Long-form thinking on the shifts we're living through
In developed markets, reliability & speed are seldom treated as competitive advantages, as they are baseline expectations. In India, that assumption of a seamless infrastructure is not inherent. It has to be earned.
Arjun Malhotra & Amani Chowdhry
Sep 17, 2026
WhatsApp became the operating system for the informal retail economy, and a wave of startups built vertical workflows on top of it. Meta's new global Business Agent commoditizes the routine plumbing, but the value sits with vertical AI operators who build the domain-specific judgment.
Amani Chowdhry & Arjun Malhotra
Sep 10, 2026
India has ~80M MSMEs and yet, barely a handful of companies have cracked selling to them. This is one of the most attempted but startups have either failed to scale or to sustain that flight.
Radika Agarwal
Aug 6, 2026
Cred’s potential future as a tech-led bank for wealthy Indians following recent funding, while analysing the "identity crisis" facing WhatsApp.
Shreyans Salecha
Jul 29, 2026
Stay Ahead of the Curve
In developed markets, reliability & speed are seldom treated as competitive advantages, as they are baseline expectations. In India, that assumption of a seamless infrastructure is not inherent. It has to be earned.
Arjun Malhotra & Amani Chowdhry
Sep 17, 2026
Some investment themes are deliberate bets. Others emerge organically as a pattern, then a conviction, and eventually a portfolio pillar.
Arjun Malhotra & Amani Chowdhry
May 2, 2025
With 65% of typical VC portfolios returning zero, mediocre wins don’t move the needle. Entry price is a big factor in determining whether a successful exit delivers fund-level returns.
Radika Agarwal
Mar 20, 2025
It’s easy to get caught up in the details — unit economics, customer acquisition costs, retention rates. But sometimes, the most important perspective is the market itself.
Radika Agarwal
Feb 27, 2025
At Good Capital, we’ve seen companies from different industries go from pre-product to meaningful revenue scale. Despite the differences, they all followed the same path. We lay it out step-by-step to show what they’ve followed to reach where they are.
Shreyans Salecha
Jun 19, 2026
Being a founder and being an investor are fundamentally different jobs - and conflating them is one of the most reliable ways for a relationship to go wrong.
Shreyans Salecha
Apr 21, 2026
In 2025, here’s what we’ve seen in consumer AI and what we think of them
Shreyans Salecha
Mar 13, 2026
The biggest risk is not moving too fast or too slow. It's moving at the wrong speed for where you actually are.
Shreyans Salecha
Feb 9, 2026
Coverage of the $30M second fund and the plan to back AI-first Indian startups.
Read MoreCoverage of the $30M second fund and the plan to back AI-first Indian startups.
A long-form conversation spanning Meesho's IPO, the anti-portfolio, and betting before consensus.
On Maanav Sagar's elevation to Senior Partner and what it signals about the firm's AI-first focus.
A look at the mechanics behind India's most misunderstood commerce unicorn.
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