Good to see the Ken pick this issue up: What happens when a failed founder goes job hunting? the-ken.com/story/what-hap…

Everyone is buying Gold

Son Heung-min has played more matches (333), scored more goals (127) and provided more assists (71) than any other Asian player in Premier League history. The South Korean has been a figure of consistent brilliance over 10 seasons at Tottenham Hotspur. In that period, no player

Go well champ 🙌

Over my years in investing, I have realised the hardest pass is this: brilliant problem, crisp model, clear market… but a team I don’t want to underwrite. Team risk dominates model risk. When the team fit is off, the only right answer is a no.

Passing on a strong model hurts. But writing the wrong cheque hurts more: for everyone. Founders deserve investors who are all-in on them, not just their thesis.

Speed × Clarity × Trust In an increasingly competitive/ post-AI world, we use this simple framework to assess startup teams: Speed: did they ship/ grow/ experiment between conversations? Clarity: do they explain the business simply? do they hide behind jargon or acknowledge/

Dealing with Indian banks for forex is a pain. Even the best private banks operate like sarkari offices; every query is deferred to compliance or a central team. Simple confirmations take weeks. Zero accountability. For a space that earns high fees for banks, very poor service

Money or the potential of making more/ less does change people. You have to witness it first-hand to truly understand it. You can't simulate this/ stress test this - try as you may

Excellent share by alphaideas on how HBL Engineering thinks of its business model and product choices Several takeaways for founders starting up!

In-app purchase revenue from apps surpassed games for the first time in history Lots of nuance required that is hidden in topline numbers, but undeniable that consumers (including in India) are willing to pay for the right apps! Bullish on Apps from India for the World

Putting numbers into perspective by Evan Armstrong OpenAI expects its projected cash burn through 2029 to be $115 billion, with a projected burn $45 billion in 2028

Attended #BharatAgrinnovation Manthan Here’s why India’s #AgriTech revolution is reaching an inflection point. What I saw & learnt👇 A 🧵 Dr Aniruddha Malpani, MD Malpani Ventures

Agree on the optimism A lot of these weren’t VC-led at the early-stage. Early checks usually came from angels, family offices, or small micro-funds. (Atomberg, Frido, California Burrito, etc.) The gap is at the true “0→1” stage — that’s still underfunded especially for 1st

Shreyans getting a lot of flak for this but he is correct in that as a founder you need to able to sell your story. It is always Numbers & Narrative

Numbers matter. Narrative matters. Explaining your business clearly matters. But even if you’re great at all of it, fundraising is never guaranteed. It’s a tough game, and the rules aren’t always fair. Both Shreyans Salecha & Dhruv Sane are friends who’ve helped me shape my