What podcasts say about Aydin Senkut

Every statement, with the speaker, the exact quote and the moment it was said.

What Aydin Senkut has said on podcasts

35 statements · 25 positive · 4 negative · 6 neutral

on Turkey and Brazil inflationNegativeNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Turkey and Brazil experienced 100% inflation for roughly 25 consecutive years.
“There were only two countries in the world that had 100% inflation, I think 25 years in a row. One is Turkey, one is Brazil.”
Listen at 10:21
Open the episode · [REPLAY] Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (EP.234)
on Artificial IntelligencePositiveNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
AI enables anyone to build and customize software.
“because of AI, anybody can build any piece of software and customize it.”
Listen at 10:52
Open the episode · Chasing Demand in Early-Stage Venture at Felicis – Aydin Senkut (EP.526)
on robotics and physical AIPositiveNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Robotics and physical AI have strong investment potential.
“One of the areas we're bullish on is robotics and physical AI.”
Listen at 11:54
Open the episode · Chasing Demand in Early-Stage Venture at Felicis – Aydin Senkut (EP.526)
on robotics companiesPositiveNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
A robotics company capturing 0.2% of low-skilled labor could generate $10 billion revenue.
“0.2% of that market would equal to $10 billion in revenues.”
Listen at 12:35
Open the episode · Chasing Demand in Early-Stage Venture at Felicis – Aydin Senkut (EP.526)
on new wave of roboticsPositiveNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
The new robotics wave will be as significant as, or larger than, ChatGPT.
“This new wave of robotics, I feel, is going to be as big of a ChatGPT moment, if not bigger, moving into the future.”
Listen at 13:34
Open the episode · Chasing Demand in Early-Stage Venture at Felicis – Aydin Senkut (EP.526)
on core intellectual propertyPositiveNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Non-replicable core IP supports durable revenue growth.
“One of the key ingredients to durable revenue growth is core IP that is not difficult to replicate and copy.”
Listen at 14:09
Open the episode · Chasing Demand in Early-Stage Venture at Felicis – Aydin Senkut (EP.526)
on Silicon GraphicsNegativeNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Windows rapidly displaced Silicon Graphics after the company lacked a contingency plan.
“Silicon Graphics, which I think was an equally impressive company with amazing people, just had no contingency plan, had a really great thing going and thought it's never going to change and just got killed in record time by Windows.”
Listen at 15:00
Open the episode · [REPLAY] Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (EP.234)
on sovereign champions in energy, AI, and roboticsNeutralNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Continents may seek domestic champions in energy, AI, and robotics.
“Now, for key areas, energy, AI, maybe robotics, maybe each continent will want to have their own champion.”
Listen at 17:02
Open the episode · Chasing Demand in Early-Stage Venture at Felicis – Aydin Senkut (EP.526)
on Felicis investment strategyPositiveNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Felicis prioritizes high demand before revenue growth appears.
“We have always chased high demand ahead of revenue growth materializing.”
Listen at 18:16
Open the episode · Chasing Demand in Early-Stage Venture at Felicis – Aydin Senkut (EP.526)
on foundational infrastructure companiesPositiveNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Foundational infrastructure companies tend to produce the greatest upside.
“Every time we have chosen a great infrastructure or foundational layer company, those tend to be the ones that had the biggest upside.”
Listen at 18:51
Open the episode · Chasing Demand in Early-Stage Venture at Felicis – Aydin Senkut (EP.526)
on Google culturePositiveNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Google’s culture taught Senkut that seemingly impossible tasks may be achievable.
“I just kind of learned to never say it can't be done or it's impossible.”
Listen at 18:53
Open the episode · [REPLAY] Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (EP.234)
on Aydin Senkut entrepreneurial roleNeutralNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Senkut is better suited to building companies from zero to one than scaling them.
“I think I am much more driven 0 to 1 than 1 to N.”
Listen at 22:12
Open the episode · [REPLAY] Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (EP.234)
on Aydin Senkut angel investingPositiveNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Favorable timing and activity helped Senkut become an early super angel.
“the timing was so fortuitous that by being one of the most active ones, I could maybe make it to the first wave of super angels.”
Listen at 23:48
Open the episode · [REPLAY] Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (EP.234)
on Founder-investor trustPositiveNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Founder power makes investor conviction and trust-building decisive.
“if the power is with the founders, then the only thing that matters is your ability to demonstrate conviction and build trust with the founders.”
Listen at 25:28
Open the episode · [REPLAY] Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (EP.234)
on Aydin Senkut venture strategyPositiveNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Senkut says bending conventional venture rules repeatedly produced successful investments.
“every time I bent a rule, I had success.”
Listen at 27:50
Open the episode · [REPLAY] Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (EP.234)
on Outlier venture investingPositiveNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Outlier investment results require an unconventional strategy and mindset.
“if you want outliers, you need to have an outlier strategy and you need to have outlier thinking.”
Listen at 28:05
Open the episode · [REPLAY] Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (EP.234)
on Felicis investment strategyPositiveNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Felicis aims to concentrate iconic companies globally across sectors and stages.
“I want to have the highest concentration of iconic companies around the world, independent of sectors and stage.”
Listen at 28:37
Open the episode · [REPLAY] Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (EP.234)
on Shopify Inc.PositiveNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Shopify became a $160 billion company.
“Became $160 billion company.”
Listen at 30:08
Open the episode · [REPLAY] Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (EP.234)
on abundant venture capitalNegativeNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Abundant venture capital inflates valuations and reduces investor ownership.
“You have so much capital now, this abundance of capital, it's inflating valuations, reducing ownership.”
Listen at 34:26
Open the episode · Chasing Demand in Early-Stage Venture at Felicis – Aydin Senkut (EP.526)
on E-commerce adoptionPositiveNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Every physical retailer will eventually have an e-commerce store supported by a facilitator.
“Every brick-and-mortar store is going to have an e-commerce store of some sort. And somebody is going to facilitate it.”
Listen at 35:18
Open the episode · [REPLAY] Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (EP.234)
on investing in obvious companiesNegativeNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Investing only in obvious companies likely dilutes returns.
“if you're only making investments in the obvious companies, chances are returns are going to get diluted.”
Listen at 35:20
Open the episode · Chasing Demand in Early-Stage Venture at Felicis – Aydin Senkut (EP.526)
on Mental health companiesPositiveNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Multiple large companies will emerge to address mental health.
“I guarantee you that there's going to be multiple huge companies getting created addressing mental health.”
Listen at 36:29
Open the episode · [REPLAY] Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (EP.234)
on company growthPositiveNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Investment evaluation depends on confidence that company growth will accelerate.
“What really matters is what is your confidence that the growth is going to accelerate from there?”
Listen at 37:01
Open the episode · Chasing Demand in Early-Stage Venture at Felicis – Aydin Senkut (EP.526)
on CybersecurityPositiveNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Cybersecurity will remain persistently important.
“security is never going to go out of fashion.”
Listen at 37:31
Open the episode · [REPLAY] Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (EP.234)
on company XPositiveNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
The company discussed can grow five to ten times faster.
“this is a company that can grow 5 to 10 times faster.”
Listen at 38:01
Open the episode · Chasing Demand in Early-Stage Venture at Felicis – Aydin Senkut (EP.526)
on Shopify-Rovio partnershipPositiveNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Shopify assigned a top engineer to help Rovio build its online store.
“They put one of their best engineers just by connecting the 2 companies.”
Listen at 40:35
Open the episode · [REPLAY] Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (EP.234)
on Felicis teamNeutralNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Felicis has approximately 26 employees.
“Today we have about 26 people in our team.”
Listen at 43:21
Open the episode · [REPLAY] Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (EP.234)
on SupabasePositiveNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Crypto, AI, and citizen-developer applications initially used Supabase.
“Most of it was initially all the crypto apps are being built on Supabase and all the AI and citizen developer apps are being built on Supabase.”
Listen at 43:26
Open the episode · Chasing Demand in Early-Stage Venture at Felicis – Aydin Senkut (EP.526)
on citizen developersPositiveNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
The number of citizen developers may increase tenfold to hundredfold.
“In an area where citizen developers are going up by 10 to 100x.”
Listen at 44:13
Open the episode · Chasing Demand in Early-Stage Venture at Felicis – Aydin Senkut (EP.526)
on Felicis latest fundPositiveNov 9, 2026· Capital Allocators – Inside the Institutional Investment Industry
Felicis’s latest fund has approximately $900 million committed.
“together we have, I think, $900 million committed in this latest fund.”
Listen at 44:20
Open the episode · [REPLAY] Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (EP.234)

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.