Rohith Kavanal

Venture Scout @Flashpoint_cap 🤖
🇮🇳/ 🇦🇪/🇬🇧
Sharing thoughts on deals, markets & what’s next 🚀
The Dossier — Daily VC Intelligence
Views my own.

[Rohith Kavanal @therohithkr]

People hate the truth because it forces them to admit they were wrong, which threatens their ego and their sense of belonging to a group.

[Rohith Kavanal @therohithkr]

Everyone screams ‘Elon premium.’

Here’s why they’re dead wrong:

• @SpaceX hit $18.7 billion revenue in 2025, up 43%, with Starlink driving $11.4 billion — growing roughly 50% in one year.

• @Starlink is the only profitable unit, generating $4.4 billion in operating profit while the rest burns cash.

• It doubled subscribers to over 10 million in a single year — growth that crushes most high-growth tech names.

• Colossus, the world’s biggest AI supercomputer, was built in just 122 days — something experts said would take years.

• Landed massive deals: @AnthropicAI rents the whole Colossus 1, @Google rents Colossus 2 capacity — both paying hundreds of millions monthly.

• Solved energy and power at massive scale using @Tesla tech, giving them an edge no one else has.

This isn’t a personality cult. It’s vertical integration across rockets, satellites, energy, and AI at insane speed.

The Rockefeller of our time is building real infrastructure that prints money.

[Rohith Kavanal @therohithkr]

🚀🚀🚀🚀🚀🚀

@claudeai is unstoppable.

[Anthropic @AnthropicAI]

We've raised $65 billion in Series H funding at a $965 billion post-money valuation, led by @AltimeterCap, Dragoneer, @Greenoaks, and @sequoia.

This investment will help us advance our research and expand our capacity to meet growing demand for Claude.

[Seb Johnson @SebJohnsonUK]

London has OFFICIALLY overtaken Paris to become Europe's leading tech hub! 🇬🇧

@dealroomco has just released its latest Tech Ecosystem Index, where it ranks tech hubs based on its growth, scale and density.

Last year Paris took the number one position.

Now London has taken it back.

The UK capital’s return to the top spot is driven by record AI investment - $7bn in 2025, as well as being home to 138 unicorns, including Wayve, Granola, OLIX and ElevenLabs.

This year the UK has continued to fly and has attracted 48% of all European Venture capital.

Amazing news for London, and a great report as always from @yoramdw, @smorla, @sabben and the team (link in comments).

[Rohith Kavanal @therohithkr]

The 2026 Global Tech Ecosystem Rankings just dropped. 👀

Ghent 🟢↑3. Lausanne 🟢↑5. Copenhagen 🟢↑1.
Oxford 🔴↓5. Amsterdam 🔴↓1. San Diego 🔴↓2.

The cities everyone wrote off are climbing. The ones everyone watches are slipping.

Density = VC investment + unicorn output + enterprise value + university linkages per capita.

Small cities. Serious output.

The map is being redrawn.

Where are you building? 👇

#VentureCapital #EuropeanTech #Startups #TechEcosystems #DealRoom

[Rohith Kavanal @therohithkr]

$41B revenue. 9% growth. 📉 @Salesforce

$13B revenue. 21% growth. 📊 @ServiceNow

$282B revenue. 15% growth. 💼 @Microsoft

$11B revenue. 50% growth. 🛰️@Starlink

Nobody’s growing like this at this scale.

And it’s not even classified as SaaS.

💀

[Rohith Kavanal @therohithkr]

@salesforce : $41B revenue. 9% growth.

@ServiceNow : $13B revenue. 21% growth.

@Azure Cloud: $282B revenue. 15% growth.

@Starlink : $11B revenue. 50% growth🤯

Nobody’s growing like this at this scale🛰️
And it’s not even classified as SaaS..💀

[Rohith Kavanal @therohithkr]

8/8 🏁
Roadshow starts June 5. Pricing June 11. Nasdaq listing June 12 under $SPCX. 📅

Retail gets access via Schwab, Fidelity, Robinhood. 📲

You won’t get the price the SWFs got. But at least now you know what you’re actually buying.

[Rohith Kavanal @therohithkr]

1/8 🚀
SpaceX just filed its S-1.
Starlink: $11.4B revenue. 50% YoY growth. 📡

Every European B2B SaaS founder is about to walk into an investor meeting and get asked why their numbers don’t look like that.

Benchmark creep is coming. Are you ready? 👀

[Rohith Kavanal @therohithkr]

7/8 🇪🇺
So what does this mean for European founders?

Benchmarks just moved. 50% YoY growth with $11B+ revenue is now the reference point in every LP and IC room.

Your Series A deck better have a very clean answer to “why is your growth this good.”

[Rohith Kavanal @therohithkr]

🚨Exclusive Podcast with @VinodNKeni Founder & Managing Partner at Peachtree Capital Partners

In this deep-dive conversation, Vinod Keni shares 30+ years of cross-border experience building and investing in startups across the US, India, and Southeast Asia. From leading Nasdaq IPOs to deploying $200M+ in equity and backing deep tech bets like Agnikul Cosmos, he breaks down why India’s VC ecosystem is at a critical inflection point—and what it will take to unlock its full potential.

We cover:

• Why India’s secondary market (under 2% of global VC secondaries) is the next big unlock for liquidity
• Innovation vs. execution: India as a global “experimental lab” for scalable solutions
• Deep tech in India — cost-effective builds that can compete globally (Agnikul Cosmos thesis)
• Capital efficiency lessons: OpenAI-scale burn vs. what Indian startups can realistically afford
• The hype vs. reality of India’s growth story over the next 5 years
• Secondaries, GP-led transactions, and portfolio rebalancing for early investors
• Advice for founders returning to India and building in the current ecosystem
• Celebrating scaled success to inspire the next wave of risk-taking
Listen to the full episode & watch below.

𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒

(00:00) Introduction – Why India’s VC Ecosystem Needs This Conversation
(03:25) From Finance to Entrepreneurship – Vinod’s Unconventional Journey
(06:39) The Home . Com Experience – Building & Taking a Startup Public
(09:50) India’s Growth Story – Hype vs. Reality for the Next 5 Years
(12:30) India as an “Experimental Lab” – Why Solutions Built Here Scale Globally
(15:14) The Innovation Gap – Why India Needs More “Crazy Ideas”
(17:06) Agnikul Cosmos Investment – Betting on India’s Space Revolution
(19:28) Deep Tech in India – Building Cost-Effective vs. Scalable First
(22:05) Capital Efficiency – What OpenAI Burns vs. What Indian Startups Can Afford
(25:28) Advice for Founders Returning to India – Market Reality Check
(28:33) India’s Ecosystem Evolution – Why Now Is the Best Time to Build
(31:05) The Secondaries Opportunity – Unlocking Liquidity for Early Investors
(34:00) Why India Needs Secondary Markets – Beyond IPOs as Exit Strategy
(36:56) GP-Led Transactions & Portfolio Rebalancing Explained
(39:11) The Secondary Wave in India – Is It Coming or Already Here?
(40:02) One Change for India’s VC Ecosystem – Celebrating Scaled Success
(42:09) Advice for Founders – Focus on Execution, Team & Selling
(44:52) If Not VC, Then What? – Vinod’s Alternative Career Dream
(46:04) Closing Thoughts – The Best Times Are Ahead

Unlocking India's VC Potential w/Vinod Keni

[Rohith Kavanal @therohithkr]

THE DOSSIER — Issue #004 🔥

Daily tech intelligence for founders & investors moving capital in Europe.

#EuropeanTechIntel #VC #TheDossier

[Financial Times @FT]

UK economy grew 0.6% in first quarter despite Middle East energy crisis https://t.co/2QQTA6TLAc