Max Beauroyre

Different growth phases demand different leadership strengths. In our early stage, we needed 0-1 energy, fast-paced execution, and incredibly high velocity to define a new category. Now as we scale, we require operational rigour, technical depth, and a scalable culture to support our enterprise customers. This transition optimises our leadership... See more

This influenced what Indian society chose to celebrate and reward. When societies want to encourage certain outcomes, they need concrete, visible proxies they can reliably celebrate. In market economies, wealth often serves as a reasonable proxy for value creation - while imperfect, it's generally difficult to accumulate wealth without providing... See more

Crucially, because Meter is vertically integrated, customers can spend 3-4x as much with Meter as they would with legacy vendors . There are a number of reasons for this:

• Meter sells customers more parts of the stack than a traditional vendor would, so they keep more of the value.


• It can increase margins by cutting out layers up and down the stack.


• Cu

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1. DR has commoditized “thesis development” and “market research” in VC so larger AUM and more resources no longer an advantage


2. Everyone will rely on the same research and converge on the same opportunities (defencetech! agents! )


3. To outperform, VCs will make “irrational” decisions based on non-quantifiable “gut-feel” (crypto again?, rocket cargo?

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