Balancing Act
Nikunj KothariCandid thoughts about investing, operating and life.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 121 | Founded | 3 years ago | Last Issue | 18 days ago |
| Active | |||||
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writing.nikunjk.comLatest Issues
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...
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...
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...
Share your obsession
Most pitches in AI right now sound the same (sorry!). Data labeling, RL environments, context graphs, AI agents for Y. Each one opens with a large TAM, the slide about whose budget they’re already in, and a team from the right places. By lu...
The Coddling of the Tech Mind
I was helping a friend with his hiring plan. The second role on his doc was head of growth. He had built a great product with some early users but no real distribution, and he asked if I could intro anyone good. I told him he was the head o...
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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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