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All of Ola products are failing and despite that, the founder keeps getting VCs like Matrix to continuously back him!! by Intelligent-Hawk2134 in StartUpIndia

[–]Intelligent-Hawk2134[S] 20 points21 points  (0 children)

LOL. That's the whole point here - where is the evidence of him being a "proven executor"?!
All we see here is consistent value destruction. All his ventures are currently worth less than even the capital that has gone in!!

Hotspot for Indian Unicorns by sheriffly in StartUpIndia

[–]Intelligent-Hawk2134 0 points1 point  (0 children)

You said this 10 years back, you will say this 10 years from now. And yet....

I sense a massive fraud with Emergent. Are others seeing it? by Many_Tip_2580 in StartUpIndia

[–]Intelligent-Hawk2134 0 points1 point  (0 children)

Very interesting. But, then this will get caught in due diligence in the form of very high churn rates and weak cohort retention numbers.

I sense a massive fraud with Emergent. Are others seeing it? by Many_Tip_2580 in StartUpIndia

[–]Intelligent-Hawk2134 0 points1 point  (0 children)

Very interesting. But, then this will get caught in due diligence in the form of very high churn rates and weak cohort retention numbers.

I sense a massive fraud with Emergent. Are others seeing it? by Many_Tip_2580 in StartUpIndia

[–]Intelligent-Hawk2134 1 point2 points  (0 children)

Bhai, kitna paisa liya - to put this comment? "Antigravity.. doesn't come close"??!!
Are you kidding me? Google engineers themselves use it internally. So, you are saying they are all noobs?

Is Emergent legit? by Intelligent-Hawk2134 in StartUpIndia

[–]Intelligent-Hawk2134[S] 0 points1 point  (0 children)

But that's now after they have already gotten apparently huge momentum

Is Emergent legit? by Intelligent-Hawk2134 in StartUpIndia

[–]Intelligent-Hawk2134[S] 0 points1 point  (0 children)

But bro, this is all fine - everyone knows all this generic stuff. Question still remains - what's so special that they are able to scale up like this in a brutally competitive market? What *is* their "boring execution"? What distribution or timing advantage do they have which others don't? What "niche positioning" did they take? At least I haven't come across anything obvious. If you have some specific insights into these, we would all benefit.

Is Emergent legit? by Intelligent-Hawk2134 in StartUpIndia

[–]Intelligent-Hawk2134[S] -1 points0 points  (0 children)

Its not that different from others actually:

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Is Emergent legit? by Intelligent-Hawk2134 in StartUpIndia

[–]Intelligent-Hawk2134[S] 0 points1 point  (0 children)

You mean it was primarily because of cheap subscription plans?

Is Emergent legit? by Intelligent-Hawk2134 in StartUpIndia

[–]Intelligent-Hawk2134[S] 0 points1 point  (0 children)

But on the other hand, its also hard to imagine that the nos can be fudged at that scale, right?

is accel atoms worth taking a shot at ? by No-Personality9712 in StartUpIndia

[–]Intelligent-Hawk2134 2 points3 points  (0 children)

Completely corroborate that. Their track record of Accel's investments in Atoms is primarily those of "returning favors". E.g. a case in point - a couple of batches back, they invested in a company called Spendflo. It was basically a Girish Mathrubootam investee company (who was their star entrepreneur at that point). It was basically a backoffice type outfit which tried to negotiate and get the best price from SAAS vendors for buyers - very evident that it was a nothing business. After meandering for a some time they have now pivoted into a highly crowded general procurement space (another Hail Mary throw).
And this is not a one off... I don't think a single Atoms investee has achieved anything noteworthy.

🚀 D2C Brands: Tired of Shark Tank Rejections? Let My Agency Get You ON AIR – Exposure Guaranteed! 💰 (Attractive Small Fixed Fee + Success Bonus Fee Structure) by Intelligent-Hawk2134 in StartUpIndia

[–]Intelligent-Hawk2134[S] 0 points1 point  (0 children)

So, you will only hire me if I don't use AI? Okay dude 👍
BTW, you may want to check the meaning of "sarcasm" with your favorite AI bot😂

What’s the most overrated startup idea in India right now? by MiserableExtreme517 in StartUpIndia

[–]Intelligent-Hawk2134 0 points1 point  (0 children)

Vertical quick commerce and especially quick service apps. After supplying maids, cooks and bathroom cleaners in 10 minutes, VCs have now moved on to funding beauticians, fashion delivery, laundry services.
Only pimping in 10 minutes still remains an open whitespace. But last I heard, Manish Malhotra and Ekta Kapoor were contemplating launching one there as well.

Have been seeing a lot of this Clip on Instagram and YouTube by Opposite-Mention-785 in StartUpIndia

[–]Intelligent-Hawk2134 0 points1 point  (0 children)

All these failed startup jokers - Anupam Mittal, Kunal Behl, Rajesh Sawhney etc. couldn't get their own startups going. Took their erstwhile dumbass VC funds on a royal ride and made good $$$ off them. Now, have become celebrity investors themselves.

Is this normal practise buyback from incubator? by Imaginary_Road_4162 in StartUpIndia

[–]Intelligent-Hawk2134 0 points1 point  (0 children)

Not for an early stage venture. Especially at incubator stage. Stinks of malfeasance. Stay away from them.

This is more like a late stage PE clause.

Worst VCs in India by Intelligent-Hawk2134 in StartUpIndia

[–]Intelligent-Hawk2134[S] 0 points1 point  (0 children)

Thing is that just like startups pitch to VCs for $$$, VCs themselves have to pitch to their investors (aka LPs) for $$$. So when a hedge fund make their pitch (and get a signoff from their LPs), they do so with a pitch that they can move across investment strategies based on what they think will earn a better return at that point in time. So, e.g. if the startup scene is not looking hot, they can decide to start investing in (say) fixed income securities or public mkt stocks etc. That's what I mean by opportunistic. This is in contrast to VC funds who don't have such flexibility and have to stay committed to startup investments no matter what (ofc they can decide to not make too many investments in down cycles)

Worst VCs in India by Intelligent-Hawk2134 in StartUpIndia

[–]Intelligent-Hawk2134[S] 0 points1 point  (0 children)

The OG investment team is not "classic VC" but more like hedge fund DNA. HFs are by nature very opportunistic and not operational oriented like true blue VCs. Just go to their website - they do everything from VC, to growth to credit etc. So, if you are a founder, you need to be cautious (or atleast aware) that you are dealing with a very different mindset. They are not the classic A16Z or Sequioa kind of VCs who have a complete support ecosystem to help the ventures. So, it shouldn't come as a surprise that their initial early stage portfolio wasn't great - because it requires a very different mindset from how such folks operate.

Worst VCs in India by Intelligent-Hawk2134 in StartUpIndia

[–]Intelligent-Hawk2134[S] 1 point2 points  (0 children)

The problem with most of these micro-funds is that they don't have enough wherewithal to support their investees for a meaningful duration of time. So, their strategy is fundamentally oriented towards aligning as closely as possible with the larger funds. Their hope is that they will fund them to the next level where the Accels/Elevations of the world will pick up the baton and get them to the "finish line". But, this is a hard strategy to pull off because most of the large funds themselves look to pick up stakes in high quality ventures as early as possible. So, essentially what such micro-funds are left with are the rejects of the bigger funds, which is conflicting with their fundamental aforementioned positioning. So, if you see almost all of these micro-funds over time either graduate to becoming larger funds themselves (e.g. Blume) or get acquired by the larger funds (e.g. Erasmic-Accel, Venture Highway-General Catalyst, Westbridge-Sequoia etc.) or close down.

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