Stagione 1
Amit Mehta is a General Partner at BuildersVC and an interventional radiologist. BuilderVC is a $450 million venture capital firm which invests in seed to series B across multiple industries.
Raihan is a seasoned physician-entrepreneur. He is currently the Head of Medical Affairs at Gauranteed, a hospice startup. We talked about his journey from physician to entrepreneur, how to sell into health systems, the biggest problem in healthcare, death and identity.
Amit is a founding partner at Tau Venture, an $85 million fund which invests in early stage healthcare and enterprise software startups with an AI focus. 00:00 Introduction 02:50 Future of the fund 04:15 How are you thinking about allocation? 08:15 Time to exit 09:10 Secondary market 12:15 Healthcare and profits 15:25 Value based care 18:25 One piece of advice for your past self 23:00 What tailwinds are you investing on? 28:45 AI and biotech 31:15 Will AI replace us? 40:00 What would you do if money was not an issue 44:00 What makes you resilient?
00:09 Introduction 01:15 Childhood/ is entrepreneurship innate? 04:15 Can you rely on intuition when investing in startups? 07:50 Different types of communication styles 12:30 Is talking fast okay? Or do you have to talk slowly and enunciate every word? 15:15 How to test/validate your intuition and be aware of your biases? 19:00 High school/ decision to become a physician 21:25 Medical school 23:00 Meeting his wife, balancing family and work 27:30 Should you do an MBA? 30:30 Did the MBA help in raising a VC fund? 33:30 FOMO/signals in investing 37:00 Tracking investments 39:30 Should you stick within your circle of competence? 42:00 C 100 - Saumitra’s first startup - needs editing 47:27 Honesty in politics 50:00 Democracy and idea meritocracy 54:00 Benevolent dictatorship, Reinhold Niebuhr, Ruchir Sharma 57:00 Going to Russia as an American Delegate 59:00 Russian politics 1:01:20 Would immortality be a net negative or positive? 1:03:40 Resources, scarcity and status 1:07:00 Epitel - diligence process and why Saumitra invested in them 1:13:30 Inbound vs outbound deals 1:16:00 Should healthcare be profitable? 1:17:30 Would you rather help establish a colony in Mars right now or be frozen and wake up in 100 years? 1:20:00 Closing remarks
in this episode we talk about our investment thesis