Balancing Act
Nikunj KothariCandid thoughts about investing, operating and life.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 125 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | |||||
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writing.nikunjk.comLatest Issues
The New Valley
This is a conversation that’s happening pretty much every week at investment committee. A new opportunity comes up and the trend line, at least on the revenue side, is quite clear that they’ve gone from zero to a few million in revenue, or...
Being legible to capital
This is the most consensus market I have seen in a while. If you’re hot, you’re really hot. If you’re not, you’re not. There’s almost nobody left in the middle, and I’ve written about what that does to Series A valuations. Michael Dempsey j...
Everything is downstream of ambition
I met a star engineer in New York last week. Considering leaving his job to start something in a new domain where he has no unfair advantages. I spent 45 minutes brainstorming ideas with him, but mostly pushing to make sure he wasn’t runnin...
Mode Push
I just took a two-week vacation. My mind was fully occupied by my kids. But one thought kept coming back in the idle moments, and it had nothing to do with work.
People letting life live them.
I kept thinking about people I know. Chained...
Sanitized Slop
A robotics founder asked me on Monday what the next three to six months look like for how startups announce themselves on the big stage. He shoots movies in his spare time and builds frontier AI during the day, so he asks about mediums the...
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Authors
The writers behind this newsletter.
member of investment staff at FPV ventures. Previous: investing khosla ventures, led product teams at meter, opendoor & atlassian
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