Thought leadership
Notes on venture investing, company building, AI, and the global markets we work in.
April 29, 2025
Q&A with Ullas Naik, Founder & General Partner
The first in our ongoing series highlighting the GPs we back. Ullas Naik on seeding DoorDash, Rappi and AppLovin, navigating the liquidity crunch, and where AGI heads next.
Nick Talwar
General Partner
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