# Inside Silicon Valley's VC Playbook | WTF is Venture Capital? - 2025 Edition | Ep. 24

Page: https://stenobird.com/podcast/wtf-is-with-nikhil-kamath-6189782/inside-silicon-valley-s-vc-playbook-wtf-is-venture-capital-2025-edition-ep-24
Text version: https://stenobird.com/podcast/wtf-is-with-nikhil-kamath-6189782/inside-silicon-valley-s-vc-playbook-wtf-is-venture-capital-2025-edition-ep-24.md
Podcast: [WTF is with Nikhil Kamath](https://stenobird.com/podcast/wtf-is-with-nikhil-kamath-6189782)
Published: 2025-09-01T06:48:04+00:00
Episode link: https://listen.hubhopper.com/episode/inside-silicon-valleys-vc-playbook-wtf-is-venture-capital-2025-edition-ep-24/32931044
Audio file: https://play.hubhopper.com/693cddecb5004abd29bfa980f39aea27.mp3?s=rss-feed&v=29e1a787cd5a
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Duration seconds: 10336

## Resource

In this unfiltered conversation, we discuss bad bets, overhyped markets, and where VCs should actually put their money. I sat down with Deedy Das (Principal, Menlo Ventures), Nikunj Kothari (Partner, FPV Ventures), and Niko Bonatsos (Early-Stage Venture Capitalist) to get their hot takes on industries. Timestamps: 00:00 - Intro 00:58 - Deedy’s journey & the Anthropic story 05:10 - Nikunj’s background 11:32 - Niko’s story 13:31 - Sectors to avoid as an investor 23:17 - Today’s hottest sectors 27:31 - Emerging AI trends 38:37 - Declining birth rates + AI’s role 48:19 - Abundance & capitalism 53:19 - Raising kids in an Instagram world 55:39 - No tech: the next big business? 1:00:55 - The future of dating apps 1:06:52 - Key predictions for the next frontier 1:10:14 - Will urbanisation continue? 1:13:51 - Longevity & wellness industry 1:16:01 - Which sector will boom by 2035? 1:25:59 - Rethinking senior living 1:32:52 - Content vs. product: what builds a brand? 1:43:50 - Individual vs. legacy brands 1:47:30 - EVs & mobility: the road ahead 1:58:03 - Opportunities in beauty & luxury 2:02:17 - Where live events are headed 2:06:14 - Climate tech & its impact 2:11:49 - Data centers: the best bet? 2:15:13 - Vices as an industry 2:24:18 - Wrapping it all together 2:29:02 - Legal AI: opportunities & challenges 2:32:29 - India in the global AI race #NikhilKamath - Investor & Entrepreneur Twitter: [ https://x.com/nikhilkamathcio ]( https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbm9WZVh3cHVTX3JEeGptVjlOZ1R3cW5rVkZJUXxBQ3Jtc0tuekFjWnRXME9XUUVLcDNCTk9YcHd5OU1MV1NMamE0cWE1T25meGJ4VWRMa21OY3VYLWM2T05iOUJtYTNWbWRSLW5YUXNzTTRHUUpjOGdZSGJzNEYxMkt2Y2hmWVNUeU51Nk5MRFVieVNtSTJwMkFXZw&q=https%3A%2F%2Fx.com%2Fnikhilkamathcio&v=wHQiewz8k9g ) LinkedIN: [](…

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## Transcript

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