E436: Nnamdi Okike on Billionaires, Founder Psychology & the Venture Capital Bubble

2026-09-30 · 67 min · episode 436 · 6 entities

episode page audio

Asserted relationships

→ hosted by David Weisburd person

0.55

evidence rules-v5
Feed author/publisher: David Weisburd
→ discusses Business company

0.40

evidence rules-v5
Feed category: Business
→ discusses Investing concept

0.40

evidence rules-v5
Feed category: Investing

Entities found in this episode

persons 2

mentioned David Weisburd person

0.70

evidence rules-v5
Feed author/publisher: David Weisburd
hosted by David Weisburd person

0.55

evidence rules-v5
Feed author/publisher: David Weisburd

companys 2

mentioned Business company

0.50

evidence rules-v5
Feed category: Business
discusses Business company

0.40

evidence rules-v5
Feed category: Business

concepts 2

mentioned Investing concept

0.50

evidence rules-v5
Feed category: Investing
discusses Investing concept

0.40

evidence rules-v5
Feed category: Investing

Episode description as stored

Can venture capital really be turned from instinct into science? Nnamdi Okike is Co-Founder and Managing Partner of 645 Ventures, where he leads Seed and Series A investments in software and software-enabled companies. We discuss why Nnamdi believes venture investing is driven by the totality of an investor’s experiences rather than pure instinct, how 645 quantifies founder qualities, and why missionary and “non-central casting” founders can become exceptional investments. We also explore why startups need the right market inflections, how stablecoins and agentic commerce are reshaping fintech, what Nnamdi has learned across five fund vintages, and why raising too much capital at Seed can actually hurt a company.