Inside Dimension: How a 5 person investment team is deploying $1.65B into science and compute

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