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Kevin Zhang

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Toward A Better Life Podcast2025-12-111h 00Toward A Better Life2025-12-111h 00Strand, the Story of an Artist2025-11-2842 minStrand, the Story of an Artist2025-11-1036 minDifferentiated Understanding2025-10-0240 minHorrorwood: True Crime in Tinseltown2025-07-2839 minFueling Tomorrow\'s Entrepreneurs: A LaunchX Podcast2025-07-0920 minFueling Tomorrow\'s Entrepreneurs: A LaunchX Podcast2025-07-0921 minLocal Issues2025-02-0829 minThe Road to Accountable AI2024-10-3136 minJust Cause2023-10-3012 minWharton FinTech Podcast2023-08-2443 minThe Gaming Founders Podcast2023-07-1252 minThe Gaming Founders Podcast2023-06-211h 05The Gaming Founders Podcast2023-05-2444 minThe Gaming Founders Podcast2023-05-1049 minThe Gaming Founders Podcast2023-04-2644 minIf Not Now Wen Podcast2023-04-2554 minThe Gaming Founders Podcast2023-04-1253 minThe Gaming Founders Podcast2023-03-2947 minThe Gaming Founders Podcast2023-03-151h 00The Gaming Founders Podcast2023-03-0157 minThe Gaming Founders Podcast2023-02-151h 02OnBoard!
OnBoard!EP 25. 全英文对话 Bain Capital Ventures 合伙人 Kevin Zhang: 硅谷创投新常态,做反趋势投资人兔年快乐!这是2023年新年后第一期更新,也是一次新尝试!给大家拜个晚年,祝大家兔年快乐,开工大吉。而且,这一期非常特别:是Onboard! 第一期英文播客! Hello World, who is Onboard!? 新的一年里,面对更多不确定性的宏观市场,我们似乎前所未有地更关注中美的联动。于是,我们请来了美国头部机构的投资人,听听他们对市场、行业和投资的思考,提供一些不同的视角,希望能给你启发。 这次的嘉宾 Kevin Zhang, 是 Bain Capital Ventures (BCV) 的合伙人。 如果你不知道 BCV,那你一定知道大名鼎鼎的 Bain Capital, 掌管1600多亿美金的传奇资产管理集团,贝恩资本。BCV就是他们的早期投资部门。 Kevin 从创业公司早期员工转身成为投资人,短短5年时间从VP升到合伙人,他所关注的领域包括企业服务、开发者工具、fintech, Defi 等等。这次近2小时的访谈,我们聊了 Kevin 进入VC的经历,他对于宏观市场和早期投资新常态的理解,最有意思的,为什么Kevin从“人”不是所谓的市场大势中寻找方向。 最近投资者和很多创业者都在急切寻找所谓下一个大趋势,面对过于火爆的一些热点有些趋之若鹜又心存谨慎。Kevin说的 "anti-narrative" 的思路给我的启示是,投资人更要心存谦逊,到一线去,跟在各行各业深度思考的人才交流中寻找机会,而不是过度依赖二手的案头研究。创业者、想创业的同学,更要理性面对市场的危与机,从自己的身边寻找机会,更有定力,更相信本源的思考。 让短期焦虑变成动力,相信未来,做个理性乐观主义者。我们共勉。 希望全英文对话没有让你望而却步,如果大家喜欢,以后我们会邀请到更多优秀的海外投资人、创业者和从业者,跟大家分享更多海外视角。 新年快乐,enjoy! 嘉宾介绍 Kevin Zhang, Bain Capital Ventures (BCV)合伙人, Bain Capital Crypto 的 Venture Partner。Kevin 专注于SaaS, 基础软件、fintech 等方向的早期投资。他投资的项目包括 Lightning AI, Hightouch, Magical, Lumina 等。加入BCV之前,Kevin 是 fintech创业公司 Fundera (被Nerdwallet 收购)的 Head of Product. 也是非常典型的 startup operator 转身投资人路线~ 我们都聊了什么 01:47 Intro of Kevin and BCV, how Kevin got into venture capital 10:00 Why Hightouch was one of the most controversial investments Kevin made 15:23 How Kevin views the recent market downturn? 20:30 Where is the early-stage investment heading? 25:24 What are the typical valuations of an early product-market-fit startup? What metrics do investors look for? 29:05 Has the SaaS market become too saturated? What are the new opportunities for SaaS startups? 32:28 Why did Kevin invest in Magical and why does it stand out in the competitive RPA (Robot process automation) market? 36:07 How to understand the moat for a SaaS company? 41:12 What's hard about building a to-developer company? 46:49 Why does Kevin think he is an "anti-narrative" investor? How does he view the recent AI hype? 52:00 Have web3 and Defi proved their value? 56:50 Why does Kevin claim to be a "people-investor"? 60:48 Questions Kevin often asks to assess an entrepreneur 64:19 Deals that Kevin missed and his takeaways 67:05 Kevin's inflection points of his career in venture capital 69:50 Quick questions: book recommendations, what's overrated and underrated in silicon valley, 2023 goals 我们聊到的公司 Hightouch: syncing data from the data warehouse to saas tools Magical: RPA for everyday workers Vesta: next-gen mortgage infrastructure Monte Carlo: data reli
2023-02-031h 24The Curious Learners2022-09-1533 minEmpire2022-07-151h 10Totally Blitzed Podcast2022-06-1042 minClock Speed with Shamus Madan2022-05-1625 minThe Shitcoin.com Show2021-10-0138 minHeroes Podcast2021-08-1901 minHeroes Podcast2021-08-1702 minHeroes Podcast2021-08-1702 minHeroes Podcast2021-08-1302 minHeroes Podcast2021-08-1302 minHeroes Podcast2021-08-1302 minHeroes Podcast2021-08-1302 minHeroes Podcast2021-08-1302 minHeroes Podcast2021-08-1302 minHeroes Podcast2021-08-1302 minHeroes Podcast2021-08-1302 minHeroes Podcast2021-08-1202 minHeroes Podcast2021-08-1202 minHeroes Podcast2021-08-1202 minHeroes Podcast2021-08-1202 minHeroes Podcast2021-08-1202 minHeroes Podcast2021-08-1202 minHeroes Podcast2021-08-1202 minHeroes Podcast2021-08-1202 minHeroes Podcast2021-08-1202 minHeroes Podcast2021-08-1102 minHeroes Podcast2021-08-1102 minHeroes Podcast2021-08-1102 minHeroes Podcast2021-08-1102 minHeroes Podcast2021-08-1102 minHeroes Podcast2021-08-1102 minHeroes Podcast2021-08-1102 minHeroes Podcast2021-08-1102 minHeroes Podcast2021-08-1102 minHeroes Podcast2021-08-1002 minHeroes Podcast2021-08-1002 minHeroes Podcast2021-08-1002 minHeroes Podcast2021-08-1002 minHeroes Podcast2021-08-1002 minHeroes Podcast2021-08-1002 minHeroes Podcast2021-08-1002 minHeroes Podcast2021-08-1002 minHeroes Podcast2021-08-1002 minHeroes Podcast2021-08-1002 minHeroes Podcast2021-07-3002 minHeroes Podcast2021-07-3002 minHeroes Podcast2021-07-3002 minHeroes Podcast2021-07-3002 minHeroes Podcast2021-07-3002 minHeroes Podcast2021-07-3002 minHeroes Podcast2021-07-2902 minHeroes Podcast2021-07-0801 minHeroes Podcast2021-07-0201 minMetaphorigins2021-04-121h 30The Young Entrepreneur Show2020-11-1600 minThe Business Method: Interviewing Billionaires, Billion Dollar Founders & the World’s Most Successful People 🎧🔥2020-11-041h 05The Journey with Jordan Paris2020-09-211h 06Radically Honest2020-09-1152 minThe Entrepreneur Way2020-07-0700 minAce Weekly2020-05-251h 03Growth Experts with Dennis Brown2020-05-1930 minCYOL with Jeremy Ryan Slate Archive 12020-05-1431 minBossed 2 Boss Podcast2020-05-1334 minProject Alchemy2020-04-2646 minInnovator Stories2020-04-0156 minUpfront Ventures2020-03-1723 minBusiness (Video)2020-02-0656 minBusiness (Audio)2020-02-0656 minBusiness (Audio)2020-02-0656 mineCommerce Scaling Secrets by Alex Fedotoff2020-01-3029 minGlobal From Asia Podcast2020-01-281h 01Global From Asia Podcast2020-01-281h 01Sifting Through The Static2019-07-111h 01ACQ2 by Acquired2019-03-281h 06The #PopHealth Show2019-03-2524 minUpfront Ventures2018-02-2629 min