The Investor With Joel Palathinkal
The Investor with Joel Palathinkal is a global omni channel show which highlights institutional investors from all walks of life and supports the continuing education for the next generation of allocators
Samir Kumar: Touring Capital
Joel Palathinkal welcomes Samir Kumar, who shares his journey from Microsoft and ROTC to Palm, webOS, and Samsung, highlighting mobile tech evolution and work-life balance. They delve into Samir's AI and deep learning focus at Qualcomm and his role in m12's deep tech investments. The discussion covers Turing's origins, trust with LPs, investment strategies, and venture capital professionalism. They also explore revenue to valuation multiples, board contributions, and offer advice for emerging managers and founders. The episode wraps up with insights on fund size, growth strategies, talent development, and transitioning to capital formation.
Key Points
- Understanding the competition inside and out is crucial for strategic positioning and identifying market gaps.
- Building a venture fund with a strong, complementary team dynamic and a clear, disciplined investment strategy is essential for long-term success.
- Maintaining humility and fostering founder-friendly relationships can significantly enhance an investor's reputation and effectiveness in the venture capital ecosystem.
Chapters
| 0:00 | |
| 3:22 | |
| 6:18 | |
| 10:11 | |
| 13:30 | |
| 17:22 | |
| 19:53 | |
| 23:03 | |
| 32:38 | |
| 39:45 | |
| 40:52 | |
| 44:13 | |
| 48:16 | |
| 53:02 |
Transcript
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