Short-form perspectives from our LinkedIn — on AI-native investing, startup survival patterns, the future of professional services, and building in public. Cross-posted here for permanence and discoverability.
For deep research, see Charaka Notes.
India's exit infrastructure has reorganised around structured secondaries — not NSE listings. The Rapido £577M round explains why the IPO narrative is wrong.
Read insight →Five AI-native funding events above £30M in 24 hours, and a private equity insider admits analytical work is being commoditised. The services flip is here.
Read insight →Multi-agent AI systems converge on wrong answers. The fix: phase isolation, immutable verdicts, and synthesis under tension — not consensus.
Read insight →Boris Cherny declared routine coding solved. Sequoia agrees. So why have 94% of enterprise AI pilots failed to scale? The bottleneck was never code.
Read insight →Karpathy shipped Wiki — an AI-native knowledge base. We made the same bet in February. What 90 days of a nightly knowledge graph produced.
Read insight →OpenAI's Deployment Company validates the AI-native services thesis — Harvey at £80M+ ARR, Corgi at £1.3B in four months, and what it means for professional services.
Read insight →Four simultaneous macro signals explain why institutional investors moved £400M into Indian fintech — and why the rotation is structural, not opportunistic.
Read insight →The primitive layer of AI system design has moved. Prompts are instructions. Context is architecture — and it's the new professional skill stack.
Read insight →Anthropic shipped orchestration primitives. Centrally managed shared agents are winning. Boards want token budget ROI. The infrastructure layer became commodity in one week.
Read insight →Cognition's $26B raise validates one category: agents with hard evaluation functions. It quietly invalidates the business model for most of the rest.
Read insight →Sharrp Ventures: 53x Mamaearth, 20x Delhivery, 10x Go Digit. Kissht IPO. HealthKart. 193.9x oversubscribed semiconductor play. India's exit infrastructure is inflecting.
Read insight →AI roll-ups, India's IPO bifurcation, LP capital consolidation — three investment theses all printed receipts in the same 120 hours.
Read insight →An autonomous content engine published 20+ research articles in 30 days. Here's how the system works — and the 3 things that broke along the way.
Read insight →McKinsey cut 200. Deloitte killed job titles. The pyramid was an arbitrage on structured information work — and that arbitrage just collapsed.
Read insight →AI won't just make diligence cheaper. Three levels of disruption: cost compression, coverage expansion, value sharing. Most firms stop at the first.
Read insight →Anthropic productised multiagent orchestration. We'd run it for four months — and the moat was never the architecture. It's the accumulated intelligence.
Read insight →AI compresses consulting revenue while accidentally shielding law firms. 8 of 12 early-2026 acquisitions were agentic-native firms absorbing traditional shops.
Read insight →Long Lake's 31st acquisition: AmEx GBT for $6.3B. Free cash flow doubled. Zero new headcount. AI-native operations isn't a thesis — it's a playbook.
Read insight →Competition kills 34% of startups. Regulation kills slowly but completely. And our AI system's invest calls have been right more than nine times in ten on which companies will raise follow-on funding (live figure published at getmanthan.com/live). The data from 303 postmortems.
Read insight →5 firms captured 73.1% of LP commitments in Q1 2026. LP intelligence is democratising at the bottom. The data from Manthan Intelligence's knowledge graph.
Read insight →Karpathy retired vibe coding for agentic engineering. StrongDM applies it to software. We applied it to venture investing. Here's what a dark fund looks like after 3 months.
Read insight →We built Manthan Intelligence as the AI-native analytical engine for Tavaga Fund. 87,000+ entities, 25 daily analyses, self-calibrating accuracy loops. Here are the real numbers.
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