📢 Gemba Capital 2024 Year in Review 📢 - Our portfolio by numbers (since inception) - Investments in 2024 - Fund I Portfolio Highlights - Sectors to watch out for in 2025 link.medium.com/aSgAx9kamQb @GembaCapital @KaminiS3 @VipulRawalHere @AnupreetLamba @ThEbmr @GovindKL @ShashankRG23 #investing #yearinreview #VentureCapital #microvc #startups

Can YRF ever come up with something original? Aditya Dhar has raised the bar so high that even the Khan gang can’t cross it.

been seeing a lot of..... I am writing $ XYZ mn into 4 more companies in the next N weeks. Reach out. Either you've got problematic dealflow, or weird allocation dynamics if/where this holds true. LPs can't love this marketing-messaging from fund managers... right?

Mr Uday kotak is sitting on excess capital and depressed ROE but advising others to invest for future

🚨 Peak XV, which once had launched Surge to mirror YC's success in India and SEA, is folding the accelerator into its broader early-stage investing. The shift comes as India's seed stage landscape is evolving. All details for @ETtech @samidhas @pranavmukul

The average Indian founder who builds something that lasts is 34 at founding. Not 22. Not fresh out of IIT. 34, with a decade of domain experience, a real professional network, and enough savings to not need a salary for 18 months. The myth of the young founder is a Valley import that has never fit India as well as the ecosystem pretends.

Series A in India is harder than Series B. That's not normal. In most functioning startup ecosystems, risk decreases as you raise more. In India, the seed-to-Series-A gap is where more companies die than anywhere else in the journey. It tells you something about where capital is actually being patient, and where it isn't.

People kept begging the MLA to clean their filthy area, but he kept throwing empty promises while the garbage rotted. So when patience ran out, the public gave him a reality check - they dumped the entire neighborhood’s trash right outside his house. Prime example: modern problems require modern solutions.

I'm amazed at his calmness, that car is worth more than $300k

My parents follow a standard procedure anytime they’re driving to unknown territory: -Dad drives -Mom pulls up directions on her phone -Mom calls out turns along the way This inevitably leads to constant, petty bickering throughout the ride. “You didn’t tell me where to turn!” “That’s because you’re driving too fast!” “I don’t know what 'right there' means! Tell me the name of the street!” “You keep talking and I can’t pay attention to the map!” And so on and so on. (And so on.) For years, they have done this while a large, Bluetooth-enabled, navigation-ready screen is positioned inches away, in their nice Lexus SUV, ready at any time to connect to a phone which would then conveniently display the route on screen. I once offered to set this up for them. They quickly hand-waved the idea and proceeded as usual. Married 40 years and still going strong. Marital foundations are built on bizarre customs that outsiders simply cannot understand. Never interrupt a bickering couple while they’re enacting one of the routines that holds it all together.

If you go to Jim Corbett national park, there are higher chances of spotting Jim Corbett than spotting tigers.

You have been SOLD everything...without u even realising it...sitar shows, indian sneaker brands, new cuisines, bad movies, sour doughs, organic cotton, autotune singers, overhyped concerts....the list goes on.

Mark Cuban just described the largest wealth transfer of the AI era. Almost nobody understood what he said. Cuban: “There are 33 million companies in this country. Aren’t going to have AI budgets. Aren’t going to have AI experts.” Not tech startups. The shoe store. The regional trucking outfit. The accounting firm with 12 employees. The businesses that actually run the physical economy. They know AI is coming. They have no idea what to do with it. Cuban: “You’ve got the head of Microsoft saying software is dead because everything’s going to be customized to your unique utilization.” Software is dead. The SaaS era ran on one rule. Build a generic product. Force millions of companies to bend their workflows around it. Charge rent forever. AI ends the contract. The business stops bending to the software. The intelligence bends to the business. But customized by whom. The third-generation manufacturer cannot tell Claude from Gemini. The county hospital is staring at a reactor asking where the light switch is. Cuban: “Who’s going to do it for them?” That question is worth more than the frontier models themselves. Hundreds of billions are being burned to build the foundation. The smartest engineers alive are locked in a bloodbath over who owns the base layer. Let them fight. Let them burn the capital. Let them drive the cost of raw intelligence toward zero. Because the wealth does not collect where the brain is built. It collects where the brain meets the business. Every ambitious kid in college right now thinks survival means a seat at OpenAI or Anthropic. Cuban is staring at the other 99 percent of the economy. Learn the models. Then learn the messy, unglamorous reality of how a 50-person company actually operates. Walk through the door. Understand their problems. Wire the intelligence directly into their revenue. That is not a job title. That is an entire economic class being born. You do not need to build the brain. You need to build the nervous system. The biggest winners of the electricity era were not the engineers who built the generators. They were the ones who walked into dark factories and showed the owners where to plug in. 33 million companies are standing in the dark right now. Silicon Valley is racing to build the god. The fortunes will belong to whoever teaches him a trade.

This.