Aashay's Newsletter
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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 numb…
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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 o…
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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 a…
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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 invol…
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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…
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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 inves…
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“This made venture capital a good match for companies in which there was a medium-sized upfront investment with unpredictable but potentially very larg…
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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…
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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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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…
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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.…
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There’s always something. Currently, early-stage investors are complaining about (yet participating in) a supposedly frothy funding environment, cataly…
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