
Guest
Aydin Senkut
Founder & Managing Partner, Felicis
Founded Felicis, a Menlo Park VC firm; former Google first product manager now backing AI and infrastructure companies.
Real Alpha has cut 3 moments of Aydin Senkut (Founder & Managing Partner, Felicis) talking, from an interview on TBPN published Oct 31, 2025.
What Aydin Senkut said
Marc Andreessen & Ilya Sutskever Host TBPN
3 moments · 13 min
- 2:29:44
Venture investors have to keep backing outliers through downturns
“we still kept on making investments and we never slowed down”
at 2:30:29 - 2:32:27
Generalists can spot opportunities experts overlook
“if you're an expert in a sector, you're going to look at a company and you're only going to look at the orthodox way of doing things.”
at 2:33:30 - 2:25:10
Venture bets need durable growth, not just fast growth
“Look. I think you're getting at a very important point, which is it is not just enough to have high growth, but you need to have durable growth.”
at 2:26:07
- 2:29:44