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Pratyush’s Newsletter

Pratyush Buddiga

I write about technology, investing, and decision-making.

Platform
Substack
PricingOnly free issuesPublishesMonthly
Issues37Founded6 years agoLast Issue2 months ago
Active

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pratyushbuddiga.substack.com
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Latest Issues

Trader Mindset

“China is a nation of engineers, America is a nation of traders.” - Eric Jang

This variation of Dan Wang’s central premise to Breakneck (his is “China is a nation of engineers, America is a nation of lawyers”) feels more accurate when you’...

2 months ago
6
2

Investing in Rivet

I never thought I’d be taking a San Francisco-Bridgeport flight in my life.

Yet here I was on a chilly May Saturday morning dutifully trekking across the country to meet a founder I’d met for 30 minutes on Zoom the day before.

Thanks for...

7 months ago
3
1

Compounding Competitive Advantage, Part II: Scale Economies Shared

In Part I, I wrote about the core competitive advantages that can be unlocked in supply, demand, and scale. I would again generally emphasize that for very early-stage startups, thinking about moats is generally not as important as extreme...

a year ago
7
2

Compounding Competitive Advantage, Part I

Early-stage startups do not have real moats.

“You’re either protected by barriers to entry or you’re not. If there are no barriers to entry, then many strategic concerns can be ignored. A company does not have to worry about interacting...

a year ago
9

The Techbio Thesis

Writer’s Note: I’m deeply indebted to the people who have helped me throughout this learning journey: first and foremost, Jacob Kimmel from NewLimit for the time and so many of the frameworks and ideas here. Additionally, I’m thankful for S...

a year ago
8
1

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  • Pratyush Buddiga

    Investing @ Susa Ventures | former pro poker player + National Spelling Bee champ

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