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Compounding Competitive Advantage, Part II: Scale Economies Shared
Why AI agent companies may look more like Amazon than B2B SaaS
Apr 17
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Pratyush Buddiga
4
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Compounding Competitive Advantage, Part II: Scale Economies Shared
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February 2025
Compounding Competitive Advantage, Part I
Supply, Demand, and Economies of Scale
Feb 26
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Pratyush Buddiga
6
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Compounding Competitive Advantage, Part I
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The Techbio Thesis
Diving down the rabbit hole of AI x bio
Feb 6
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Pratyush Buddiga
5
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The Techbio Thesis
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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
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Pratyush Buddiga
6
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What Do You Invest in?
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July 2024
Why Momentum Matters
It's the currency of the startup ecosystem, for both founders and investors
Jul 26, 2024
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Pratyush Buddiga
6
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Why Momentum Matters
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March 2024
How Poker Impacts Being a VC
Applicable learnings from seven years of poker and three years of venture
Mar 27, 2024
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Pratyush Buddiga
9
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How Poker Impacts Being a VC
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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
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Pratyush Buddiga
5
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A Hero with an Idea Whose Time Has Come
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January 2024
There Are No Rules
Innocence (or ignorance) brings forth innovation
Jan 16, 2024
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Pratyush Buddiga
6
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There Are No Rules
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November 2023
Thanksgiving
Last week my daughter turned one and then we celebrated Thanksgiving.
Nov 26, 2023
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Pratyush Buddiga
4
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Thanksgiving
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October 2023
Abundant Energy, From the Earth to the Asteroid Belt
Investing in Antares
Oct 31, 2023
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Pratyush Buddiga
3
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Abundant Energy, From the Earth to the Asteroid Belt
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The Most Contrarian Bet in Venture Capital
Thrive's investment in OpenAI at $80B
Oct 23, 2023
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Pratyush Buddiga
10
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The Most Contrarian Bet in Venture Capital
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Founders of Paradox
Three traits I like
Oct 2, 2023
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Pratyush Buddiga
9
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Founders of Paradox
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