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sidkasbekar

Sid Kasbekar

Musings on tech, startups, the economy, careers and more. Musings subject to frequent revision.

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Substack
PricingOnly free issuesPublishesInfrequently
Issues13Founded3 years agoLast Issue2 months ago
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Latest Issues

Investing in Kimia

Every physical product you touch - your phone case, your toothpaste, the paint on your walls - is the downstream output of a chemist’s work. The chemical industry generates more than $5 trillion in annual revenue. It is, by almost any measu...

2 months ago
7
1

Where Software Still Works

Most of my catch-ups these days open with some version of "how are you feeling about the market?" followed by "where are you investing?"

The first one's easy: extremely excited, with a healthy dose of angst. The second is harder. The tech...

3 months ago
5
2

The Games We Play

Venture capital is a cyclical business. Every few years, we move from trough to peak and back again. As we go in and out of cycles, the game on the field shifts dramatically. For those building AI companies today, the game you have to play...

9 months ago
6
1

Investing in Gridsight

I love this chart because it so easily captures the investing opportunity in climate. It will surprise no one that decarbonisation and renewable-led electrification is one of the greatest challenges we currently face. One of the biggest blo...

a year ago
5

Investing in Askable

It’s not every day that you stumble upon a Brissy-based startup that’s bootstrapped to 8 figures of revenue with a team of only 30. From the moment John Henderson and I first met John, Scott and the Askable team, we were blown away by what...

a year ago
3

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