Ep. 44: Cultural arbitrage ft. Maya Bakhai

28/05/2025 1h 3min
Ep. 44: Cultural arbitrage ft. Maya Bakhai

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Episode Synopsis

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.__Maya BakhaiNewsletterLinkedInInstagramX/TwitterSpice CapitalWebsiteInstagramTikTokX/Twitter__ReferencesLenny: How tech works really feel about work right nowLinkedIn Post: Why PRIME hit a $3.2B valuation overnightTBPN: Technology Brothers podcastThe Information: How the 'Technology Brothers' Seized Silicon Valley__Timestamps00:00:00 Vineyards and interstates00:06:41 Venture capital: The invisible curator of millennial taste00:14:38 To be investable you must be legible00:19:20 Naive optimism of a startup founder00:29:55 From Crocs to stocks00:36:33 The hype cycle of creator-led products00:44:50 The barnacles of tech industry00:52:18 Embracing the power of cultural arbitrage00:57:02 Taking over Silicon Valley__Our intro song, Night Life, is written by Nakisso Peralta and performed by Chillers.