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Daniel Gulati

20 statements across 13 episodes · 8 bullish · 9 bearish · 2 people on the record · first statement Mar 3, 2025 by Daniel Gulati · said 1 times in 1 episodes since 2024 · across every show →

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

Mentions by year

brought up most by Josh Muccio (1)

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Everything said about Daniel Gulati, oldest first

Mar 3, 2025 bearish
Disclosure
Gulati: Automatically Passes on Seed Bridge Deals as a New Investor
“As an, as a new investor into a bridge, like, I automatically pass on those deals just off of that bias.”
Daniel Gulati Mar 3, 2025 ▶ 5:28 #100 When Investors Take the Hot Seat
Mar 3, 2025 positive
Assertion Not checkable as stated
Daniel Gulati's artisanal soap startup reached $8M in annual sales
“So we were doing by the end of it, eight million or so. I mean, it was a decent sized business. It wasn't, you know, it wasn't a huge business, but I think by the end of it, we had about 200 products across six different ranges. Olive Oil was the first, but we…”
Daniel Gulati Mar 3, 2025 ▶ 17:07 #13 Meet the Investors
Mar 3, 2025 bearish
Disclosure
Daniel Gulati passes on Tushy citing unfavorable LTV to CAC math
“I just don't see enough of a gap between sort of lifetime contribution margin and paid customer acquisition costs for this to be A huge business, and so for that reason, I'm gonna pass too.”
Daniel Gulati Mar 3, 2025 ▶ 20:49 #14 The Ghost of Startups Past: Tushy
Mar 3, 2025 bearish
Opinion
Gulati passes on Qleek due to concerns about a niche market
“I just, if I really sort of sort of, ah, think about who will adopt this. I think it, I just can't help but think it's a niche. Market. And for that reason, I'm a pass”
Daniel Gulati Mar 3, 2025 ▶ 23:15 #16 Qleek
Mar 3, 2025 neutral
Opinion
Gulati: Qleek's true value lies entirely in its physical hardware
“Really the true value here is the physical pieces, right? It's the player and it's the physical tiles.”
Daniel Gulati Mar 3, 2025 ▶ 7:50 #16 Qleek
Mar 3, 2025 bearish
Disclosure
Gulati Passes on Sandbox Commerce Over Market Size Concerns
“I'm going to hold off on committing here because my biggest question is market size.”
Daniel Gulati Mar 3, 2025 ▶ 20:48 #19 Sandbox
Mar 3, 2025 bullish
Prediction Not checkable as stated
Gulati: Sandbox Commerce Will See a Markup With 20 More Customers
“If this guy, if he hits profitability, this thing gets marked up, you know, once he hits 20 customers.”
Daniel Gulati Mar 3, 2025 ▶ 25:46 #19 Sandbox
Mar 3, 2025 positive
Insight
Gulati: B2B Platforms Are Only Defensible Through Data Network Effects
“And that's where I think it becomes really defensible and really valuable is if we can say to the 1000th customer, you benefit from the 999 other customers that already signed on.”
Daniel Gulati Mar 3, 2025 ▶ 15:38 #19 Sandbox
Mar 3, 2025 bearish
Opinion
Daniel Gulati: Skeptical of bra category due to past startup failures
“Like for us to make a brand bet, we really need to be excited about the category and between the many tombstones kind of that have that have existed as well as Just the consumer behavior. I'm just like not a hundred percent bought into the category.”
Daniel Gulati Mar 3, 2025 ▶ 21:06 #20 Harper Wilde
Mar 3, 2025 bearish
Opinion
Gulati: Harper Wilde is not a 10x improvement over Target bras
“And so like, this seems like it's a little bit better for sure. But it's not, obviously, at least not to me, like, tenx better than the Target bra.”
Daniel Gulati Mar 3, 2025 ▶ 14:52 #20 Harper Wilde
Mar 3, 2025 negative
Insight
Gulati: Outside investors should question why insiders skip a seed extension
“It always worries me as an outside investor to come in on a seed extension where The first question I'm asking is, why aren't insiders doing this?”
Daniel Gulati Mar 3, 2025 ▶ 20:26 #23 Jiobit
Mar 3, 2025
Assertion Not checkable as stated
Amado Galoi: Daniel Gulati passed because Comcast Ventures is consumer-focused
“Daniel, Daniel just said, you know, I don't understand the market and it made sense for me. Cause it was like, Hey, Comcast Ventures is mostly a consumer focused fund.”
Amado Guloy Mar 3, 2025 ▶ 23:05 #25 Rex
Mar 3, 2025 bullish
Opinion
Daniel Gulati predicts Rex Animal Health will exit to large pharma
“I think that's the exit.”
Daniel Gulati Mar 3, 2025 ▶ 11:52 #25 Rex
Mar 3, 2025 positive
Opinion
Daniel Gulati calls Rex's $2M on $8M valuation a great deal
“So by the way, I think it's actually a great deal in terms of the two on eight.”
Daniel Gulati Mar 3, 2025 ▶ 17:42 #25 Rex
Mar 3, 2025 bearish
Disclosure
Daniel Gulati Passes on Qleek Citing Niche Market Adoption
“I think it, I just can't help but think it's a niche market. And for that reason, I'm a pass, but I think what you're doing is really interesting and could be a really, really big thing.”
Daniel Gulati Mar 3, 2025 ▶ 6:02 #27 Qleek Pt. II: What Happened After The Pitch
Mar 3, 2025 positive
Insight
Gulati: The biggest consumer tech companies are horizontal UGC platforms
“I just fundamentally believe that the biggest companies in consumer tech are horizontal user-generated content platforms.”
Daniel Gulati Mar 3, 2025 ▶ 18:43 #28 Is This Entrepreneur Ready to Take On Facebook?
Mar 3, 2025 neutral
Insight
Gulati: Selling equity puts founders on the hook for a full exit
“Once you sell a part of your company, you're kind of on the hook to sell the whole company.”
Daniel Gulati Mar 3, 2025 ▶ 14:55 #28 Is This Entrepreneur Ready to Take On Facebook?
Mar 3, 2025 positive
Opinion
Gulati: Raising $2M on an $8M valuation is a great deal
“So by the way, I think it's actually a great deal in terms of the two on eight.”
Daniel Gulati Mar 3, 2025 ▶ 15:11 I’ve Looked Death in the Eye
Mar 3, 2025 bullish
Disclosure
Daniel Gulati offers to invest in Boundless
“So I would like to Invest. But overall, I think you're a tier one founder operating in a pretty interesting space. With the opportunity to build a really big business. So, we'd love to back you.”
Daniel Gulati Mar 3, 2025 ▶ 12:46 When You Grow Too Fast
Mar 4, 2025 bearish
Disclosure
Gulati: Passing on Aunt Flow as it lacks venture upside
“It's not quite there for me as a venture capital opportunity, so I'm gonna respectfully pass on the opportunity to invest.”
Daniel Gulati Mar 4, 2025 ▶ 15:21 #96 A Test of Time
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