Notes

Thoughts, ideas, insights & learnings from building closely with 500+ founders.

Notes
Own the Surface
AI Makes Concentrated Ambition a New Force
Infinite Software
India AI Office
Humans > Software > SaaS > Outcome-aaS
Correcting Conviction
Your biggest investor whom you can never return enough to!
Full-time Remote
Are your users lonely?
Betting on SME digitization
Have Edtechs improved education?
Valuations vs Value in a Zero Interest World
Borrowed Credibility at its Peak
The Penny Gap
Check Size vs Conviction Size
Conviction building
When it rains, it pours
Choosing investors
Hell NO
Non-consensus & Right - in the world of FOMO
How deeply passionate do you feel about the problem
Re-imagining as an investment thesis
Short-term questions
To Bharat or not?
Blue Chip Cap Tables
Show n Tell
Long term company
Thinking like a founder