VC10X

Prashant Choubey

Inside the minds of top venture capitalists, investors, fund managers, and family offices shaping the future of global investing.

23 episodesWeekly

20

clips found

3

episodes analyzed

6.7

clips / episode

Clip categories

Practical Framework (4)market insight (3)tactical advice (3)Consequences (2)Business Mechanics (2)Bold/Contrarian (2)

Most discussed topics

vertical ai(2)zero to one(1)startup phases(1)product research(1)ai democratization(1)language models(1)ai native(1)investment thesis(1)market prediction(1)company survival(1)zero sum competition(1)operational efficiency(1)

Best clip

6:05· 19s· Ankur Sethiprediction

AI will transform every aspect of consumer life from healthcare to finance

6:05 / 6:24

very, very vertically around AI. And, you know, there is so much benefit that consumer needs to see now, whether it has to do with your health care, it's your education, finance, convenience. Everything, will essentially start getting impacted, you know, by the abilities of what AI can deliver. So that's how we think about it. Absolutely.

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Best guests

1

Ankur Sethi

9 clips

Top clips

VC10X · Ankur Sethi

founder story

Why this VC ignored the AI hype to bet on overlooked consumer opportunities

Ankur Sethi explains his contrarian decision to launch Mineral Capital focused on consumer investments while other VCs were aggressively chasing other opportunities. He shares how his background in consumer and high utility led him to see an underserved market opportunity in consumer behavior and deep tech.

3:14 - 3:3622s
consumer-investingcontrarian-strategyfund-formation

VC10X

prediction

A lot of companies are gonna go out of business over the next few years

Shalin Madan predicts widespread company failures in the coming years while arguing that the current market has become zero-sum. He explains that well-run companies with better technology, processes, and management will thrive at the expense of weaker competitors.

23:25 - 23:5631s
market-predictioncompany-survivalzero-sum-competition

VC10X

Business Mechanics

We'll work with the institution to understand risk appetite, return objectives, liquidity needs, codify that with an investment committee and investment policy statement, and then we're off and running and we're responsible for deploying the capital and managing it day in and day out across every single asset class.

Clear explanation of how outsourced CIO model works. The phrase 'off and running' adds energy, and it demystifies a $90B institutional process for broader audience.

4:14 - 4:3218s

VC10X · Ankur Sethi

market insight

AI democratization is creating a massive opportunity for vertical-first companies

Ankur Sethi explains how ChatGPT's emergence has fundamentally democratized AI access, enabling smaller companies to build their own language models and become AI-native organizations. He argues that what was once exclusive to large organizations is now accessible to startups, creating opportunities for vertical AI-first companies.

5:00 - 5:4040s
ai-democratizationvertical-ailanguage-models

VC10X

tactical advice

The critical questions VCs must ask before trusting fund administrators

Shalin Madan explains how VCs should evaluate the long-term viability of fund administration companies. He outlines key due diligence questions about cash flow, funding status, and pricing sustainability to avoid getting trapped with unstable service providers.

3:24 - 3:4521s
due-diligencefund-administrationvendor-selection

VC10X · Ankur Sethi

Practical Framework

If I don't raise or grow at a pace today, I can achieve this in five years. But if I do something through inorganic growth, can I do this in two years? And if I do this in two years, where can I land with it? Is there a possible exit for my investors?

Clear time-based framework contrasting organic vs inorganic growth timelines. Good strategic thinking process that founders can apply to their own situations.

31:07 - 31:4033s

VC10X

Consequences

It was overcapitalized in 2020 and 2021. You saw a lot of specs. The last four or five years have been kinda rough. It's starting to reinvigorate and just the innovation and the science, as well as being able to use technology and AI from an RD perspective is pretty interesting.

Clear cycle analysis with specific timeframes. Shows market evolution from overcapitalization to current opportunity, with AI integration as the catalyst for reinvigoration.

22:58 - 23:2123s

VC10X

market insight

Is venture capital becoming less attractive? CIO managing $90B weighs in

Nolan Bean, CIO of FEG Investment Advisors, discusses whether venture capital's appeal as an asset class has diminished in recent years. He acknowledges that while VC remains fundamentally a power law game focused on hitting home runs, the big question investors are grappling with is whether we're headed for a 1999-style correction.

0:21 - 0:4020s
venture-capitalmarket-correctioninstitutional-investing

VC10X

Practical Framework

You're not gonna sell something they don't want. So understand who are the folks that are a likely buyer of your strategy? Try to establish a relationship early. Coming to someone where you're saying, hey, I'm gonna wrap it up. My fundraise is gonna close in the next month. Would you like to invest? That doesn't work.

Practical fundraising advice with a specific anti-pattern example. The conversational tone and clear do/don't framework makes it actionable for fund managers.

34:59 - 35:3435s

VC10X

tactical advice

The one investment principle institutional advisors say you can't afford to forget

CIO Nolan Bean emphasizes the critical importance of diversification in investment portfolios, warning that some investors may have overlooked this fundamental principle. He argues that diversification remains your best friend for weathering market volatility and uncertainty, regardless of when the next downturn hits.

30:31 - 30:5019s
diversificationrisk-managementmarket-volatility

VC10X · Ankur Sethi

Practical Framework

Leadership hiring becomes very critical. Your ability to scale your marketing becomes very critical. Your ability to scale technology becomes very critical. And you have to start thinking very differently. Scale your own thinking because now you're supposed to get senior leaders reporting to you.

Repetitive structure ('becomes very critical') creates emphasis and memorability. Addresses common founder challenge of scaling themselves alongside their company.

25:04 - 25:4541s

VC10X · Ankur Sethi

market insight

AI native isn't the future - it's the obvious present

Ankur Sethi argues that building AI-native companies has become dramatically easier and cheaper than before. He explains why thinking AI-first isn't a future trend but an immediate necessity for any organization today, especially when going vertical-first.

5:31 - 6:0433s
ai-nativevertical-aiinvestment-thesis

VC10X · Ankur Sethi

framework

The zero to one insight that changes everything for startups

Ankur Sethi breaks down the critical transition from zero-to-one research phase to one-to-ten execution. He explains how founders must first build insights through systematic problem-solving research, then throw solutions at the market to organically trigger the next growth phase.

22:10 - 22:5141s
zero-to-onestartup-phasesproduct-research

VC10X

Bold/Contrarian

A lot of fund managers just simply say, well, five of the people that I know are with this guy, and I'll just go with them. That's not the right approach either. You have to learn how to think for yourself.

Challenges common practice with contrarian framing. The 'think for yourself' message is universally applicable and shareable.

20:12 - 20:4331s

VC10X

Business Mechanics

When the tide is no longer rising, those companies will win at the expense of the companies who will fail. Safety is paramount. What are the safest stocks in the world? It's probably Google. It's probably Meta.

Warren Buffett-style metaphor ('tide rising') with specific stock picks. The safety-first thesis with concrete examples is actionable.

24:00 - 24:2020s

VC10X

tactical advice

Small teams should outsource operations that distract from core business focus

Shalin Madan advises small VC teams to strategically outsource operational tasks that could interfere with their primary business activities. He emphasizes the importance of maintaining focus on core competencies while delegating peripheral operations to external providers.

12:17 - 12:3215s
operational-efficiencyteam-managementoutsourcing

VC10X

Bold/Contrarian

It's a good time to be a founder of a good company. You're probably gonna get approached at some point for somebody to buy you out. If you are not in the spectrum of anything I just mentioned, you're probably gonna go out of business.

Binary prediction with high stakes ('good time' vs 'go out of business'). The direct addressing of founders makes it personally relevant.

25:07 - 25:2721s

VC10X · Ankur Sethi

Consequences

You realize, okay, we can be industry leaders, and then you realize the unit economics didn't work, and all of this growth is not a sustainable growth. I've seen this cycle multiple times. I've seen this happening in real estate tech, prop tech, with housing.com collapsing.

Strong cautionary tale with specific example (housing.com collapse). Shows pattern recognition from experienced operator. Good balance of insight and concrete example.

32:19 - 32:4424s

VC10X · Ankur Sethi

Practical Framework

The durable retention is where you see not just same people coming back, but they also talk about your product to their friends. There is a lot of referral that starts coming in. Your three month retentions are looking great. Your six month retentions are looking great.

Clear framework for measuring durable retention with specific metrics (3-month, 6-month) and behavioral indicators. Actionable for founders building consumer products.

15:39 - 15:5617s

Most clip-worthy episode

VC10X - The Consumer AI Opportunity Nobody Is Chasing ft. Ankur Sethi, Founder, Winner Capital

Ankur SethiFeb 23, 20269 clips

Ankur Sethi, founder of Winner Capital, discusses the massive opportunity in consumer AI that VCs are overlooking while they focus on enterprise solutions. He explains how AI democratization has made it easier for startups to build AI-native consumer products across verticals like healthcare, education, and finance at much lower costs than before.

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