Sajith PaiNarrative 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…5 min read·Jul 17, 2022----
Sajith PaiTokeni$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…6 min read·Dec 23, 2021----
Sajith PaiShower ThoughtsA frequent conversation topic that comes up with founders is that of individual employee performance. Once a company nears Series A, team…5 min read·Dec 22, 2021----
Sajith PaiThe 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…5 min read·Nov 26, 2021--2--2
Sajith PaiDefining ‘Product-Market Fit’Two discussions, one with a founder, and another with an experienced operator, both around the definition of product-market fit (PMF)…6 min read·Nov 11, 2021----
Sajith PaiDown 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.4 min read·Nov 3, 2021--1--1
Sajith PaiNailing 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…6 min read·Jul 31, 2021----
Sajith Pai‘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…27 min read·Jun 10, 2021--8--8
Sajith PaiNetwork 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…5 min read·Apr 14, 2021--1--1
Sajith PaiThe Indus Valley PlaybookOn the evolution of the Indian startup ecosystem, or Indus Valley, and the distinct set of hacks and business models that have evolved to…33 min read·Jan 7, 2021--6--6