Kareem Amin - Re-Enchanting the World - [Invest Like the Best, EP.478]
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Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own opinions and do not reflect the opinion of PositiveSum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of PositiveSum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc.
My guest today is Karim Amin, cofounder and CEO of Clay. Klay has become one of the fastest growing software companies of the last few years, valued at over $4,000,000,000. It helps companies find their customers and reach them at scale. But this conversation is about a lot more than Klay. Kareem is one of the most original founders and thinkers that I've met recently. We talk about the statues he keeps at the center of how he runs clay, truth, justice, and courage, and what those words demand of him in practice. We talk about risk, ambition, and what he's learned about both. I've had a lot of
We started with the really abstract ambition of how do we give the power of programming to more people. My co founder Nikola and I, we worked in product even though we both studied engineering. I think it was really just hey, you're in the twenty first century, you have computers that can do things for you and if you can't tell them what to do, then you can't capture any of the value that's being created. We had a lot of ideas and we wanted to build them and every time we tried to build something it was taking so long. I was also starting to play around with producing music and I really like t
what that moment felt like, what the subchapters have been since.
Yeah. What's interesting in that story that is maybe worth talking a bit more about is that this was back in 2022, we had made a decision to say, okay, we are targeting go to market teams, specifically sales, specifically we're gonna start with outbound, specifically we're gonna start with people who want to get data from lots of different data providers in order to do outbound. In fact it's going to be agencies and not startups, and we're gonna do a lot of what we're doing and support them in public and build a community. So we took a lot of decisions that I think were non obvious. The main t
If you could put three statues off the elevator in the lobby, what three would you build?
Courage, truth, and justice are the ones that come to mind.
Say like one click more about each. Why those three?
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