Notes

VentureCapital
Thinking like a founder
Long term company
Show n Tell
Blue Chip Cap Tables
To Bharat or not?
Short-term questions
Re-imagining as an investment thesis
How deeply passionate do you feel about the problem
Non-consensus & Right - in the world of FOMO
Hell NO
Choosing investors
When it rains, it pours
Conviction building
Check Size vs Conviction Size
The Penny Gap
Borrowed Credibility at its Peak
Valuations vs Value in a Zero Interest World
Have Edtechs improved education?
Betting on SME digitization
Are your users lonely?

Founders
Thinking like a founder
Long term company
Show n Tell
Blue Chip Cap Tables
To Bharat or not?
Short-term questions
Re-imagining as an investment thesis
How deeply passionate do you feel about the problem
Non-consensus & Right - in the world of FOMO
Hell NO
Choosing investors
When it rains, it pours
Conviction building
Check Size vs Conviction Size
The Penny Gap
Betting on SME digitization
Are your users lonely?
Build with Purpose
Your biggest investor whom you can never return enough to!
Correcting Conviction

Startups
Thinking like a founder
Long term company
Show n Tell
Blue Chip Cap Tables
To Bharat or not?
Short-term questions
Re-imagining as an investment thesis
How deeply passionate do you feel about the problem
Non-consensus & Right - in the world of FOMO
Hell NO
Choosing investors
When it rains, it pours
Conviction building
Check Size vs Conviction Size
The Penny Gap
Have Edtechs improved education?
Betting on SME digitization
Are your users lonely?
Correcting Conviction

Edtech
Have Edtechs improved education?

Software
Betting on SME digitization

Ideas
Full-time Remote

AI
Humans > Software > SaaS > Outcome-aaS