Ari Newman, co-founder of Massive VC, argues against mandatory consensus models in deep tech venture capital.
0:00 / 0:32exact quote · 32.5s
720p mp4 · rendered on demand · StarZero watermark
“The deals that get done are the obvious ones. And the one, you know, and because if somebody doesn't understand, especially in deep tech or advanced technologies if there's somebody that doesn't get it, like, They like, or they did one deal four years ago and they got burned and they just don't like the domain, but they're not willing to do the work to really see what the partner that's excited about it is. Then you, then those sort of outlier opportunities get thrown out and it's the obvious companies.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Ari Newman
Insight
Newman: Corporate VC right of first refusal creates de facto poison pills
“When a corporate leads and as soon as legal gets involved, they usually want things like right of first refusal and most favored nation. And sometimes that can be absolutely fine. And sometimes if you're in a highly competitive industry, that becomes sort of a…”
Ari NewmanDec 9, 2025▶ 20:19The Future of Venture: Massive VC's Vision for Longevity and Impact
PredictionNot checkable as stated
Newman: Space, energy, and quantum deep tech markets will rapidly expand
“We believe these are markets that absolutely are going to grow and are essentially existential for humanity and certainly the Western world to continue to thrive over the next 10 or 20 years.”
Ari NewmanDec 9, 2025▶ 2:10The Future of Venture: Massive VC's Vision for Longevity and Impact
Insight
Newman: Emerging VC managers get locked into their Fund I thesis
“We also knew that typically emerging managers executing a fund one strategy, you're really auditioning for fund two. And the easiest way to put together a clear venture strategy is to have a thesis that's somewhat unique to you, but you become married to it fo…”
Ari NewmanDec 9, 2025▶ 5:10The Future of Venture: Massive VC's Vision for Longevity and Impact
AssertionPartly supported
Newman: Raising a debut Fund I now takes at least two years
“Have David and I spent the, you know, year or now two years it takes to go raise a fund one, you know, it's at least two years now.”
Ari NewmanDec 9, 2025▶ 9:44The Future of Venture: Massive VC's Vision for Longevity and Impact
Insight
Newman: Institutional LPs discount SPV track records compared to pooled vehicles
“When you're talking to institutional allocators and professional
LPs, family offices and endowments, when you've got a basket of SPVs, they don't look at it the same way as a pooled capital vehicle for obvious reasons.
and so if you really think ultimately w…”
Ari NewmanDec 9, 2025▶ 11:10The Future of Venture: Massive VC's Vision for Longevity and Impact
Insight
Newman: Invest in startups once at least one risk vector is resolved
“We knew that the right time to get onto a cap table was when a company had solved at least one of the multiple vectors of risk.
There's team risk, there's market risk, there's product risk, regulatory risk in some domains, all these vectors of risk.”
Ari NewmanDec 9, 2025▶ 11:43The Future of Venture: Massive VC's Vision for Longevity and Impact
Made with StarZero
Turn any episode into a week of clips.
This entire site, over 100 episodes transcribed, diarized, checked and made playable,
runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the
moments worth sharing, cuts them, captions them, and reframes them for every feed.
We use essential cookies to make the site work. With your permission we
also use analytics cookies (Google Analytics and Mixpanel) to understand
usage and improve StarZero. See our Cookie Policy.