Latest on π
Nakul Mandan @nakul
Most early stage investing right now is being done with the thought of: "If I do this, will [Mega firm A, B...] mark me up in 6 months? Does it fit their heuristics based on my last coffee chat?" Legibility to capital has been taken to unproductive extremes. https://t.co/t8zoPQAbri
Aug 2, 2026 Β· β₯ 3
Nakul Mandan @nakul
Wow. https://t.co/wjjbWayUVE
Aug 2, 2026 Β· β₯ 5
Nakul Mandan @nakul
Impressive letter. We're likely seeing the making of a public market legend. https://t.co/biqkgVaSlp
Jul 31, 2026 Β· β₯ 3
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