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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 wi…
Aashay Sanghvi
Dec 27, 2020 1
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 inves…
Aashay Sanghvi
Nov 27, 2020
“This made venture capital a good match for companies in which there was a medium-sized upfront investment with unpredictable but potentially very larg…
Aashay Sanghvi
Oct 28, 2020
One of the best tools I’ve found to understand a market or company opportunity is the cross-sectional view, what Phil Fisher calls “scuttlebutt.” How d…
Aashay Sanghvi
Oct 12, 2020
“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…
Aashay Sanghvi
Sep 13, 2020
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 Indus…
Aashay Sanghvi
Sep 7, 2020
In the last edition of RFS 100, I touched upon my interest in App Clips, the new SDK from Apple that enables fast and ephemeral applications in iOS 14.…
Aashay Sanghvi
Aug 25, 2020
There’s always something. Currently, early-stage investors are complaining about (yet participating in) a supposedly frothy funding environment, cataly…
Aashay Sanghvi
Aug 20, 2020
A quick temperature check of the tech and investing zeitgeist gives away an obsession with developer tools and software infrastructure. The excitement …
Aashay Sanghvi
Jul 31, 2020
In the past year or so, we’ve seen significant excitement regarding infrastructure software or technical businesses building beneath the application la…
Aashay Sanghvi
Jul 15, 2020
A new collaboration with Mario Gabriele of Charge Ventures
Aashay Sanghvi
May 24, 2020
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 a…
Aashay Sanghvi
May 9, 2020
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