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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
“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
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
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
There’s always something. Currently, early-stage investors are complaining about (yet participating in) a supposedly frothy funding environment, cataly…
Aashay Sanghvi
Aug 20
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
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