Those who grew up in India in 80s & 90s likely saw some of the largest tech-driven changes this society has seen. Growing up in a small village-town in upper himalayas with one school and petromax lamps to study with given electricity was a luxury, living in an apartment complex…

Over the years the bar to winning small has considerably come down and the bar to winning big has exponentially gone up. This is especially true in enterprise tech where most markets do not have winner take all dynamics. Building a 1m ARR co was extremely hard in the 1990s, today…

The current Y Combinator batch seems to have the highest alpha I've seen in a long while! Congrats to all the participants and great to see Garry Tan 💥♻️ e/acc and team pull together an amazing group of founders together!

In February I made my first business trip to India.

My goal was to use three weeks to visit friends, portfolio companies, co-investors, and ex-coworkers

But the outcome was that I am now more bullish on India than ever before.

I wrote an article to explain what I learned…

Really low flying plane circling Bangalore near Koramangala / Indiranagar area. This is the 6th circle. Comes really close to ground then takes off again without touching. Military exercise?

there are 246 companies in the latest Y Combinator batch (W24)

72 of them use Supabase: 29% of the batch

Build something people want, with Supabase ⚡️

Twitter has gone from a *thread* product to a *fractal* product. Before, every post had a thread with relevant replies and a conversational 'cul-de-sac'. You reach the end, then return to main feed. Now every post has replies that are indistinguishable from the main feed. I've…

Happy birthday to Gmail! I remember the day it launch so well. We talk about 'buzzy' launches but few have surpassed the buzz Gmail created back in 2004. I was a poor Indian grad student in the US and I remember getting invited by an 'Eric chase' -- not sure who he was but I…

Twitter now feels like talking to a friend in a room filled with 25 vendors selling ice cream, fruit juice, popcorn, tapping you on the shoulder every 2 mins, and 50 other strangers who keep pulling chairs to sit right next to you nodding heads saying a-han, a-han, oh yeah... 🙄

This Heavy Craft -- P. K. Page

Not sure when this happened but Android phones now seem to offer an 'ask Perplexity' option with a right click on highlighted text! 🤯

Recommendations for prettiest bookstore in Bangalore? Besides champaka :-)

Grateful - to both the founders who bet on me and The Information for including me on their list of rising VCs

theinformation.com/articles/annou…

From Seed to Series D, Lightspeed has had the privilege to witness PocketFM's journey to $150M in revenue very closely. Their customer-centric approach and AI adoption have paved the way for global expansion. Read more about how they got here and what's next...…

Pocket FM raises $103M in Series D funding

Today, we're excited to announce a massive milestone for Pocket FM – we've just secured $103 million in Series D funding! This incredible achievement not only speaks volumes about the faith investors have in our vision but also fuels…

Satya's masterstroke and legacy will be to so comprehensively and completely dominate the AI wave that there is a MSFT tollbooth on every line of code written by a human or a bot for a generation.

if it's good enough for cristiano ronaldo it's good enough for you 👉 Supabase

Happy to share Marqo recent announcement of launching their latest version 2.3.0. Read more about how Marqo is leading the AI innovation wave and our investment thesis at:
lsvp.com/stories/lights…

Hemant Mohapatra Rohil Bagga

More & more founders switching to building lifestyle businesses using AI. This is great. Only 1% of founders should raise from a VC. It's a very specific asset class for a very specific kind of business. Having this level of clarity will save everyone a ton of heartburn over…