Rishabh Katiyar
1.8K posts

Rishabh Katiyar
@katrishabh
Partner at Info Edge Growth (Investing in Series B+ tech cos) | @InfoEdgeVC | IITK, IIMA Alum. Opinions are personal.





The VC bet is really about the potential for scale, not the likelihood of it. This is why you see immense failures, laughable-in-retrospect bets by VCs. The logic is simple: to attract power laws, you have to be ok with high variance bets.







I shared this note earlier today with the entire team at Opendoor. Today we began to say goodbye to our colleagues in India as we wind down our India operations. Our customers are in America, and that's where our operational work belongs.

Shipsy has crossed $25M in ARR, more than doubling in twelve months. A milestone earned by our teams and the customers who trusted us with their operations. The number that tells the fuller story is 158% net revenue retention across enterprise accounts. Existing customers expanding, not just new logos. That happens when production outcomes hold and logistics teams find more problems worth solving on the same platform. These are some of the world's most complex supply chains. In production deployments across Europe, the UK, the Middle East, Australia, the Americas, and India, the pattern is consistent: systems that close exceptions outperform systems that only surface them. The ops teams that have made the shift are not going back. What this milestone signals is where enterprise logistics investment is heading next — away from visibility platforms and toward systems that act. @EconomicTimes and @YourStoryCo explore the bigger story behind the number. Check it out below : economictimes.indiatimes.com/magazines/pana… yourstory.com/2026/05/logist… @SohamChokshi @dhr00v #Logistics #AINative #SupplyChain






