Backing great teams at Discover Ventures, Motorcyclist

Bengaluru, India
Joined February 2011
Bindu Reddy retweeted
So, our 🇮🇳 business is absolutely blowing up at Stimuler - From ₹10 Lakhs/mo in Feb 2026 to over ₹1Cr/mo in Aug 2026, 10x+ in just 7 months 😮 Still <20% of overall biz, but after 3yrs of winning global markets, good to see our home market here :) Happy Independence Day!!
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I’m at BTS today, at the VC round table with @PriyankKharge A rare panel where government is asking for specific feedback to improve Deeptech startup ecosystem across the city and state 👏🏽👏🏽
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Ok Covid is here Different, but still here Prolonged fevers Fatigue and lethargy Throat pain, but this time it's laryngitis Voice changes, hoarseness Nagging throat irritation Breathlessness later on A dry nagging cough that worsens at night My patients are getting affected Many are coming back with itchy bumpy rashes (urticaria) that doesn't seem to go away Multiple doctors are taking sick leaves The State or Center has no plans for this. No new updated vaccines, nothing. Hospitals are losing productivity, companies are losing productivity. People are losing productive time. Because Covid is not just the flu, it's beyond that and keeps taking. Longer time to recovery, no full recovery for weeks or months. The hospital just opened a dedicated ward I can't believe I have to go through this sh*t again. If you are sick, stay at home. Get supportive care at home. Mask up in closed public places.
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Replying to @ClaimbuddyI
@ClaimbuddyI , our portfolio company raised $5 million in a Series A round led by @bharat_fund , with participation from CAC Capital and existing investors including @ChirataeVC . We also doubled down on our investment with participation in this round. ecoti.in/Btt4SY
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In a tumultuous year for the VC ecosystem, our portfolio has not only weathered the storm but also secured strong financial backing for their next phase of growth.
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Bindu Reddy retweeted
I wanted to share a few thoughts on SamaA's comments in Delhi, Foundational Models, India's position and what could we possibly do as a nation. I think a lot of people in the ecosystem are missing the forest for the trees, that is, we are fixating on OpenAI's lead with GPT4 and the lack of FM's in India of equivalent capability. Perhaps a few valiant efforts using OSS alternatives as a base will be able to match it in the next 6-12 months. However, SamaA has repeated time and again that his and OpenAI's sole mission is to invent Artificial General Intelligence (AGI), and all their activities GPT4, ChatGPT, Tools, monetization, and Microsoft Partnerships are just meant to that end. Hence, if we truly wish to compete, we must go where the puck will be down the line, and not where it is today. The 3 most important ingredients for that goal are People, Data, and Compute, which is why OpenAI had to sell out its original vision of being truly "Open" and raise from Microsoft. But given the pace of innovation over the last few months, there might be some alternative paths for a country like ours, assuming there will be no large pools of capital available from VCs, Ultra HNI's, or the Govt. 50 years ago, we achieved a major feat in the Nuclear race, Project Smiling Buddha. A scrappy team of Indian Scientists conducted our very first test of an Atomic Bomb, under utmost secrecy and against immense pressure from the Americans. Perhaps, what is needed today is a similar effort, but we need not be defensive about it, or do it under secret. But a response must be made, especially to something that could be an existential threat. Coming back to the 3 most important ingredients - People, Data and Compute. Perhaps this could be a way - ** Project Laughing Buddha ** A nationwide effort to create India's version of truly Open Protocols based Foundational Models with an explicitly stated goal towards Artificial General Intelligence, which could perhaps be through a combination of hundreds of Foundational Models, instead of one large one. - The project code, weights & temperatures of FMs are in the public domain, and ownership - Team of 1000 of India's top AI Researchers, Data Scientists, ML Engineers, and RLHF Engineers organized through best Open Source practices - Decentralised GPU compute donated through millions of idle devices by Indian citizens aggregated through nodes akin to the SETI Project - Datasets for training that are donated by leading Startups, Citizen Groups, Open Govt Data, and Citizens If it is successful, we could perhaps protect our Data and AI Sovereignty and provide the foundations necessary for 100K Startups to build and scale on top, without being subservient to other organizations or countries.
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For first cheques; I feel it’s TAM > team > traction For everything else Traction > team > TAM TAM is important as it affords the team more room to run experiments and make mistakes. I wouldn’t over-index on traction as a metric as not all traction is monetised.
traction >> team > idea And maybe more specifically D30 >> signups > team > idea
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I observed 40 kmph in my maps yesterday, so it was this. Hope to see some real improvement in the traffic so that we don’t keep a 30 mins buffer to travel around 😁
Bengaluru Traffic Police collaboration with Google to improve traffic management in Bengaluru.@CPBlr fb.watch/ewFgeU3m7N/
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BNPL cos have to buckle up and stop using dark patterns and grow hacks to grow their business; the tactics only bring negative attention. Have written about this before in more detail here: decoder.substack.com/p/2-wil…
Lots of heartburn in Indian fintech & startup circles over RBI's latest circular on PPI wallet restrictions! This thread points to the rationale behind the regulator's actions. Fintechs are pushing the envelope thru such dark pattern digital lending workflows & disguised CTAs👇
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Very happy to announce next stage of our company Numocity. We will continue to innovate and build vendor neutral EV Digital Products, but with a mandate to serve international markets. #indianproductcompany Exactly 11 years ago, I left corporate life to…lnkd.in/dc4KkxuM
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Replying to @kunalb11
@kunalb11 is bang on target. Significant percentage of the population is either unemployed or underemployed further dragging down the indices. Need lesser barely surviving ‘ small business owners’ and more service and manufacturing jobs.
If you remove top 3 crore customers for calculating our per capita income, it would drop from $1900 to <$600. It’s hard to sell things to people when their income is barely enough to survive and get food. Another curse is ~95% of urban women are not having own financial income.
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Bindu Reddy retweeted
Did someone say there aren't #women in #investing? – at Bengaluru South, India
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Do Things that Don't Scale - Paul Graham A couple of years ago, we started building Knowledge Capital, now India's largest community of VCs. The community hosts 460+ members from 150+ funds that invest from pre-seed to public markets, representing a combined $300B+ in AuM. [1/n]
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Non toxic founders are the real unicorns in the Indian ecosystem.
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Replying to @_sachinbansal
The biggest advantage of a large market size is that the business can afford to iterate and arrive at the right product imo.
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Once one has a business idea, time spent in sizing the market before starting off is well spent.
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