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Enjoyed this podcast where @deepakshenoy chats w the ever interesting @kunalb11

Brief thread of what I found interesting.
(there is also a transcript if you prefer that)

capitalmind.in/2020/07/podcas…
Why Indians don't value time!

I dont know if this is true but this is a fascinating hypothesis.
Finance skills ≠ Financial literacy.
Wealth envy in India.
Demonizing the wealthy
Why we don't have large SAAS businesses in India. Because we dont value time and effiicency.
Why China > India when it comes to scale. Again I dont know how much of this is true, but again such a fascinating hypothesis.
Here it is again. There is a lot I havent captured; so do check it out (audio OR transcript).

Thanks @deepakshenoy @capitalmind_in

capitalmind.in/2020/07/podcas…
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More from @sajithpai see all

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Sajith Pai
@sajithpai
Thread. Thoughts on hiring / recruitment tech in India.

Spurred by an interesting discussion on desi startup twitter led @banglani & @arnav_kumar on why hiring is broken in India.

In turn spurred by a response to a tweet by @avlesh

1/13
From all of that discussion + data from our blue collar thesis research that my colleague @SanchitaBamnot1 is driving, here is what I make out.

The resume is the basic unit of hiring, thus far. All business model innovation happens around that or reinventing that.
2/13
However the resume is largely useful only for organised sector white collar jobs which btw only number ~35m or so in India.
3/13
Read 13 tweets
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Sajith Pai
@sajithpai
Thread.

On the NYT controversy over Sen. Cotton's piece, the NYT's changing business model, and what it tells us about the news business.
1/19
It is fascinating to sit 12,600 kms away from the US and read all of the angst over the NYT's opinion ('editorial') section, featuring Senator Tom Cotton's piece on dealing harshly with looters and rioters by calling in the Army.
2/ 19
nytimes.com/2020/06/03/opi…
What I want is not to talk abt the politics of the piece, or anything around that. I am too far removed from it. What interests me is to interpret the ferocity of the reaction in light of the underlying business transformation of the NYT.
3/19
Read 19 tweets
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Sajith Pai
@sajithpai
A thread for venture nerds, esp if you dig VC history.

On the 3 broad investment styles in VC - backing people, tech, markets & the personalities who embodied those styles

Arthur Rock: people
Tom Perkins / @kleinerperkins: tech / product
Don Valentine / @sequoia : markets
1/10
Interesting to note these different investment styles were a point of debate in the 70s-80s as Don Valentine tell us
2/10
Why does Valentine not care as much about people / team as other investors do? Well, his belief is that great people are hard to find or select. And a great and growing market can always make up for the seemingly ‘non-great’ but effective people.
3/10
Read 10 tweets

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