Pratyush’s Newsletter

Investing in Rivet

The modern AI-enabled corporate tax prep firm

Oct 22 • 

Pratyush Buddiga

2

1

April 2025

Compounding Competitive Advantage, Part II: Scale Economies Shared

Why AI agent companies may look more like Amazon than B2B SaaS

Apr 17 • 

Pratyush Buddiga

7

2

2

February 2025

Compounding Competitive Advantage, Part I

Supply, Demand, and Economies of Scale

Feb 26 • 

Pratyush Buddiga

9

The Techbio Thesis

Diving down the rabbit hole of AI x bio

Feb 6 • 

Pratyush Buddiga

6

October 2024

What Do You Invest in?

Spiky founders building category-defining companies 12-36 months before it would appear on a market map

Oct 16, 2024 • 

Pratyush Buddiga

8

1

July 2024

Why Momentum Matters

It's the currency of the startup ecosystem, for both founders and investors

Jul 26, 2024 • 

Pratyush Buddiga

7

March 2024

How Poker Impacts Being a VC

Applicable learnings from seven years of poker and three years of venture

Mar 27, 2024 • 

Pratyush Buddiga

11

February 2024

A Hero with an Idea Whose Time Has Come

Venture investing is the synthesis of Rick Rubin and Thomas Carlyle

Feb 20, 2024 • 

Pratyush Buddiga

6

January 2024

There Are No Rules

Innocence (or ignorance) brings forth innovation

Jan 16, 2024 • 

Pratyush Buddiga

7

2

November 2023

Thanksgiving

Last week my daughter turned one and then we celebrated Thanksgiving.

Nov 26, 2023 • 

Pratyush Buddiga

5

2

October 2023

Abundant Energy, From the Earth to the Asteroid Belt

Investing in Antares

Oct 31, 2023 • 

Pratyush Buddiga

3

The Most Contrarian Bet in Venture Capital

Thrive's investment in OpenAI at $80B

Oct 23, 2023 • 

Pratyush Buddiga

11