Kunal Phalak

Software Growth Investor@WestBridge Capital, SF/Bay Area

[Kunal Phalak @kunal_phalak]

@boardyai writing large checks into AI companies with Indian-origin founders at WestBridge. count me in for Boardy Pro

[Kunal Phalak @kunal_phalak]

Many startups I meet today are getting "being in the path of tokens" right but where they are behind is building something differentiated

[Jamin Ball @jaminball]

https://t.co/QstqPT6ygz

[Kunal Phalak @kunal_phalak]

@the2ndfloorguy Interesting take. How are you measuring the return on these things. So far the investment/time is clear but I don’t see any analysis of the numerator? Second why would you need 50-70 hour investments for friendships to fizzle out. Is there a way to figure that out in 2-3 hours?

[Kunal Phalak @kunal_phalak]

When I started first started spending time on SaS in 2018 and looked at the margins, I was shocked. Nothing deserves that margins and consumers ultimately bear the price.

The supply explosion will eat into the margins prioritize distribution even more

[Michael Bloch @michaelxbloch]

https://t.co/ePmo3GXiwI

[Michael Bloch @michaelxbloch]

https://t.co/ePmo3GXiwI

[Kunal Phalak @kunal_phalak]

Just saw the claude code 4.6 release, mindblowing. One advantage startups had over incumbents was velocity. Now it means that incumbents can ship faster, if they have the will to do so). IMO Stronger incumbents will get stronger and the middle and bottom of the pack will die

[Kunal Phalak @kunal_phalak]

100% agree! It takes 3-4 meetings to get to know someone.

You are always sampling a point in time so unless you have enough samples it’s hard to know anyone

[Boring_Business @BoringBiz_]

There is incredible alpha in just grabbing coffee or lunch with people on a consistent basis

This could be with an ex coworker, current boss or manager, professional mentor, or even just an old friend

People open up more and they become much more willing to knock on doors for you after an in person interaction

This is also just as true when you are meeting someone for the first time.

Whenever possible, you should always try and meet face to face, instead of over Zoom

In the worst case, you end up spending 30 minutes eating lunch over a conversation that doesn’t go anywhere

In the best case, it could open up life changing opportunities that would have otherwise never landed on your lap

The risk reward is to tilted towards the upside

[Kunal Phalak @kunal_phalak]

@fadnavismehul I did EE in IITB and I echo these thoughts. Getting a simple circuit printed was a whole exercise and took weeks. I quickly realised, this world is too slow and unless I went to US for Masters I will have to pick a different line of business for myself

[Kunal Phalak @kunal_phalak]

Looks like Buffet predicted this predicament in 2003 and suggested a rather elegant solution like carbon tax.
https://t.co/EalwXIRADa

[Kunal Phalak @kunal_phalak]

One of the most insightful analysis on changing nature of software investing by @MohapatraHemant

[Hemant Mohapatra @MohapatraHemant]

For those of you following anything SaaS, you'll note there have been a lot of calls around 'saas is dead' lately. If you are wondering why, I wrote about this last yr here👇. This isn't just about saas but rather a 50yr macro CAPEX/OPEX cycle at play under the hood. : https://t.co/316VDsDJ9I

[Matt Schnuck @mattschnuck]

Jim Collins coached Jeff Bezos and Amazon.

He estimates only 3% of people have found their “Ikigai” or “Hedgehog.”

Here are 7 famous examples to help you find yours:

[Kunal Phalak @kunal_phalak]

@airtelindia has the worst service ever. My number has no network and estimated time of resolution is 11th Sept. Their customer service keeps ping ponging between the store and call center. Way to!

[Kunal Phalak @kunal_phalak]

@fadnavismehul You can get a code at the information center for wifi access without an OTP. But agree no need for OTPS in the first place in an airport setting

[Kunal Phalak @kunal_phalak]

@AkshayGoyal1592 @KukuFMOfficial 🙌 🙌

[Kunal Phalak @kunal_phalak]

Unreal growth and execution by the @KukuFMOfficial team

Congratulations @lcbisu @vinod2292 @vkgyl2432

🚀🔥🔥🚀

[Lal Chand Bisu @lcbisu]

Kuku FM has just crossed 1Mn active paid subs. 27x in 12 months! We're now India's biggest audio subscription platform.

From 'India mein log pay nahi karte' to here it's been an amazing journey. 🔥🚀

On the way to becoming the go-to destination for aspirational Young India.

[Kunal Phalak @kunal_phalak]

Many Congratulations @lcbisu @vinod2292 @vkgyl2432 and @piyushkb @vertexventures

🚀@KukuFMOfficial 🚀

[Piyush Kharbanda @piyushkb]

I had the opportunity to interview @vinod2292 @lcbisu and @vkgyl2432 on the @KukuFMOfficial journey.

Demystifying Audio: the Kuku FM Story https://t.co/7KiwYYrpsz

[Squarespace @squarespace]

Like & RT to vote for our 2nd #MakeItAwards finalist, @withCOVERR – whose mission is to provide financial services customized for gig economy workers, empowering them to reach their highest earning potential. Learn more about them here: https://t.co/bAN9epCoOm @nyknicks

[Kunal Phalak @kunal_phalak]

100% agree with this

Have already seen a pre demo day deal fall through as dilution for the founder has increased with the new YC deal ( $375k at MFN)

Smart strategy from YC to increase their shareholding and value capture

[Elizabeth Yin 💛 @dunkhippo33]

Today's tweet thread is about the ins and outs of the new @ycombinator deal.

What is it? How will it impact founders? How will it impact other investors?

Read on >>

[Kunal Phalak @kunal_phalak]

You know you have arrived when your content starts being pirated

@lcbisu @KukuFMOfficial @vinod2292 @vkgyl2432

[Lal Chand Bisu @lcbisu]

Competition from the real competitor 😅

Kuku FM groups on Telegram for pirated content.

[Kashyap Deorah @righthalf]

We have lost a giant today
https://t.co/5sfiFwDJBW