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Sajith Pai Profile picture
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19 Dec, 9 tweets, 3 min read
Went to binge watch Tokyo Girl for the 3rd/4th time last night, & found it is off roster. Sigh.

Somehow, this portrait of a Japanese sarariwoman through her 20s & 30s, successes & failures making her way through Tokyo, became my fave watch of '21. 🧵

primevideo.com/detail/Tokyo-G…
Thought I would watch it quickly & do a review but alas it is now gone. Will check if it is available somewhere on the interwebs.

This here is a decent summary of the plotline
riadalwani.medium.com/tokyo-girl-109…
Each episode ~22mins or so long, is named for a specific Tokyo locality which Aya, the heroine, stays in as she rises in her career - starting fm Sangenjaya (AndheriW or Malviyanagar of Tokyo) to Ebisu (Bandra / GK1) to Yoyogi Uehara (Sobo/DefCol).
The locality also becomes the prism to explore Tokyo's class divisions as well as sociological profile.

Like the man who tells Aya, who wont marry anyone who is not from Minato (likely the Golf Links / Malabar Hill of Tokyo)!
Also fun, the subtitles.
No idea why this appealed so much - perhaps the complete package of the v likeable heroine's rise, a look at Japanese society + culture, as well as corporate practices (there is a hilarious job resignation snippet) made it compelling for me.

This was my guilty pleasure of '21.
Lots of love for this in the interwebs - some good links to follow
reddit.com/r/television/c…
Here is a video review
If you are a Tokyo Girl fan or enjoyed the series, let me know!

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More from @sajithpai

Sajith Pai Profile picture
13 Dec
Interesting post by @mariogabriele on 'DeCos' or decentralized countries. We are beginning to see provocative thinking on the future of nation states (@balajis has done a lot of thinking on this - network states v nation states) & this is certainly one.

readthegeneralist.com/briefing/the-d…
I do concur that the nation state's gravitational power is decreasing; my specific area of interest is not virtual but new physical nation states emerging (more challenging + less realistic though) & the actions needed to support the emergence of these new physical nation states.
An old tweet on this
Read 6 tweets
Sajith Pai Profile picture
9 Nov
🧵

1/ There are 3 broad risks in the startup’s journey - product, market and execution risk.

A startup grows from idea to IPO by eliminating these systematically along the way.

Let us examine these.
2/ First, product risk.

Does the product you designed solve a problem for a customer. Does s/he care? Getting to a minimum viable product (MVP) broadly eliminates ~80% of product risk.
3/ Market risk - is there a market for the product you created, or can you iterate to a problem for a paying market? Getting to product-market fit (PMF) is about eliminating this risk. PMF eliminates ~90% of market risk for the then product, I think.
Read 7 tweets
Sajith Pai Profile picture
6 Nov
For a venture nerd like me, this was such a terrific read (the transcripts are the best thing abt Colossus podcasts).

Brief thread🧵 on what I found interesting from @roelofbotha 's convo w @patrick_oshag
Sequoia holds $45b worth of undistributed public stock (companies in its portfolio who have IPOd), about the same as its private holdings.

Together, Sequoia's 'AUM' > India's largest AMC, SBI Mutual (~600kcrs = $80b)
Loved this framing. Seeing fundraising as a board recruitment decision.

Also for those who follow this, throwing some shade on that famous crossover fund which doesnt usually take board seats:)
Read 11 tweets
Sajith Pai Profile picture
1 Sep
Why does a VC reject your pitch? 🧵

A perspective basis my last 3 years in a seed VC.
(this is true especially of seed investing, but holds for the broad VC asset class)
I work at @BlumeVentures, a seed stage tech VC, and we get 3-3,500 startup pitches a year. We can fund 10-12 at best a yr. This means that we reject a lot of great startups.
Some of these startups are rejected because they are too late or early for us, and thus don’t fit our investment criteria (blume.vc/for-startups). Some are rejected because we have invested in their competitors or in similar risk buckets we dont want to add to.
Read 11 tweets
Sajith Pai Profile picture
26 Jun
🧵

On @ClassplusApps, its recent fundraising round, and what we can learn from one of the most exciting B2B startups out there today.

A B2B startup with a consumer DNA, that any B2C co would be proud of.
On thursday, Classplus announced its latest fundraising round, toting up to $65m across Tiger, @gsvventures and existing investors Falcon Edge / AWI, @BlumeVentures

livemint.com/companies/star…
It is been a crazy 15 months for the company since the 1st lockdown - it has seen 3 fundraising rounds during this period - all preemptive.

From Feb20 to May21 it has seen a 6x growth in paid customers, 12x DAU (almost 7 figures now at zero CAC!), and 7x MRR. Phew!
Read 27 tweets
Sajith Pai Profile picture
10 Jun
🧵 on startup 'valuations'.

Why are loss-making startups run by 20-somethings 'valued' as unicorns while similar profit-making companies are valued at half that?

Thread below has the dope, but the longer read is 👇🏽
sajithpai.medium.com/exhaust-fumes-…

1/23
First, the title 'Exhaust Fumes'

Comes from a great quote by @fredwilson

“Early stage valuations aren’t really valuations. They are the exhaust fumes of a negotiation about two things — the amount raised and the amount of dilution.”

Let us understand this.

2/23
They say that chess is a game that can be learnt in an hour, but it takes a lifetime to master. Venture valuations are similar.

Here is the simple part of startup valuations. Take capital invested, and divide by stake diluted.

3/23
Read 23 tweets

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