Mamoon Hamid
The Disruptor
Contrarian and drawn to the edge; challenges the settled answer.
Mamoon Hamid fits The Disruptor because his investment logic runs ahead of consensus by design. When he declares the whole world is being refactored, it is a thesis he acts on, concentrating bets in legal, medical, and engineering verticals before their AI transformation becomes obvious.
“Say if I look at the, do you know what the world's GDP is? It's about $100 trillion. Of that, 50 to 60% is in labor. Technology is roughly like 15% of it. And over the next decade, if we grow at the more traditional GDP growth rates, it will be anywhere from 125 to 130. What if technology grows from 15% to 20%?”
“It is a tough if you're not giving someone, well, I think because we're on the board and there's so much signaling involved in us doing, let's say, nothing, we generally do something. And I think that's allowed us to get away with like doing a small amount in a follow-on round.”
“Great question, Harry. And I think we all sort of fall victim to those every once in a while, but that can't be the core part of the business. That can be the one that got away and you have to get into this pre-product company because the founder is so exceptional. That can be, you know, one out of the 20 deals you do this year.”
“All this cool stuff that's coming into existence in the last two years, and seeing what can I do with it? And every CIO, every large company is spending real money doing POCs. In many cases, we realize like, you know, it's hard actually to build this custom thing inside.”
Masters in Business: “Venture Capital During the AI Revolution with Mamoon Hamid”
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