Conversation

JavaCapital
@JavaCapital
"When you go in a wave together changes happen, there will always be some amount of trending hot startup investments, for example, Thrasio for India in 2021, Ed-tech in 2020, Food Tech in 2015-16."
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JavaCapital
@JavaCapital
“It is fair to allow a wave to go through because then you discover new companies and the wave itself builds large companies like we would have not had a Swiggy or Dunzo if not for the food tech wave of 2015-16.”
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JavaCapital
@JavaCapital
“The churn has to happen, where we have to go through the churn of many hot companies, where some herding will happen because everybody wants to capitalize on the wave, it's okay because it will eventually produce large winners like Swiggy, that's the nature of the process.”
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