Patrick O’Shaughnessy runs the popular Invest Like the Best podcast. A recent episode had Gavin Baker, founder & CIO of Atreides Management LLP, a growth PE investor specializing in tech and consumer plays, as guest. Both Patrick and Gavin are wellknown on investing twitter and run their own investing shops too.
The podcast was titled ‘Investing Through a Bear Market’ and covered how Gavin views investing in a fast-dropping market …
This article was first published in the Sunday Times of India, 22nd March, 2020.
I work in an early stage venture fund. As the Covid-19 crisis took hold, we reached out to our portfolio to check on how the virus was impacting them. We saw an interesting pattern emerge. Naturally, purely digital businesses, the ones that move ‘bits’ around, were doing well, such as edtech or content plays. But …
Thoughts on productivity tools, and about rethinking them for better outcomes.
If you end up subscribing to the Superhuman email service, you are clearly in the subset of busy people with a lot of emails. One thing busy people have apart from emails is meetings, and to dos. Tonnes of them. So inevitably you think of, what is the superhuman equivalent for to do lists? Or calendars? And that is …
I often tell friends that the single best thing about working in early stage investing is the number of startup decks you get to see daily, each describing a specific vision of the future. People eating meal replacements or renting clothes instead of buying, printing a toy than ordering one, and so on. These ‘postcards from the future’ are not always right. Well, they all clearly can’t be. But that …
Links to recent writings of mine. As usual, they happen on LinkedIn or other publications. My website seems to have become an archives list. That wasn’t the original plan when I started this website nearly a decade ago, though. Sigh!
One morning in October 2017, and I forget the exact date now, I came back from my crossfit workout to see a series of whatsapp messages from Karthik Reddy. Karthik, briefly an ex-boss of mine at The Times of India Group, had gone on to cofound Blume Ventures, a seed fund, which had evolved to emerge as a much-loved and well-regarded player in the Indian startup …
I haven’t been updating this website as frequently as I have hoped to. But those who follow me on twitter or linkedin, would know that I have been writing regularly, with all of it being published on other websites or publishing platforms.
Here are links to some recent writings of mine, in order of recency.
I wrote a post, well over a couple of months back (mid-Feb), on the challenges of becoming a universal app or product in India. The nature of the Indian market meant few startups would attain product-market fit (PMF) across the country. Increasingly, startups would strive to attain PMF in India1 Alpha, India1 or India2.
The article also covered a broad approach to move across different layers of the stack, especially …
I wrote the 3rd and last of my pieces for New Indian Express on ‘We are all Appizens, Not Citizens’. The link is here.
In the article, I argued how thanks to new apps / tech and wealth, ‘People like us’ can transfer between Indian cities comfortably today. Yet, if apps make settling down easier than ever, they make true citizenship of our cities tougher than ever. We increasingly …
I wrote an article in Dec’18 for the online tech + business site factordaily.com called ‘Vernacular Apps, English Premium, and Monetizing the Next 200m Users”. The link is below.
In the article, which I am not posting in full here, I argued for why the slew of vernacular apps that have been launching of late, catering to the emerging …