Balancing Act
Nikunj KothariCandid thoughts about investing, operating and life.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 127 | Founded | 4 years ago | Last Issue | 3 days ago |
| Active | |||||
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writing.nikunjk.comLatest Issues
The Amplification Gap
I just got out of meeting a founder who’s building a life sciences company. He’s early stage, raised a couple of rounds. He’s essentially hiring extreme AI native talent who feel limitless. Who are extremely high agency and will just run th...
Divorced from reality
Let me walk you through three crazy scenarios that happened to me in the last twelve hours..
Last night, a friend told me they’re joining a neolab that raised hundreds of millions of dollars as its seed round.
As I’m clearing my inbox, I...
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...
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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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