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Writing
Essays, in time.
A chronological archive of imported and original writing, ordered by original publication date.
Lightspeed is doubling-down on Airbound
Breaking the zero-dollar last-mile frontier
The Return of the Builder: Why We’re Backing Emergent
“The future is already here — it’s just not evenly distributed.” — William Gibson
Robotics x AI — a state of the union
Will LLMs get us to the final frontier of Robotics?
AI —The Last Employee?
How bigtech AI CAPEX spending will reshape future corporate cost structures
Lightspeed’s investment in Airbound
Breaking the zero-dollar last mile frontier
Capex & Opex supercycles — Part-II
frameworks for where we are in the AI cycle
Lightspeed’s investment in Mitti Labs
Revolutionizing Rice Decarbonization
Lightspeed India & SEA Frontier Tech Market Map
While Frontier Tech as a category has started gaining more mind share (and actual share of $s deployed) in VC lately, it is not a novel…
The crypto swansong
variations on a theme
Return to India: My journey ~5 years later
I returned to India mid 2018. I wrote about it here for the first time — and here again — as a way to retrospect on how I arrived at my…
Our investment in Supabase
building the world’s backend
Pixxel comes out of stealth with 33M seed & series A
building a hyperspectral health monitor for Earth
Lightspeed’s investment in Pintu, Indonesia’s leading crypto broker for the millennial investor
Today, we are honored to announce a $35M series A1 investment in Pintu — a mobile-first crypto investment platform focused on the millennial, new to investing user segment in Indonesia. Over the …
Our investment in Hubilo: bringing the $1T events industry online
Today we are proud to lead a $4.5M seed investment in Hubilo — a company based in SF & India, building the “system of record / enterprise…
A meditation on Chopin
During the pandemic I have been making feeble attempts at getting back to playing the piano again. Took a few online classes to warm up…
6 months later: Return to India after 15yrs in the US
I got a great response from my Return to India: a decision framework. Every week or so, I meet someone who asks me how my transition back…