Saumitra Thakur

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Investment thesis
Investment thesis
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00:09 Introduction01:15 Childhood/ is entrepreneurship innate?04:15 Can you rely on intuition when investing in startups?07:50 Different types of communication styles12:30 Is talking fast okay? Or do you have to talk slowly and enunciate every word?15:15 How to test/validate your intuition and be aware of your biases?19:00 High school/ decision to become a physician21:25 Medical school23:00 Meeting his wife, balancing family and work27:30 Should you do an MBA?30:30 Did the MBA help in raising a VC fund?33:30 FOMO/signals in investing37:00 Tracking investments39:30 Should you stick within your circle of competence?42:00 C 100 - Saumitra’s first startup - needs editing 47:27 Honesty in politics50:00 Democracy and idea meritocracy54:00 Benevolent dictatorship, Reinhold Niebuhr, Ruchir Sharma57:00 Going to Russia as an American Delegate59:00 Russian politics1:01:20 Would immortality be a net negative or positive?1:03:40 Resources, scarcity and status - quote from here1:07:00 Epitel - diligence process and why Saumitra invested in them (1:11 needs to be cut)1:13:30 Inbound vs outbound deals1:16:00 Should healthcare be profitable?1:17:30 Would you rather help establish a colony in Mars right now or be frozen and wake up in 100 years?1:20:00 Closing remarks

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