The long awaited episode on Nassim Taleb's "The Black Swan" is now live on all platforms 🎙📺 Trailer below 👇🏻
.
@iman_olya
and
@CyrusYari
break down the key concepts from the book, discuss their experiences and provide actionable takeaways from the book
rationalvc dot com
“Mild success can be explainable by skills and labor. Wild success is attributable to variance.”
- Nassim Taleb, Fooled by Randomness
Billionaire founders who identify luck as the core driver of their success, alongside some skill, tend to understand how to play the game best
🚨 Widely anticipated ep w/
@ry_paddy
&
@morty_lin
is live!
A long-form podcast covering a wide range of topics inc access to education, early stage deal democratisation and
@JoinOdin
values/strategy/community🙏
Paddy & Mary are super impressive👇
🏆
@MacConwell
really is a rare breed. His energy makes you feel invincible. LETS WIN
This was a super insightful ep. He even gave advice to Cyrus and Iman on their potential first fund, + advice for all future fund managers!
Video:
Audio: Apple/Spotify
“Indeed, our body should be seen a risk management system meant to handle our environment, paying more attention to extremes than ordinary events, and disproportionally learning from these.”
— Nassim Taleb, 2016
The Intellectual Yet Idiot (IYI) can spin a good story, that feeds into the narrative fallacy we tend to fall for as feeble humans. Don't trust things that feel too neatly in a messy world. The Platonic Fold is where you may end up...
Check out our latest
@rationalvc
podcast on
Latest pod is LIVE w/
@JBlausten
of
@viasprout
() 🚨🎙
@CyrusYari
&
@iman_olya
talk to Jonny about Sprout, VC markets, angel investing, content creation & leaving corporate to be a founder
If you're in EU / UK startups or VC, you don't want to miss this👇
When you finally understand the world is not “ceteris paribus”, as taught in textbooks, you come to realise your own fragility, which in turn, enables your transition to robustness and antifragility
INTELLECTUAL YET IDIOTS (IYIs) think they understand the world through well-defined “forms”. But as Professor Nassim Taleb teaches:
“The Platonic fold is the explosive boundary where the Platonic mindset enters in contact with the messy reality, where the gap between what you
🚨Rational Musings on antifragility is live!
@iman_olya
&
@CyrusYari
talk Fat Tony lifestyles & how to invest like the Fattest Tony of all,
@nntaleb
🐐
Topics inc. optionality, asymmetric upside & portfolio of small bets (h/t
@dvassallo
)
Check it out!
Check out the latest pods on Fooled by Randomness and The Black Swan to hear
@CyrusYari
and
@iman_olya
troll each other endlessly using Talebian principles 🙏
Also, great timing as the lads from
@rationalvc
have been digging into the books as well. Those guys are awesome. They let it rip. Love the new direction with the lindy books and no more guests.
“The illusion of understanding, or how everyone thinks he knows what is going on in a world that is more complicated (or random) than they realize”
rationalvc dot com
Humans have an innate desire to fit their learnings from history into models, narratives and structures. Le Professeur, Nassim Taleb teaches us that we are necessarily wired to think like this. But you need not be a fool to these instincts.
Learn to identify when you may be
The mega 3-hour
@rationalvc
podcast episode on
@nntaleb
's classic masterpiece that is "The Black Swan", will be released tomorrow.
As with all of Professor Taleb's Incerto Series, this book was studied, not merely read.
A labour of love, this process included:
- 6 weeks of
🚨New episode 🚨
🗣️
@CyrusYari
&
@iman_olya
talk to
@BartMacdonald
Managing Partner of
@bloomvp_
✅ The guys talk Bloom's business model, B2B SaaS, deal structuring etc.
📺🎙️ Watch on YT or listen on all audio platforms👇
How do we re-wire society to commend and reward the humility of epistemocrats? Tune in to the latest rational vc podcast to hear
@iman_olya
and
@CyrusYari
discuss this and more...
rationalvc dot com
We are a long way from a society where humility and awareness of ignorance are rewarded. Gaining an edge through one-upmanship and "gotcha" discourse, where clips are shared via algorithmic echo-chambers is the strategy of the day. I wonder if we'll see the emergence of the
In life, progressions (as well as regressions) often occur through jumps, not incremental changes. Understanding this can help you live a far more fulfilled life👇
Professor Taleb teaches us the value of SERENDIPITOUS Black Swans in our lives:
“Look into your own personal life, to your choice of profession, say, or meeting your mate, your exile from your country of origin, the betrayals you faced, your sudden enrichment or impoverishment.
Fully listened to the FBR podcast by these boys
@rationalvc
@CyrusYari
@iman_olya
. Really good, loved the rambling (a good thing) was like being sat in a bar or going for a walk shooting the breeze with good friends trying to work out if we understand what NNT is saying. Superb.
On episode 5 of rational vc podcast,
@CyrusYari
and
@iman_olya
discuss all there is to know about rolling funds - now that they've all been rolling for a little while ;)
Audio: Apple / Spotify + all platforms
Video:
Essays:
To be addressed in the upcoming GIANT
@rationalvc
episode on Taleb’s brilliant “Antifragile”. Of course, it will be accompanied by two-way trolling and banter between
@CyrusYari
and I 🫡
🚨In the latest ep
@iman_olya
&
@CyrusYari
talk to the OG gent of VC
@Samirkaji
, founder at
The guys talk Allocate & the future of VC, market valuations, how to spot the best emerging fund managers + a lot more!
📺 Check it out:
Latest episode is up! 📢🚨
@iman_olya
&
@CyrusYari
talk to
@lukeburgis
about his life as a founder, professor, author etc. Check out the snippet below and the episode on YouTube:
this is fixed by signing up to for our big release episode 50.
new direction of show:
"Every episode we explore a Lindy book, and find ideas you can use in your life and work."
Each ep serves as a ~mini audiobook, + we email u the summarised learnings
🚨Let's go episode 14 is UP
@iman_olya
and
@CyrusYari
talk to
@PaulCuatrecasas
of
The guys talk:
📘 Go Tech or Go Extinct - Paul's top rated book
📈 Why value investing is dead
🔑 Company culture in tech M&A
💰 Future of finance
🚨 FINALLY NEW PODCAST EPISODE. Rational VC ep. 49 we explain our podcast's pivot and what to expect from episode 50 going forward, big changes :)
ep.
#50
is a nice number for a change.
⬇️ Full episode right here on twitter (or usual platforms)
cc
@iman_olya
@rationalvc
Stay tuned. Syndicates coming ~Q4.
If you want to receive deals once we go live -> send us a DM now to be added to our list!
In the meantime, see our guests at
Every startup we've invited to the pod has gone on to raise a monstrous round and/or is growing tremendously in every way & will go on to raise a round soon
Index our podcast guests and u will be a rich mofo
New rule: we will be syndicating every guest
🚨Rational Musing episode is LIVE 🚨
@iman_olya
and
@CyrusYari
talk ANGEL INVESTING as they begin to broaden their investment portfolio 📈
💬Let us know your thoughts👇
🚨Pod alert!
@CyrusYari
&
@iman_olya
talk to
@giri_sreenivas
- CEO
@HelmSecure
Giri drops bombs of wisdom💣 inc:
🔐Data security as a right
💻Future of Big Tech
👩🔧Raising capital as a technical CEO
👨🏾💼Immigrant mentality
🎥
🎧
🚨 Episode
#007
🍸is up 🚨
We interview
@m_franceschetti
on building
@eightsleep
& raising $70m+ from Founders Fund, Khosla, YC
We also talk D2C & founder life.
Tune in on YT & all audio platforms:
Snippet: Matteo’s investor lessons & growth struggles
Episode
#001
of the Rational VC podcast is now up on:
This is a weekly podcast with
@CyrusYari
and
@iman_olya
, sharing views on all things building and investing in tech.
You can listen to audio on the website or on YouTube here:
@iman_olya
&
@CyrusYari
also talk investing from an anti-mimetic lens, while other topics include:
📖 Writing truthfully
🤔 Autodidactism
🧮 Going analog
🧘🏾 Self-control
✝️✡️☪️Religion
🙏🏼 Forgiveness
To see more on this quote and the attraction to aesthetics of poetry in Levantine, Persian and Eastern cultures, check out the latest Rational podcast:
Spotify:
YouTube:
The original contrarian: “A trader’s mental construction should direct him to do precisely what other people do not do.”
- Nassim Taleb, fooled by Randomness
UNPREDICTABILITY does not equal BAD. Professor
@nntaleb
teaches us serendipitous Black Swans can be valuable. How do you maximise exposure to positive Black Swans?
@naval
gives us a concise breakdown and
@CyrusYari
in his latest
@rationalvc
Lindy letter gives us his view 👇
1)
🚨It’s SPACSMAS time! 🎅🏼🎄🎉
In episode
#009
@iman_olya
and
@CyrusYari
get in the festive spirit and discuss SPACs in detail 🔎
They talk what SPACs are, pros & cons vs IPO /DLs & what they think of them. Tune in on YouTube 📺 and all audio platforms 🎧
“A normative science (clearly a self-contradictory concept) offers prescriptive teachings; it studies how things should be. […] Normative economics is like religion without the aesthetics.”
- Nassim Taleb, Fooled by Randomness
Merry Christmas from the guys at 🎉🎄🎅🏼
Big year ahead with big names lined up 🥳
Been a crazy few weeks getting Rational VC up and running!
Thank you to everyone who has subscribed to the monthly memos and who listens to / watches our content 🙏
🚨New ep alert🚨
@CyrusYari
+
@iman_olya
talk to
@AmirNooriala
, CCO of digital identity startup Callsign
Topics👇🏼
👥 Social mobility
🏦 The future of fintech
💸 Blockchain
🧑🏽💼 Hiring + culture in startups
Links👇🏼
📺
🎙
As
@nntaleb
states, becoming ANTIFRAGILE includes developing physical strength. Strength is a skill and contrary to popular belief, you don't need to be massively muscular to be strong. In fact, the biggest and most muscular guys you see (aside from ass needlers) will often NOT
@VirenSamani1
@a16z
Thank you Viren! The markets are hot and that can often hide bad Mgmt or performance. We’ll see where the chips land over the next decade 😉
Good start-up founders I talk to tend to be really receptive to advice and curious, but will put me in my place if they disagree. They're open but not 'yes people' and will be honest to your face, not behind your back. You need that strength to win in this market🤟
🚨 New episode LIVE 🚨
@iman_olya
&
@CyrusYari
give a Scaling Masterclass at the
@McKinsey
Early Stage Investor Conference ⚖️📈
The guys talk GTM strategy, funding & product scaling ✅
📺 :
🎙️:
"Some aesthetic forms appeal to something in our biology, whether or not they originate in random association or plain hallucination. Something in our human genes is deeply moved by the fuzziness and ambiguity of language; then why fight it?"
- Nassim Taleb, Fooled by Randomness
🚨Monday Musings are LIVE 📢
🔗
🎥A series of short videos released weekly by
@iman_olya
and
@CyrusYari
discussing all things building and investing.
📺Check out the first instalment from
@iman_olya
where he talks Product Market Fit!
🔥🔥🔥
📢HOT OFF THE PRESS 🗞️
🤔 Is OnlyFans' investment treatment rational?
🤖 Is Tesla's AI Day the most impressive leap for AI ever?
💸 Why are Hacker Homes getting funded?
...And much more on the latest Rational Musings ep:
@iman_olya
@CyrusYari
@emilyleldridge
@fieldsjay_
"The wrong software guarantees wrong answers, or total gibberish. Conversely, the correct software, if you find it, will often "miraculously" solve problems that had appeared intractable.”
~Robert Anton Wilson
The guys discuss every thinkboi's favourite topic: René Girard's mimetic theory. And they give their take on why each of Luke's tactics/principles will lead to a happier, healthier, more antifragile life
🚨Ending 2020 with a bang 💥
@CyrusYari
talks to co-founder Michael Ginzo on remote work & raising VC funding in a pandemic 🗣🎙
If you’re bearish on remote work, see why you’re wrong here👇
: watch on YT / listen on all audios
🚨Latest pod is up 🎉
New setup where
@iman_olya
and
@CyrusYari
discuss what’s happening in the news - but with a Lindy spin 🌪
Topics👇
🇬🇧Deliveroo IPO flop vs Cazoo
📈Trade volumes
🏡WFH longevity (PwC vs Goldman)
💰VC crazy dealflow
🎥
Who wants to finally see the greatest Mayor of all time
@FrancisSuarez
on the podcast? We have been back and forth with his team since December 2020 to do this - even before his meteoric rise - always believed in his mission. LOVE what he's doing. LETS GO!
If we were to make a
@rationalvc
list of the GOAT 🐐 VC investments, would anyone beat
@sequoia
and
#WhatsApp
?
@cdixon
's 'Babe Ruth Effect' would tell us the Pareto Principle applies to VC funding - but what's the most outrageous home run ever?⚾️💸
in all of vc/tech, no Persians w a bigger English-speaking podcast than
in all of vc/tech, no Persian investors more legendary than
@shervin
&
@pejmannozad
its only right that we interview each of them separately, 2 of my investing heroes. Twitter WDYT?
We hope to spread logical and rational thought in an age of dopamine-fuelled clickbaity stuff 🤷🏻♂️ Therefore, who else to quote then these two gents
@naval
@chamath
🚨MUSING ALERT🚨
A market roundup with
@iman_olya
and
@CyrusYari
thoughts on:
🍎 vs 🦄
💰VC fundraising at all time high
🧑🏻🚀 Billionaire space race
👨🏾💼👩🏻💼Emerging Managers
Check it out now!
🎥