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Kyle Samani

9 statements across 2 episodes · 4 bullish · 3 bearish · 1 people on the record · first statement Jul 22, 2022 by Kyle Samani · said 6 times in 3 episodes since 2018 · across every show →

On the record as a speaker too: Kyle Samani's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Harry Stebbings (4), Joel Monegro (1), Ian Lee (1)

every mention, scene by scene, with the transcript →

Everything said about Kyle Samani, oldest first

Jul 22, 2022 neutral
Insight
Samani: Almost all product network effects are sublinear
“Almost all network effects are sublinear.”
Kyle Samani Jul 22, 2022 ▶ 34:11 Kyle Samani: Why Bitcoin is Not a Hedge Against Inflation | 20VC #909 · 20VC with Harry Stebbings
Jul 22, 2022 negative
Insight
Samani: Early-stage investors lack rigor evaluating returns to scale
“I think most folks at the earliest stages of investments are not nearly rigorous enough in discussing where the returns to scale come from.”
Kyle Samani Jul 22, 2022 ▶ 31:54 Kyle Samani: Why Bitcoin is Not a Hedge Against Inflation | 20VC #909 · 20VC with Harry Stebbings
Jul 22, 2022
Disclosure
Samani: Reads three to four hours daily but stopped reading books
“I don't read books anymore. But my daily reading time, although it is not on my calendar is probably on the order of three to four hours.”
Kyle Samani Jul 22, 2022 ▶ 37:36 Kyle Samani: Why Bitcoin is Not a Hedge Against Inflation | 20VC #909 · 20VC with Harry Stebbings
Jul 22, 2022 negative
Opinion
Samani: Stripe was overhyped for merely processing credit card payments
“I had played around with Stripes APIs maybe a week or two prior. And I was quite frankly, not terribly impressed. I was like, you can take a credit card payment. Like, why is this the most hyped up company in the world?”
Kyle Samani Jul 22, 2022 ▶ 1:29 Kyle Samani: Why Bitcoin is Not a Hedge Against Inflation | 20VC #909 · 20VC with Harry Stebbings
Jul 22, 2022 bearish
Disclosure
Samani: Multicoin avoids SaaS investments due to weak network effects
“We basically don't do SaaS businesses for this reason. Not like, and I say this as someone who used to be very enthralled by SaaS. But very few SaaS businesses have meaningful network effects.”
Kyle Samani Jul 22, 2022 ▶ 35:00 Kyle Samani: Why Bitcoin is Not a Hedge Against Inflation | 20VC #909 · 20VC with Harry Stebbings
Jul 22, 2022 bullish
Disclosure
Samani: Multicoin holds investments indefinitely and ignores asset prices
“We scrapped the trading, the market, and I no longer look at the prices of anything. We now are 100% focused on thesis formation with our holding period is indefinite.”
Kyle Samani Jul 22, 2022 ▶ 3:46 Kyle Samani: Why Bitcoin is Not a Hedge Against Inflation | 20VC #909 · 20VC with Harry Stebbings
Jan 8, 2024 bullish
Prediction Not checkable as stated
Samani: DeFi rails will eventually replace traditional regulated payment infrastructure
“DeFi payment rails are Objectively better than traditional rails. And you will see economic activity move off of traditional regulated rails to defy rails over time. That will take a while but it will happen.”
Kyle Samani Jan 8, 2024 ▶ 2:32 Crypto Roundtable with Nick Tomaino & Kyle Samani: US Elections, NFTs, and Trump | E1100 · 20VC with Harry Stebbings
Jan 8, 2024 bullish
Opinion
Samani: DePIN productively channels crypto speculation into real-world economic output
“The speculation can be channeled productively, and I think that's underappreciated. D-PIN is really the kind of torchbearer, I think, on that front, where you can use the collective hive mind of people doing stuff in the real world and funding that collectivel…”
Kyle Samani Jan 8, 2024 ▶ 2:11 Crypto Roundtable with Nick Tomaino & Kyle Samani: US Elections, NFTs, and Trump | E1100 · 20VC with Harry Stebbings
Jan 8, 2024 positive
Prediction Not checkable as stated
Samani: A Republican president would appoint an SEC Chair like Jay Clayton
“If a Republican is elected, it's safe to assume that the new chair of the SEC that the president will appoint is much more likely to be closer to Chair Clayton in ethos than Chair Gensler.”
Kyle Samani Jan 8, 2024 ▶ 42:40 Crypto Roundtable with Nick Tomaino & Kyle Samani: US Elections, NFTs, and Trump | E1100 · 20VC with Harry Stebbings
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