Sriram Krishnan’s Newsletter

Sriram Krishnan's Newsletter explores the intersections of technology, startups, venture capital, and business strategy. It delves into practical guidance for startup funding, risk management, market analysis, venture trends, and the impact of AI, while also addressing broader tech industry developments, valuation insights, and investment frameworks.

Startup Strategy Venture Capital Market Analysis Technology Trends Artificial Intelligence Business Financing Tech Industry Developments Investment Strategies Startup Valuations Mergers and Acquisitions

The hottest Substack posts of Sriram Krishnan’s Newsletter

And their main takeaways
137 implied HN points 06 Feb 24
  1. Content creators may need to start monetizing bot traffic as AI bots mimic human behavior on the internet.
  2. New or gated information on the internet is gaining higher value as freely available content gets indexed and scraped.
  3. Licensing collectives for independents and the debate of privacy vs. monetization are evolving trends impacting web traffic and content consumption.
275 implied HN points 15 Aug 23
  1. Memory Dividends are the benefits you gain from re-experiencing past experiences in the future.
  2. Anticipation Dividends are the benefits you receive from looking forward to future experiences.
  3. Prioritizing experiences and memories can lead to both Memory and Anticipation Dividends.
275 implied HN points 18 Jul 23
  1. When considering a market, focus not just on the total value but also on the volume of potential customers or personas.
  2. High volume of target customers provides more opportunities for learning and growth in a business.
  3. A larger TAM (volume) allows for more chances to adjust strategies and learn from mistakes compared to low volume markets.
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314 implied HN points 12 Jun 23
  1. Different types of seed rounds have varying funding amounts and valuation ranges.
  2. Understanding your funding needs and managing expectations is crucial for securing follow-on financing.
  3. Research and identify the investors who typically participate in each seed round to target the right ones for your funding.
275 implied HN points 06 Jun 23
  1. In early stages, focus on winning over a narrow set of customer personas first for startup success.
  2. Startups should avoid selling to multiple personas at once to prevent failure from spreading resources too thin.
  3. As resources grow, consider expanding to multiple personas to increase Total Addressable Market (TAM) and attract later-stage investors.

5M

216 implied HN points 01 Aug 23
  1. Investors use frameworks like the 5M framework to categorize and assess startups.
  2. Having frameworks in place upstream makes it easier to make investment decisions downstream.
  3. Different Ms in the 5M framework are applied as startups progress from idea to product to traction.
157 implied HN points 19 Sep 23
  1. Instacart's IPO is a positive event for the startup and tech ecosystem worldwide.
  2. This liquidity event is seen as an adrenaline boost for the industry.
  3. Encouragement for more late-stage tech startups to consider going public.
235 implied HN points 29 May 23
  1. Venture capital funds have raised the bar for investments.
  2. Late-stage funds are shifting focus towards seed and series A companies.
  3. Some emerging funds are adjusting strategies to increase exposure to new investments.
235 implied HN points 02 Jun 23
  1. AI should enhance the value proposition of an existing service, not be the sole solution.
  2. Focus on profitability and cash flow over venture financing and growth.
  3. Building a sustainable cash-flow-oriented business with lean teams and low burn is more prudent.
216 implied HN points 20 Jun 23
  1. Large-language models are open-sourced and ranked based on benchmarks like ChatGPT and Google Bard.
  2. Model performance improves with each iteration, leading to better models rising and lesser ones fading out.
  3. Different types of data sources contribute to the creation of unique models, with more gated data leading to more variety.
196 implied HN points 18 May 22
  1. The AngelList Founder Stack simplifies the process of starting a company, making it quick and efficient.
  2. The stack is specifically designed for startup founders looking to raise venture capital.
  3. AngelList has potential for further growth by integrating more solutions for founders and investors.
98 implied HN points 27 Oct 22
  1. Robin Raszka designed products acquired by Google and others.
  2. Alter, a company by Robin Raszka, was acquired by Google for about $100M.
  3. Sriram Krishnan was an investor and board member of Alter.
196 implied HN points 25 Nov 21
  1. Blockchain is like a shared database storing information, with various use cases.
  2. Bitcoin was the first blockchain, involving a 'proof of work' race to mint coins.
  3. Ethereum improved on Bitcoin, introducing smart contracts and planning to transition to 'proof of stake.'
117 implied HN points 04 May 22
  1. Bundlr Network is creating infrastructure to store data in web3, using Arweave.
  2. Permanent data storage is key to preserving information, avoiding censorship, and preventing dead links.
  3. Bundlr is important for web3 as it provides instant data access, diverse token payments, and decentralized storage.