Managing Partner @CelestaCapital & Co-founder @CrescendoCX + HiO || Earlier Partner @GeneralCatalyst, 80+ angel checks/11🦄s. Product @ Meta/Airtel/Five9

Palo Alto, CA
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Industrial 🇮🇳 is coming of age. It is the fourth chapter in the evolution of an ecosystem that I’ve been lucky to witness since 2014, starting first with as an operator @airtelindia and @snapdeal and later on investing as an angel and then institutionally @ GC and @CelestaCapital. Commerce, Software, Digitization of services sectors and now (Re)-industrialization. Grateful to all the founders, teams and co-investors to be on the 11 journeys of these incredible companies. Many more that will be on this list in the coming years. Thank you for the recognition for the 5th year in a row, @HurunReportInd!
Accel & Peak XV lead the 2026 ASK Private Wealth Hurun India Cheetah Index, backing 18 Cheetahs each. Anand Chandrasekaran tops the angel investors with 11 bets. Premji Invest becomes the first family office in the top 10. #CheetahIndex2026 #IndiaStartups
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Anand C retweeted
Learn how to ask questions. Dare to ask questions nobody has possibly ever asked.
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Big congrats to @valagostino and team @monarch_money on a major milestone! Excited to be an early investor! 👏✨🚀
This year we passed 1 million members, crossed $100M in ARR, and now we've acquired MBI, the team behind HMBradley. Most of us ended up at Monarch because of our own money stories. So getting to build alongside people who share our vision, our energy, and our bar for getting it right? That's not a team you pass on. @zbruhnke and his team are starting Monarch Labs, where they'll explore new ways to help people with their money and give us a head start on what's next. We have the same goal as always: better financial health for every household, and less of the fragmentation, stress, and confusion that comes with managing money. With this acquisition it means building what's next while making the Monarch you use every day even better.
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Congrats @subratamitra! 👏
Many congratulations to the Moneyview Team, @AccelIndia team and our favourite @subratamitra on the IPO✨✨ Subrata is a pure seed investor at heart. And he’s a legend. Moneyview is his 10th unicorn, almost all Seed Checks (started w Seed in Flipkart). He rarely does podcasts, so good day to share few gems (many counter intuitive!) from his 15 years+ as Seed VC that I am trying to follow: 1. There are 100 reasons to pass on a company. Keep digging for the 1 reason to invest at Seed Stage. 2. Don't take yourself too seriously. Stay a little foolish. 3. Hierarchy kills creativity. Stay weird. 4. Most important thing is to have fun in the journey. 5. The main character of this game is Founder, not the VC. Grateful everyday to be around the folks here who have shaped the Indian ecosystem! We are celebrating today 🧿🍻🍺
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This is like an Apple or more recently OAI launch that instantly kills several businesses/industries.
SECRETARY RUBIO on AMERICA.GOV PASSPORTS: No printing forms, no drugstore hostage photo, no appointment, no line, no middleman that you're paying to do something that should be available to you.
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Anand C retweeted
“Somewhere, there's a kid working. He won't skip any steps. He will learn from my example, just as I learned from others." —Michael Jordan (This is a remarkable video of Kobe Bryant and Michael Jordan)
@FaithWorks
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I am not crying, you are crying.
Justin Verlander says goodbye to his teammates And then holds his daughter’s hand as he leaves the mound 🥹
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Great “resilience routine” for builders, whose path is seldom linear 🙏
When you are having a bad day Life isn’t generally a smooth, linear curve. If you zoom in, you’ll see a fairly irregular one, with ups and downs often very close to each other. The same can be said for any single day in our lives. If there are more highs, you feel you’ve had a great day. If you encounter more lows, it becomes a designated bad day. But how much of this is in your control? And how much is just luck? Many a time, you encounter several lows right at the beginning of the day. A bad outcome on a deal you’re pursuing, poor results in your practice matches, an argument with a loved one or some conflict at work. Sometimes you’re just not feeling fully energised. Or you’re in a bad mood without quite knowing why. How your day eventually turns out depends on how well it started, some luck, and what you do when it seems to be heading towards being a bad one. First things first, give your day a jump-start. An early morning workout or yoga, a great cup of coffee, some meditation, a bit of reading, a nice breakfast. Whatever your routine is, make time for it. This ritual gets you ready for the day. Once you’re in the thick of the action, you’ll start sensing your energy fluctuate. That’s when you need to separate what’s under your control from what isn’t. Start with the things you can do something about. In most cases, this means going back to basics and focusing on things you do well. Find areas that are going well and spend more time on those for the day. Do more of the same thing. Instead of picking up something new, focus on closing projects that are already on the right path. There’s usually something nearly done that needs your attention. Finish it well. Getting a few things done helps. Then comes the more difficult part. Dealing with the uncontrollables. The first step is to slow down, breathe and restart. You may have to do this several times during the day. The next is to watch how you react. Before sending an email or text, think twice. Suspend judgement. Keeping your phone away also helps sometimes. Go for a short walk alone. On a day like this, cut down on experiments. Some new conversations can wait. Even with something as small as what to eat, it’s okay to go with the familiar. Have your own “happy drill”. The same music, the same food, the same excerpt from a book. You probably already know a few things that make you feel better. Keep them handy for such days. The parallel in sport would be to go back to safe shots, familiar movements and the drills you’ve practised so many times. When things aren’t going well, doing the basics properly is a useful place to start. Turning around a bad day also gives you a better chance of starting fresh the next morning. Otherwise, it’s easy to carry the frustration forward and begin the next day with yesterday still on your mind. A day which hasn’t gone your way should also probably end early. Hit the sack earlier than usual and give yourself a chance to recover fully. Life has a lot to do with probability. All we can do is keep improving the chances of each day ending well. A collection of good days becomes a good stretch, and sometimes that becomes a purple patch where you get your best outcomes. Many of you might be in the thick of such a stretch right now. You feel like a superhero. Whatever you touch turns to gold, and you can’t remember what a bad day looks like. You’re lucky to be in a stretch like that. Make the most of it. Life will always fluctuate and if you ever find yourself in a trough, some of this may come in handy. When you know you’re getting into a downward spiral, just apply the brakes and slow down.
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Agree with this. Combine this with @venkyganesan’s “Reflexivity” post last week and it makes the gap between expectation and reality so clear. They aren’t set up for success and investor upside.
The economics of a Neolab. A neolab is loosely defined as a startup of AI researchers who raises a lot of money pre-production to be able to finance GPU compute to take on a large AI problem. To buy 1000 GB300s or ~14 NVL72 racks will set you back $125-150M for 3yrs with 15-30% upfront. That’s about ~2-2.5MW. Thats about enough to do 10^25 flops a quarter and get to a GPT-4 level model which is 1-2 OOMs off frontier for pretraining. If you post-train on a great open source model, you have a better chance of getting to frontier. The risks are a) you need to spend millions on RL environments too and b) being lapped by another model release while being tied to a base model. For this to payback, you need to give your customers a better and ideally cheaper inference service than a base model and serve them for long enough to recoup your large investment. Even at 50% margin on inference, to recoup $10M in training means serving ~10T tokens (!) if you price like Fable / Astra given a standard cache read / input / output split ($2/M blended). And you have to justify being better than a release like Opus 5.5 which is even cheaper. Often, you end up charging your customers a huge premium in terms of platform fees and compute fees on top of pure inference. Meanwhile, every hour you’re not utilizing your GPUs you are burning money so you typically resell this compute back to a broker or run inference for open models / resell spot instances. At below a ~60% utilization on spot, you will still lose money. Add to that insane cost of talent. So what can you do with the compute? - Not play the model game at all. - Play an entirely different model game (Jev, World Labs) that if big labs played, would either a) cannibalize their business or b) be incrementally not significant revenue c) would cause too much distraction from the main main thing - Acquire a proprietary data set (Peridodic Labs) in enough volume in a domain of usefulness to eclipse frontier quality. Often happens in robotics, biology, chemistry. If you do overcome the challenge of building a model that is useful and well priced beyond big labs models, given the huge price of compute, you still need to play in an area where the revenue / compute ratio is signficant and market demand is large enough to payback your compute spend. It is a difficult game.
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Anything Charlie Munger related is better read in long and story form - Eg. Poor Charlie’s Almanack
This is going up on my office wall
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”just because you are a scientist doesn’t mean what you are saying is scientific!” ☠️
.@JensenHuang is a national treasure 🫡
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👀 great group of Semi CEOs and 1 VC! @1sriram
CEOs of the following companies attended this roundtable:
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The end of “Hollywood”?
🚨 EXCLUSIVE: Paramount to leave California, according to the L.A. Mayor's office and the California Attorney General's office. What we know: tmz.com/2026/09/16/sources-s…
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Industrial 🇮🇳 is coming of age. It is the fourth chapter in the evolution of an ecosystem that I’ve been lucky to witness since 2014, starting first with as an operator @airtelindia and @snapdeal and later on investing as an angel and then institutionally @ GC and @CelestaCapital. Commerce, Software, Digitization of services sectors and now (Re)-industrialization. Grateful to all the founders, teams and co-investors to be on the 11 journeys of these incredible companies. Many more that will be on this list in the coming years. Thank you for the recognition for the 5th year in a row, @HurunReportInd!
Accel & Peak XV lead the 2026 ASK Private Wealth Hurun India Cheetah Index, backing 18 Cheetahs each. Anand Chandrasekaran tops the angel investors with 11 bets. Premji Invest becomes the first family office in the top 10. #CheetahIndex2026 #IndiaStartups
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🚨 Full announcement -
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Anand C retweeted
Replying to @anandc
Thanks @anandc for being a cheerleader & believer since very early days 🙌
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Well deserved, congrats @shourya0714! Excited to be on the journey and witness the progress from the early days!
announcing @flamappofficial's $40M Series B led by @QEDInvestors with @iamsrk @rtpvc @RMartinChavez @oliveur joining the rocketship its time to break free 🚀
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