The Last Last Mile, DST Global: The Quiet Conqueror & Three Steps to the Future

Every week we share our good reads with the Malpani Ventures ecosystem comprising of Founders and Partners. We thought why not share it with everyone? If you would like to join the mailing list, please drop me a Hi!

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With the rush of funding in quick commerce/ last last mile (read: Zepto++), this note provides a global perspective on why VC money is flowing to the sector and their end game "Take it from two of the clearest blue flame thinkers in business history, Mr. Bezos and Sir Pryce-Jones: The only real asset is time".
 
DST Global: The Quiet Conqueror
https://www.readthegeneralist.com/briefing/dst-global
A detailed read on DST Global and its uncanny knack of predicting & replicating tech trends across the globe "There is the world of loud investing and the world of quiet investing...If the quiet world has a conqueror, it is DST Global"
 
Three Steps to the Future
https://www.ben-evans.com/presentations
We round off this week's good reads with a presentation exploring macro and strategic trends in the tech industry for 2022 by Benedict Evans. 
 
 
P.S. We archive the good reads by category at https://startupmentors.in/resources/ . You may access the previously shared reads here.

 

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 Until next time 👋




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