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A review of Michael Lewis' Going Infinite
Sam Bankman-Freid (SBF) is weird. So was FTX. And Crypto. As is this book review.
Oct 10, 2023
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Kunal Bajaj
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A review of Michael Lewis' Going Infinite
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April 2023
Who needs an app?
ChatGPT is not just a generational shift in the applications we can create, but a shift in interface design. In an era where you can hit up limitless…
Apr 21, 2023
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Kunal Bajaj
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Who needs an app?
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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…
Apr 13, 2023
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Kunal Bajaj
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The Most Important Thing: A Moral Code for AI
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November 2022
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…
Nov 5, 2022
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Kunal Bajaj
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The evolution of the Tech Valuation Shorthand
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October 2022
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…
Oct 28, 2022
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Kunal Bajaj
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The Newest New Thing: Generative AI inside the Enterprise
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A DuPont framework to measure VC performance
1.
Oct 21, 2022
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Kunal Bajaj
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A DuPont framework to measure VC performance
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July 2021
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…
Jul 31, 2021
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Kunal Bajaj
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The significance of the Zomato IPO
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June 2021
Everything I know about personal finance...
Everything I know about personal finance management in 10 tweets.
Jun 14, 2021
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Kunal Bajaj
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Everything I know about personal finance...
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Reselling > Live-streaming
Ecommerce on the internet has traditionally been viewed in one of two lenses – horizontal ecommerce, and vertical ecommerce.
Jun 5, 2021
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Kunal Bajaj
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Reselling > Live-streaming
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May 2021
Open-source Central Bank Digital Currencies
I recently co-hosted a Clubhouse event with Nandan Nilekani, and the well-known futurist and crypto enthusiast Balaji Srinivasan. He pointed out that a…
May 23, 2021
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Kunal Bajaj
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Open-source Central Bank Digital Currencies
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