Investing
The Case for Conviction Over Diversification
Why we invest in 3 companies per year instead of 50.
December 2025
Insights
Thoughts on
Thoughts on
Building
Perspectives on startups, investing, and company building from our team.
Featured
Why We're Doubling Down on India's Enterprise AI Market
The confluence of talent, cost efficiency, and market opportunity makes India the ideal hub for building global AI companies.
Seshadri K.
January 2026
8 min read
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Web3
Blockchain Beyond the Hype: Real Enterprise Use Cases
Where blockchain is actually creating value in 2026.
November 2025
Markets
Why Dubai is Becoming the Next Global Startup Hub
Regulatory innovation meets strategic geography.
October 2025
AI
Building AI Companies That Last
Moats matter more than models.
September 2025
Founders
What We Look For in Founders
The traits that matter most in early-stage.
August 2025
D2C
The New D2C Playbook for India
Building brands in the world's largest consumer market.
July 2025