Ep. 44: Cultural arbitrage ft. Maya Bakhai

This week Daisy and Francis are joined by Maya Bakhai, founder of Spice Capital, a venture capital firm focused on taking big bets in areas primed for rapid change in the coming decades.

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Maya Bakhai

• Newsletter
• LinkedIn
• Instagram
• X/Twitter

Spice Capital

• Website
• Instagram
• TikTok
• X/Twitter

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References

• Lenny: How tech works really feel about work right now
• LinkedIn Post: Why PRIME hit a $3.2B valuation overnight
• TBPN: Technology Brothers podcast
• The Information: How the 'Technology Brothers' Seized Silicon Valley

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Timestamps

00:00:00 Vineyards and interstates

00:06:41 Venture capital: The invisible curator of millennial taste

00:14:38 To be investable you must be legible

00:19:20 Naive optimism of a startup founder

00:29:55 From Crocs to stocks

00:36:33 The hype cycle of creator-led products

00:44:50 The barnacles of tech industry

00:52:18 Embracing the power of cultural arbitrage

00:57:02 Taking over Silicon Valley

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Our intro song, Night Life, is written by Nakisso Peralta and performed by Chillers.