Arjun Malhotra(@BadCapitalVC):Thesis might be the most misused word in venture. We use it to think of ourselves as forward-looking. But most of what we call a thesis is just hindsight - usually we're just reverse-engineering the pattern after watching it play out across a dozen companies.

Arjun Malhotra

@BadCapitalVC

Investing in companies that don't make money @GoodCapitalVC

가입 February 2012

1.4K 팔로잉 중 11.3K 팬

Arjun Malhotra@BadCapitalVC

2026.07.31 06:57

Thesis might be the most misused word in venture. We use it to think of ourselves as forward-looking. But most of what we call a thesis is just hindsight - usually we're just reverse-engineering the pattern after watching it play out across a dozen companies.