Bessemer’s investment in The Exploration CompanyBessemer’s investment in TurneoSaaS product traits that build operating leverageSoftware, SME customers and India SaaS exportsIndustrial policy, China’s EV boom and AIRay Dalio is wrongAmerican inequality and industrial policy Our investment in ANYboticsWhere India is in its economic lifecycle We need more digital public utilities China’s trade surpluses have led to poor domestic consumptionOutbound is the most efficient GTM strategy at scale India’s looking for partners not alliesAmerican businesses have got the message on IndiaHyperlocal commerce to increase e-commerce penetrationThe rapid datacenter architecture upgrade for AIA Sunday night musing on the Indian democracyStartup employees are facing options expirations before a liquidation eventGlobalisation and venture investing outside the USIndia needs more vocational training in its rural areas My recent trip to IndiaThe median VC backed company today is far behind in its lifecycleThe “why now?” for India’s economic boom AI will obviously lead to more jobsThe US is an outlier amongst outliersThe inept Indian oppositionIndia will have a different consumption trajectory compared to ChinaMiddle market PE is very ripe in IndiaOur investment in GanksterOur investment in Eye SecurityShould you hire from your competitors?I’m not sold on VRImmigration is the only way economies with declining birthrates can ensure GDP growthThe interchange business model is fragileUPI’s effect on consumer fintech innovation in IndiaI’m moving to London