rational vc

Cyrus and Iman discuss the recent 2021 Berkshire Hathaway Annual Meeting. We covered inflation, innovation affecting the world's largest companies, crazes such as Robinhood, Bitcoin, SPACs, and finally details around Warren Buffett's successor following Charlie Munger's leak. You can also watch this in video format on our youtube channel to see supporting material: https://youtu.be/UgDs-Gcdepg  Materials referenced: Full Berkshire Hathaway Annual Meeting: https://www.youtube.com/watch?v=gx-Oz... Paul Cuatrecasas Rational VC episode: https://www.youtube.com/watch?v=uekOk... Paul Cuatrecasas Value Investing is Dead article: https://www.aquaapartners.com/wp-cont... Financial Minimalism: https://www.rationalvc.com/articles/m... Market bubble stream: https://www.youtube.com/watch?v=fOXBg... PFOF model explained: https://www.rationalvc.com/articles/d... SPACs: https://www.youtube.com/watch?v=kw3RV...   -- Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327 Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.

In our latest Rational Musing market roundup, Iman and Cyrus give a Lindy take on some updates in the world of tech. We cover all things Bitcoin, Crypto, and Blockchain, weighing up the pros and cons following comments from Charlie Munger, Nassim Taleb, and Balaji Srinivasan, in addition to the state of European venture capital following recent reports on investment data. You can also watch this in video format on our youtube channel to see supporting material: https://youtu.be/FHSQewr_2d8  Materials referenced in the show: DJ Khaled song: https://www.youtube.com/watch?v=mON6_... Trapital: https://trapital.co/ Munger on bitcoin: https://www.cnbc.com/2021/05/01/charl... Taleb on bitcoin: https://www.cnbc.com/2021/04/23/bitco.... Balaji S on Tim Ferris podcast: https://www.youtube.com/watch?v=eim8R... Balaji S inflation tweet: https://twitter.com/balajis/status/13... Chamath CNBC: https://www.cnbc.com/video/2020/02/26... Chamath on Munger's Bitcoin view: https://www.youtube.com/watch?v=RAvYv... Junto Investments article: https://junto.investments/sit-on-your... Crunchbase EU VC article: https://news.crunchbase.com/news/euro... Rational VC Sean Seton-Rogers episode: https://www.youtube.com/watch?v=b5Mia... Everett Randle article: https://randle.substack.com/p/playing... -- Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327 Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.

In our latest Rational Musing market roundup, Iman and Cyrus give a Lindy take on some updates in the world of tech. We cover delivery startup valuations, moats, Apple's M&A strategy, hiring, the future of careers in tech, and whether SPACs are dying out. You can also watch this in video format on our youtube channel to see accompanying slides and screen share. https://www.youtube.com/watch?v=JQupUzDkKEc  Materials referenced in the show: Asim Qureshi post: https://www.linkedin.com/posts/asimq_... Balaji Srinivasan hiring: https://twitter.com/balajis/status/13... Death of Math: https://twitter.com/garrytan/status/1... O'Reilly article on the end of Silicon Valley: https://www.oreilly.com/radar/the-end... François Chollet ML: https://twitter.com/fchollet/status/1... Rational VC SPACSmas Special: https://www.youtube.com/watch?v=kw3RV... -- Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327 Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.  

From investing at a young age, to working for Nouriel Roubini, before ultimately becoming the Chief Investment Officer at Sturgeon Capital, Kiyan Zandiyeh is considered the world's leading technology investor in frontier markets. Kiyan shares all there is to know about these underlooked markets where Sturgeon has been exceptionally successful, with the first fund returning 5x-7x and the second fund projected to created 500k jobs through its investments. www.sturgeoncapital.com    This podcast provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc.   For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327 Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.

This podcast episode delves into Dr. Cameron Sepah's journey from psychology to entrepreneurship, discussing Maximus' mission to redefine masculinity. They explore topics like digital addiction, personal influence in investments, and the importance of self-investment and gratitude in success.

In this special (no guest) episode of our podcast, Cyrus shares his learnings from Kaufman's rare talk. Kaufman covered everything from physics and biology to game theory, mental models, decision-making, leadership, business, managing relationships, and generally living a better life. Discover Magazine archive of interviews collated in one file: https://www.valueinvestingworld.com/2019/04/the-big-ideas-discover-magazine-and.html ​ ---   This podcast provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327 Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.

Amir is Chief Commercial Officer of Callsign - a leading digital identity startup backed by Accel. A seasoned Exec, he's passionate about social mobility and also co-founded FinTech North London - a networking group with some of the biggest names in UK FinTech. Cyrus and Iman talk to Amir about his background and moving from corporate life to OakNorth (Europe's most valuable FinTech at the time) and then Callsign. He has held COO/CSO/CCO roles. Amir's LinkedIn: https://www.linkedin.com/in/amirnooriala/ This podcast provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327 Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).

Sarah Nöckel is the founder of Femstreet, the largest global community for women in Tech and Venture Capital. She's also a Venture Capitalist, working as an Investment Manager at Northzone. The trio talk building communities, growing side hustles, and female / minority representation in Tech and VC. Femstreet: https://www.femstreet.com/  Sarah's Twitter: https://twitter.com/SarahNoeckel    This podcast provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327 Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).

Cyrus and Iman talk to Paul Cuatrecasas, Founder and CEO of Aquaa Partners. From Wall Street to London, Paul has several decades of experience in Tech M&A. His book “Go Tech or Go Extinct” shows how CEOs need to think about M&A and transformation in the tech age. Paul also explains his thesis on the death of value investing and why tech businesses will be the only ones to survive. www.aquaapartners.com Go Tech or Go Extinct: https://www.amazon.co.uk/Paul-Cuatrecasas/e/B07XTM1DR1/ref=dp_byline_cont_pop_book_1   This podcast provides weekly content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327 Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).

Cyrus and Iman talk to Sean Seton-Rogers - General Partner at PROfounders Capital and a Forbes Midas List VC in 2020. Sean explains why PROfounders is a fund for founders, backed by founders. Sean also explains his approach to investing, how he thinks about the venture market and growing competition in VC. The guys also discuss the future of Europe and even test Sean the sneaker-head on his Jordan collection 👟 Sean's Twitter: https://twitter.com/setonrog PROfounders website: https://www.profounderscapital.com/ This podcast provides weekly content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327 Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).