2026 :
• Open my own agency
• Connect to 100 people with good networking
• 100k followers on social media
• 80kg body weight with good ripped physique
• Earn 1 crore
• Read 10 books
• Have 20 Ice Bath
• Do 2 solo trips to North and South india
This paragraph by Richard Feynman hits so hard:
“Fall in love with some activity, and do it! Nobody ever figures out what life is all about, and it doesn’t matter. Explore the world. Nearly everything is really interesting if you go into it deeply enough. Work as hard and as much as you want to on the things you like to do the best. Don’t think about what you want to be, but what you want to do. Keep up some kind of a minimum with other things so that society doesn’t stop you from doing anything at all.”
Humanity had 1,800 years of flat per capita growth. Then fossil fuels, electricity, machines, semiconductors and the internet happens and suddenly we started compounding living standards at 2% per year.
2% sounds tiny but compounding is magic.
Will AI break the barrier of 2%?
“Country that controls its energy will drive its industrial future and the country that controls its compute will drive its intelligence future.”
Totally agree. 💯
Loneliness does not come from having no people about one, but from being unable to communicate the things that seem important to oneself, or from holding certain views which others find inadmissible.
Some seek the light.
Some speak of it.
Some spend their whole lives… around it.
But one didn’t just circle.
It entered.
And disappeared.
What looks like loss…
is understanding.
Because only the one who burns…
truly knows. 🔥🦋
Kafka -“People crave intimacy, yet fear being truly seen.”
Dostoevsky- “And so they settle for shallow connections, calling it love … while dying quietly of loneliness”
To be forgotten. There's ego in memory. Who designed the sidewalk? Who designed the water fountain? Who designed the stop sign? Who designed the stop light? These things are so ubiquitous that the person that designed them is forgotten. If it's a good idea, it's a God idea.
The more enterprises I talk to about AI agent transformation, the more it’s clear that there is going to be a new type of role in most enterprises going forward. The job is to be the agent deployer and manager in teams. Here’s the rough JD:
This person will need to figure out what are the highest leverage set of workflows on a team are (either existing or new ones) where agents can actually drive significantly more value for the team and company.
In general, it’s going to be in areas where if you threw compute (in the form of agents) at a task you could either execute it 100X faster or do it 100X more times than before. Examples would be processing orders of magnitude more leads to hand them off to reps with extra customer signal, automating a contracting review and intake process, streamlining a client onboarding process to reduce as many straps as possible, setting up knowledge bases than the whole company taps into, and so on.
This person’s job is to figure out what the future state workflow needs to look like to drive this new form of automation, and how to connect up the various existing or new systems in such a way that this can be fulfilled. The gnarly part of the work is mapping structured and unstructured data flows, figuring out the ideal workflow, getting the agent the context it needs to do the work properly, figuring out where the human interfaces with the agent and at what steps, manages evals and reviews after any major model or data change, and runs and manages the agents on an ongoing basis tracking KPIs, and so on.
The person must be good at mapping the process and understanding where the value could be unlocked and be relatively technical, and has full autonomy to connect up business systems and drive automation. This means they’re comfortable with skills, MCP, CLIs, and so on, and the company believes it’s safe for them to do so. But also great operationally and at business.
It may be an existing person repositioned, or a totally net new person in the company. There will likely need to be one or more of these people on every team, so it’s not a centralized role per se. It may rile up into IT or an AI team, or live in the function and just have checkpoints with a central function.
This would also be a fantastic job for next gen hires who are leaning into AI, and are technical, to be able to go into. And for anyone concerned about engineers in the future, this will be an obvious area for these skills as well.
A Bangalore founder walked into a Series A meeting last month. Killer product. VC loved it.
"Send us your monthly P&L, revenue breakdown, and cap table. We'll get back to you next week."
He didn't have any of it.
Not "it was messy." He didn't have a monthly P&L. Revenue was tracked in a Google Sheet with missing months. The cap table was a WhatsApp group and an old email thread from 2022.
The VC didn't say no. They said "let's revisit in a few months."
He thought they lost interest in the product. They didn't. They never even got to evaluate the product properly. They couldn't get past the numbers.
I've seen this happen to at least a dozen founders now. And every single one made the same mistake. Not a compliance mistake. A mental model mistake.
They thought fundraising is one event. Walk in, pitch, get money.
It's not. It's three stages. And most Indian founders die at the wrong one while preparing for the other two.
Stage 1 — Getting the term sheet.
This is the part nobody talks about because it's unsexy. The VC has heard your pitch. They're interested. Now they want to see if the business is real.
What they ask for is shockingly simple:
Monthly P&L. Not audited. Just organized. Revenue, costs, margins, month by month.
Unit economics. What does it cost you to acquire a customer? What do they pay you over time? What's your payback period?
Burn rate and runway. How fast are you spending? How long can you survive?
Cap table. Who owns what. Option pool. Any convertible notes or SAFEs. Previous round terms.
Your top 5-10 customer contracts.
That's it. No auditor's report. No ROC filing. No FEMA paperwork. Just proof that you understand your own business well enough to have tracked it.
And this is where 80% of first-time Indian founders silently lose the deal.
Because when the VC asks for monthly P&L, the founder goes quiet. Calls his CA. The CA says "give me 3-4 weeks." Three weeks later the VC has moved on to the next deal.
Stage 2 — Closing the round (after term sheet, before money hits your account).
This is what founders actually panic about. The investor's lawyers send you a 47-item due diligence checklist and you feel like you're being audited by the government.
They'll want:
Full legal due diligence — contracts, IP assignments, employee agreements.
ROC filings verified — PAS-3, MGT-14, AOC-4, annual returns.
GST and TDS compliance check.
Bank statements cross-checked against your claimed revenue.
If foreign investor: FEMA compliance, RBI valuation, FC-GPR readiness.
Board resolutions, shareholder approvals, AoA amendments.
This stage is brutal. But here's what nobody tells you — it's fixable. You can hire a good law firm and a specialist CA, spend 3-5 lakhs, and clean most of this up in 4-6 weeks. It's stressful but it's not a deal killer. VCs expect some mess here. Their lawyers will tell you what to fix and give you time to fix it.
Stage 3 — Post-closing (after money is in your account).
These are things that literally can only be done after the round closes, or that both sides agree can wait:
Filing PAS-3 with ROC within 30 days of share allotment.
Filing FC-GPR with RBI within 30 days of receiving foreign investment.
ESOP pool formalization — board approval, scheme documentation, grant letters.
Updating share registers, issuing share certificates.
D&O insurance.
Setting up proper board governance.
Nobody's deal dies at Stage 3. This is just paperwork with deadlines.
So here's the pattern I keep seeing.
A founder spends 6 lakhs hiring a CA firm and a CS to "get compliance ready" before fundraising. They clean up ROC filings, GST returns, annual filings. Takes 3-4 months.
Then they walk into the VC meeting. VC says "show me your monthly revenue trend for the last 18 months and your unit economics."
Blank stare.
Because that was never on the CA's checklist. The CA fixed compliance. Nobody built the financial MIS.
The founder prepared for Stage 2 and 3. But the deal died at Stage 1.
And here's the brutal part.
Stage 2 and 3 can be fixed in weeks with the right team after you have a term sheet. The investor expects you to fix things during due diligence. That's literally what due diligence is for.
But Stage 1? You can't manufacture 18 months of monthly P&L and unit economics in 3 weeks. You either tracked your revenue and costs month by month, or you didn't. There's no shortcut. No CA can reconstruct what you never recorded.
The founders who raise fast don't have better products. They don't have better CAs. They don't have cleaner ROC filings.
They just started keeping a monthly P&L from day one. When nobody was asking for it. When it felt like a waste of time. When the business was too small for it to "matter."
It always matters. You just don't know it until the VC asks.
If you're a founder reading this and you don't have a monthly P&L going back to when you started — stop whatever you're doing and build one today.
Not for compliance. Not for your CA. For the meeting you don't know is coming.
One of Thiel’s best insights is that companies that are true monopolies will do everything to avoid telling the public that. They will minimise themselves. They will tell us that they are not a monopoly to avoid scrutiny. On the other hand, companies that aren’t, or don’t have defensible markets, will do everything to project the opposite—to brand themselves publicly as monopoly-like powers.
A lot to reflect here in the OpenAI/Anthropic narratives. It’s not exactly the same, but the permanent underclass language, the grandiosity, the ‘AI will take all your jobs’ seems close to Thiel’s second category. What’s frightening is how far they’ve taken it, seemingly without considering the weight of their words, and how it’s now putting their lives at risk. I felt Sam’s pain reading that blog post. It’s especially sad to consider that, if Thiel is right, they’ve frightened the public into taking these kinds of actions for a marketing lie.