Send a text

We evaluate the trends we have been tracking since 2019.

See the trends here. 

This is our final episode of 2021. We will be back on January 27th, 2022. 

Send a text

We discuss Netflix's entry into games and pontificate on why they would do that. 

Send a text

We discuss:

1. The traditional Venture Capital (VC) business model
2. Why the VC is changing and what changes Sequoia is making
3. Implications for entrepreneurs and for the business of managing money

Useful links

Sequoia announcement 

Send a text

We discuss:

1. Amplitude's products and business (what does the company do?)
2. Amplitude's history (started as Sonalight)
3. Direct listing vs. traditional IPO (why Amplitude chose direct listing)
4. Amplitude's valuation and future prospects

Useful links

1. Amplitude S1 

Send a text

We discuss the Ethereum blockchain and ETH, a cryptocurrency:

• Ethereum vs. Bitcoin 
• Proof of work vs. proof of stake consensus mechanism on blockchains
• Ethereum plan to migrate to a proof of stake consensus mechanism
• Ethereum's London update

Send a text

We are excited to have Mike Polacek as a guest of honor on this episode. Mike is one of the few business leaders who has run large tech businesses and has been a professional investor in public companies. 

We dig deeper into the how building semiconductor business is different than building a SaaS business, complexity, Moore's law, and many other interesting subjects related to tech businesses. 

I enjoyed my conversation with Mike and hope that you will enjoy it as well. 

Send a text

Quick Commerce and its history 
Venture Capital flowing to Quick Commerce in Europe 
How Quick Commerce might evolve 

Send a text

We discuss the emergence of new companies like Affirm, Afterpay, Klarna which are popularizing the idea of Point of Sale financing i.e. when you are buying something you can choose to pay later. We tried to have structured conversation today:) 

1. What is BNPL
2. History of BNPL
3. Why is it happening now
4. How does it work 
5. Who are the players 
6. Future of BNPL 

Send a text

We discuss the recent Chinese government investigations of Chinese tech companies like Alibaba, Didi, etc. Is it good governance and China is leading the world in regulating tech or is it a way to gain more control for the government?

Send a text

Three unique things about Robinhood IPO, growth numbers,  and a discussion on its business and financials.

Useful links:

1. Robinhood S1

2. Why Chander is not participating in the Robinhood IPO