Notes on private markets, startup unit economics, and building enduring businesses in India.
Reflections from meeting entrepreneurs, incubators, and policymakers in Andhra Pradesh—and why early-stage investing is ultimately a bet on people and time.
A personal reflection on imposter syndrome, communication, and the power of luck.
Why market timing, patience, and founder endurance matter more than financial projections in early-stage investing.
Why global trade friction is a wake-up call for India to double down on domestic digital and physical infrastructure.
Key policy, tax, and regulatory asks from the Indian startup and venture ecosystem ahead of the Union Budget.
How private market valuations, capital discipline, and founder-investor alignment are resetting across India.
Year-end reflections on operating, investing, and personal lessons from 2023.
Examining the cash-flow conundrum in venture-backed startups and why sustainable unit economics matter from day one.
On the discipline, leverage, and freedom of building self-funded, profitable businesses before raising institutional capital.
Memories of the 2011 World Cup in college and notes on how the business of Indian cricket has evolved.
Learnings from the past couple of years for venture investing
A data-driven summary of Indian banking, credit, insurance, and capital markets compared to global peers.
The state of venture capital in 2023 in India and what lies ahead.