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 | 130 | Founded | 6 years ago | Last Issue | 21 days ago |
| Active | |||||
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siddharthsshah.substack.comLatest Issues
#130- Forward Deployment Index
The software arrives after the workflow changes
Many investments later we can confirm in large parts of enterprise AI, the software arrives after the workflow changes. That pattern increasingly appears across healthcare AI, industrial o...
#129- The Control Plane for AI Agents
Last year, I argued here that the defining question for enterprise AI was not what models can do, but what they should be allowed to do. That question is no longer theoretical.
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Software was never meant to act
Enterprise...
#128- From Access to Process to Integration
Most discussions on specialty chemicals start at the surface. Molecules, capacity, China+1, export growth. All of that is directionally useful, but it doesn’t explain why some companies compound while others flatten out. To understand that,...
#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.
While some argue that Gold has underperformed over the last five years (calculated i...
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Authors
The writers behind this newsletter.
Principal at Siana Capital, early stage deep science & tech investor in India
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