About

I’m an early-stage investor at Two Sigma Ventures, where I have the privilege of supporting mission-driven founders in their quest to build the next great software companies.

I started this blog to share some ideas that inspire me, and in doing so, hopefully inspire others. Some of the ideas I’ve been exploring lately relate to:

  • technology + social justice
  • climate tech
  • b2b marketplaces + payments
  • open source software
  • machine learning/data/cloud-native infrastructure.

Feel free to reach out with any questions or comments. I hope you enjoy my musings.

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VCs frequently argue over what the "most important" thing we do is. Is it sourcing, picking, supporting our portfolio, or raising $?

I would argue it's passing - every founder we pass on knows a founder we should invest in.

In a commoditized business, reputation is everything.

For a remote-first enterprise, we have amazing multiplayer software - in design (Figma), product (ProductBoard), workflow (Notion, http://Monday.com), etc.

Yet ironically, much of the SWE lifecycle remains in the stone ages (dev, devops, issue tracking, incident mgmt)🤔

My key takeaway from the excellent "Narconomics" by @t_wainwright: intuitively, demand for addictive, illicit goods is fairly inelastic.

Thus, supply-side interventions, which ⬆️ prices (policing, criminalization) are far less effective than demand-side ones (education, rehab).

Counterintuitively, the future of low/no-code IS code

Most solutions today abstract away complexity at the expense of extensibility. Buyers outgrow these solutions at scale. The best products offer drag&drop functionality but also allow engineers to extend/modify with REAL code

http://www.vinayiyengar.com/job-guide/ is great for new grads & people considering taking the plunge to work at a startup! @VinIyengar gives some sage advice about general motivation + useful benchmarks on compensation. Check it out!

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