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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
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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
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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. INTRODUCTION Venture Capital ("VC") as an asset class has captured the public imagination of late. But unlike in public market funds, where…
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. Asset allocation matters more than what stock/fund to buy for most of us. The decision…
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. Horizontal 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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