Insights

Notes from the field.

Market reports, founder playbooks, and investment theses — written by partners who still meet ten founders a week.

India's AI Opportunity: The Picks and Shovels Decade

Why we believe the next $100B of AI value in India will be created in infrastructure, not models.

The exact mental models we use in the first 30 minutes of a founder meeting.

A 70-page deep dive on genomics, hospital-at-home, and the next wave of clinical AI.

Twelve patterns we see in pitch decks that quietly kill rounds.

Mapping the regulatory unlock, infrastructure layer, and unit economics of commercial drone delivery.

Five traits we have seen consistently across our highest-conviction backings.

Newsletter

Monthly. No spam. Unsubscribe whenever.