Posts
When to message someone cold
Practical advice on when cold DMs and emails actually work - shared backgrounds, mutual benefit, and reputational surface area.Read More →
India Has the Perfect Recipe for Search Funds. So Why Don't They Exist?
Exploring why search funds haven't taken off in India despite favorable conditionsRead More →
AI and IT Services (Part II)
Who wins in the AI-driven shift in IT services? Large incumbents, or new agentic IT services companies that can deliver software at SaaS-like margins.Read More →
AI and IT Services (Part I)
How generative AI is reshaping the $1.2 trillion IT services industry from both demand and supply sides, and why Jevons Paradox suggests developers won't be replaced.Read More →
Why don't more VCs invest in IT Consulting companies?
IT consulting companies like Accenture have matched Google's stock returns, yet VCs largely ignore them. Exploring why - and why that's changing.Read More →