Hypethesis

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The Most Important Thing: A Moral Code for AI
The most important question in AI today is not who wins the arms race to build better foundation models. It is whether you can insert a moral code into…
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Kunal Bajaj
The evolution of the Tech Valuation Shorthand
A generation since the first internet listings, our tech valuation shorthand has moved down the P&L statement from Eyeballs to Revenues, and now to…
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Kunal Bajaj
The Newest New Thing: Generative AI inside the Enterprise
Generative AI has the potential to finally unlock the disconnected reams of data inside information-heavy enterprises such as consulting firms…
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Kunal Bajaj
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A DuPont framework to measure VC performance
1. INTRODUCTION Venture Capital ("VC") as an asset class has captured the public imagination of late. But unlike in public market funds, where…
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Kunal Bajaj
The significance of the Zomato IPO
I spoke to a seasoned public markets investor last weekend who asked "What's the significance of the Zomato IPO?". Here's my take on why this IPO means…
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Kunal Bajaj
Everything I know about personal finance...
Everything I know about personal finance management in 10 tweets. Asset allocation matters more than what stock/fund to buy for most of us. The decision…
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Kunal Bajaj
Reselling > Live-streaming
Ecommerce on the internet has traditionally been viewed in one of two lenses – horizontal ecommerce, and vertical ecommerce. Horizontal ecommerce…
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Kunal Bajaj
Hypethesis
Separating the signal from the hype in tech and finance.
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