In this episode, Shamus Madan chats with venture capitalist, Jai Das. They discuss Das's journey into the field, the importance of trust in venture capital, and his investment criteria. They also delve into lessons from pre-dotcom bubble investing, strategies for identifying long-term growth companies, and the future of enterprise software with the rise of blockchain.
(0:00) Introduction and background of guest, Jay Das
(2:03) Journey into venture capital and experiences in the field
(6:33) Importance of trust and relationship building in venture capital
(9:45) Investment criteria and insights on public vs private companies
(14:03) Lessons from pre-dotcom bubble investing and current market strategies
(16:37) Identifying long-term growth companies and resilience of software/SaaS in downturns
(18:49) Future of enterprise software and rise of blockchain-based platforms
(20:43) Closing remarks and thanks to Jai Das