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The liquidation preference
Why should I care?
Aashay Sanghvi
Dec 30, 2022
4
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The liquidation preference
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4 questions on AI
Hopefully I can breathe some life back into this newsletter. And the topic du jour in Silicon Valley and the broader tech ecosystem is AI – more…
Aashay Sanghvi
Dec 6, 2022
3
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4 questions on AI
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July 2022
Dealing with a hangover
We have unicorns. We have other various animal-themed nomenclature for high growth businesses. So what do you call a software company with single digit…
Aashay Sanghvi
Jul 14, 2022
5
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Dealing with a hangover
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Refocusing
There is a company in the Haystack portfolio that raised a seed round at the tail end of last year. They raised about $4M-$5M — plenty of capital for a…
Aashay Sanghvi
Jul 7, 2022
14
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Refocusing
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March 2022
Software Startup Heuristics
What are the common models for company creation in the enterprise?
Aashay Sanghvi
Mar 31, 2022
8
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Software Startup Heuristics
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January 2022
Gyrations
Making sense of the market in early 2022
Aashay Sanghvi
Jan 26, 2022
3
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Gyrations
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September 2021
Shopping Spree
In the coming months and years, I suspect we will see increased M&A activity move through the technology industry. And while there could be a fair…
Aashay Sanghvi
Sep 7, 2021
4
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Shopping Spree
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May 2021
The round on the cover
I was talking about recent seed rounds with a friend the other day, discussing how they seemed to be inflating in size, with many creeping up to $10M of…
Aashay Sanghvi
May 15, 2021
3
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The round on the cover
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March 2021
Areas of Interest, March 2021
I used to write more posts or essays covering ideas, trends, and themes that were compelling to me in the moment. In the current market, there may be an…
Aashay Sanghvi
Mar 30, 2021
4
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Areas of Interest, March 2021
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The nature of "the miss"
In December, I spent time thinking about the investing work I had done coming to that point. I gleaned lessons from companies we were lucky to be…
Aashay Sanghvi
Mar 4, 2021
5
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The nature of "the miss"
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December 2020
Borrowing Scale
The adage "software startups are cheaper than ever to start, but as expensive as ever to scale" is firmly embedding itself as part of canonical tech…
Aashay Sanghvi
Dec 27, 2020
6
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Borrowing Scale
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November 2020
Looking Back, Looking Ahead II
Almost exactly a year ago, I wrote a piece titled “Looking Back, Looking Ahead” sharing my reflections after spending ~6 months as an early stage…
Aashay Sanghvi
Nov 27, 2020
8
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Looking Back, Looking Ahead II
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