Siddharth's Newsletter
Siddharth ShahExploring emerging technologies, business models, and market opportunities through the lens of an early-stage investor
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 127 | Subscribers | Read | siddharthsshah.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
#127- Early stage funding is misunderstood in 2025
Over the last year, many experienced founders have been puzzled by a visible contradiction in early-stage investing. From 2022 to 2024, investors suddenly insisted on traction, paying customers, evidence of stickiness, and profits. But in 2...
#126- Gold vs Bitcoin
With Gold touching all time high prices, crossing $4000/oz, there have been a number of questions and assumptions regarding its existence and importance.
#125- AI infra: Trend or Macro?
#### Hyperscaler capex > Dot com telecom capex
#124- EduFund raises $6mn Series A
Two years ago, I sat down with Arindam and Eela as they were closing their pre-Series A. They were building a product most investors didn’t know they needed, a savings platform for parents trying to outrun education inflation.
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B2B software investor
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