Sri Batchu🇺🇸
@sri_batchu
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Operator & Angel. CMO @therealreal. Prev head of growth @tryramp, @Instacart and early @opendoor. Alum of @baincapital @mckinsey @Dartmouth @HBS.
Joined March 2009
1/ As I wrap my first year of leading Growth at @tryramp , wanted to share reflections on the team, systems and culture reset that led to a phenomenal year in a challenging macro environment (>top decile growth, material improvements on a healthy payback period).
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Lovely note about @Opendoor from Ian, cofounder. 100% agree. Great companies are born from boldness and sheer will of founders and early employees. But you need ongoing boldness in post-founder stage for sustained generational companies. Hope current management team takes note.
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Congrats to Kareem, Varun and the Clay team. They keep shipping! It's awesome to see how many people they are empowering. From $18/hour to $100/hour, from individual contributors to million-dollar agencies—@Clay_gtm is creating life-changing economic opportunity globally.
Today we're announcing our Series C: $100M raised, led by @Alphabetlnc's @CapitalG, at a $3.1B valuation. Funding moments are a chance to reflect, but I’m feeling a signal that something real and human and lasting is taking shape. That our impact is being felt. (🧵)
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Ultimately, customers matter more than competition. However, it is also true that having fierce competition/a bogeyman is very clarifying for team on priorities, velocity and motivation. All successful companies I have worked at had one or more of those.
The wrong advice I was given early Sentry was to focus on ourselves, ignore what competitors do. Such dumb advice. I hyper focus on the competition, what they're doing, what we're weak it, both big and small. A huge part of my motiviation comes from that competition.
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Future generations will mark introduction of ChatGPT as a watershed moment for humanity and measure progress from that point. We are just in year 3 AC (After Chat). Look at all we have already vs 3 years ago. Can you imagine year 20 AC?.
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My theory: (1) packages headline value is actually based on aggressive Meta stock targets (not current value). (2) Candidates are reacting poorly to combo of risky/opaque package, exploding deadline, and have life changing unvested equity already they don’t want to leave.
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There is clearly a big piece of data that we are missing. Feels very unlikely the offers are as large as headline and the conversion is ~0%. Wonder if insiders can weigh in. My personal theory below.
zuck is targeting mira's lab, thinking machines, with offers between $200-$500 million made to a quarter of their team — and one over $1 billion. “not a single person has taken the offer”
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Marketers are abuzz about near perfection here. 1. Tight timing. 2. Prominent, polarizing ex-wife of Cold Play lead singer. 3. corporate training video vibes. Minor miss is not swinging harder when you invested so much. The copy is cheeky but doesn’t go far enough on the.
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RT @jeffye888: Got some feedback that I should share more about my background at @Opendoor . Over 3 years (2016 - 2019) was lucky enough to….
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RT @sri_batchu: @pitdesi Ok this not been vetted for Keith or the Openstore team but this is my quick tl;dr on the situation. The company t….
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Saw a post earlier this week about being wary of secondary offers. You wouldn’t guess which company’s alums were all contacted by cold outbound for secondary sales in last two weeks.
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We are not ready for the havoc that random popular vibe coded apps are going to cause. The fact that all the drivers license info (used for verification) in a public firebase bucket on Tea app is insane. Now all the info is out on 4chan ofc.
If you vibe code an app like tea, and never build in auth, the claude code agent or whatever won't actually tell you you're fucking up unless you ask about the *specific* thing you're worried about fucking up. contemplate this on the tree of woe.
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Great advice and generous of Sudhee to offer to chat. As operators, you are extremely undiversified investors, so chose your company wisely. Picking the right company at right time often dwarfs all other decisions (role, scope, comp etc).
A lot of smart, talented friends have been reaching out lately, feeling like they’re missing out on the AI wave. Many of them are considering joining an early-stage AI startup — but what they often don’t realize is that this decision is less like picking a job, and more like.
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Leave it to Twitter for one of the most thoughtful pieces on the current age of speculation to be written by someone with the username @thiccyth0t.
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More VC’s getting one-shotted by GPT.
I don't care if you're a VP at a hot startup or a place like Google. If you can't describe how a mission statement recursively breaks down into an org design, you're a junior manager at best and overleveled by like 8 layers. Period.
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It’s awesome to see the momentum back in @Opendoor. Thanks to @ericjackson for bringing the attention. I know so many Opendoor alums who bought back in more stock recently (including myself).
@ericjackson I’m Opendoor’s cofounder holding millions of shares 💎 🙌 . I still believe in the business model and they’ve made big positive changes in the last year. Including bringing back Yang and making him Chief Investment Officer 🐐.
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“Screenlight class vs sunlight class” is an instant classic.
Poor, crippled babushkas with only AI companions to keep them company and VR entertainment to soothe them; 70 year old billionaires with the bodies of 30 year olds walking barefoot, making food from scratch, watching sunsets. The screenlight class vs. the sunlight class.
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Side effect of things getting 10-100x easier to build is that it's 10-100x harder to differentiate on product alone. Distribution becomes critical. Attention is one scrappy way to get distribution. Hence, the influencer-founder is born.
why do you have to be a fucking influencer to be a great founder 😭😭😭.
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Hmmm. What could go wrong with a corporate lynch mob?.
startup idea. everyone in a company can anonymously indicate if they want someone fired. if it goes above 50% for a person, they’re fired.
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This not the failure pattern I notice (salaries and perks are usually in-line with other start-ups not FAANG). It's more around over-hiring pre-PMF and over delegating key functions that lead to downward spirals of these large seed raise co's.
Every time I see an AI startup raise a $20m “seed,” it’s almost always a crew of ex-Google or Meta folks trying to lock in startup upside without giving up their FANG salaries or catered lunch benefits.
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Lincoln: Better to remain silent and be thought a fool than to speak and remove all doubt. Today's VC's: Better to remain pre-revenue and be thought a unicorn than to monetize and remove all doubt.
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