Nikhil Basu Trivedi @nbt Twitter profile

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Nikhil Basu Trivedi

@nbt

3 years

Announcing our new firm and first fund: Footwork ( @footworkvc ).

Footwork

Announcing Footwork Fund I: $175M to invest in early-stage technology companies.

nbt.substack.com

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Nikhil Basu Trivedi

@nbt

4 years

We are in the midst of 4 crises: -Pandemic -Unemployment -Racial injustice -Climate But beneath the surface is a 5th crisis, exacerbated by the above 4: Mental health.

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Nikhil Basu Trivedi

@nbt

3 years

Two weeks into my most important role.

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Nikhil Basu Trivedi

@nbt

4 years

That was the worst speech I've heard in my life by the leader of a free nation. Every time I tweet about something non-tech, I lose followers. So go ahead, unfollow me if you wish. Because I won't stay silent about systemic racism, police brutality, and despicable leadership.

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Nikhil Basu Trivedi

@nbt

5 years

A female engineer at a big tech company, who I am close to, just found out she’s being paid at least $50K less in base salary than a male colleague at the same level. How should she navigate fixing this? Would love your advice, as this seems blatantly unfair.

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Nikhil Basu Trivedi

@nbt

3 years

Mad respect for @fredwilson : -35 years in the VC business -Firm that will live beyond him: @usv -Portfolio that speaks for itself: @coinbase @Twitter @Etsy @MongoDB -Source of knowledge that is timeless: @avc -Still writes daily, but not today So much class and so well deserved

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Nikhil Basu Trivedi

@nbt

4 years

I plan to write a few essays on trends in the venture capital industry. First up - A new set of players has emerged in the fundraising landscape, distinct from angels, super angels, and venture capital firms: The Solo Capitalists.

The Rise of the Solo Capitalists

A new set of players has emerged in the fundraising landscape, distinct from angels, super angels, and venture capital firms.

nbt.substack.com

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Nikhil Basu Trivedi

@nbt

4 years

On one side of the VC industry are the agglomerator firms. They invest at every stage and in every sector. On the other are the specialist firms, either by sector, or by stage, or both. The industry has bifurcated. I offer 10 implications for its future:

Agglomerators vs. Specialists

The great battle of the venture capital industry.

nbt.substack.com

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Nikhil Basu Trivedi

@nbt

3 years

I asked 50 of the best thinkers in technology to finish the sentence: “The next big thing in 2021 is…” Here's how they responded:

The next big thing in 2021 is...

50 of technology's top thinkers finish the sentence.

nbt.substack.com

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Nikhil Basu Trivedi

@nbt

3 years

@chamath @GoldmanSachs You’re missing one important letter. Chamathman Spachs.

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Nikhil Basu Trivedi

@nbt

4 years

1/ i've been in venture capital for a decade now, and i've benefitted tremendously from others who've shared their insights and thoughts through blogs and tweets. to start to give back, i'm launching a new blog where i'll share weekly(ish) essays.

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Nikhil Basu Trivedi

@nbt

1 year

The next big thing in 2023 will be... -in areas like AI and healthcare -tough times with resets for companies and for VC -a focus on reality and fundamentals and more. 50+ incredible entrepreneurs, investors, and technology thinkers share their ideas:

The next big thing in 2023 will be...

For the third year in a row, 50 of technology's top thinkers weigh in on the year ahead.

nbt.substack.com

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Nikhil Basu Trivedi

@nbt

2 years

Almost every VC’s background: -Parents who are immigrants and/or entrepreneurial -Attended Ivy/Stanford/MIT -Worked in big tech/finance/startup -Got to know founders and future founders along the way, helped/angel invested in them -Accidentally fell into the VC industry

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Nikhil Basu Trivedi

@nbt

4 years

I spoke in a @Stanford class yesterday about subscription businesses. In Q&A, was asked "What's the metric you care the most about?" My answer: "Retention." CAC, payback, LTV rise and fall. But the core of a highly retentive, engaged service, that people love using = special.

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Nikhil Basu Trivedi

@nbt

6 years

I’m feeling so grateful today for: founders, fiancée, family, friends, and the entire team @shasta . Pumped to take things to the next level 🚀

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Nikhil Basu Trivedi

@nbt

4 years

We often celebrate and honor new beginnings. But we rarely take the time to do the same for endings. Thank you @shasta for an incredible 8 year journey 🙏🏽

An Ending and Fallow Time

A tribute to my 8 years at Shasta Ventures.

nbt.substack.com

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Nikhil Basu Trivedi

@nbt

2 years

I asked 50 of the top thinkers in tech to finish the sentence: "The next big thing in 2022 is..." Though web3 and crypto are popular themes, there is a long tail of interesting and nuanced ideas for what the year ahead has in store.

The next big thing in 2022 is...

50 of technology's top thinkers weigh in on the year ahead.

nbt.substack.com

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Nikhil Basu Trivedi

@nbt

1 year

Four main thoughts as we wrap another of the craziest days in memory (03.10.23): 1) If, by Monday, there is no announcement that all SVB deposits are safe and will be recoverable, next week will be catastrophic for the global economy. All bank accounts above the FDIC-insured…

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Nikhil Basu Trivedi

@nbt

1 year

5 main thoughts as we wrap another crazy day (03.11.23, which happens to be my birthday): 1) It's important that we all learn from what happened on Thursday. Panic began to spread in the morning, and there was a run on the 16th largest bank in the U.S. Many people and companies'…

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Nikhil Basu Trivedi

@nbt

4 years

I’m back in San Francisco after a two month sabbatical. Very grateful for the chance to travel, unplug, relax, read, and learn more about myself and the world. It’s hard to capture in words (and emojis 😉), but here’s a stab at 10 personal reflections from this time away👇🏾

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Nikhil Basu Trivedi

@nbt

5 years

@jackiehluo 2835/ humbled, thrilled, and proud to have invested early in Instagram. Kevin and team are incredible! [insert photo of VC with founders here]

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Nikhil Basu Trivedi

@nbt

4 years

If you broke down and cried this evening, you’re not alone.

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Nikhil Basu Trivedi

@nbt

3 years

So damn lucky to be on @canva 's journey since 2014. Just an astonishing company. Milestones today: -valued at $40B -close to $1B in ARR -30% of the equity (i.e. $12B today) pledged by founders @MelanieCanva & @cliffobrecht to do good in the world 🤯🙏🏽

A note to the Canva Community

An exciting update on Canva’s two-step plan

medium.com

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Nikhil Basu Trivedi

@nbt

3 years

Fascinating to see more bipartisan condemnation of Robinhood than of the Insurrection.

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Nikhil Basu Trivedi

@nbt

5 months

Reflecting on 2023 as I write my traditional year-end blog post with thoughts on the next big thing in 2024. This was the year when I think I finally internalized the Power Law of Venture Capital (embarrassingly, 12+ years into my VC career), because of the scale of some of my…

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Nikhil Basu Trivedi

@nbt

1 year

Special shout out today to my dad @shankert , who's been @nvidia for 14 years, helped start the data center business in 2009 and leads it ($4.3B in Q2, 60% of total revenue), and still lets me share a hotel room with him and @anubasu1 (we're in Boston for @tbt94 's graduation!).

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Nikhil Basu Trivedi

@nbt

4 years

Fourth and final essay in a mini-series on venture capital. This one's on the flowchart I think about daily. My hope is that it helps founders and aspiring venture capitalists better understand the profession. Find Decide Win Help Exit 🔁

The Venture Capital Flowchart

Find, Decide, Win, Help, Exit: the mantra I think about daily.

nbt.substack.com

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Nikhil Basu Trivedi

@nbt

5 years

Exiting 2018 on top of the world! Meet my wife, @chandrikasriv 😍 #TakeAChandsOnNBT ♥️♥️

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Nikhil Basu Trivedi

@nbt

3 months

amazing 15 year run for the world's best dad

ashu garg

@ashugarg

3 months

Huge congrats to my friend @shankert who joined @nvidia in April 2009 to build out the “enterprise” business. At the time, it’s mkt cap was ~$10B. The “enterprise” business now accounts for the bulk of Nvidia’s ~$2T mkt cap.

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Nikhil Basu Trivedi

@nbt

4 years

Third essay in the series on venture capital. The last two, on solo capitalists and agglomerators vs. specialists, touch on key aspects of the current ecosystem. This is about the future, and an important concept that will drive it: Founder-Investor Fit

Founder-Investor Fit

The concept that drives the evolution of the venture capital industry.

nbt.substack.com

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Nikhil Basu Trivedi

@nbt

4 years

The technology world used to clearly segment businesses by consumer or enterprise. But those lines have been blurring for quite some time. The most interesting companies in the world fit neither bucket. They are both.

Consumer and Enterprise

The Most Interesting Companies in the World are Both

nbt.substack.com

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Nikhil Basu Trivedi

@nbt

4 years

Atlanta. Detroit. Milwaukee. Phoenix. Pittsburgh. Philadelphia. Tucson. We see you. Fire him.

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Nikhil Basu Trivedi

@nbt

4 years

I'm excited to announce recents investments I've made through a new medium: Screenshot memos! Here's the first one, about my investment in @canva 's latest round. Delighted to double down on backing @MelanieCanva , @cliffobrecht and team, after first investing in 2014.

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Nikhil Basu Trivedi

@nbt

4 years

50% drop in CAC in April vs. March at one of my portfolio companies. For consumer businesses that offer "must have" products, regardless of the economic environment, and that can fulfill demand even given covid-19, this may be a once-in-a-decade time to acquire new customers.

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Nikhil Basu Trivedi

@nbt

2 years

Probably nothing

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Nikhil Basu Trivedi

@nbt

6 years

the somehow not-yet-written VC story about @ring is that the Series A board member was in his 20s when he made the investment. youngest Series A board member of a $1B+ exit? @adaugelli @trueventures 🙌🏽👏🏽

Welcoming Ring

We support and empower extraordinary founders from all walks of life.

trueventures.com

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Nikhil Basu Trivedi

@nbt

1 year

5 main thoughts as we wrap one of the craziest days in memory: 1) SVB has been a fantastic partner to many of us for decades. We were able to chat with them multiple times today, quickly, at multiple levels, in multiple parts of the bank, which shows their commitment to customer…

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Nikhil Basu Trivedi

@nbt

4 years

Twitter could be a 2X larger company if its search improved. It’s a personalized treasure trove of knowledge and information, yet so hard to comb through.

ɹǝʞɹɐd ʍǝɹpuɐ

@andrewparker

4 years

I wish I could search every tweet I've fav'd + the contents of any links in those tweets. As a crappy hack, I find myself emailing myself tweets so they get indexed in Gmail. Anyone have a good solution?

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Nikhil Basu Trivedi

@nbt

3 years

A few stats on @canva : -55 million monthly active users -3 million paying customers -$500 million in revenue projected in 2021 -130% year-over-year growth -Profitable -Company valued at $15 billion in new $71 million round 👊🏽👊🏽 @MelanieCanva @cliffobrecht

This Aussie design startup's valuation just ballooned to $15 billion

That's a big jump from $6 billion appraisal it scored in June 2020.

fortune.com

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Nikhil Basu Trivedi

@nbt

4 years

I’m an early investor in a collective consumer subscription portfolio that has grown from 0 to over $1 billion in annual subscription revenue in the past 6 years. Here are 10 factors to evaluate consumer subscription businesses as a builder or investor:

10 Factors To Consider When Evaluating Consumer Subscriptions

All Subscriptions Are Not Created Equal

nbt.substack.com

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Nikhil Basu Trivedi

@nbt

7 months

After sitting down with a few people to explain why I'm so appalled by the terrorist attack on Israel, they listened, understood, and cared about the graveness and uniqueness of this situation. But, until then, they'd read the news and thought this was just another escalation of…

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Nikhil Basu Trivedi

@nbt

4 years

One of the most powerful trends in the U.S. economy, and perhaps the most important when we'll look back at 2020, is the consumerization of healthcare. This week's 𝙣𝙚𝙭𝙩 𝙗𝙞𝙜 𝙩𝙝𝙞𝙣𝙜:

The Consumerization of Healthcare

One of the most powerful trends in the U.S. economy has only just begun

nbt.substack.com

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Nikhil Basu Trivedi

@nbt

5 years

Congrats to ⁦ @zoom_us and everyone involved⁩. And thanks for making me feel validated, while at the same time very stupid.

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Nikhil Basu Trivedi

@nbt

3 years

The string of IPO filings last week from consumer technology companies — @Affirm @Airbnb @DoorDash @Roblox @WishShopping — got me thinking about a question I’ve fielded frequently in the past 5 years: “Isn’t consumer dead?” 5 reasons the answer is "no":

Consumer Technology Is Alive and Well

Five reasons for why consumer doesn't need a platform shift to thrive in the 2020s.

nbt.substack.com

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Nikhil Basu Trivedi

@nbt

6 years

One of the greatest privileges of being a VC is seeing some of the grittiest and most determined people in the world - entrepreneurs - in action. Inspired by this every day.

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Nikhil Basu Trivedi

@nbt

4 years

Actually, @Google , the search result list for "grand slam leaders tennis" should start with: Margaret Court - 24 @serenawilliams - 23 Steffi Graf - 22 Because that's what I was searching for. 🎾

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Nikhil Basu Trivedi

@nbt

4 years

First essay, published today, in a three-part series on consumer subscriptions. I'll cover learnings from investing in both digital and physical subscription businesses. This one introduces the category and why I believe we haven't hit peak subscription.

Consumer Subscriptions

It's still early days for the increasingly dominant business model of the Internet

nbt.substack.com

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Nikhil Basu Trivedi

@nbt

3 years

Pop Quiz Name the operator who has been core to the success of all the following companies: @Google @Facebook @Square @DoorDash Not to mention on the boards of @Pinterest , @TheTradeDesk , @coinbase , @CourseHero , @RetailMeNot 🤯

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Nikhil Basu Trivedi

@nbt

5 years

Shattered by the passing of my grandmother, “Tima,” who was more active at 87 than most people at 57 (she published two new books in 2018 with another due in a month!). The best human being I’ve ever known. ♥️

Ahmedabad Mirror

@ahmedabadmirror

5 years

Author-professor #AparnaBasu , who chaired the National Gandhi Museum, passes away

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Nikhil Basu Trivedi

@nbt

5 years

The good news is there’s now a book to recommend when asked about what it’s like to be a VC. The bad news is you have to read a bit about me, as well as, you know, @johndoerr .

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Nikhil Basu Trivedi

@nbt

9 years

What did $1B+ companies look like at the Series A? @todfrancis and i found 5 key traits in our research @shasta

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Nikhil Basu Trivedi

@nbt

1 year

Thank you to the boards of FDIC and Federal Reserve, the President, and Secretary Yellen.

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Nikhil Basu Trivedi

@nbt

4 years

New goal: To fund the next Peloton and have the founder speak about me the way John Foley does about Lee Fixel 👏🏽👏🏽 🔥 piece by @alexrkonrad

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Nikhil Basu Trivedi

@nbt

5 years

Moved to 🇺🇸 17 years ago. I hope current and future generations of immigrants can summarize their feelings towards this country with the same one word: Gratitude.

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Nikhil Basu Trivedi

@nbt

3 years

@jaltma One of the most imbalanced power dynamics is that between founders and the earliest employees. Early employees take on similar risks to founders but with a tiny fraction of the upside. I've always felt this should change; perhaps it'll be the first place you see this shift.

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Nikhil Basu Trivedi

@nbt

5 years

I've said it twice this week and I'll say it again: Founders raising VC, when in doubt, go out asking for less $$. Let investors walk you up to a larger $$ raise if they are excited. Do this to maximize the chance of options.

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Nikhil Basu Trivedi

@nbt

7 months

The most surprising part about WebSummit imploding is how many people I know and respect who were planning to attend it in the first place

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Nikhil Basu Trivedi

@nbt

6 days

We gathered Footwork's founders and LPs yesterday for an afternoon of off-the-record conversations, featuring 4 founders who are at different stages in their journeys, including one who is CEO of the third largest company in the world. It was very special. Reflections to come.

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Nikhil Basu Trivedi

@nbt

4 years

Today's essay on "next big thing" is about Business-in-a-Box (BiaB) Platforms, such as @Shopify and @SubstackInc , and the key decision they face: Remain a Platform, or become an Aggregator?

Shopify and The Key Decision for Business-in-a-Box Platforms

Remain a Platform, or Become an Aggregator?

nbt.substack.com

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Nikhil Basu Trivedi

@nbt

3 years

A summary of the venture capital industry in 2021: @sequoia , ⁦ @benchmark ⁩, and everyone else.

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Nikhil Basu Trivedi

@nbt

4 years

Just hit publish on issue #1 of next big thing! I discuss my journey in moving from @evernote to @NotionHQ as a user, and the new paradigm of software that people use to get their work done. Would love your thoughts, questions, feedback.

Notion, Roam, and The Future of Doing Work (#1)

May The Best Products Win

nbt.substack.com

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Nikhil Basu Trivedi

@nbt

3 years

Happy Diwali from our family to yours! 🪔✨🎇

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Nikhil Basu Trivedi

@nbt

2 years

Tweeting this for myself, to make sure I don’t forget the memories. Rivals, Friends, Teammates, Heroes. 🐐🐐🐐

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Nikhil Basu Trivedi

@nbt

5 years

I've spent over an hour on @ProductHunt today and wish I did this every day.

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Nikhil Basu Trivedi

@nbt

4 years

I disagree. This debate makes one thing extraordinarily clear: The current president is an utterly despicable human being.

Eric Wiesen

@ewiesen

4 years

This debate is pointless and a total waste of time. No one will learn a single thing from this.

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Nikhil Basu Trivedi

@nbt

3 years

Reminder that this year will have the least extreme weather of the rest of our lifetimes.

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Nikhil Basu Trivedi

@nbt

4 years

What a year so far for @imperfect_foods . Weekly orders up 2X since Jan and AOV up 2X y-o-y. And now a $72M Series C round. Delighted to have invested in every round since the seed, and to have a 3rd collaboration with my former firm, @insightpartners 🙂

Imperfect Foods Raises $72M in Series C Funding to Expand Their Mission and Reach More Customers...

/PRNewswire/ -- As a result of significant momentum in the business and continued dedication to improving the food supply chain, Imperfect Foods has closed a...

www.prnewswire.com

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Nikhil Basu Trivedi

@nbt

4 years

The line between “consumer” and “enterprise” tech company has been blurring for a long time. But Zoom’s growth from 10M to 200M DAUs in 3 months is the watershed moment that should make the distinction obsolete. It’s arguably more of a consumer company now. Remarkable.

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Nikhil Basu Trivedi

@nbt

4 years

@lennysan Take risks. They are the only way for your path to be exponential, not linear.

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Nikhil Basu Trivedi

@nbt

5 years

Today, we @shasta finally get to publicly talk about our investment in @Imperfectfruit . 🥑🍍🍉🍎🍏🍒 founded in 2015 👨‍👩‍👧‍👦 200,000+ subscribers 🌃 available in 22 cities 🙋🙋‍♂️1,000 living wage jobs 💰 $47 million in funding

Imperfect

At Shasta Ventures, we love backing mission-driven companies. From Nextdoor, whose mission is to enable neighbors to work together to…

medium.com

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Nikhil Basu Trivedi

@nbt

3 years

"Life is beautiful but alas too short. I realize that life is so precious that everyday lived is a gift, and one should learn to make the most of every moment." It's been 2 years since my grandma passed. But her words, our memories, & ♥️ for her live on.

“What I Have Learnt From Life” — by Dr. Aparna Basu, my grandmother

The following is an essay that my grandmother, Dr. Aparna Basu, wrote for her grandchildren in December 2006. My grandmother, who we…

medium.com

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Nikhil Basu Trivedi

@nbt

3 years

🤔

David Sacks

@DavidSacks

3 years

🤔

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Nikhil Basu Trivedi

@nbt

6 months

You can't make this up if you tried to.

Emmett Shear

@eshear

6 months

Unironically. Most of the CEO job (and the majority of most executive jobs) are very automatable. There are of course the occasional key decisions you can’t replace.

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Nikhil Basu Trivedi

@nbt

3 years

Here's a follow-up to my essay that coined "solo capitalists." What I didn't dive into in the first piece were the tradeoffs of being in a partnership vs. being solo. I believe the best partnerships can win in the long run, but the bar has been raised.

Venture Partnerships vs. Solo Capitalists

The best partnerships can win in the long run, but the bar has been raised.

nbt.substack.com

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Nikhil Basu Trivedi

@nbt

4 years

Three ways that companies democratize access to a product or service: 1. make something that was previously paid now free. 2. make something expensive cheaper. 3. make something hard to use much more convenient. 𝙣𝙚𝙭𝙩 𝙗𝙞𝙜 𝙩𝙝𝙞𝙣𝙜 issue #22 :

Democratizing Access

Offer something for free, at a lower price, or make it much more convenient to use.

nbt.substack.com

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Nikhil Basu Trivedi

@nbt

4 years

The 𝙣𝙚𝙭𝙩 𝙗𝙞𝙜 𝙩𝙝𝙞𝙣𝙜 playbook: Step 1: write essay defining a concept. Step 2: 10K+ reads in week 1. Step 3: notice audience continuing to rise. Step 4: realize essay is #1 search result for concept. Wish I could tell you this was intentional 😅

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Nikhil Basu Trivedi

@nbt

2 years

Proud that almost 50% of the companies I’ve backed over 11 years in venture have a female founder, many of which as the CEO. I hope that % goes up over time, and that @footworkvc we partner with several that become the next @MelanieCanva & @canva . 🙏🏽🙌🏽

The rise of Canva, the $40 billion design juggernaut - Fast Company

Canva's easy-to-use design platform has become a word processor for our modern visual culture. It's made designers of us all, skeptics be damned.

www.fastcompany.com

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Nikhil Basu Trivedi

@nbt

3 years

Back to writing with a post about the current venture fundraising environment. Founders are going out to raise a new round, and within days have multiple offers. What's driving this speed? What are the benefits of fast fundraises? And what are the costs?

How fast is too fast?

Is the pace of today's fundraising environment actually in the best interest of founders?

nbt.substack.com

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Nikhil Basu Trivedi

@nbt

4 years

🤔 I’ve been in Clubhouse for 4 weeks. AMA.

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Nikhil Basu Trivedi

@nbt

2 years

Which angel investors are particularly interested in mental health? Would love to try to include you in an investment that’s brewing

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Nikhil Basu Trivedi

@nbt

6 months

Good morning in the U.S. to all the Indians, and everyone caught up in the OpenAI saga.

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Nikhil Basu Trivedi

@nbt

4 years

Midas List 2020 Firm Scorecard Firm: # of investors on list (cutoff >= 3) @sequoia : 11 @a16z : 6 @Accel : 5 @IndexVentures : 4 @benchmark : 3 DST Global: 3 @firstround : 3 @GGVCapital : 3 @kleinerperkins : 3 @lightspeedvp : 3 congrats to all involved! @Forbes @alexrkonrad #MidasList

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Nikhil Basu Trivedi

@nbt

3 years

@patrick_oshag STX ( @Stacks @StacksOrg @muneeb ). Why? Stacking. Stacking is locking your STX temporarily to support the Stacks blockchain's security and consensus mechanism. As a reward, you earn Bitcoin that miners transfer to you as part of Proof of Transfer mining. 21.4% APY last cycle!

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Nikhil Basu Trivedi

@nbt

6 years

“Nikhil, you must teach me about something: what is this bitcoin? All my friends are trying to understand it and I have told them you will be able to explain it to all of us now that you’re in town.” -my 86-year-old grandmother, over breakfast just now in India

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Nikhil Basu Trivedi

@nbt

5 years

I tweeted 5 hours ago about consumer finance and am now in several DM conversations with entrepreneurs building interesting products. One of them even said I made his night. This is the unquantifiable magic of @twitter !

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Nikhil Basu Trivedi

@nbt

10 months

Lots of others have shared @paulg 's latest essay, but I thought I would, too, because I've read it 3X in the 4 days since he published it. So many fantastic ideas and nuggets. Rather than trying to summarize them in a tweet... I'll say just read it 😉.

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Nikhil Basu Trivedi

@nbt

3 years

@dhaber Dreaming the dream for private mergers that could lead to (fastest) $1 trillion public companies: @Chime & @RobinhoodApp = THE financial services co @EpicGames & @Roblox = THE metaverse @canva & @figma = THE creation/collab platform @BytedanceTalk & @discord = THE network

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Nikhil Basu Trivedi

@nbt

2 years

Founders and investors that are paying attention to what employees want will win in today’s startup battleground. A few thoughts on why the right valuation and dilution matter to employees, and how that aligns with the interests of some VCs:

Employee-VC Alignment

A subtle shift in the power dynamics of venture-backed startups: towards employees.

nbt.substack.com

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Nikhil Basu Trivedi

@nbt

2 years

Last year I asked 50 of tech's top thinkers to finish the sentence: "The next big thing in 2021 is..." Who do you want to hear from for 2022? Already responded: @balajis @ljin18 @packyM @badboyboyce @scottbelsky @rebeccakaden @jmj @gaby_goldberg @lennysan

The next big thing in 2021 is...

50 of technology's top thinkers finish the sentence.

nbt.substack.com

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Nikhil Basu Trivedi

@nbt

4 years

Something very special continuing to brew over at @RoamResearch . I live in Roam now - the first tab in my browser and the first place I go every day.

Conor White-Sullivan 𐃏🔍🇺🇸

@Conaw

4 years

2.75M ARR Over 40% Month over Month rev growth Still no marketing No native onboarding No real desktop app No mobile app Early adopter market for @RoamResearch might be bigger than even I predicted.

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Nikhil Basu Trivedi

@nbt

4 years

@YasminRazavi Sure

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Nikhil Basu Trivedi

@nbt

4 years

Some of the eCommerce businesses I've invested in are going to beat 2020 revenue plan by more than 100%. Not sure we'll see a spending shift like this ever again. 🤯

Matt McGowan

@matt_mcgowan

4 years

This chart gets me every time: Internet shopping has grown more in the past 12 weeks than it did during the last decade

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Nikhil Basu Trivedi

@nbt

6 years

Life is too short to not celebrate others’ success.

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Nikhil Basu Trivedi

@nbt

5 years

at @shasta we've been Series A investors in @meettally , @simple , @mint , and are looking for the next iconic consumer finance brand to back. nice piece by @iammollymchugh on the current landscape, including its challenges:

The Deep Vault of Millennial Fintech Apps

Savings, investment, and credit card debt services are increasingly marketing to younger users. But they might be useless—or even predatory.

www.theringer.com

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Nikhil Basu Trivedi

@nbt

4 years

Kudos to @BessemerVP for posting several of their Memos. (h/t @gerstenzang ) This + the Anti-Portfolio page make Bessemer one of the few legacy firms that has embraced transparency and learning-in-public. We'll see many more in the years ahead.

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Nikhil Basu Trivedi

@nbt

4 years

New Screenshot Memo 🚨‼️ Delighted to announce my investment in @GrainHQ . Grain gives teams a new way to collaborate during and after Zoom meetings. Take live notes together and create short video highlights you can share directly in your favorite tools.

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Nikhil Basu Trivedi

@nbt

4 months

If you want to build, or are already building, the next @canva , @ClassDojo , @thefarmersdog , @hinge , @imperfect_foods , @stitchfix , @ultabeauty , @artsy , come talk to us @footworkvc .

The Information

@theinformation

4 months

Venture capitalists have given up on the idea that they’ll make their career finding the next hit consumer marketplace, retail brand or media company. Dealmaker by @KateClarkTweets

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Nikhil Basu Trivedi

@nbt

4 years

Last night: we finally watched Indian Matchmaking. This morning: @chandrikasriv made Aloo Paranthas for the first time ever.

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Nikhil Basu Trivedi

@nbt

4 years

Increasingly convinced that @patrickc & @collision will go down as the greatest entrepreneurs of my generation. Would not be surprised if @stripe 's market cap eclipses @Microsoft 's, and if John & Patrick's contributions to the world eclipse those of @BillGates .

John Collison

@collision

4 years

We're seeing many enterprises turn to Stripe, especially now: Zoom, Wayfair, Westfield, Lightspeed, and Coupa all recently made the switch. Upgrades like today's help them adapt and scale even quicker.

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Nikhil Basu Trivedi

@nbt

3 years

Never gets old

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