Investing in companies that don't make money @GoodCapitalVC
In India, when you book a blood test, your sample's journey typically moves through several hands: a local franchisee collects the sample for a commission, then passes it to an aggregator, who finally…
Starting a company has always required a certain kind of person: someone willing to look irrational, disappoint the people around them, and bet years on something most people think is stupid. Founding…
The world is becoming what I like to call "trust-deafened."
On Christmas Eve 2025, NVIDIA announced its acquisition of @GroqInc for $20 billion - its largest acquisition ever. This outcome is meaningful for our Fund I, but for Good Capital, this represents the…
Last week, we shared our first thesis for AI in India, where we uncovered Orchestration AI in depth. In case you missed it, please refer to it here.
India has abundant expertise across every domain - logistics operators, subject matter experts, local service providers, etc. What's scarce isn't capability. It's the systems that coordinate this capa…
India has 63M MSMEs. They employ over 500M workers (more than the entire population of the EU) and yet operate in a constant state of barely controlled chaos. We believe there is a huge opportunity in…
Meesho built a multi-billion-dollar business by breaking every e-commerce rule.
