In my role as an early stage VC, I often get asked by aspiring founders for my reactions to, and feedback on, their startup ideas. This article is borne out of the learnings from those interactions, and is written to be helpful to any aspiring founder, who is figuring out their startup idea.
For founders who are in the process of honing in on their startup idea, it is worth …
In publishing, interleaved books are those sold with blank pages inserted between printed pages so as to facilitate note-taking. This was a common practice in the 16th and 17th century, but has disappeared now. Thus my term ‘Interleavings’ for my notes and thoughts on the digital texts I enjoyed reading.
Here are my interleavings from the recent past.
In publishing, interleaved books are those sold with blank pages inserted between printed pages so as to facilitate note-taking. They were a common practice in the 16th and 17th century. Here is how an interleaved book with notes by the reader (source) looked like –
Thus my term ‘Interleavings’ for my notes and thoughts on the digital texts I enjoyed reading.
Here are my interleavings from the recent …
I recently completed 10 years in Delhi, India’s capital city. Well, strictly speaking, I have lived the last decade in Noida, a satellite city of Delhi, part of the Delhi National Capital Region (NCR), and tightly integrated with Delhi, and so this will do. Neither me, nor my wife, have roots or relations in Delhi or the wider region. So what am I doing here in Delhi?
Well, we moved …
This is a brief review of the essay Making Markets in Time by Abhraham Thomas.
I first heard of Abraham Thomas, from my then IIMA junior Sudhir Sitapati. This was just before Malhar ’97, the Xavier’s college fest. I was in the IIMA team for the Malhar quiz, and Sudhir told me that AT (as Abraham Thomas was called) was a formidable quizzer representing IITB. For some reason Sudhir, …
Podcasts are having their moment today, given the outsized role they had in the US 2024 Presidential election. It is impressive how some of the larger ones, such as the Joe Rogan Experience, have emerged as counterweights to mainstream media. While podcasts have hit the cultural zeitgeist and have broken into the mainstream, they …
TL;DR: PMF or Product-Market Fit is not a singular fit, but in fact two sequential fits. First, you need to achieve Product to Problem Fit or PPF (where you validate that your solution is able to address problems for a set of customers), and then you need to achieve (Go-to-Market) Motion to Market Fit, or MMF (where you can reliably, affordably, acquire lookalikes of the above customers to build a …
Enjoyable listen this, as Harry Stebbings interviews Cem Sertoglu, an elite European seed investor, who led, very likely the single best seed deal on the continent, the UiPath investment, where he has turned $16.5m invested (the last $10m written as part of the Series B round “with our hands shaking at the time”) into $2.1b. Whoa! Cem (pronounced as Gem) shares a behind the scenes look at the UiPath investment …
12 November 2024 | Link to podcast episode
Surprisingly good podcast episode. I encountered Chris Paik first on a Invest Like the Best podcast episode which was interesting as well, and then again recently when his post ‘The End of Software’ went viral. He is an interesting thinker as you will see from the highlights of this episode.
A few points which stood out:
In my latest PMF Convo interview, I spoke to Romita Mazumdar, founder & CEO of beauty products co Foxtale. Romita is a VC analyst turned founder, who started Foxtale during the COVID-19 pandemic, speaking to 900+ women and 100+ brands to figure out the specific sub-problem she wanted to attack in the beauty space. Her earned insight was that Indian customers want instant gratification, and efficacy, and she designed …