Conviction Over Hype: What Great VCs Look Like Now

 

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LISTEN TO THE FULL EPISODE ON:

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The Venture Model Broke. But Startups Are Still Building.

In this episode, Arjun is joined by Devin Kohli, General Partner at Outward VC, for a candid conversation on what’s next for venture capital.

They unpack:
- Shifting VC trends in Europe, MENA, and the USA
- Outward’s bets on Curve, Vauban, Bud & more
- AI hype vs. real vertical value
- Tokenisation, digital assets & future financial infrastructure
- Emerging tech hubs across Japan, MENA, Southeast Asia

Plus, Devin shares what conviction really looks like in a post-hype market — and why MENA founders are ones to watch.

No pitch decks. No jargon. Just a candid chat about cycles, conviction, and building through uncertainty.

🎧 Episode now live on YouTube, Spotify, and Apple Podcasts.


Couchonomics with Arjun Season 04 is brought to you by our partners:
Adyen
https://www.adyen.com/
Thunes
https://thunes.com/
Mastercard
https://mastercard.com/
E&
https://www.eand.com/
Digit9
https://www.digitnine.com/
SC Ventures
https://scventures.io/
Hala
https://hala.com/

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