Siddharth's Newsletter

#130- Forward Deployment Index

The next billion dollar ARR company in AI will be forward deployed

May 6 • Siddharth Shah

12

April 2026

#129- The Control Plane for AI Agents

The next layer of enterprise infrastructure will decide what AI is allowed to do

Apr 27 • Siddharth Shah

3

#128- From Access to Process to Integration

Where does value accrue in off-patent chemistry, and how one company is capturing it

Apr 22 • Siddharth Shah

3

November 2025

#127- Early stage funding is misunderstood in 2025

Over the last year, many experienced founders have been puzzled by a visible contradiction in early-stage investing.

Nov 23, 2025 • Siddharth Shah

2

1

October 2025

#126- Gold vs Bitcoin

The market’s longest experiment in trust

Oct 13, 2025 • Siddharth Shah

3

#125- AI infra: Trend or Macro?

AI infra is the new oil capex- lumpy, systemic, and capable of swinging the cycle

Oct 3, 2025 • Siddharth Shah

2

1

July 2025

#124- EduFund raises $6mn Series A

From 20k to 250k families served: EduFund’s 10x journey in outrunning education inflation

Jul 21, 2025 • Siddharth Shah

#123- AWS just quietly rewrote the vector database market

and in a moment vector DBs just became a feature

Jul 16, 2025 • Siddharth Shah

6

1

#122- Indian pre seed lacks conviction..

..and this opens a whitespace to co-build tomorrow's companies

Jul 15, 2025 • Siddharth Shah

2

#121- It’s not the model, it’s the memory

As LLM performance converges, the next $1b opportunity will be in memory. This post explains why persistent, policy bound memory will be the missing…

Jul 9, 2025 • Siddharth Shah

2

1

June 2025

#120- The AI trust crisis is already here

And no one’s talking about the layer that will make or break enterprise deployments

Jun 28, 2025 • Siddharth Shah

5

1

#119- Where I’d invest in AI infra today

If I had $5mn and a clean slate

Jun 20, 2025 • Siddharth Shah

2