Your website was optimised for Google. What about AI?
Back in 2015, nobody was thinking about what happens when the aggregator doesn’t just match supply and demand but actually becomes the supply. That's exactly what AI is enabling today.
How AI is supercharging India’s most misunderstood economic strength
Finding a house in India? That's a three-party deal. Booking a flight? Three-party deal. Even buying a SIM card often involves someone other than just you and the seller. Why are intermediaries so deeply entrenched in India's economic fabric?
TAM is unlocked bottom-up
Business models that thrive in India are often so distinct that they simply cannot be transplanted elsewhere, nor do they need to be. India itself represents such a vast and diverse market that there's ample room for innovation.
Inside the networks driving India’s next startup wave
Some investment themes are deliberate bets. Others emerge organically as a pattern, then a conviction, and eventually a portfolio pillar.
Friends, followers, and fictional companions
Social networking has evolved from simple connection tools to complex creation, performance, and AI ecosystems. This represents one of the digital era's most profound cultural shifts.
The evolution of search through AI
Exploring how AI search engines are changing user expectations, challenging business strategies, and potentially redefining our relationship with digital information.
Great products create their own market
We assume that successful technology companies build products that satisfy market demand. But the most transformative companies don't just solve current problems; they actively create new consumer behaviors that didn't previously exist.
Has digital abundance created human scarcity?
Who do you know more about today? Influencers who don’t know about your existence or your neighbours? If you had to think for even a second, then maybe this one’s worth the read.
Agentic AI is reshaping tech and trust in India
Amidst the excitement of everything AI, agentic AI systems offer perhaps the most tangible peak into the potential of this technology.
How We Invest: Part 3 - Valuations and Pricing Discipline
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.
How We Invest: Part 2 - Markets & Non-Linear Growth
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.
The pediatric support system every new parent needs
Babynama is redefining pediatric care by providing 24/7 expert support and a strong parent community - addressing the emotional and practical challenges of modern parenting.
10-Minute Deliveries in India: The Healthcare Hurdles No One Talks About
To make quick commerce in healthcare a reality, we need to overcome the unique hurdles of managing inventories, handling prescriptions, and ensuring patient safety.
How We Invest: Part 1 - Betting on Who, Not What
In the unpredictable world of early-stage startups, the founder is the only constant. At the end of the day, it's not just about the idea, but the people driving it forward.
The Anatomy of a VC Analyst Call: What to Really Expect
What your analyst is assessing during your 30 minute calls, and how to make sure your pitch stands out
An AI-Powered Revolution in Retail Construction
An insight into how MyGenie is building an AI-powered platform to transform how retail stores are constructed, and what made us their early believers.
Notes from a Venture Analyst
My learnings from three years of being an Investment Analyst at Good Capital.
Small Cities, Massive Real Estate Opportunity
As India's next real estate boom emerges from smaller cities, Propacity arms brokers and developers with technology to unlock unprecedented growth opportunities.
Trump vs Kamala: What’s at stake for India?
The US Elections are happening today - what are the implications of the potential incoming Presidents and their policies on India’s future?
How many Rupees is your Trust Worth?
Discover how trust forms the backbone of Indian commerce, from local kirana shops to tech startups, and explore how it drives business success in a vibrant, diverse marketplace.