Aash
139 posts

Aash
@aashnarula
Building 🛠️ | scaled https://t.co/cRDk9ZcHAk to $25m ARR
San Francisco, CA Katılım Şubat 2022
586 Takip Edilen108 Takipçiler
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@aashnarula @joinsuppco @function Put your fears to rest, we’re committed to continue being the trust layer of the industry.
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@joinsuppco had the chance to truly hold supplement brands responsible for quality. I fear - by getting acquired by @function - their independent credentialing system will die a rapid death. Missed opportunity to shake up the industry
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@StuartBlitz Juicy. Greycroft would have done the A at between $100-200m val. So assuming a 2x markup on that. Majority equity.
Taking a stab in the dark here haven’t asked around. Thoughts?
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@akash_in_2030 @ash_vellum Please stop using my name it’s trademarked.
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We’ve raised 25M to build the world’s first Personal Intelligence.
Introducing Vellum: AI that belongs to you.
My assistant @ash_vellum has his own X (like grok), tag him and he'll answer.
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@Superhuman pls sign BAAs from a loyal customer who has no choice but to churn
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@dvasishtha This is a really interesting take. As someone who historically only invests in healthcare, curious to probe. How do you get over the fear of not being able to add value since it’s an industry outside of our knowledge? Do you have a % philosophy on healthcare vs non healthcare?
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One of the biggest mistakes I’ve made as a healthcare angel is not diversifying across sectors.
I used to think the “disciplined” thing was to only invest in healthcare because that’s where I had the most context, could be a better picker, and maybe be more useful to founders.
But angel investing is power law investing, and power laws don’t care about your sector focus.
A good example was getting access to one of the earliest Varda rounds courtesy of @nunzi46. My reaction at the time was basically: what do I know about space manufacturing?
That was the wrong question.
The better question was whether I wanted exposure to a category that could be enormous if it worked, whether the opportunity was coming from someone with great taste, whether the team was exceptional, and whether I’d learn a ton just by being close to it.
The answer to all of those was yes.
Instead, I passed because I over-indexed on the part I didn’t know.
I still don’t think angel diversification means spraying checks into every hot new thing. But it does mean that when exceptional people give you access to exceptional teams in categories with 100x upside, “this isn’t my sector” is usually not a good enough reason to say no.
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There are only 3 possible moats in peptides: 1) a celebrity influencer (👀 @hubermanlab ), 2) an existing loved brand expanding into peptides and 3) being friends with the administration.
99% of the rest won’t last.
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