sidkasbekar
Sid KasbekarMusings on tech, startups, the economy, careers and more. Musings subject to frequent revision.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 8 | Subscribers | Read | sidkasbekar.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Opportunists vs Idealists
### Exuberance = Status Games Amplified
Stacking Disruption Vectors
A lot has been said about whether it’s a great team or market that makes a successful venture investment. It’s not uncommon to hear VCs say things like “I love the team, but I just hate the market”. Many investors even go so far as to descr...
Markets, Windows, and Why Now?
In a post last year, I described sitting at the frontier of human knowledge as being a recipe for having a unique business insight. That article built upon the graphic below. Based on the dialogues it sparked, I wanted to write a follow-up ...
Escaping the Zelenograd Trap
Chapter 8 of Chip War, Chris Miller’s popular book on the history of semiconductors, is aptly titled “Copy It”. This is a story that takes us back to Zelenograd, and reminds us why history never repeats itself, but it does often rhyme [1]. ...
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