Founder-First Investing: ICONIQ's Murali Joshi on Backing Conviction and Customer Zero Founders

ICONIQ General Partner Murali Joshi discusses his investment philosophy centered on backing founders with deep conviction, bias toward action, and authentic customer pain. Having sourced or led over $5 billion in investments across companies like Datadog, Anthropic, and Procore, Joshi emphasizes that the most successful founders combine irrational optimism with deep paranoia and possess intellectual honesty about their vulnerabilities.