How to Valuation a Software Company

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I think in the 2010s, we kind of mistook every startup to be a software company. We valued Uber, Airbnb, DoorDash as pure software businesses. I think we might be doing the opposite right now with services businesses. And if we are, there's a lot of alpha sitting underneath the surface. Smaller businesses that are starting today can be built AI first, remote first,. Those businesses will go through their transformation, but they're not structurally the same as the types of businesses I'm talking about here.

Romeen Sheth joins the NIA boys to discuss Investing in India, VC vs. Bootstrap, Immigrant Hustle and much more

Timestamps:

(00:00:00) - Intro
(00:03:16) - Romeen’s Backstory
(00:10:34) - India Deep Dive
(00:20:58) - How to think about India
(00:25:31) - Framework for Investing in India
(00:35:14) - The Indian Consumer
(00:45:13) - India and Crypto
(00:50:52) - Return on India Breakdown
(01:09:04) - VC vs. Bootstrap
(01:15:37) - AI Proof Businesses

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