Aashay's Newsletter
ArchiveTopDiscussionAbout
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
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
A new collaboration with Mario Gabriele of Charge Ventures
Aashay Sanghvi
May 24
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
If physical infrastructure like roads, bridges, and canals enables commerce and the movement of goods and people in the physical world, infrastructure …
Aashay Sanghvi
Apr 28
Right now, teams are the atomic unit of the SaaS / business applications market. But what comes next? I saw this tweet from Pasquale D’Silva over the w…
Aashay Sanghvi
Apr 21
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 …
Aashay Sanghvi
Apr 10 2
There’s a concept in physics called the observer effect. The act of observing a phenomenon changes the nature of that particular phenomenon. Over the p…
Aashay Sanghvi
Apr 7
Amidst the chaos of information and social upheaval the past few weeks, I’ve found it easy to let certain events or bits of news float to the back of m…
Aashay Sanghvi
Mar 21
It’d be foolish to say anything publicly right now and not acknowledge what’s on everyone’s minds — the coronavirus pandemic (along with the impending …
Aashay Sanghvi
Mar 19
As I’ve settled into my role at Haystack, I’ve thought about shedding light on what I’m seeing around me and to poke at strategy, tactics, and a little…
Aashay Sanghvi
Mar 4
Last week, Haystack hosted an event tailored for emerging fund managers featuring a panel of battle-tested and seasoned GPs. These individuals have man…
Aashay Sanghvi
Feb 21
© 2020 Aashay Sanghvi. See privacy and terms
Publish on Substack