Indians are successful wherever they go. From Africa to US to Europe, they always cumulatively add more than they take. The highest give to take ratio.

Meta is the highest conviction bet across Cotaue and Altimeter. Even though Meta has not done great at AI, clearly, both of the legendary firms believe more in Meta than in Nvidia. Cotaue's top 15 positions make up ~65% of their portfolio, which is more diversified compared to

Why isn’t anyone else tokenizing all the assets on the planet like Robinhood? Anyone else providing the fundamental technology to allow people to get tokenized ownership?

With the current AI tools, vertical AI SaaS seems to be winning a lot. The foundation model labs will come for these verticals but it’ll be a while before that happens. They will go after all the big enterprise customers. Startups need to figure out how they don’t lose the

The world is a tragedy for those who feel, and a comedy for those who think. - Andy Warhol

First time founder vs Second time founder: first time founder: guards idea like state secret second time founder: shares idea freely, knows execution is everything first time founder: hires fast to look like a real company second time founder: stays skeleton crew until

Acquisitions are life changing for founders. Getting company to a liquidity even is extremely hard. It’s way harder than: - starting a company - raising money - building a product - hiring people - getting customers The rest of it becomes worth it as you sell the company.

Starting tomorrow, my feed is about to be Money2020 for a few days. Thinking if I should mute.

This is comically accurate

20 reasons why niche conferences are the best way to grow your vertical B2B SaaS: 1. entire TAM in one room - all decision makers show up 2. pre-qualified buyers - everyone there has the pain point 3. low noise high signal - not competing with 500 other vendors 4. industry

It's simple, but very important. from Boz

This is literally still the best video on marketing, brand, and values.

My top 10 Sam Altman blog posts: 1. How to Be Successful - 13 thoughts on achieving outlier success, obsess over compounding 2. The Days Are Long But The Decades Are Short - life advice, optimize for decades not days 3. Startup Playbook - complete manual from idea to scale, YC

Google has entered the chat with their own marketing automation tool. Every horizontal AI tool is at risk. Facebook will have one too. Maybe so will TikTok. They own the customers, they own the data, they own the platform. Extremely tough to compete if big guys come to play.

Highlighting desi founders and telling their stories from their hometown to building successful startups could be a fun project.

Nothing feels less safe than a $500k job at a company that is not growing while building in AI.