Nikunj Kothari
12 statements across 1 episodes · 7 bullish · 5 bearish · 1 people on the record · first statement Aug 29, 2025 by Nikunj Kothari · across every show →
On the record as a speaker too: Nikunj Kothari's record, appearances and statements → this page counts the times other people say the name.
Everything said about Nikunj Kothari, oldest first
Aug 29, 2025 bearish
Aug 29, 2025 positive
Kothari: High capex is no longer a barrier for venture investing
“High capex is actually okay, because there's ways to finance it. And we're finally finding a way that everything's getting cheaper. Robotics is a good prime example of that. But I don't think capex is the big problem anymore. It's just like, can you find a tai…”
Aug 29, 2025 bearish
Kothari: US EV policy mandates won't be popular for next six years
“I think eight, primarily because I think, especially in the US, like, with the conservative government, like, oil and gas is not going anywhere. It'll take a long time for us to, like, move, like, from a politics perspective, EB Force is not going to be very p…”
Aug 29, 2025 bullish
Kothari: AI makes previously uninvestable legacy industries viable venture bets
“AI has actually made most industries that were uninvestable, suddenly investable. For example, like any industry that's collecting large amounts of data was like, you know, priorly prior, like you wouldn't invest in them because you were like, oh, there's no c…”
Aug 29, 2025 positive
Aug 29, 2025 bullish
Aug 29, 2025 bearish
Kothari: AI will accelerate declining birth rates by displacing human intimacy
“And I think AI will accelerate this problem, for sure. Like, again, I do think we are We're confiding more in ChatGPT than we talk to, like, our closest humans, including, like, our own partners, and I do think that that has happened, and there's no, there's n…”
Aug 29, 2025 bullish
Aug 29, 2025 bearish
Kothari: Over-indexing on viral distribution over product quality will peter out
“There's so much attention and attention that people are discounting building a good product, where they cannot kind of reset in a white labeled world where you just have to build an okay product and this distribution matters. I think that will peter out in the…”
Aug 29, 2025 bullish
Kothari: Technological Abundance Could Cut Standard Workday to Six Hours
“We'll have more time to do more leisureful activities, like the workday might go down from 12 hours a day to six hours a day, and that means we have more time for, like, art and music and entertainment and, I don't know, like, spending time with, like, our lov…”
Aug 29, 2025 bearish
Kothari: AI energy demand will force increased fossil fuel extraction this decade
“I actually think the world gets worse in the near term because energy will become the fundamental limiter, which means we will frack more. We'll pull more from the ocean because nuclear fission and fusion will still take time to build. You can't build solar pa…”
Aug 29, 2025 bullish
Kothari: The era of second-mover advantage in AI startups begins now
“I think not on Harvey, but I'm saying in general, especially with the RL focus and model stabilizing. I think the era of second mover advantages starts this year. Okay. Or starts now, basically, where we'll start seeing even companies started three years ago b…”