Audible's margins have crossed the impressive threshold and just gone to scary. Marketplaces have always had the ability to increase take rates as they earn a more dominant position but 75% for non-exclusive audiobooks & the pricing power are staggering #Marketplace #Amazon

Venture investing in #Deeptech sometimes means saying no to great teams until the world catches up. At Ankur Capital, we’re excited to lead Vimano’s first round and help power critical infrastructure for new energy solutions. Our investment thesis is here:ankurcapital.com/post/why-we-in…

Capital doesn’t always follow urgency. We mapped 5 yrs of venture funding across India’s climate-linked sectors. 2 sectors get 80% of the capital but cause just ⅓ of emissions. Another causes ⅓ — and is only now rising. Full report drops tom Any guesses? #ClimateTech #VC #India

After years investing in climate-relevant tech in India, we asked: Where is Indian VC actually going — and how does it compare globally? The results are surprising. Energy, transport, agri, industry, carbon — mapped over 5 years. 📊 Report here: shorturl.at/MO9gK #VC #India

What 7 years and ecosystem compounding can do: Then: ₹25/km for a solo e-bike rental. Now: You'd pay around that for a chauffeured EV SUV with the right distance. Better tech. Better ops. Better deal.

Waymo now does more rides than Lyft in SF. There are only 300 Waymos. Lyft has 45,000 drivers. Every Waymo is doing more rides than 150 human drivers.

Everyone is underestimating AI TAM. COATUE's EMW event had some great data. TLDR - 42% of US businesses now pay for AI As a user adopts ChatGPT, their Google traffic drops 8% in 1993, economists predicted 0.8% productivity growth by 2000. Reality? 2.0%