Trying to understand what's next in tech

Aashay Sanghvi in Breakdowns

Jan 8, 2019

Rethinking Structure

Some of the largest companies in interesting, big industries (insurance, banking, real estate, distribution…

3 responses

Aashay Sanghvi in Breakdowns

Jun 22, 2017

Business Models Worth Exploring

It’s been a little bit since I posted anything in this forum, but I’ve been keeping a steady newsletter that you can find here. However, there have been two specific startup business models on my mind recently, and I’d love to bring them to the table for discussion.

Aashay Sanghvi in Breakdowns

May 19, 2019

Bottoms Up

“Paradoxically a bottom-up strategy is in many ways simpler to implement than a top-down one. While a top-down investor must make several accurate predictions in a row, a bottom-up investor is not in the forecasting business at all.” — Seth Klarman, Margin of Safety (pg. 107)

Aashay Sanghvi in Breakdowns

Dec 23, 2018

Orthogonal SaaS

We’re familiar with horizontal SaaS (functional usage for marketing, sales, customer success, etc. that can be used by companies across a variety of industries) or vertical SaaS (industry-specific software), but what about orthogonal SaaS? This phrase refers to software products that sit at the…

Aashay Sanghvi in Breakdowns

Dec 23, 2018

What Interested Me in 2018

More recently, I’ve been captivated by the history of ideas — how concepts evolve and form within their condition of possibilities. This year, I had more than a handful of thoughts on tech, new business models, startup investing, etc.

Aashay Sanghvi in Breakdowns

Aug 14, 2018

Going Full Stack

Schemes of classification and taxonomy help a person comprehend and analyze what’s going on in the world around him or her. That…

Aashay Sanghvi in Breakdowns

Dec 4, 2018

Software is eating the world, but finance already did

What can history teach us?

Aashay Sanghvi in Breakdowns

Jan 24, 2019

The Fuzzy Set Theory of Startups

Or yet another mental model for thinking about the future

Aashay Sanghvi in Breakdowns

Oct 1, 2018

Request for Startups — October 2018

I’ve been sitting on these ideas for a while and would love to get more feedback and thoughts.

2 responses

Aashay Sanghvi in Breakdowns

Aug 18, 2018

Request for Startups — August 2018

I’ve been thinking about some of these spaces and discussing them offline, but decided to flesh these ideas out in the open. I’m happy to collect feedback and thoughts.

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Breakdowns

Breakdowns is a place for perspectives and ideas surrounding the technology markets and opportunity areas. If you are an investor and would like to work together, please reach out to aashaysanghvi[at]gmail.com to discuss.

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