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Itamar Novick
About Itamar
Itamar Novick is the Managing Partner and sole GP of Recursive Ventures, a pre-seed and seed-stage fund focused on AI and data-driven companies at the application layer. Before launching Recursive Ventures, he spent over a decade at Life360, where he joined as VP of Product after buying out a co-founder's stake, and helped grow the family safety platform from a small startup to an $8 billion NASDAQ-listed company. Prior to Life360, he was a senior associate at Mohr Davidow Ventures on Sand Hill Road. Novick has been an active angel investor since 2010, with early bets including Tile, Placer AI, and other data and AI companies.
On the podcast with Itamar
Oct 7, 2026 • Episode 121AI Application Layer Investing: Itamar Novick on Moats, Valuations, and Seedstrapping
Itamar Novick, who took Life360 public twice (now valued at ~$8B), argues AI application-layer companies—not infrastructure—will capture most value, with pre-seed valuations averaging $12.8M post-money at his fund Recursive Ventures, while warning that inflated YC-style $30M valuations and infrastructure-layer bets represent bubble-era risks founders must avoid.
Oct 23, 2025 • Episode 94Life360's $8B Exit: A Playbook for Buyouts, M&A, and IPOs
Itamar Novick, Managing Partner at Recursive Ventures, details his decision to bet his entire net worth to buy into Life360, a move that culminated in an $8B NASDAQ-listed company. This episode unpacks the grit required to survive near-bankruptcy, the strategy behind raising a pivotal $17M Series A, and the logic of pursuing a dual-IPO path starting in Australia to manage a complex cap table.
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