Aashay's Newsletter

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Notes from the first few months on the job
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Originally, I planned on writing a post on the tradeoffs of thematic investing at the seed stage. As I was making notes, I landed on a working theory…
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I hope everyone is staying safe and healthy. I continue to remain opportunistic in my approach with a bottoms-up lens, but every time I share specific…
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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…
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A new collaboration with Mario Gabriele of Charge Ventures
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Happy New Year everyone. I’ve spent some time the past few months (like most VCs) looking at opportunities for new products and services within business…
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“Only slight knowledge and simple machinery went into the manufacture of the first Ford. No trained engineers were used. The frame of the car was moved…
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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…
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A quick temperature check of the tech and investing zeitgeist gives away an obsession with developer tools and software infrastructure. The excitement…
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Over the long weekend, I thought it might be worth underscoring a few product areas that are top of mind. Data Integration for Regulated / Legacy…
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There’s always something. Currently, early-stage investors are complaining about (yet participating in) a supposedly frothy funding environment…
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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…
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