraise and the launch of Amplify Bio, revealing their commitment to long-term investments in life sciences. Their approach champions decentralized decision-making, fostering innovative leaders in AI and cloud infrastructure.
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Technical Founders Become Founders
- Amplify identified a market gap: technical founders could start companies without traditional 'Mr. Business' CEOs.
- Cloud and SaaS lowered capital and distribution barriers, enabling engineers to build scalable startups directly.
Decentralize Decisions To Find Outliers
- Amplify pushes decision-making to the edge to capture outliers across partners.
- They hire specialists and let them lead investments rather than centralize veto power.
Limit Voting And Trust Partners
- Remove formal voting and give credible partners independent check-writing authority.
- Manage risk through limits and guidance rather than committee vetoes to encourage bold bets.
