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Notes from the frontier.

Theses on AI and hard tech, plus events and media from a US fund investing in the US and India.

All notes
Events
Judging LAUNCH-A-THON at UC Berkeley

Navya joined fellow Haas alumni as a judge at UC LAUNCH's LAUNCH-A-THON, with 24 teams of student builders.

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October 6, 2026
Thesis
Stripe didn't buy a model. They bought the control plane.

Stripe's reported OpenRouter deal shows where AI value is settling: the layer that routes each request and settles the payment behind it.

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August 19, 2026
Events
Beacon evening: building India's next space companies

Founders, mentors and investors from India's space ecosystem in one room, on what it takes to build the next decade of space companies.

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August 5, 2026
Events
Judging Hardware Pitch Night in San Francisco

Navya joined the judging panel at Hardware Pitch Night, where six hardware startups pitched live to investors in San Francisco.

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July 23, 2026
Thesis
The agent doesn't have a boss. That's the problem.

AI agents can act, delegate and fail, but they can't own the outcome. Who gets paged when an agent inside the building goes wrong?

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July 15, 2026
Thesis
From token maxxing to value maxxing

Token leaderboards turned AI usage into a target. The better question is what changed because AI was used.

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June 9, 2026
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