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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.

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Investment Intel 6 May 2026

What 13,800+ Companies Taught an AI About Which Startups Survive

Competition kills 34% of startups. Regulation kills slowly but completely. And our AI system is right 97.9% of the time on which companies will raise follow-on funding. The data from 303 postmortems.

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Investment Intel 5 May 2026

The LP Market Is More Concentrated Than the Companies It Invests In

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.

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1000x Worker 4 May 2026

StrongDM Runs a Dark Factory With 3 Engineers. We Run a Dark Fund With 2 People.

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.

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1000x Worker 4 May 2026

The 1000x Investor: What Happens When You Build an Investment Fund That Never Stops Thinking

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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