Insights
Timely perspectives from the Shakti community: founders, Titans, LPs, and beyond
The First Trillion Dollar Revenue Generating Company …
Keval Desai spoke with ETN about why trillion-dollar AI revenues might not be as crazy as they sound…
“Six billion of those people pay for electricity regularly. The average annual bill is roughly $500. Trillion dollars in revenue means that two billion people, one-third of those people, are paying $500 for AI…
24 Year Old Partner Sourcing Deals on Tiktok
Sydney Landau spoke with Prashant Choubey on her Gen Z approach to investing, why next-gen allocators are generalists, and how, at Shakti, they invest in the “re-imagination of toothbrushes”.
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The AI Bloom Not Gloom …
Despite bubble fears and questions around AI spending, Shakti VC partner Liz Harrow says demand remains strong and the buildout is far from over.
“GPUs are the electricity of today.” Liz argues hyperscalers are effectively future-proofing: demand for compute is already there, so they need to build the rails before demand grows further…
On the eve of a Two Trillion Dollar IPO, will the SUN set on proprietary tech (again)?
By Keval Desai, Founder and Managing Director, SHAKTI
In 2000, Sun Microsystems (NASDAQ:SUNW) was valued over $200B and ranked among the top 10 companies in the world by market cap. A decade later, it had lost 96% of its value, ceased to exist as an independent company, and was acquired by Oracle.
Sun was no ordinary company; it was THE standard technology for building an internet business…
Summer of making waves across the SHAKTI portfolio
Summer has been anything but slow at SHAKTI.
Our portfolio companies have been busy reimagining the world with AI. Gatik raised a $200M Series D to scale autonomous logistics, Vahan teamed with NVIDIA to supercharge blue collar hiring with AI, and a phoenix rose from the ashes as Bevel set out to fix home insurance…
SHAKTI on Why S-Commerce Is Just Getting Started
Similar to how Amazons IPO catapulted e-commerce IPOs, Space X’s IPO will do the same for the space economy. We could not be more excited to be day on backers of Cosmoserve Space and Gimbal Space.
SpaceX's record IPO is helping spur a new wave of startups aiming for orbit and opening a vast new…
The Shower Thought I Couldn’t Shake
By SHAKTI Titan Dean Gilbert, Former VP Google & YouTube
A few weeks ago Jonathan Rosenberg(also known as JR) — my old friend from Google, where he ran product for years and later wrote How Google Works — forwarded me a David Brooks piece from The Atlantic called “The People Who Will Thrive in the AI Age…
Bryan Power’s 11 Frameworks for Building Day-One Teams
With Venture Partner Bryan Power (Former Head of People, Square & Nextdoor)
Bryan Power has spent his career building teams at Google, Yahoo, Square, and Nextdoor. Across those experiences, a few consistent frameworks emerge that every early-stage founder can apply.
Great communication isn’t about the format — it’s about consistency…
The best AI model is the one you don’t have to choose
How a liberal arts major became AI native, and what I learned along the way
Image created with Abacus AI. All names and companies shown are fictional.
If you use multiple AI models and are tired of switching between them, this is for you. It is also for you if you have not started using AI yet because you do not know where to begin…
A Re-imagination of the Kelley Blue Book … TRACE the First Pre-Sale Marketplace
By Sydney Landau, Partner, SHAKTI VC
Consumer ownership is changing. For the next generation, clothing is no longer viewed as a sunk cost. It is increasingly viewed as a tradable asset.
Over the last decade, The RealReal helped normalize resale behavior by enabling shoppers to unlock value from items already sitting in their closets…
Three Questions LPs Are Asking About AI
By Liz Harrow
Originally published in Family Wealth Report (https://www.wealthbriefing.com/html/article.php/the-three-questions-limited-partners-ask-about-ai)
We are lucky to speak with many smart, thoughtful LPs, and recently the same three questions have come up from investors, both family offices and institutions…
The Great Wealth Transfer Meets the Largest IPO … Where Will The Capital Flow?
By Sydney Landau
“There are currently 75,000 families in the U.S. with more than $100 million in assets, and that population is growing roughly 30% year over year.” — Matt Fleissig, Co-Founder & CEO, Pathstone (Shakti AGM 2026)
You’ve heard the headline: $124 trillion is expected to change hands over the coming decades…
Space 3.0: Day One of the Commercial Space Age
By Keval Desai, Shakti VC
Space: From geopolitics and defense to commercializationThe imminent arrival of the SpaceX IPO is a landmark event. It’s been a near-miraculous journey over two decades, and their team and investors deserve all the credit for making the implausible possible.
From the standpoint of entrepreneurs and VCs, is an IPO the end of an era in a market or the beginning of a new one…
The Imagination Era
The following is an edited transcript of remarks delivered by Keval Desai, Founder and General Partner of Shakti VC, at the firm’s 2026 Annual General Meeting in San Francisco.
We’re in San Francisco. The sun is shining. The Golden Gate Bridge looks as beautiful as ever. Outside this room, there are thousands of founders who have come from all over the world to start companies and reimagine how our largest industries work…