AJNandi Software, venture, etc.

AJ Nandi

AJ Nandi

📍 San Francisco, CA

The Big SaaS Short

To preface, I'm very long SaaS, and software in general. I spent the last 4 years working for a software investment fund, and now building a software company, and my personal portfolio is wildly over-allocated to SaaS. But the current state of startup valuations, SPACs, and public market multiples has

Climate Investing

I’ve been seeing a decent amount of buzz in the VC community on twitter about getting back into cleantech investing after a 5-10 year hiatus. I’m pretty excited about this. I was very young when the first "failed" wave happened, so I don’t have much perspective on

This blog was way too hard to make

2021 update: I've moved back to Ghost, hosted on Render. It was shockingly easy to fork their template. All the addons and databases in the backend and the disk storage all just worked. So much easier than deploying Ghost on Heroku! Although no longer free. I was trying to move

Excel 2.0

Excel in my opinion is the most successful software application in history. The spreadsheet is the most powerful computing interface. The predecessor’s name might explain why it has been so successful: VisiCalc, short for “Visual Calculator”, everyone’s (almost) infinitely extensible visual calculation program interface. The list of applications

30 Predictions For 2030

“People often overestimate what they can do in a year and underestimate what they can do in ten.” - Bill Gates “The future will be far more surprising than most people realize, because few observers have truly internalized the implications of the fact that the rate of change itself is

"What should I read to get into VC?"

Venture Deals and Newsletters Term Sheet Pro Rata General Tech News HackerNews - Reddit for tech news In Depth Analysis of Technology Stratechery - his weekly free posts and then also the Daily Update, worth every penny! Platformonomics - cloud tech analysis In Depth Financial Analysis Musings on Markets -

Single use plastics, S'well bottles, and Bird scooters

This Bloomberg article about how we’re coming after the disposable coffee cups is something I’ve spent a lot of time thinking about. So much so, that my friends and I tried a few years ago to launch a company aimed at solving that problem: our society’s overuse

Version Control Everything

Version Control systems are the product of what I believe is a continued abstraction of a computer program and it’s user defined configurations. First we had physical backups of entire computers on hard drives, then time-machine type backups and Veeam backups for VMs. Now we have both application specific

Fake It Till You Make It

Last month I skimmed through the book about Theranos, Bad Blood . An extraordinary story that led me to rethink how entrepreneurs blur the line between overselling, faking, and downright fraud. To preface, I don’t invest in medical device or hardware companies, and I don’t know much about it.

Leaving Instagram

This year I made it one of my new years resolutions to get off social media. It’s about half way through the year, so I thought I’d do a mid-year review of how it’s been going. Technically speaking I have succeeded in getting off Instagram. I don’

Newly Accessible Information

Everyone knows or can conceptually think through how Google and Facebook built massive businesses around making a previously inaccessible set of information accessible through software. Google indexed the internet, and Facebook indexed your interests, likes, and friends etc.Salesforce indexed sales and customer relationship data.Dropbox indexed your files and

Copy and Paste: Call of Duty vs Instagram

This weekend I had the chance to play the new Call of Duty’s “Blackout” mode. I’m not a huge gamer, but I’ve played enough Fortnite to recognize that Call of Duty copied the entire format of Battle Royal. It was kind of interesting, and reminded me of