Blog
Topic: Technology

A Wechat for India?

Many entrepreneurs assume VC firms are monolithic entities with a uniform “firm view” on most topics. Nothing could be further from the truth. Our investment horizons are so long, and […]


mFine, how about you?

As every parent knows, small children never fall ill during the day. When a child wakes up with a raging fever (or in a pool of vomit) at 2 am, […]


Our investment in Noticeboard

Here is the short version – Phenomenal team, real market-need, best-in-class product. Period. If you look that the history of great B2B products, they all have an underlying theme – […]


Why new Tv is exactly like old TV

Every other night, my wife and I put our kids to bed and settle down on the couch to watch some Netflix. When I mentioned this to my mother, who […]


How Whatfix evolved its pricing and go-to-market strategy

As an early stage product startup, there are 100s of experiments you can run to figure out a go-to-market strategy. In a detailed interview with Stellaris, Whatfix founder Khadim talks […]


To AI or not to AI

Something in the air reminds me of 1999/2000, where everything suddenly became “.com.” It feels uncannily similar today where everything is magically AI-driven. Are these companies truly AI-led?   Over […]


Re-Inventing User Adoption and Support – Our Investment in Whatfix

User Adoption and Help for Software – Still Living in Dark Ages   One of the holy grails of software is that it should be so easy to use that […]


Why we invested in Wydr

India trades around $300 billion of retail products every year. While people talk about companies owning distribution chains, more than 70-80% of retail goes via the wholesale route. In addition, […]


Will Global companies eat our lunch?

As an investor, I am often asked this question, and the simple answer is, if I believed this were true, I wouldn’t be in the business. But let me explain. […]


Why India is a large tech market

Over the past 24 months I have been asked this question many times – will India ever create large tech companies? And considering we went through a strong run up […]


Hello World!

Hello world! This month, we closed the first round of our maiden $100 million fund, and as we get into action, we are excited to announce the launch of our […]