Sanjay Nath

8 statements across 1 episodes · 3 bullish · 2 bearish · 1 people on the record · first statement Apr 19, 2020 by Sanjay Nath · said 23 times in 7 episodes since 2019 · across every show →

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

Mentions by year

brought up most by Siddhartha Ahluwalia (8), Ashish Fafaria (4), Sajith Pai (3), Saurya Prakash Sinha (2), Nishith Rastogi (2), Vijay Rayapati (1), Manish Taneja (1), Karthik Reddy (1)

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Everything said about Sanjay Nath, oldest first

Apr 19, 2020
Insight
Tailwind-driven startups must capture share while headwind startups ruthlessly cut costs
“I think what I would suggest to founders is that if you're in a lift sector, which is positively structurally favorable, then you want to dominate, you know, win market share keep customers with you. If you're on the other hand in a tougher sector, then you wa…”
Sanjay Nath Apr 19, 2020 ▶ 15:29 Blume Ventures: Sanjay Nath on Post Covid-19 Scenario for Startups & Building Future of Work
Apr 19, 2020 positive
Assertion Supported
Zoom grew from 10 million to 200 million active users during COVID-19
“Zoom was apparently on ten million MAUs, right? For some time. And in this crisis, it's gone up Siddharth, to 200.”
Sanjay Nath Apr 19, 2020 ▶ 16:48 Blume Ventures: Sanjay Nath on Post Covid-19 Scenario for Startups & Building Future of Work
Apr 19, 2020 neutral
Prediction Not checkable as stated
The 2020 downturn will release massive amounts of top-tier talent
“There's going to be a lot of talent on the streets now, the good talent. Either from layoffs or from pay cuts or for whatever reason, the entire company is going down.”
Sanjay Nath Apr 19, 2020 ▶ 39:08 Blume Ventures: Sanjay Nath on Post Covid-19 Scenario for Startups & Building Future of Work
Apr 19, 2020 bearish
Opinion
Nath: The era of the generalist venture capital investor is over
“You know, that the era of the generalist VC is over.”
Sanjay Nath Apr 19, 2020 ▶ 23:56 Blume Ventures: Sanjay Nath on Post Covid-19 Scenario for Startups & Building Future of Work
Apr 19, 2020 positive
Insight
Cost and team morale are the only variables founders control in downturns
“It is the only internal variable, which we believe in also. It's the only internal variable that you can control is your cost, your cash, right? You can't control how, how much your gamer is going to spend, you know, for your game, Or the enterprise sales, the…”
Sanjay Nath Apr 19, 2020 ▶ 11:22 Blume Ventures: Sanjay Nath on Post Covid-19 Scenario for Startups & Building Future of Work
Apr 19, 2020
Disclosure
Nath backed InMobi via Mumbai Angels while living in San Francisco
“And remember, I was a small check rider, you know, part of that round. So, ah, I think that vision and that the gumption and the passion to go out and make a difference. I think we backed that as much as just the idea itself, because all of us know that ideas …”
Sanjay Nath Apr 19, 2020 ▶ 6:24 Blume Ventures: Sanjay Nath on Post Covid-19 Scenario for Startups & Building Future of Work
Apr 19, 2020 negative
Insight
Entering M&A talks with one month of cash guarantees distressed, punitive terms
“You know that in any M&A, when you're closed, you have one month cash in the bank, then it becomes distressed, right? The other person can squeeze you.”
Sanjay Nath Apr 19, 2020 ▶ 39:58 Blume Ventures: Sanjay Nath on Post Covid-19 Scenario for Startups & Building Future of Work
Apr 19, 2020 positive
Prediction Not checkable as stated
Economic re-stabilization from COVID-19 will occur by September 2020
“But my sense is that it's going to be somewhere like six months, you know, if they're saying, you know, international flights resume in a couple of months to me, fall is you know, the June to September period would be, according to me, like re-stabilization, y…”
Sanjay Nath Apr 19, 2020 ▶ 43:27 Blume Ventures: Sanjay Nath on Post Covid-19 Scenario for Startups & Building Future of Work
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