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samir

T2 · manager / operator

Host of the Generating Alpha podcast interviewing top investors and operators about markets, economics, and investing.

8 calls·4 names·100% bull·last heard 4 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
$RKLBRocket Labposition

Coastal Ventures: $5M for 1/3 at seed; 28% at IPO; now worth $30-40B

Exemplifies Coastal's early-ownership model: first investor in a New Zealand rocket company nobody watched, held 28% through IPO, now a multi-billion dollar public company. Validates their 'bold, early, impactful' thesis over party rounds.

TBPN2026-08→
2ndhigh conviction
$DISCOVERY-LOOPDiscovery Loopposition

Coastal Ventures co-leads Jeff Dean's new AI-for-science venture

Discovery Loop applies AI to run millions of parallel scientific experiments for materials discovery (fusion magnets, solar cells, batteries), with rapid feedback loops similar to coding agents. Jeff Dean's 27-year Google legacy and team departure signal exceptional conviction.

TBPN2026-08→
3rdhigh conviction
$COASTAL-VENTURESCoastal Venturesposition

Avoids neolabs/party rounds; targets 20%+ ownership; disciplined pro-rata (3x or 1/3x)

Coastal Ventures rejects billion-dollar seed rounds and neolabs, arguing aquihires don't return capital. They focus on early ownership (20%+), only do pro-rata when it's max allocation or to support a deserving round, otherwise 3x pro-rata or 1/3x. Rocket Lab: $5M for 1/3, 28% at IPO, now $30-40B.

TBPN2026-08→

most discussed · click a bar to filter

recurring themes

8 total
$COMMONWEALTH-FUSION
Commonwealth Fusion Systems
MEDsamir·TBPN·4 days ago· position
Coastal Ventures helped incubate fusion energy startup
Coastal Ventures incubated Commonwealth Fusion from early stages, representing their deep-tech/hard-tech investment model — long time horizons, technical edge, company-building support rather than financial engineering.
"we uh did with Commonwealth Fusion uh you know helped incubate it, got it off the ground."
64:00
$RKLB
···
Rocket Lab
HIGHsamir·TBPN·4 days ago· position
Coastal Ventures: $5M for 1/3 at seed; 28% at IPO; now worth $30-40B
Exemplifies Coastal's early-ownership model: first investor in a New Zealand rocket company nobody watched, held 28% through IPO, now a multi-billion dollar public company. Validates their 'bold, early, impactful' thesis over party rounds.
"Rocket Lab, we were the first investors. We put in I think $5 million for a third of the company. It was a company in New Zealand. No one was paying attention to it. And we owned…"
64:00
$DISCOVERY-LOOP
Discovery Loop
HIGHsamir·TBPN·4 days ago· position
Coastal Ventures co-leads Jeff Dean's new AI-for-science venture
Discovery Loop applies AI to run millions of parallel scientific experiments for materials discovery (fusion magnets, solar cells, batteries), with rapid feedback loops similar to coding agents. Jeff Dean's 27-year Google legacy and team departure signal exceptional conviction.
"what Jeff and his team are doing first of all they're really that's a they're a a one team you look at what they've done it's amazing they've been at Google 27 years and now they…"
48:15
$COASTAL-VENTURES
Coastal Ventures
HIGHsamir·TBPN·4 days ago· position
Avoids neolabs/party rounds; targets 20%+ ownership; disciplined pro-rata (3x or 1/3x)
Coastal Ventures rejects billion-dollar seed rounds and neolabs, arguing aquihires don't return capital. They focus on early ownership (20%+), only do pro-rata when it's max allocation or to support a deserving round, otherwise 3x pro-rata or 1/3x. Rocket Lab: $5M for 1/3, 28% at IPO, now $30-40B.
"we never invest being like, 'Hey, well, let's invest and at least we'll get our money back.' Yeah. That makes no sense in a business that affords you a failure rate of 60 or 70%.…"
58:36
$DISCOVERY-LOOP
Discovery Loop
HIGHsamir·TBPN·4 days ago· position
Coastal Ventures co-leads Discovery Loop seed round backed by Jeff Dean's DeepMind team
Jeff Dean's 27-year Google legacy and focus on tangible AI impact in biotech/materials science — using AI to run millions of parallel experiments for scientific discovery — justifies investment despite no deck.
"what Jeff and his team are doing first of all they're really that's a they're a a one team you look at what they've done it's amazing they've been at Google 27 years and now they…"
48:22
$COMMONWEALTH-FUSION
Commonwealth Fusion Systems
HIGHsamir·TBPN·4 days ago· position
Coastal Ventures incubated Commonwealth Fusion, owns significant stake pre-IPO
Early incubation and ownership in fusion energy — a hard tech category with technical edge — exemplifies Coastal's model: get in early, help build, own meaningful percentage through value inflection.
"we uh did with Commonwealth Fusion uh you know helped incubate it, got it off the ground."
63:59
$COASTAL-VENTURES
Coastal Ventures
HIGHsamir·TBPN·4 days ago· position
Coastal Ventures passes on neo-labs, bets on hard tech like Commonwealth Fusion and Rocket Lab
Avoids party rounds and acqui-hire strategies; focuses on early ownership in hard tech with technical edge (fusion, space launch), not market risk. Pro-rata discipline: either 3x pro-rata or 1/3 pro-rata — never default pro-rata.
"we never invest being like, 'Hey, well, let's invest and at least we'll get our money back.' Yeah. That makes no sense in a business that affords you a failure rate of 60 or 70%..…"
50:13
$RKLB
···
Rocket Lab
HIGHsamir·TBPN·4 days ago· position
Coastal Ventures invested $5M for 1/3 of Rocket Lab, owned 28% at IPO now worth $30-40B
First-check investment in obscure New Zealand space launch company yielded fund-returning ownership; proves early hard-tech bets with technical founders outperform party rounds in AI labs.
"Rocket Lab, we were the first investors. We put in I think $5 million for a third of the company. It was a company in New Zealand. No one was paying attention to it. And we owned…"
64:10