There are quite a few things that I wish I understood on a deeper level coming into Harvard Business School. This is an attempt to understand the interesting cultural phenomena I observed, and which took a while to understand and get accustomed to. …

Originally posted: https://messyproblems.substack.com/p/corporate-crypto-treasuries-lessons Crypto treasuries are a fascinating new area to understand and an area we will see an entire ecosystem of tooling emerge The emergence of a new financial system implies that a generational opportunity emerges to change the way we think about how aspects of the crypto-financial infrastructure…

There is no reason Venture Capital industry dynamics and early-stage investment frameworks should be opaque, and we should aim for a world where capital is a commodity, information is free, and there is an even playing field between founders and VCs. …

As more fintech infrastructure companies IPO and grow in the public markets with significant customer concentration, Akash (Augmentum) and I wanted to dive into the implications for rethinking concentration risk in the unique context of b2b fintech infrastructure companies. We look into: Current sentiment on revenue concentration risk Illustrating B2B…

Full-Stack Marketplaces are one of the most interesting and misunderstood developments in the world of marketplaces. I try to understand the levers that go into why a full-stack (as opposed to ‘lite’) marketplace evolves, the current discourse within the VC community and its relevance to emerging markets. Content What is the…

I am a big believer in building in public so this is my report from my experience in the deferral years before I went to HBS. I was admitted into the 2+2 program/graduated in 2017. In those years I went down a crazy rabbit hole as an emerging markets startup…

Canva.com, the leader in graphic design tools, sits at the core of the creative economy. Casual individual designs and serious design corporate teams use Canva for everything design-related. Canva, as the content creation layer, owns the surface of creative image expression. Hypothetical: Canva could acquire Redbubble, the leading marketplace for…

One of my favourite e-commerce business models is a 15-year-old listed company that very few people have heard of before: Redbubble (ASX: RBL). Redbubble is an Australian-based global e-commerce business where shoppers can buy quality products with designs on them that are created by artists who upload their designs and…

A few years ago, as I was early in angel investing, I was offered angel allocation into a deep-tech computer vision company. One of the arguments given for investing was that the founders and team were highly technically competent and that there was at least a downside valuation floor of…