Kaushik Subramanian
@TheHolyKau
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Partner @eqtventures, optimist, product person, Punekar. Prev: Product @Stripe, @Meta. Views are my own.
Substack:
Joined August 2009
I completed 2 years in VC last month. I’ve led a few deals, seen some uprounds, and navigated crises. I’ve also lost a bunch of deals. Here’s what I learned, written as notes to myself, some where I did a 180 on what I thought before I started:
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Indians/Indian origin are the highest wages in Germany, top 1/2 in the UK, top 1/2 in the US. The hate and racism will keep coming, we should keep doing what we're doing.
Indians earn the highest wages in Germany. 5,400 Euros per month, ahead of Germans at 4,200 Euros and 3,200 Euros for foreigners in general. As I never tire of saying, Indians are a blessing unto the nations wherever they go.
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Absolutely comical state of affairs at the @Eurostar today. Trains were delayed severely > no announcements > people herded into a kilometre long line first, and then an enclosure > common sense would prioritise people by departure time but no! Staff was just chilling, not
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Incredible read, beautifully written
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Kota is crushing it. If you're an ambitious person looking for their next gig in fintech I would highly encourage checking them out (happy investor)
Someone mentioned they weren’t sure how Kota was doing — apparently due to our lack of LinkedIn noise (crazy). So, for the record: • 15× annualised revenue growth • From 6-figure ARR to 8-figure ARR in a single year • 50k+ employees covered across 100+ countries • Team grew
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Just crossed @lewis_damian taking the trash out. Gotta love London!
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In the fintech world this is the equivalent of real life succession > darling startup > struggling bank in covid > new ceo > ceo turns it around and makes it go 🚀 > board says ‘ipo later!’, ceo says ‘IPO now!’ > board says ok bye CEO, we bring new CEO > now chair being ousted
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Tiered rounds are all the range. I think they're a win-win for founders and investors, unfortunately not so much for employees. If you're an employee joining an early stage startup, ask for the blended valuation and ARR. The valuation here will not be reflective of where the
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who called it Everbloom and not Brunello Cluckanelli via @hkanji
https://t.co/cyw9YR5rnD
techcrunch.com
Everbloom has also developed a chemical process to transform waste fibers and feathers into upcycled materials that resemble everything from polyester to cashmere.
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I spoke to several experts about this this year, and none was able to provide an explanation as good. Thank you, @sidbharth ! Must read
the hardest optimism comes from knowing the nooks and crannies of our world. few nooks are as misunderstood as crypto - which now fuels india’s desperate, brilliant hunger for global access. link in the comments.
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Why are there so many phrases with frogs as opposed to other animals - frog in the well - boiling the frog - freezing the frog - kissing frogs
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In my opinion one of the best early funds in the world. I envy their portfolio. Kraken, BillionToOne, Aspora, Lovable among others @ileri @akshay__mehra and team are absolute legends. https://t.co/CpJoqblz4Y
forbes.com
Partners Barend Van den Brande and Firat Ileri at low-profile London fund Hummingbird both won spots on the Midas List Europe for tearing up the venture rulebook and backing “outlier” founders.
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WTF is happening with AI agents? A new economy is being built, and @medinism is building the operating system for it - it is my great pleasure to work with him and the team at @paid_ai If there's anything I would watch this weekend, it would be this. Don't miss it!
BREAKING: Manny Medina, Co-Founder & CEO of Paid, & former CEO of $4.4B, Outreach, joins me in London to discuss the $19.9T AI agent opportunity. Roughly $300 billion in SaaS revenue is “trapped” inside legacy pricing & delivery models After scaling Outreach from scratch to
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The 'I will change it' trap Organizations have a reputation for a reason. When it comes to picking an opportunity, however great, don't take the job thinking you can change that. If they are reputed to be slow, you can't make them fast after you join. If they are risk averse, you
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There are only 3 certainties in life: death, taxes and every category eventually trading at a <10x multiple
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Live with - Kaushik Subramanian (@TheHolyKau) Partner at EQT Ventures (@eqtventures) now!
EU Fines X, AirWallex $300M, $NFLX, ElevenLabs Deep Dive, Justin Bieber
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