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michael kim

T2 · manager / operator

Founded Sindana Capital in 2010 as an LP focused on seed-stage venture funds; manages nearly $3B for US endowments and foundations; early backer of Forerunner, NEO, Founders Fund, and other top-performing funds.

8 calls·6 names·88% bull·last heard 12 days ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$BLOCKCHAIN-CAPITALBlockchain Capitalposition

Kim: Fund II at 157x heading to 250x, top-three all-time venture return

Blockchain Capital's second fund has achieved 157x net returns and is compounding toward 250x, ranking among the three best venture funds ever alongside Founders Fund II and Lowercase Capital I.

TBPN2026-07→
2ndhigh conviction
$FOUNDERS-FUNDFounders Fundposition

Kim: Fund II approaching 300x driven by SpaceX, one of three best venture funds ever

Founders Fund II is on track for ~300x returns primarily from SpaceX ownership, making it one of the three highest-returning venture funds in history alongside Lowercase I and Blockchain Capital II.

TBPN2026-07→
3rdhigh conviction
$NEONeoposition

Kim: Neo's scholar pipeline into top CS programs yields Cursor, KI, Cognition, Deel, Ramp

Neo's competitive edge is its Neo Scholar program recruiting elite CS students from Harvard, MIT, Stanford, CMU, giving Ali Partovi first access to generational founders; portfolio includes first checks in Cursor, KI, Cognition, Deel, Ramp.

TBPN2026-07→

most discussed · click a bar to filter

recurring themes

8 total
$BLOCKCHAIN-CAPITAL
Blockchain Capital
HIGHmichael kim·TBPN·12 days ago· position
Kim: Fund II at 157x heading to 250x, top-three all-time venture return
Blockchain Capital's second fund has achieved 157x net returns and is compounding toward 250x, ranking among the three best venture funds ever alongside Founders Fund II and Lowercase Capital I.
"Blockchain Capital right now is 157x fund and it's on its way to being 250. Um, and Chris of course was 204. So, you know, I didn't realize FF2 was that good."
131:10
$ZFELLOWS
Zfellows
MEDmichael kim·TBPN·12 days ago· position
Kim: Zfellows' college campus presence and Thiel Fellowship network provide unique young-founder access
Zfellows leverages Corey Levy's campus presence and Josh Browder's Thiel Fellowship selection committee seat to access the youngest, most ambitious founders before traditional VCs.
"We have Corey Levy at Zfellow who's you know all over the college campuses... Josh Browder he's a teal fellow and he um you know he he's on the selection committee so he gets acce…"
119:00
$NOVA
Nova
MEDmichael kim·TBPN·12 days ago· position
Kim: Nova's 25/23/19-year-old GP team hustles on campuses for AI-native, small-team founders
Nova's extremely young GP team (Carlo, Coco, Henry) spends intensive time on college campuses, aligning with the thesis that AI-native companies with small teams can reach growth-stage revenue quickly, requiring downstream capital access.
"Carlo and Coco at a fund called Nova and they spend you know they're they're 25 and 23 years old. Their third partner Henry is 19. You know they spend a lot of time with kids in i…"
119:30
$FOUNDERS-FUND
Founders Fund
HIGHmichael kim·TBPN·12 days ago· position
Kim: Fund II approaching 300x driven by SpaceX, one of three best venture funds ever
Founders Fund II is on track for ~300x returns primarily from SpaceX ownership, making it one of the three highest-returning venture funds in history alongside Lowercase I and Blockchain Capital II.
"Founders Fund 2 is probably going to be a 300X fund. I think Blockchain Capital right now is 157x fund and it's on its way to being 250. Um, and Chris of course was 204. So, you k…"
131:00
$LOWERCASE-CAPITAL
Lowercase Capital
HIGHmichael kim·TBPN·12 days ago
Kim: Fund I at 204x, anti-portfolio regret for not investing
Lowercase Capital I returned 204x, but Sindana passed on it due to discipline around seed-only focus; Kim acknowledges this as a significant anti-portfolio miss.
"We're not in lowercase one, but I I we're, you know, we're involved with Laura Carbon now, and I've known Chris Saka for probably 12 years. But the other two funds are Founders Fu…"
130:50
$NEO
Neo
HIGHmichael kim·TBPN·12 days ago· position
Kim: Neo's scholar pipeline into top CS programs yields Cursor, KI, Cognition, Deel, Ramp
Neo's competitive edge is its Neo Scholar program recruiting elite CS students from Harvard, MIT, Stanford, CMU, giving Ali Partovi first access to generational founders; portfolio includes first checks in Cursor, KI, Cognition, Deel, Ramp.
"NEO is an is a very good example of one that we have continued to invest in since fund one... Ali Partvi um you know he was the first check into cursor first check into KI he has…"
118:00
$NEO
NEO
HIGHmichael kim·TBPN·12 days ago· position
NEO's scholar program sourcing top CS students yields first checks into Cursor, KI, Cognition, Deel, Ramp
Ali Partvi's NEO fund built a structural sourcing advantage via the NEO Scholar program at Harvard, MIT, Stanford, CMU, identifying elite technical founders early; this pipeline produces consistent access to breakout AI-native companies with small teams generating substantial revenue quickly.
"NEO... Ali Partvi um you know he was the first check into cursor first check into KI he has cognition he has deal he's ramp you know amazing track record but he had a sourcing eng…"
119:00
$FOUNDERS-FUND
Founders Fund
HIGHmichael kim·TBPN·12 days ago· position
Founders Fund 2 approaching 300x return driven by SpaceX, one of three best venture funds ever
Michael Kim's LP portfolio includes Founders Fund 2 (nearing 300x), Blockchain Capital 2 (157x heading to 250x), and Lowercase Capital (204x); SpaceX is the primary driver of Founders Fund's outsized returns, validating concentrated conviction bets.
"Founders Fund 2 is probably going to be a 300X fund... Blockchain Capital right now is 157x fund and it's on its way to being 250... Chris of course was 204. So, you know, I didn'…"
131:00