Arjun Malhotra @BadCapitalVC
Investing in companies that don't make money @GoodCapitalVC bit.ly/notes-by-arjun India Joined February 2012-
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Every conversation about agent-led use cases eventually arrives at the same concern: "But will users trust AI to make decisions for them?” We’re past that stage; they already do. ChatGPT hit 100 million users faster than any product in history. People are paying for AI…
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When evaluating AI startups, we try to map them on this spectrum Category 1-3 → companies that use AI to get incrementally better at what they already do. Category 4-5 → companies that are doing things that were literally impossible before AI existed.
Any consumer AI has a chance of winning as long as they build systems that understand your context so well that they anticipate your needs before you articulate them. If they do it right, ChatGPT can go from being a tool you occasionally consult, to becoming an invisible layer…
Any consumer AI has a chance of winning as long as they build systems that understand your context so well that they anticipate your needs before you articulate them. If they do it right, ChatGPT can go from being a tool you occasionally consult, to becoming an invisible layer…
Arjun Malhotra retweeted
India is unique in so many ways. And the opportunity to build billion dollar businesses here is increasing with each technology leap. Congrats @BadCapitalVC! To more funds investing in India’s growth story.
India is unique in so many ways. And the opportunity to build billion dollar businesses here is increasing with each technology leap. Congrats @BadCapitalVC! To more funds investing in India’s growth story.
Arjun Malhotra retweeted
huge congrats @BadCapitalVC and @GoodCapitalVC on Fund II. building a company is very, very hard, but @BadCapitalVC is a cheat code for founders. one of the best globally imho. onwards and upwards 🚀
huge congrats @BadCapitalVC and @GoodCapitalVC on Fund II. building a company is very, very hard, but @BadCapitalVC is a cheat code for founders. one of the best globally imho. onwards and upwards 🚀
We've officially closed @GoodCapitalVC's Fund II! Our thesis has always been straightforward: India runs on intermediaries, and that's our superpower. When Indians make big decisions, they go to people they trust, not faceless platforms. We rent flats through trusted society…
I keep meeting brilliant Indian founders building exceptional AI products who should be taking on the US market from Day 1 If that's you - & you're ready to move your team and go all-in on the American market - I’d love to chat.
iOS 26 has turned my phone into a Series A startup. Lots of promise, but burns through resources quickly and constantly needs more time to just deliver basic functionality
The RMG ban has hit the industry hard, but the silver lining is that it could create India's next wave of world-class product companies as gaming founders understand engagement, retention & monetisation better than any other vertical. They kept users coming back daily when most…
The RMG ban has hit the industry hard, but the silver lining is that it could create India's next wave of world-class product companies as gaming founders understand engagement, retention & monetisation better than any other vertical. They kept users coming back daily when most…
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