TAM, Bibliophilia, Collision Installs, and 'Touchy Feely'

June 28, 2024

Indus Valley Report Reminiscences, Strategy, Tokyo Trains, and Birkin Bags

April 27, 2024

What I enjoyed reading, listening, and watching in 2023

December 30, 2023

Breaking into VC, Referral-led PMF, Don Valentine, and Charlie Munger

December 17, 2023

CM2, Loom's PMF journey, Peter Attia on not overthinking nutrition & the Goldilocks fund

December 03, 2023

A VC reflects on the past five years, VC-Founder conflicts, and the new Jhumpa Lahiri novel

October 22, 2023

Darwin, Type II errors, AI-generated birthday menus, & Shrinks for VCs

June 11, 2023

PMF Definitions, 21 Meals, and Why VC Funds are Overstaffed!

May 21, 2023

The investor product, Silicon Valley's most harmful myth, PLG principles, and more!

January 15, 2023

Investment Bankers, Stacked-up S-Curves, and Leslie's Compass

December 29, 2022

The Revenue Equation, PMF at Wakefit, and Benchmark Capital

October 28, 2022

Narrative Capital, How Hinduism Scales, and the PMF Pyramid

July 17, 2022

The Seed Investor as the Priest-Jester, Propulsion Partners, and Merchant Media

June 19, 2022

Follow-on rounds, blue collar workers, identifying talent and 'Four Thousand Weeks'

June 12, 2022

A Report, Two Writings, and Three Readings

April 17, 2022

Funding videos, the tightening, & 'the yoga of eating'

January 30, 2022

What I wrote & read in 2021

December 31, 2021

Shower thoughts, hiring A+ talent, COBOL, & crypto countries.

December 21, 2021

Idli Dosa Twitter in PeakBengaluru, Gaurav Munjal's reading guy, and the 4 lists.

December 09, 2021

Product-Market Fit | Mauboussin | Long Nose of Innovation | Remarkable2 Tablet

November 27, 2021

VCs making fun of VC | Rome | Index Mindset

September 26, 2021

Settled wisdom | Urbanism | Wuhan virus

May 08, 2021

A devaluation of privilege | Pitch decks | 3 readings

May 01, 2021

SRINI schools, how to read 1000 articles a day, and how we learn.

May 30, 2020

Social-as-a-service, Roomba and opportunity costs

May 24, 2020

The 3 venture investment styles, Tobi Lutke & ‘inevitability debt’.

May 16, 2020

2nd order effects, 'pursuing' hot founders, & HR as evil

April 25, 2020

Forcing functions & other miscellany

April 18, 2020

Welcome to my newsletter.

April 18, 2020