Neon

“And on Neon, it's actually pretty interesting too. It's launching, I think, thirteen million databases a day now.”

“At Databricks neon, which is their super base competitor, over 90% of the databases are built by agents, not by humans.”

“I think neon neon was first to, and they're trying to retrofit it onto Postgres. And then they built this whole architecture where you have it in memory, and then you sort of like, you know, mmap back to S-III, and I think that was very novel at the time to do…”

“In Neon portfolio, let's say, out of five profitable exits, four have been M&A's and three are DevTools.”

“I mean, Neon got bought for, by Databricks for billions,”

“So famously Supabase and Neon on the database side have had a massive sort of uptake based on the success of Curse and Lovable.”

“In the first, first fund I didn't take a management fee. In the second fund I took the lowest possible management fee just to prove myself.”

“Databricks bought its own Postgres database company Neon for a billion.”

“We have a company called Spot Draft from, in Neon. Companies are 20 mil era. They recently raised 54 mil series B from Vertex Singapore. None of the Indian tier one VCs are on the cap table.”

“So I would say like 60 to 80% of my time always goes in fundraising.”

“In a fund three of 50 mil, we have already done the first close at 10 mil, invested already in fantastic second-time founders in five companies, right?”

“In this fund, the minimum check that people are investing is 300,000 dollars USD and institutions are investing one million dollar”

“I think being a VC is not, not the path to become rich in five to six years. We have been doing it for the last five years and I don't think it has made us money, but we do it for the pure love of patience.”

“Because once they reach ten million, they're almost a failure foolproof, right? And then it's up to them whether they want to sell the company at ten million or they want to build for a hundred million company. I think even if they sell at ten million, they wo…”

“For us, the, I think if you can't have a customer paying you repeatedly a 100,000 dollars annually. It's very hard to build a ten million dollar annual recurring, like, ten million dollar revenue company, right?”

“Name never drops as like one thing out of the shining dark. You sit with a hundred things, you let it forment in your head for a while, and you take that and move forward. Because there are a lot of flings in names. A name sounds so sexy at the start.”

“The thing with micro delight is if you start critically analyzing micro delight, it dies.”

“A lot of consumer brands should do that because the brand exists for the people. They are a product centric brand. You are a people centric brand. The brand is supposed to be as true to you because you are carrying the face. McDonald's doesn't care about who c…”

“Good branding is fundamentally how you can differentiate yourself. If you want to use black and white font, aerial, it doesn't matter as long as you're able to differentiate yourself.”