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Nagraj Kashyap

Co-Founder and General Partner, Touring Capital · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

investorfounderexecutive@kashyapn ↗touringcapital.com ↗

After serving as a Managing Partner at the SoftBank Vision Fund, he co-founded Touring Capital to back early-growth software companies. Previously, he established Qualcomm Ventures and founded and led Microsoft's venture fund, M12.

11statements → 3claims → 2claims resolved → 3.82/5average certainty → 2.36/5average debate potential → 4.4/5argument clarity · the sources → 1said about them ↓

2 supported 0 partly supported 0 contradicted 1 not checkable as stated how the 3 claims stand · each chip opens the sources

1 prediction · 2 assertions · 2 opinions · 6 insights · every statement was checked. The prediction and assertions are the 3 claims: statements the public record can support or contradict. 2 are resolved, and 1 names no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Nagraj argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Prediction Held up
Kashyap: Corporate VC share will grow to 35% over 5-10 years
“Now, I don't have a crystal ball, but there was a recent report, actually just very topical, released, commissioned by Telstra, that came out just a couple of days back, which said that they see corporate VC going from 25% to 35%, I think, over the next five t…”
Nagraj Kashyap Apr 12, 2017 ▶ 14:45 20VC: Why Young VCs Must Have Cheque Writing Ability & Why Corporate VC Is The Best Training Ground For New VCs with Nagraj Kashyap @ Microsoft Ventures

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
100% certainty 3
100% certainty 4
none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

Argument clarity: do they answer the question? how? →

4.4 / 5 directness 5 · coherence 4.8 · precision 4.1 · compression 3.6

answered every one of 18 assessed questions directly

This is a score against a rubric. It is not a rank. Every host question → answer exchange is scored with names hidden on directness, coherence, precision and compression, 1–5 each, on meaning alone: disfluencies are ignored, and only raw unedited episodes count. This is the score that measures thought. Every scored exchange, scores shown → · The rubric and its checks →

How they sound: speaking style how? →

257 words/min while actually speaking · 18.5 um and uh per 1k words

Measured by listening to the audio itself: 4,205 words across 1 episode of raw-level tape, transcribed verbatim with every um and uh kept, each one attributed only where the alignment onto our timed stream is unambiguous. These are measurements of speaking style. We do not rank them: across this corpus, fluency and argument quality are nearly uncorrelated (ρ≈0.2), and smooth talking does not signal clear thinking. How it's measured →

How the interview went all their pushback → series average →

Across 1 rated episode:

host pushback ▾ 1/10
pushed back at the host ▾ 1/10
setup questions received 70%

Everything Nagraj Kashyap said on 20VC that made the record, most notable first. Filter by type, assessment or year in the ledger →

Opinion
Kashyap: Corporate VC is a better training ground than traditional VC
“And I think that's why I think corporate VC is a great training ground. You cannot necessarily do the things I'm talking about in a normal financial VC environment, but in the corporate VC environment, you can do these things”
Nagraj Kashyap Apr 12, 2017 ▶ 9:04 20VC: Why Young VCs Must Have Cheque Writing Ability & Why Corporate VC Is The Best Training Ground For New VCs with Nagraj Kashyap @ Microsoft Ventures
Insight
Kashyap: Smart non-VCs can be trained into successful venture capitalists
“Basically, what I learned was you can absolutely take young professionals who are smart, who are just pure smart, who have never done VC, and you can train them.”
Nagraj Kashyap Apr 12, 2017 ▶ 6:09 20VC: Why Young VCs Must Have Cheque Writing Ability & Why Corporate VC Is The Best Training Ground For New VCs with Nagraj Kashyap @ Microsoft Ventures
Opinion
Kashyap: Corporate VCs foster greater diversity than traditional VC firms
“Historically, it's been very, very hard to see how there's sort of just a fundamental lack of diversity in the way it is, and I sort of trace it back to a little bit of the inflexibility with the VC model, and the financial VC model, and why I think corporate …”
Nagraj Kashyap Apr 12, 2017 ▶ 17:42 20VC: Why Young VCs Must Have Cheque Writing Ability & Why Corporate VC Is The Best Training Ground For New VCs with Nagraj Kashyap @ Microsoft Ventures
Insight
Kashyap: Developing young VCs requires letting them write small checks early
“The lessons I've learned which have worked well is, you hire what you think are the best, smartest people, you give them responsibility very early on, and you give them responsibility by letting them essentially write small checks, make small investments”
Nagraj Kashyap Apr 12, 2017 ▶ 7:35 20VC: Why Young VCs Must Have Cheque Writing Ability & Why Corporate VC Is The Best Training Ground For New VCs with Nagraj Kashyap @ Microsoft Ventures
Insight
Kashyap: Letting junior VCs make small mistakes prevents bigger errors later
“If a newly minted VC wants to write a small check, and you think that's a mistake, many times you'll say, why don't you go ahead and do it? And what happens is, If it turns out it didn't work out, they will never again do it again.”
Nagraj Kashyap Apr 12, 2017 ▶ 8:16 20VC: Why Young VCs Must Have Cheque Writing Ability & Why Corporate VC Is The Best Training Ground For New VCs with Nagraj Kashyap @ Microsoft Ventures
Assertion Not checkable as stated
Kashyap: Corporate VCs lack fixed check sizes and ownership targets
“In the corporate VC environment, we don't have constraints of, we have to write a check of X million dollars. We have to get 20% ownership. We only, only can invest in a sector that the LPs gave us money for.”
Nagraj Kashyap Apr 12, 2017 ▶ 9:57 20VC: Why Young VCs Must Have Cheque Writing Ability & Why Corporate VC Is The Best Training Ground For New VCs with Nagraj Kashyap @ Microsoft Ventures
Prediction Held up
Kashyap: Corporate VC share will grow to 35% over 5-10 years
“Now, I don't have a crystal ball, but there was a recent report, actually just very topical, released, commissioned by Telstra, that came out just a couple of days back, which said that they see corporate VC going from 25% to 35%, I think, over the next five t…”
Nagraj Kashyap Apr 12, 2017 ▶ 14:45 20VC: Why Young VCs Must Have Cheque Writing Ability & Why Corporate VC Is The Best Training Ground For New VCs with Nagraj Kashyap @ Microsoft Ventures
Insight
Kashyap: Good financial investments drive strategic value in corporate VC
“I've always been a believer that good financial investments lead to good strategic outcomes. And you know, if a company doesn't do well, there's no strategic benefit for anybody.”
Nagraj Kashyap Apr 12, 2017 ▶ 16:31 20VC: Why Young VCs Must Have Cheque Writing Ability & Why Corporate VC Is The Best Training Ground For New VCs with Nagraj Kashyap @ Microsoft Ventures
Insight
Kashyap: Investor diversity makes commercial sense due to diverse end markets
“You want to have representation that's commiserate with what the end markets are. And so from a financial and business sense, a business perspective, it makes sense to have a diverse set of investors.”
Nagraj Kashyap Apr 12, 2017 ▶ 18:38 20VC: Why Young VCs Must Have Cheque Writing Ability & Why Corporate VC Is The Best Training Ground For New VCs with Nagraj Kashyap @ Microsoft Ventures
Insight
Kashyap: Venture capitalists judge founders too quickly in one-hour meetings
“I feel that myself, you know, VCs and myself included, we pass judgment too quickly. We meet a company. We really don't know what journey they went through before they got To presenting us across the table, but you know, they basically get an hour and we pass …”
Nagraj Kashyap Apr 12, 2017 ▶ 19:50 20VC: Why Young VCs Must Have Cheque Writing Ability & Why Corporate VC Is The Best Training Ground For New VCs with Nagraj Kashyap @ Microsoft Ventures
Assertion Supported
Kashyap: Venture capital funding for semiconductors has almost disappeared
“Very few VCs will touch semiconductors, and it's a core innovation. Hardware is a core innovation on which software resides. So we do need to see continued innovation at the bottom layers. But that has sort of almost gone away from the VC ecosystem.”
Nagraj Kashyap Apr 12, 2017 ▶ 21:12 20VC: Why Young VCs Must Have Cheque Writing Ability & Why Corporate VC Is The Best Training Ground For New VCs with Nagraj Kashyap @ Microsoft Ventures

The other half of the tape: Nagraj Kashyap's own voice is left out of every number here. Other people bring the name up 1 time in 1 episode on 20VC. every mention, with the transcript →

Who brings them up most Harry Stebbings 1

Every mention by year

tap a year for its mentions
0011112017episodesmentions
0112017episodes it came up in
000.50.5112017episodesmentions per episode
2017 1 mention in 1 episode

Appearances (1)

EpisodeDateSpeaking time
20VC: Why Young VCs Must Have Cheque Writing Ability & Why Corporate VC Is The Best Traini Apr 12, 2017 18m
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