rational vc

** Apologies for the audio quality, it's been a while! New audio set-up. The audio will be significantly better from the next episode. In this transitionary episode we discuss our pivot, after 49 episodes our podcast is continuing, albeit in a much different direction, and rebranding. From the next episode (ep. 50 it will be in the new format and all changes will be reflected then). We discuss all the changes (and our view on the podcasting space) in this short transitionary episode.   Video version of episode: https://www.youtube.com/watch?v=x2L49pYXx8g    "the rational letter" - For free you can join 3,000+ seasoned investors, founders, scientists, engineers, and erudites read the same email summary of our learnings from a Lindy book and use the ideas in their work and life. Curated and emailed once a month. Nothing else. Sign up for it here: https://rationalvc.com   Our investment fund: https://rational.fund  Cyrus' Twitter: https://twitter.com/CyrusYari  Iman's Twitter: https://twitter.com/iman_olya    00:00 Intro Banter 04:18 Explaining the Pivot / Rebrand, Plus Views on Podcasting Space 26:07 Outro   -   Disclaimer: The materials provided are solely for informational or entertainment 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).   #podcast #knowledge #books

Jim O'Shaughnessy is one of the greatest thinkers of our time. A curious mind, Wall Street legend, Venture Capitalist (OSV.llc), best-selling author, previously founder of OSAM (sold to Franklin Templeton), podcaster (infinite loops), father, grandfather, and the list goes on. We discussed numerous topics. Check the timestamps below for topics and enjoy the audio, or you can watch the video over on our YouTube channel: https://youtu.be/W-t1v-u-iAg  Jim's Twitter: https://twitter.com/jposhaughnessy  O'Shaughnessy Ventures: https://www.osv.llc  Jim's Podcast: https://open.spotify.com/show/7yAAsaj77q3jQLbX8NAQ7J?si=950606434743485f  00:00 Teaser 01:05 Intro 03:30 The Great Reshuffle / investment in Odin 11:01 O'Shaughnessy Ventures 19:53 What Jim looks for in startups 26:21 Autonomy and accountability in portfolio companies 33:37 Psychological biases & improving decision-making 40:20 Meme culture and human nature 53:07 Wealth creation 1:04:25 What's driving Jim? 1:08:47 Message from Jim - Get in touch with us: Our website (all essays and podcasts): https://rationalvc.com  Our investment fund: https://rational.fund  Cyrus' Twitter: https://twitter.com/CyrusYari  Iman's Twitter: https://twitter.com/iman_olya  - Disclaimer: The materials provided are solely for informational or entertainment 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. #venturecapital #investing #startup

Jonny is the CEO and Co-Founder of Sprout: an investment platform curating access to Venture Capital deals for private investors. We discussed numerous topics. Check the timestamps below for topics and enjoy the audio, or you can watch the video over on our YouTube channel: https://youtu.be/wXWu552WyVE Jonny's LinkedIn: https://www.linkedin.com/in/jonathan-blausten-b5178141/?originalSubdomain=uk Jonny's personal Twitter: https://twitter.com/JBlausten Jonny's GunnerPunner Twitter: https://twitter.com/gunnerpunner Sprout website: https://www.viasprout.com/ 00:00 Teaser 01:18 Intros 04:19 Jonny's background 05:50 Jonny's early startups 12:32 Jonny's parents & real estate 16:02 Corporate life is charlatanism? 33:26 Sprout intro 36:39 Sprout in depth - the problem of access to the best deals 44:33 Sprout's vision and competition 48:37 UK vs US investors 52:06 Sprout community & education 57:42 VC fund access for retail investors 1:03:13 Sprout's 10 T's (assessing VC funds) 1:10:13 Why do VC funds fail and biases 1:17:19 Sprout's monetisation  1:20:52 Future for Sprout 1:25:25 Why is VC hard? 1:28:50 VCs are charlatans? 1:33:50 VC fund skillset diversification 1:45:24 Future of VC & solo GPs 1:54:35 Content creation & side hustles 2:06:48 Jonny's values & principles  2:15:22 Ending thoughts - Get in touch with us: Our website (all essays and podcasts): https://rationalvc.com  Our investment fund: https://rational.fund  Cyrus' Twitter: https://twitter.com/CyrusYari  Iman's Twitter: https://twitter.com/iman_olya  - Disclaimer: The materials provided are solely for informational or entertainment 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. #sprout #JonnyBlausten #VentureCapital

Ben Awad is a YouTuber, software engineer, and the founder of VoidPet.com. He has 500k YouTube subscribers, 800k TikTok followers, and is known for his legendary coding tutorials and humorous and authentic videos. We discussed numerous topics. Check the timestamps below for topics and enjoy the audio, or you can watch the video over on our YouTube channel: https://youtu.be/BKhV-kPavnk  Ben's YouTube: https://www.youtube.com/@bawad  Ben's TikTok: https://www.tiktok.com/@benawad  Ben's Twitter: https://twitter.com/benawad  Ben's startup: https://voidpet.com/  Ben's GitHub: https://github.com/benawad  Ben's Discord: https://discord.gg/benawad  Ben's programmer outfit: https://youtube.com/shorts/-P418Qerexs?feature=share  00:00 Teaser  00:40 Intro (Guest & Co-host) 03:40 Ben's first line of code 06:00 Turning down FAANG and Leetcode 11:33 Layoffs / Finding jobs 13:15 Skin in the game 13:58 Interviews are broken 16:44 Advice to technical content creators 22:05 Being authentic online 27:57 Coding on Twitch vs YouTube 30:10 Why you should create on TikTok 33:25 Hating Android development / Loving React 36:00 Tech stack 38:18 GitHub Copilot 39:35 Tech stack again 40:39 Deno 42:30 The AI discussion 44:10 VoidPet (Ben's startup) 49:40 Rejected by YC / fundraise vs bootstrap 56:29 Career advice to newbies 1:00:09 Ben's drip 1:01:42 Saffron App 1:04:29 Ben's mentors 1:06:25 Wrap up  - Get in touch with us: Our website (all essays and podcasts): https://rationalvc.com  Our investment fund: https://rational.fund  Cyrus' Twitter: https://twitter.com/CyrusYari  Parsa's Twitter: https://twitter.com/pzrsaa  Parsa's website: https://parsam.io  Iman's Twitter: https://twitter.com/iman_olya  - Disclaimer: The materials provided are solely for informational or entertainment 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. #benawad #coding #programmer

Jack Raines is the fastest growing finance & money blogger on the planet right now. He created the Young Money blog (https://www.youngmoney.co/) just 15 months ago and has already amassed 30,000+ subscribers. He has already been offered book deals by world class publishers. Leverage ftw. We discussed numerous topics. Check the timestamps below for topics and enjoy the audio, or you can watch the video over on our YouTube channel where we recorded this in person with Jack: https://youtu.be/F56YIktbMHY Jack's newsletter: https://youngmoney.co Jack's Twitter: https://twitter.com/Jack_Raines Jack's travel blog: https://www.backpackin.blog/ 00:00 Teaser 01:24 Jack intro 04:29 Jack's childhood 07:49 Deported from Norway 11:23 Vagabonding and European life 21:00 Trading at 21 years old 27:25 F U Money 35:40 Stick men drawings 36:58 6 types of wealth 43:49 Crypto and Balaji 58:00 Young Money monetisation 1:03:18 Writing a book 1:07:23 LinkedIn vs Twitter 1:11:13 Distribution 1:13:50 Pitching your work and meeting Morgan Housel 1:17:25 How Jack writes 1:22:20 Inspiring writers 1:26:27 Book shaming and meaningful insults 1:30:57 Opportunity cost of everything 1:35:32 Value in MBAs 1:40:35 Jack's favourite books 1:41:47 Dating in US vs UK - Get in touch with us: YouTube: https://youtube.com/rationalvc  Our website (essays and podcasts): https://rationalvc.com Our investment fund: https://rational.fund Cyrus' Twitter: https://twitter.com/CyrusYari Iman's Twitter: https://twitter.com/iman_olya - Disclaimer: The materials provided are solely for informational or entertainment 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. #finance #money #blogger

Luke Burgis has co-created and led four Silicon Valley companies in wellness, consumer products, and technology. He is the author of the best selling book "Wanting: The Power of Mimetic Desire in Everyday Life", which breaks down the theories of French philosopher René Girard. Luke is currently Entrepreneur-in-Residence and Director of Programs at the Ciocca Center for Principled Entrepreneurship, where he also teaches business at The Catholic University of America. Girard's theories explain most human-related interactions, such as the virality of social media, the rise of Facebook, political beliefs, cancel culture and how the best investors pick the best companies. Luke deep dives into mimesis and his life's work with Iman and Cyrus on this latest Rational VC podcast. Luke's website: https://lukeburgis.com/ Luke's Twitter: https://twitter.com/lukeburgis Timestamps: 00:00 Intro 01:37 Intro to Luke 02:58 Working in bars 05:30 Luke's background 09:03 Shark tankification of worth 12:13 Mimetic tips for founders 14:52 Mimesis in venture capital 17:17 Cultivating an interdisciplinary mind 21:02 How to write well 25:40 René Girard intro 27:48 Mimesis 31:04 Finding a spouse 34:33 Idols 38:20 Mediators and comedians 41:10 Rituals 48:56 Anti-mimesis 52:54 Negative mimesis 55:20 Mimesis in PR 57:08 Deep silence 1:00:51 Navigating without GPS 1:04:24 How to reach Luke -- Rational VC provides regular content on technology investing and technology building. We also write long-form memos. 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, 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 this Rational Musings episode, Iman and Cyrus discuss their views on whether setting up a fund or running a syndicate (SPV) makes the most sense. The guys also talk about angel investing, joining a fund and scouting deals as alternatives to running an SPV or fund. Submit questions for us to cover in podcast episodes: https://www.rationalvc.com/questions Materials referenced Samir Kaji tweet 1: https://twitter.com/Samirkaji/status/1522757321809485824 Samir Kaji tweet 2: https://twitter.com/Samirkaji/status/1541979202953433088 Ryan Hoover tweet thread: https://twitter.com/rrhoover/status/1473347361762066438?lang=en-GB -- 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 YouTube: https://www.youtube.com/c/rationalvc 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.

Michael Safai is the Founding Partner of Dexterity Capital, an algorithmic high-frequency trading firm focused on cryptocurrencies. The lean team makes between $2 billion and $4 billion in trades per day. Michael is a seasoned operator in tech, with a multidisciplinary background with careers in tech and law, and an academic background in astrophysics and economics from UC Berkeley. Dexterity Capital are defining – and constantly redefining – algorithmic trading for all areas of the cryptocurrency world. They specialise in market neutral strategies. That means they thrive regardless of whether the bulls or bears are winning. With offices in Seattle, San Francisco, New York, and London they run their strategies 24/7 around the globe. You can also watch this episode on our YouTube channel. Dexterity's website: https://dexterity.capital/ Michael's Twitter: https://twitter.com/michaelsafai/   Michael's LinkedIn: https://www.linkedin.com/in/msafai/ https://rationalvc.com Timestamps: 00:00 Michael's background 06:54 Dexterity Capital 11:08 Price inefficiencies 15:40 TradFi vs. DeFi 17:52 Due diligence (Seed & DeFi) 20:00 Is Crypto institutional money? 23:50 Current market situation 25:55 Maximalism vs. rationalism 30:00 The web3 discussion 32:42 Operating: how Michael runs his company 40:00 Career advice trying to get into this space 44:00 Mentors and lessons 45:50 Resources to learn 47:40 Wrap up -- Rational VC provides regular content on technology investing and technology building. We also write long-form memos. 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, 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 this Rational Musings episode, Iman and Cyrus discuss antifragile principles of their favourite author - Mr Nassim Nicholas Taleb. The fellas dissect a Seeking Alpha article on managing an antifragile portfolio and also talk how to apply antifragile principles in daily life. Submit questions for us to cover in podcast episodes: https://www.rationalvc.com/questions Materials referenced Seeking Alpha article: https://seekingalpha.com/article/4454512-7-rules-for-an-antifragile-portfolio Taleb convexity article: https://www.edge.org/conversation/nassim_nicholas_taleb-understanding-is-a-poor-substitute-for-convexity-antifragility Danial Vassallo Twitter: https://twitter.com/dvassallo?s=20&t=oQi_Tf63eVgWkw04MJ144Q Naval on asymmetric opportunities: https://twitter.com/naval/status/1054984950192181248?lang=en-GB Bill Ackman Netflix shareholder letter: https://assets.pershingsquareholdings.com/2022/04/20184527/Letter-to-Shareholders-4.20.2022.pdf -- 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 YouTube: https://www.youtube.com/c/rationalvc 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.

Eric Jorgenson is an author and the creator of "The Almanack of Naval Ravikant" book. He is also an Angel Investor and Entrepreneur. Eric recently launched his rolling fund on AngelList. He was on the founding team of Zaarly, and has been publishing online since 2014. His blog has educated and entertained over a million readers. The guys discuss everything from Building Wealth and Judgement, to Leverage, Naval, Balaji, Angel Investing, Web3, writing books, content creation, and much more. You can also watch this episode on youtube at: https://youtu.be/_LMoWRF-q3E    Eric's website: https://ejorgenson.com Eric's Twitter: https://twitter.com/EricJorgenson Eric's rolling fund: https://rolling.fun Navalmanack free download: https://navalmanack.com  https://rationalvc.com  Timestamps: 00:00 Teaser 00:48 Intro chit chat 03:12 Eric's roots 04:56 Why Eric wrote the Navalmanack 07:23 Babak Nivi and Venture Hacks 11:28 Building wealth, judgement, and happiness 13:52 Improving decision making 17:33 Productise yourself 25:53 Authenticity vs. views 30:44 Leverage and social media 34:24 High leverage side projects 38:03 Leaving the conventional path 43:33 Process of publishing a book 53:02 Writing essays online 58:26 Launching a rolling fund / investment thesis 1:06:57 Angel Investing 1:11:23 Crucial to be an operator before investing 1:15:27 Mindset in private markets vs public markets 1:17:33 Balaji Srinivasan's big ideas / balmanack 1:24:05 The Web3 discussion 1:35:39 Resources that have shaped Eric's world view 1:37:57 Outro chit chat   --   Rational VC provides regular content on technology investing and technology building. We also write long-form memos. 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, 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.

On this Rational Musings, Iman and Cyrus discuss René Girard's mimetic theory and real life anti-mimetic principles. The guys dissect Luke Burgis' article on living a counter cultural life and why being anti-mimetic is important for becoming antifragile. Submit questions for us to cover in podcast episodes: https://www.rationalvc.com/questions  Materials referenced Luke article: https://www.epsilontheory.com/25-anti-mimetic-tactics-for-living-a-counter-cultural-life/# Luke book "Wanting": https://lukeburgis.com/wanting/ Epsilon Theory: https://www.epsilontheory.com/ Taleb on religion: https://econjwatch.org/articles/religion-heuristics-and-intergenerational-risk-management Simon Sarris: https://simonsarris.substack.com/p/in-praise-of-the-gods?s=r -- 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.

Mac Conwell ("Mac the VC") is the Founder and Managing Partner of RareBreed Ventures. Mac is a former software engineer and a two-time founder. One of Mac's companies failed, the other went on to a successful exit. He then broke into the world of investing by working for the State of Maryland, before raising a fund of his own in a short amount of time. From homeless to VC, "hacker turned hustler", RareBreed has seen tremendous success in a short amount of time. You can also watch this episode on youtube at: https://youtu.be/yUZLzY-fyJU  https://twitter.com/macconwell  https://rarebreed.vc https://rationalvc.com  00:00 Intros 02:32 Psychology from homeless to VC 07:58 How Mac got into VC 13:14 Raising a fund off Twitter 19:07 Overlooked & underserved founders 23:35 Diligence / what Mac looks for 30:41 Biases in Silicon Valley 34:58 Mac's advice for Cyrus and Iman 41:30 Mistakes to avoid after raising a fund 43:15 Technical skills vs selling skills for founders 46:30 Mac's mentors 49:23 Mac's personal values & principles -- Rational VC provides regular content on technology investing and technology building. We also write long-form memos. 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, 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.

Cyrus and Iman are back and they're in person! The Rational VC guys talk to the super impressive founders of Odin, Paddy and Mary. Odin is a platform and community democratising access to early stage investing. In this long-form discussion, Iman and Cyrus talk to the Odin founders about their backgrounds, childhoods, Odin's origin story, Odin's future, community building, the democratisation of access and education. https://joinodin.com/ -- Rational VC provides regular content on technology investing and technology building. We also write long-form memos. 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, 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.

Andrew is a seasoned founder (2 exits) and is now the founder of MicroAcquire, a startup acquisition marketplace that helps startups find buyers and get acquired. MicroAcquire has seen tremendous success in a short amount of time. Andrew explains his tough childhood and formative years that led to him becoming an entrepreneur, what it takes to become a success, building in public as a CEO, the company's future plans, and his thoughts on juggling family life with business. www.microacquire.com   -- Rational VC provides regular content on technology investing and technology building. We also write long-form memos. 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, 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.

On the latest Rational Musings, Iman and Cyrus discuss their favourite principles, spanning investing / business, life and learning. In this Lindy episode, they go deep and share their rational thinking on a list of 116 principles as outlined by Junto Investments. You can also watch this in video format on our youtube channel to see supporting material: https://youtu.be/CSKMJ_rZpt8  Material referenced:  Junto Principles: https://junto.investments/principles/ Odin: https://joinodin.com/ Iman video first principles: https://www.youtube.com/watch?v=pPv4DWkamM8&t=1s Cyrus essay on angel investing: https://www.rationalvc.com/articles/angel Iman essay on contrarianism: https://www.rationalvc.com/articles/contrarian Cyrus essay on financial minimalism: https://www.rationalvc.com/articles/minimalism Nassim Taleb barbell strategy: https://www.investopedia.com/articles/investing/013114/barbell-investment-strategy.asp Buffett's bet: https://www.investopedia.com/articles/investing/030916/buffetts-bet-hedge-funds-year-eight-brka-brkb.asp#:~:text=In%202008%2C%20Warren%20Buffett%20issued,Bloomberg%20op%2Ded%20in%20May. Naval and Nivi Spearhead: https://podcastnotes.org/spearhead-with-naval-ravikant-and-babak-nivi/spearhead-naval-ravikant-babak-nivi/ Babe Ruth effect VC: https://a16z.com/2015/06/08/performance-data-and-the-babe-ruth-effect-in-venture-capital/ Aaron Clarey Asshole Consulting: https://assholeconsulting.com/ Jamie Dimon China: https://www.nytimes.com/2021/11/24/business/jamie-dimon-china.html Nassim Taleb Dimon tweet: https://twitter.com/nntaleb/status/1463863377860743173 Chamath Stanford lecture: https://www.youtube.com/watch?v=FWAKL8G1lkg Cal Newport boredom article: https://www.calnewport.com/blog/2009/02/04/have-we-lost-our-tolerance-for-a-little-boredom/ Ray Dalio principles: https://www.youtube.com/watch?v=B9XGUpQZY38 -- 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.