Archive - Something Profound?

VC #18: "X" does the heavy lifting.

analysing the chicanery of "X for Y" and "...with X"

Mar 28 •

MPCE India composition charts

Wallet share data - aka stuff buyside folks need all the time when trying to justify the big valuations.

Mar 4 •

December 2023

VC #17 - Sea Change in Private Markets

things i think about a lot, put down on paper.

Dec 14, 2023 •

November 2023

How to plunder a $86bn company for $0

aka, satyabhai pulls a motabhai.

Nov 21, 2023 •

October 2023

Random # 7 - Confusion of Confusions

Old books with learnings relevant today.

Oct 10, 2023 •

August 2023

VC#16 - Is Cash a Moat?

second post on cash - arguing the other side. ish.

Aug 28, 2023 •

June 2023

FLDG guidelines, explained

Well made deck by the Digital Fifth

Jun 27, 2023 •

VC#15 - The Venture Capital Model is broken.

When Risk Capital becomes Heroin.

Jun 11, 2023 •

Peak (XV) performance.

Let me just leave this chart here.

Jun 9, 2023 •

May 2023

Food Delivery has peaked

Customer service is the lever everyone seems to be ignoring.

May 29, 2023 •

April 2023

Deep Dives #6 - An essay on the history of AI

The coming of the robot overlord has been in the works since 1955.

Apr 26, 2023 •

Bonfires of Money

Just a very interesting chart from the Mint: I don’t know how to react. Maybe tee-hee-hee?

Apr 16, 2023 •

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