Arjun Malhotra

@BadCapitalVC

Investing in companies that don't make money @GoodCapitalVC

India Katılım Şubat 2012

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Arjun Malhotra@BadCapitalVC·15 Mar

If you need an investor that can put on their big boy pants and lead your round, call me.

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Srijan Mahajan@srijan_mahajan·15h

truth bombs by @jasonfried full piece below

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Arjun Malhotra@BadCapitalVC·17h

As a country, we run on a trust deficit. For decades, help at home meant your neighbour vouching for someone, plus an ID check and even then you kept an eye on them. Letting a stranger into the home is the highest trust act in an Indian household. UC made it work beautifully but for defined, vertical and category specific tasks. Snabbit & Pronto are betting you'll grant a single platform the trust to send a stranger, and you'll figure out a use for once they're inside. That's a harder thing to earn, but a much bigger thing if you do. Also this video is an incredible articulation of the problem statement -

Vijay Shekhar Sharma@vijayshekhar

I bet you've never looked at household “micro services” like this before. From IT services to unpacking suitcases, India’s service market is quite unique. x.com/CNBCTV18News/s…

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Arjun Malhotra@BadCapitalVC·1d

@AdiG2345 @patrick_oshag @AnthropicAI absolutely

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Aditya@AdiG2345·1d

@BadCapitalVC @patrick_oshag @AnthropicAI Perhaps worth noting that Not many opportunities exist that have that insane alpha / explosive growth scenarios, Anthropic is a rare case where a true alpha scenario exists and the market is willing to fund it.

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Arjun Malhotra@BadCapitalVC·1d

Most financial planning by companies is built to survive the worst case. Reserves exist as a cushion against what could go wrong. Capital structure is organised around managing downside. On @patrick_oshag's podcast this week, @AnthropicAI's CFO Krishna Rao described an inverted version of this. They map a wide cone of uncertainty across the next one to two years, then organise their balance sheet against the top of that cone, not the middle. The funds they've built aren't just there to cushion against the worst case but pre-positioned to deploy if the most explosive growth scenarios materialise! It makes sense when the upside isn't incremental but exponential in a company. Being caught underprepared for that moment costs you far more than over-preparing ever would.

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Arjun Malhotra@BadCapitalVC·2d

Amazing!

🍜@cprkrn

HOLY FUCKING SHIT OMG CLAUDE JUST CRACKED THIS SHIT, THANK YOU @AnthropicAI THANK YOU @DarioAmodei NAMING MY KID AFTER YOU 😍 blockchain.com/explorer/addre…

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Arjun Malhotra@BadCapitalVC·2d

@I_Am_Parijat please let us know your email id - team will contact for confirming your shipping details!

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Sarkarstic@I_Am_Parijat·8 May

@BadCapitalVC 👋Tech marketer here. Please send a copy. Soft copy is fine too.

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Arjun Malhotra@BadCapitalVC·8 May

last year, we spent months building this book for our LPs - the india technology review. it became the most special project we put out last year and honestly the thing i'm most proud of. we're now giving away a few copies! it covers everything from meesho's full journey, our AI thesis for india, and how the long tail nature of india's economy creates opportunities most people miss. we also go deep on economic policy & some early-stage bets we're tracking. we built it for our LPs but figured founders, investors & operators would get a lot out of it too. giving away 20 copies at random. drop a 👋 below.