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Noncompetes
The FTC announced today that noncompetes are now banned. This is a big move and will have widespread positive ramifications. One of many reasons…
Apr 23
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Sriram Krishnan
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Noncompetes
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March 2024
Search result
What Google search term do you want to be the number one search result for? This is one question I like that I frequently ask founders during a pitch…
Mar 28
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Sriram Krishnan
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Search result
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Everything is negotiable
The recent Taylor Swift Eras tour in Southeast Asia was hosted in only one country: Singapore. The Singaporean government negotiated a deal to make…
Mar 11
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Sriram Krishnan
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Everything is negotiable
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Aspirational Buyer
Just because OpenAI’s revenue is $2B, it doesn’t mean your AI product will resonate with customers. I spoke to a founder building a model performance…
Mar 5
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Sriram Krishnan
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Aspirational Buyer
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February 2024
No more ETL?
I’m seeing many companies’ in-house data and analytics teams wanting external data, not dashboards, from their vendors or partners to train AI/ML…
Feb 27
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Sriram Krishnan
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No more ETL?
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New paradigm?
[Sharing loose thoughts on the future of the websites, web traffic, LLM content, etc] Bot traffic replacing human traffic: The internet is already…
Feb 6
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Sriram Krishnan
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New paradigm?
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October 2023
No more (mobile) apps?
The ChatGPT mobile app is now the most used app on my phone. I use the voice and note prompts on the go for many things. Some of the recent use cases…
Oct 19, 2023
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Sriram Krishnan
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No more (mobile) apps?
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September 2023
Instacart
No matter how involved, directly or indirectly, you are with startups or technology anywhere in the world, this Instacart IPO is a much-needed liquidity…
Sep 19, 2023
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Sriram Krishnan
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Instacart
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Acquisitions / M&As
Getting an inside account of any large acquisition is rare. Waze’s cofounder and CEO Noam Bardin shared the backstory to the billion-dollar exit to…
Sep 7, 2023
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Sriram Krishnan
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Acquisitions / M&As
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August 2023
Dividends
I recently found out about the term Memory Dividends. It’s basically the "dividends" you receive from re-experiencing a prior experience in the future…
Aug 15, 2023
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Sriram Krishnan
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Dividends
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5M
Sunil Chhaya and I use a couple of simple frameworks to categorize and assess the startups we’re talking to as part of our investment process. Sunil has…
Aug 1, 2023
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Sriram Krishnan
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5M
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July 2023
Time to value
Tech investors talk about adding value to startups all the time but we should be talking about time to value instead. Startups move at astronomical…
Jul 25, 2023
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Sriram Krishnan
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Time to value
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