Partner @LightspeedIndia. Early to categories before they have names or winners. Currently AI Services, Healthcare AI, AI for the next billion. SF ↔ India.
What I'm looking at in 2026:
• AI-led services
• Healthcare AI
• AI for the next billion
I like categories before they have names or winners. If that's what you're building, DM me.
So nice to be back in Bangalore this week. Land of unicorns, the most inspiring founders, the finest filter coffee and the largest collection of speedbumps in the world. 😍
Indian startups using each other's products has grown up to be a big internal economy eg SaaS/payments/etc in b2b/b2b2c models. If you are a founder in India, what are the key products from Indian startups your startup uses?
I am delighted to welcome @manjotpahwa as Vice President. Manjot will be based in Bengaluru & will look at developer, enterprise and consumer startups in India and Southeast Asia. She joins us from Stripe & Google (Mountain View). More below 👇🏽
linkedin.com/feed/update/ur…
Too many India-based SaaS startups bloated up (even pre-pandemic and even now) at $30-50k ARR/FTE, negating any cost advantage from operating from India. US at-scale SaaS at $300k average. $50mm ARR company could be 750-1500 people from India and 300-400 people from the US. Big
Bittersweet photo. So much information packed into this photo, including class divide, gender divide, how the country has helped some people do well but left a lot of people behind, pride in the country at all levels of society, culture (shoes are taken off), etc. ht: @avnish
When I was an investor in the Bay Area, almost every pitch at seed or series A had a financial model, even if just a basic one to bring out core assumptions. In India, I have yet to see projections in any seed or series A deck. It is almost uncool to talk about financials here..
