Inside Dimension: How a 5 person investment team is deploying $1.65B into science and compute

Nikhil Namburi went from tracking down the investment fund behind his college scholarship to a 5 person investment team that manages $1.65B at Dimension.

They just announced an $800M Fund III. They’ve backed Anthropic, Modal, and Chai Discovery, which are some of the hottest AI startups.

We sat down with Nikhil to talk:

• How to break into Venture
• Why hyper-concentration freaks out normal VCs
• Why becoming a VC is a horrible economic proposition

If you watch till the end he flips the interview on us (first time a guest has ever done that!).

00:00 Dimension raises $800M Fund III

03:00 Meet Nikhil

06:29 The unexpected way Nikhil found venture as an engineer

08:48 Who are the LPs behind huge venture funds

11:04 Why Dimension only has 5 investors

13:14 Coefficient returned the fund?

14:49 How they predicted bio would be big

16:34 Does Nikhil believe in AGI

17:20 Does Nikhil believe in looksmaxxing

20:10 Hot take on if SF VCs are smart

21:53 How to break into VC

22:52 Why only 2 investors matter at each fund

23:35 Churn and burn in the junior VC role

34:50 Viral quant thesis

42:11 Nikhil interviews us...

46:45 Biggest recession indicator

53:24 Nikhil is the podcast’s most eligible guy friend?!