Somesh Dash
11 statements across 2 episodes · 5 bullish · 3 bearish · 1 people on the record · first statement Jun 29, 2020 by Somesh Dash · across every show →
On the record as a speaker too: Somesh Dash's record, appearances and statements → this page counts the times other people say the name.
Everything said about Somesh Dash, oldest first
Jun 29, 2020 bullish
Dash: Rise of remote work will disproportionately benefit Indian tech talent
“The reality is there's going to be a global workforce of skilled you know, tech workers, and I think it really stands to benefit the Indian startup ecosystem because India is one of the best labor forces when it comes to deep steam training, engineering, and b…”
Jun 29, 2020 neutral
Dash: 20 IVP companies saw COVID tailwinds while 6 to 12 faced headwinds
“Our portfolio is about 85 or so active investments, and within that we see probably about 20 of our companies that have seen marked tailwinds, accelerations that we didn't expect, we didn't predict, We see about half a dozen to a dozen that have seen tougher t…”
Jun 29, 2020
Dash: IVP passed on Zoom by underestimating cloud and overestimating Cisco
“What we got wrong on that one is we underestimated the sheer size Of the transition going on with sort of cloud communications. And we also probably overestimated the ability of the incumbents, namely Cisco and others to beat the startups.”
Jun 29, 2020 negative
Dash: Commercial real estate is largely wasteful and hybrid work will persist post-COVID
“I think we're all realizing that commercial real estate is predominantly a big waste of money. I think we're all learning that there are hybrid work modes that we will all move into even post COVID that are just better.”
Jun 29, 2020 bullish
Dash predicts India will produce enduring public tech companies from COVID era
“I actually predict there will be in India in particular not just more unicorns form. Cause I think the concept of a unicorn is a little bit myopic. It is a private market mark, private company valuation that a investor puts. To me, the sign of true ecosystem s…”
Nov 18, 2025 bullish
Nov 18, 2025 bullish
Dash: Vertical AI will create $10B ARR companies in 10-15 years
“I'm pretty sure we're going to see five to ten billion dollar ARR companies in healthcare, education, defense, and retail. In the next 10 to 15 years that are not going to be head-on competing with the same companies that are competing code generation.”
Nov 18, 2025 bearish
Nov 18, 2025 bearish
Dash: 2025 VC cohort will see overinflated entry valuations like 2021
“The 2021 cohort, The entry prices for every venture campus, almost by definition, was overinflated, right? I think the twenty-twenty-five cohort's gonna have some of that too, because you're seeing a lot of the early markups ratchet up people's enthusiasm, the…”
Nov 18, 2025
Nov 18, 2025 bullish
Dash: Proliferation of venture capital firms will not degrade overall returns
“I know a lot of people are like, there's so many venture firms. This is horrible. Returns are going to go away. I'm actually, I think it's the opposite. I think the markets are efficient enough where everybody's got a specialization and a niche, and you get th…”