Inside Dimension: How a 5 person investment team is deploying $1.65B into science and compute
Notes de l’épisode
Nikhil Namburi went from tracking down the investment fund behind his college scholarship to a 5 person investment team that manages $1.65B at Dimension.
They just announced an $800M Fund III. They’ve backed Anthropic, Modal, and Chai Discovery, which are some of the hottest AI startups.
We sat down with Nikhil to talk:
- How to break into Venture
- Why hyper-concentration freaks out normal VCs
- Why becoming a VC is a horrible economic proposition
If you watch till the end he flips the interview on us (first time a guest has ever done that!).
00:00 Dimension raises $800M Fund III
03:00 Meet Nikhil
06:29 The unexpected way Nikhil found venture as an engineer
08:48 Who are the LPs behind huge venture funds
11:04 Why Dimension only has 5 investors
13:14 Coefficient returned the fund?
14:49 How they predicted bio would be big
16:34 Does Nikhil believe in AGI
17:20 Does Nikhil believe in looksmaxxing
20:10 Hot take on if SF VCs are smart
21:53 How to break into VC
22:52 Why only 2 investors matter at each fund
23:35 Churn and burn in the junior VC role
34:50 Viral quant thesis
42:11 Nikhil interviews us...
46:45 Biggest recession indicator
53:24 Nikhil is the podcast’s most eligible guy friend?!