Reletter
Artwork for Balancing Act

Balancing Act

Nikunj Kothari

Candid thoughts about investing, operating and life.

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues123Founded3 years agoLast Issue4 days ago
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Artwork for Balancing Act

Latest Issues

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...

4 days ago
37
1

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...

15 days ago
22

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...

a month ago
13

the Series A squeeze

Founder DMs. “Can we chat?”. I get on the call. It’s a seed founder who asks me to put the “friend hat” on instead of the VC that I am. They want advice.

The tldr from the one on Tuesday: “Hey man, I thought I was going to be the best thin...

2 months ago
17
2

Decisions and Dollars

Anthropic shipped Claude Fable 5 yesterday, the first Mythos-class model the public can use. It tops nearly every benchmark there is, with the lead widening the longer the task runs. The smarter the model, the less your software is worth on...

2 months ago
26
2

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  • Nikunj Kothari

    member of investment staff at FPV ventures. Previous: investing khosla ventures, led product teams at meter, opendoor & atlassian

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