Vamos, @RafaelNadal!
As you get ready to graduate from tennis, I’ve got a few things to share before I maybe get emotional.
Let’s start with the obvious: you beat me—a lot. More than I managed to beat you. You challenged me in ways no one else could. On clay, it felt like I…
Why is there so much despondency in India when there's 8% growth?
Why are VCs on Christmas break in Blr so excited - but lifetime denizens making a beeline for immigrant visas?
Why does the very mention of taxes give rashes?
A quick 3-tier model of India explaining this:
Lately, I’m most puzzled whenever I notice the incentive being present (and very apparent) but correlating behavior doesn’t follow.
Identifying what else is at play—inertia, fear, “skill issues”, etc—in such scenarios is so fascinating.
"India has 140 crore people, and if X% can become customers because of Y% in a developed country," is a dangerous line of thinking for founders and investors.
While building for up to 3% of English-speaking affluent Indians is easier, it's much harder and complex beyond that.…
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