Ganimi Kava

I am a first time founder working on my second fundraise I’m spending the next 2 weeks setting up a lot of intro calls with seed stage investors. I’m genuinely confused about one thing: What exactly counts as “competitive” to your portfolio? Because in early-stage deep tech, stuff is confusing: - Same sector, completely different architectures - Same AI approach, completely different applications - Same modality, one builds tools, the other runs an internal pipeline - Nothing in common on paper, but both end up going after melanoma The category overlap can be zero and the market overlap total. Or the category overlap can be total and the market overlap zero. what are you actually pattern-matching on? what to watch out for here? I’d love to hear from investors of any kind.

2 cold emails sent to VCs. Same content, different style. Which one performs best in your opinion?

Golden words by NSA Ajit doval - If the mind is strong, the future is bright. If the mind is weak, even opportunity looks dark.🇮🇳

An SF based VC told me: "Seed in SF now means anything below $50M valuation"🤯 Btw, Nikhil's point is correct - the lowest cap in the current YC W26 batch is $30M and median dilution is ~10% (i.e. $3M to $4M rounds) And, this isn't a YC specific thing - non YC co's in SF as well are raising Seed rounds at $30M to $50M In my 5 yrs since starting investing, I'd say "History may not repeat but it sure does rhyme" "Pre-Seed has become Seed" (by early 2020s; $15M val; led by solo GPs) "Seed has become Series A" (now; $40M val; led by platform funds & supersize Seed funds)

Calling all builders. The Kadena Devs Challenge, part of Kadena Nexus, is open for developers who want to create real infrastructure and applications for the Kadena ecosystem. Solve meaningful problems, showcase your skills, and win prizes. To support innovation in the Kadena - @KdaCed ecosystem, we invite the community to help fund the Kadena Devs Challenge. Donations go directly toward rewarding developers building new tools and infrastructure for Kadena. You can donate using the USDT address at the top right of the website. Join and start building: kadenadevs.kadena.ws

I just asked myself the most important question I’ve ever asked. What if, god forbid, I had cancer right now? How would I save my life and would I be able to do it without Precigenetics? The answer made me cry. Here’s EXACTLY how I would save my own life TODAY. 🧵

Cancer treatment will fundamentally change because of people like @parmita Great thread of how we can think & operate differently in the face of our worst diseases. We need more people who want to change the world, and are all-in on doing it. LFG.

One doctor with Claude (& some taste) will outbuild an entire room of “healthcare” consultants 🎈 Let the games begin. What are you building?

1/ Fundraising is a low-probability matching game. VCs swipe left 99% of the time. Founders drown in ghosted decks. Noise beats signal. 2/ The fix isn’t more hustle. It’s better intel. Know who’s actively writing checks in your niche, at your stage, today—not last quarter. 3/ We built InvestorMatch.pro to surface exactly that. Real-time investor intent > spray-and-pray outreach. Kill the cold spam, raise faster.

i just spotted a blind spot that's costing startups millions in churn. we exploited it - and hit 70% customer retention. early on, we noticed something in our user data: our users weren't monolingual. they spoke english at work. spanish with friends. hindi with parents. portuguese with their partner. and most voice ai tools forced them to pick one. so we decided to build differently. today, wispr flow supports 100+ languages. because we saw what happened when we tested other languages with our early users: they had the biggest smiles on their faces. most products treat non-english languages as second-tier experiences. but we've always believed in letting people express themselves in their own voice. if you grew up speaking tamil at home, that's how you think. that's how you express yourself most naturally. so having to switch to english just to use a productivity tool? that's not just inconvenient. it's making you feel like the way you naturally communicate isn't valid. so we built support for 100+ languages early on. the feedback we get from users in non-english languages is different than any other feature. it's not "this is useful." it's "thank you for seeing me." that's when we knew we made the right call. when you build with empathy, you don't just translate words. you meet people where they are. and that's how you build something people don't just use - they love.

if you are in india, this is the best way to get a YC interview super quickly!!!

Holy shit. Waves of unauthorised drones recently flew over the U.S. Air Force’s Barksdale Air Force Base which houses nuclear-delivery B-52 strategic bomber squadrons

This is going to be the mother of all hackathons in India. We @LightspeedIndia are proud to partner with our portfolio co @emergentlabs and our friends at @ycombinator for VibeCon 2026! If you are a builder anywhere in India building something in AI, this is for you!

Most founders monologue. Investors want rapid signal—problem, traction, ask. 15 slides in 8 mins then shut up. Let them dig. Anything else = waste of airtime. Find the ones who’d dig at investormatch.pro

Somewhere in India, the next great founder is building their ambitious idea. It's time to find them. @ycombinator is bringing Startup School to India. We wanted to create something worthy of it, not another event that looks good on a poster. Presenting Vibecon India. [1/5]

I spoke to Anthropic’s AI agent Claude about AI collecting massive amounts of personal data and how that information is being used to violate our privacy rights. What an AI agent says about the dangers of AI is shocking and should wake us up.

It is harder for Asians to get into top colleges than other races, but it is much harder for South Asians than East Asians.

Pancreatic cancer ranks among the most lethal cancers, with tumors often developing rapid resistance to therapies, contributing to dismal long-term outcomes. In a major preclinical advance, scientists at Spain’s National Cancer Research Centre (CNIO), led by Mariano Barbacid, have shown that a triple-drug combination can completely eliminate pancreatic tumors in mouse models while preventing resistance from emerging. The treatment targets the KRAS signaling pathway—mutated in about 90% of pancreatic ductal adenocarcinomas—at three separate points, effectively blocking the cancer's ability to adapt and survive. The regimen combines daraxonrasib (an experimental KRAS inhibitor, also known as RMC-6236), afatinib (an approved EGFR/HER2 inhibitor used in certain lung cancers), and SD36 (a selective STAT3 protein degrader). This multi-pronged attack shuts down key downstream, upstream, and parallel pathways that KRAS relies on for tumor growth and evasion of single-agent therapies. Tested across multiple orthotopic mouse models of pancreatic ductal adenocarcinoma (including those with KRAS/TP53 mutations), the combination induced complete and durable tumor regression, with no detectable cancer recurrence even months after treatment ended and no major toxicities observed. In some cases, tumors vanished entirely, leaving no trace. While single KRAS inhibitors show promise, resistance typically develops quickly as tumors activate bypass mechanisms. By hitting three independent nodes simultaneously, this strategy overcomes that hurdle in animals, offering a blueprint for more effective targeted therapies. Pancreatic cancer's five-year survival rate remains under 10%, underscoring the urgency of such innovations. Although human trials are not yet feasible and further optimization is needed to translate these results to patients, the study represents a landmark step toward making one of the deadliest cancers potentially controllable. [Liaki, V., Barrambana, S., Guerra, C., Barbacid, M., et al. (2025). A targeted combination therapy achieves effective pancreatic cancer regression and prevents tumor resistance. Proceedings of the National Academy of Sciences, 122(49), e2523039122. DOI: 10.1073/pnas.2523039122]

Google disrupting Figma is unexpected

I am looking to invest in hard tech founders just starting out. If you’re building in: - robotics - energy - manufacturing - aerospace - defense - semiconductors - industrial software - advanced materials I want to meet you. Reply here or DM me with what you are building (or want to build)