The Ledger
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Solo capitalists max out at materially impacting 30 to 50 portfolio companies
“If you're a solo capitalist if you are not an institution, you have a cap at around 30, 40, 50 companies that you can really materially impact, right? Of course, nothing right or wrong about having a bigger portfolio, which today some of the, so, you know, oth…”
Historically, India lacked institutional support for zero-to-one and pre-seed stages
“And when we did an analysis around two years back, it was very clear that I think the last decade, India had a lot of institutions in that one to 10 and beyond. And really the zero to one and the minus one to zero, while there were a lot of individuals and ang…”
Founders commonly stop talking to users as teams scale to 100 people
“One of the things that happens very commonly, I think is when founders go from that nucleus of one or two people to 10 and a hundred I've seen even with the best intentions, they stop talking to users because they rely on two or three other layers and it's, yo…”