About

I’m an Executive-in-Residence with Foundation Capital, where I run business operations for their portfolio company Fortanix. Prior, I spent several years as a venture capital investor with Two Sigma Ventures and Bessemer Venture Partners, where I was lucky to be an early supporter of companies like Upside, PagerDuty, and Remote.

I started this blog to share some ideas that inspire me, and in doing so, hopefully inspire others. Feel free to reach out with any questions or comments. I hope you enjoy my musings.

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EDA is a critical niche of the semi supply chain ripe for disruption by generative AI.

Just 3 players - Synopsys, Cadence and Mentor Graphics - control 70%+ of the market. The former two are $50b+ mkt cap public companies, both founded in the 1980s.

https://www.technologyreview.com/2022/08/18/1058116/eda-software-us-china-chip-war/

Venture capital is the one profession where the more successful you become, the more you surround yourself with people more successful than you.

This is most clearly evident in the personality traits of the best investors vs. the mediocre ones.

This year there were more than 95M developers (27% yoy growth) on Github with 20.5M developers joining Github in 2022.

They recently dropped their 2022 report and here are some of the key highlights.

I recently had the chance to revamp my startup job guide with new tips, compensation data, and an updated list of hot companies.

A TLDR summary of my learnings & the job outlook for 2023👇🏾

https://www.vinayiyengar.com/job-guide/

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