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Hey Friends,
Our guest today is Nagraj Kashyap, Managing Partner at SoftBank Vision Fund. SoftBank Vision Fund is one of the largest venture capital funds in the world. Nagraj leads their consumer practice for investing in North America.
It was really fun chatting with Nagraj about how Vision Fund 2 is different from the first Vision Fund. We also touch on:
His three consumer investment theses
The strategy behind fund 2
What it takes for a consumer company to succeed
Why they recently invested in Vouri
How Waze became successful
The difference investing in non-tech product businesses vs. tech businesses
Analyzing price in today’s market
I hope you enjoy!
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