Sajith Pai·Jul 17, 2022Narrative CapitalA fan reached out to me after a recent tweet of mine (below), asking for a ’smol essay’ on what I meant by the term ‘narrative capital’ and…
Sajith Pai·Dec 23, 2021Tokeni$eMe(This is a fictional news report. Nothing mentioned here happened. There are some real names here, but none of them said or did what is…
Sajith Pai·Dec 22, 2021Shower ThoughtsA frequent conversation topic that comes up with founders is that of individual employee performance. Once a company nears Series A, team…
Sajith Pai·Nov 26, 2021The Congruent SquareOf late, I have been thinking of a concept I call the Congruent Square (or Rhombus for the math-purist) to better explain to founders why…A response icon2A response icon2
Sajith Pai·Nov 11, 2021Defining ‘Product-Market Fit’Two discussions, one with a founder, and another with an experienced operator, both around the definition of product-market fit (PMF)…
Sajith Pai·Nov 3, 2021Down the ‘product-market fit’ rabbit hole!An innocent google query around the origins of the term ‘product-market fit’ sent me down the internet rabbit hole a few nights back.A response icon1A response icon1
Sajith Pai·Jul 31, 2021Nailing Capital vs Scaling CapitalThoughts and reflections inspired by the frenzied pace of investing and deal making we are seeing in the early stage ecosystem in India…
Sajith Pai·Jun 10, 2021‘Exhaust Fumes’, or, Understanding Startup Valuations.“Early stage valuations aren’t really valuations. They are the exhaust fumes of a negotiation about two things — the amount raised and the…A response icon9A response icon9
Sajith Pai·Apr 14, 2021Network States and Nation SPACs, or Westphalia ReduxThe title of this piece is of course a play on The Peace of Westphalia, the name for the two treaties signed in 1648 between various…A response icon1A response icon1