Rishabh Kaul

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Rishabh Kaul

Rishabh Kaul

@rishabhkaul

Early stage founder turned investor @HoxtonVentures @Svagat_ Ex-@BelongCo, @theappsmith. @bitspilaniindia @AshokaUniv alum

London Katılım Mayıs 2007
2.7K Takip Edilen4.5K Takipçiler
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Rishabh Kaul
Rishabh Kaul@rishabhkaul·
Thrilled to share that I’m joining @HoxtonVentures! 🚀 I’m excited to work with a stellar team helping ambitious entrepreneurs at the earliest stage. We're an anti thematic fund investing in Europe's founders that have global ambitions. DMs open.
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Rishabh Kaul
Rishabh Kaul@rishabhkaul·
As if multi layered OpenAI/Anthropic later stage SPVs with 2 - 20 structure wasn't bad enough, I've started seeing 2 - 20 SPVs at pre-seed (saw it for a YC demo day company recently). How does that make any sense? I get it, its a free market, but its just a sign of the times...
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Rishabh Kaul
Rishabh Kaul@rishabhkaul·
Hence I said "...will give them the space to build" It was quite something to set up SF base to shield the team from HQ in Bentonville. Lots of small acquihires (many didn't work, but they went with the program), attracted top talent, gave autonomy and brought in strong leaders.
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Alfred Lin
Alfred Lin@Alfred_Lin·
@rishabhkaul To your point, the real question is less whether any of those companies can acquire people like that. It's more if the structure and culture will actually let them do what those people were acquired to do.
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Alfred Lin
Alfred Lin@Alfred_Lin·
In 1997, I declared that Amazon would kill Walmart. Today, Walmart is 30 times larger than it was 30 years ago. The world was messier than the story: - E-commerce companies also failed - Customer acquisition costs online kept rising - Certain categories had persistent try-before-you-buy dynamics - Physical presence created brand equity that digital alone could not What I should have asked: what would have to be true for this story to be wrong?
Alfred Lin tweet media
Alfred Lin@Alfred_Lin

x.com/i/article/2038…

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Rishabh Kaul
Rishabh Kaul@rishabhkaul·
As long as its not a winner take all market, there's a world where everyone (except maybe the last round growth investor) walks away happy. I don't think we need to worry about the no. 1,2 in legaltech. Worst case they get acquired like Brex - a great outcome for all. It's the no. 5 - 5000 that I'd be worried about.
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Sri Batchu🇺🇸
Sri Batchu🇺🇸@sri_batchu·
This is true. Until a vertical is big enough. And then there’s separate Claude Law branded software product. See Cursor vs Claude Code.
Brett Dashevsky@brettdash_

Firms use Harvey over just Claude because it’s a specialized tool and brand focused on domain expertise. That brand carry’s trust. Simply put: Serious companies want to use specialized tools with domain expertise. This is why I’m so anti software is doomed narrative. Serious companies still go for the domain expert trusted tools vs the all-in-one or worse building it themselves

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Sahil Tapiawala.
Sahil Tapiawala.@iamtapi·
@gdibner @rishabhkaul Every 6 montha there will be someone who complains about high valuations, dont people see the pattern? Coping about valuations feels like a skills issue
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Gil Dibner
Gil Dibner@gdibner·
Outstanding post by Ashley Smith at Vermillion Cliffs: "A $5M check into a $40M post-money valuation for a company that is eight weeks old, with pilots that haven’t had time to churn or stick, is a different financial instrument than what we used to call a seed round. The label is the same. The risk profile is completely different. For the big funds writing scout style checks into 10-20 party rounds each cycle, totally makes sense. For YC’s LPs that get exposure to the 2-3 outliers per cycle, totally makes sense. For funds like mine? It’s getting harder to manage that risk. The founders this batch were exceptional. The why behind the companies were exceptional. It is still a hard check to write if you’re a small early stage fund." buff.ly/4hpABwF
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Hubert Thieblot
Hubert Thieblot@hthieblot·
I’m leaving SF. Everyone’s cosplaying as founders. Very few are actually building. Finito. I’ve been here for 19 years. Will miss the views and the weather. If you were starting today, where would you go?
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Rishabh Kaul retweetledi
Olivia Moore
Olivia Moore@omooretweets·
“Every B2B success is alike, every B2C success is successful in its own way” This is of course an oversimplification 😊 But IMO, it’s more possible to “brute force” success in B2B with a fantastic team Consumer success is a mix of team, product, timing, and quite a bit of luck
Peter Deng@pxd

x.com/i/article/2038…

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Rishabh Kaul
Rishabh Kaul@rishabhkaul·
Same, but for founders looking to hire a founding engineer.
Linda Chen@linderps

a guy approached me at dolores park yesterday he was nice. respectful. sweet. i told him i had a bf. he said thank you and left but a few minutes later i couldn’t stop thinking about it how rare it is these days for a guy to have the courage to approach and risk rejection so i went back to find him i told him i really respected it, and encouraged him to keep trying he admitted that it's a bit nerve-wracking but he does it because he doesn’t believe in dating apps so i took his number and want to help him: he’s 24, tall, good looking, works in tech, very sociable, and is looking for a girlfriend dm me if you want to meet him or send this to someone who does :)

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Anil Peri
Anil Peri@notanilp·
I think we spend too much time tuning prompts and not enough time giving agents a reliable memory of execution. If your agent crashes on an edge case, but the next run doesn't know what it tried or why it failed, you're just paying for compute to make the same mistake twice.
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khushi
khushi@khushkhushkhush·
lot of fundraising advice on 'running a really tight process' and creating a ton of fomo to get a deal done. i'll take the counter here. the founders i know that are happiest with their lead investors spent significant time with the partner on their deal to see if it was a mutual fit. not everything is a game. you are entering into a 10 year partnership with someone, it would likely behoove you to get to know them really well before giving them a massive chunk of your company. also, some investors do really well in the first few meetings and then become totally different people after several hours spent together
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Rishabh Kaul
Rishabh Kaul@rishabhkaul·
“In 1786, Thomas Lord looked after the pitch. By the next year he had been poached by the predecessor of the present Lords cricket ground and it is his name which graces the home of English cricket. Thus, it all began in Islington.” I live in Islington, and it looks like much before @Arsenal moved to the area, it played its part in cultivating cricket. Really enjoying getting to know the history of my borough in London.
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Rishabh Kaul
Rishabh Kaul@rishabhkaul·
Layoffs + coding agents + great deck creation tools = tons of new founders entering the system?
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Anshul Bhide
Anshul Bhide@anshulbhide·
name a single non-founder EVER who’s equity was worth a “B” outside of Google and Facebook
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