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Kaushik Subramanian
@TheHolyKau
Partner @eqtventures, previously product @Stripe, @Meta. Views are my own
Substack:
kaushiks.me
Joined August 2009
676
Following
23.8K
Followers
Posts
  • Pinned
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    Kaushik Subramanian
    @TheHolyKau
    Apr 3, 2025
    I completed 2 years in VC last month. I’ve led a few deals, seen some uprounds, and navigated crises. I’ve also lost a bunch of deals. Here’s what I learned, written as notes to myself, some where I did a 180 on what I thought before I started:
    215K
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    Kaushik Subramanian
    @TheHolyKau
    Jul 15, 2025
    When I was very young Pepsi was running a contest where if you found the cricket World Cup under the cap of the bottle you got an all expenses paid trip to England to watch it. I was on the Karnavati express to Ahmedabad for the summer holidays. Got a Pepsi on the train and lo
    user avatar
    Moon Dragon
    @frozenaesthetic
    Apr 1, 2025
    Share a piece of lore about yourself
    925K
  • user avatar
    Kaushik Subramanian
    @TheHolyKau
    Oct 11, 2025
    Congratulations to @RishiSunak for finally working in tech, getting a stable job and making his Indian origin parents happy
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    Politics UK
    @PolitlcsUK
    Oct 9, 2025
    🚨 NEW: Rishi Sunak has been appointed as a Senior Adviser at Microsoft
    501K
  • user avatar
    Kaushik Subramanian
    @TheHolyKau
    Jun 6, 2022
    Very few people know how apps make money. Fewer understand that Apple is a piece of shit for pulling the absolutist, crappy move called ATT which crippled the industry. Here's a simplistic explanation on how millions of app developers monetise in the ~$100B+ app ads market:
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    Kaushik Subramanian
    @TheHolyKau
    Sep 20, 2025
    Everything in life is B2B SaaS. This is all about pricing strategy.
    400K
  • user avatar
    Kaushik Subramanian
    @TheHolyKau
    Feb 14, 2024
    Think about it: - Meta does ~$130B in revenue. 1.1 TRILLION in market cap. That kind of scale is unfathomable (for context, its 2x revenue of Unilever, one of the physical world's 'great' companies and >100 years old) - He leads 67k employees - The man does not rest. He's in the
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    GREG ISENBERG
    @gregisenberg
    Feb 14, 2024
    So, Mark Zuckerberg finally tried the Apple Vision Pro and compared it to the Meta Quest 3 He says: - Quest is 7x less expensive yet way more comfortable - Quest is better for gaming, Xbox, YouTube - "I'm surprised how much better Quest is better for majority of things" My
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    2.4M
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    Kaushik Subramanian
    @TheHolyKau
    Nov 4, 2021
    Soan Papdi is the original crypto: no utility, store of gifting value, and you can never tell who the original owner is. Happy Diwali! 🪔
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    Kaushik Subramanian
    @TheHolyKau
    May 12, 2024
    When I joined McKinsey from business school you had two options that you could put on the form: 1) Go to London, grind more, get paid significantly less and pay more tax. But work on more interesting projects/clients 2) Take a 10 year bet - work in the Dubai office for $250K tax
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    Sujeet Indap
    @sindap
    May 12, 2024
    unlimited petrodollars + limited domestic human capital = epic grifting opportunity for McKinsey et al on.ft.com/4amUXkd
    3.2M
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    Kaushik Subramanian
    @TheHolyKau
    Dec 14, 2020
    Many thanks to Wolf Gupta for restoring Google services so quickly
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    Kaushik Subramanian
    @TheHolyKau
    Apr 23, 2021
    I'm pretty sure the Digital India that we wanted did not involve healthcare running on Google docs, Twitter and volunteers. Sad
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    Kaushik Subramanian
    @TheHolyKau
    Nov 20, 2023
    Can you imagine Satya Nadella negotiating this deal while watching the World Cup final. Legend
    153K
  • user avatar
    Kaushik Subramanian
    @TheHolyKau
    Feb 26, 2025
    As an ex McKinsey consultant and now a VC, honestly #1 is absolutely obvious and buildable *today*. I’ve been tinkering with deep research and it’s literally obvious. If I was to quit VC and build something now, that would be it. If you’re building this and are in Europe, I’m
    user avatar
    Aravind Srinivas
    Perplexity
    @AravSrinivas
    Feb 26, 2025
    1. Mckinsey Consultant as a Software 2. Venture Capitalist as a Software 3. FP&A Analyst as a Software 4. Legal / Compliance as a Software Build and make it widely accessible. If you want credits, reply to this post. If there are other ideas you want to pursue and need credits,
    777K
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    Kaushik Subramanian
    @TheHolyKau
    Jun 16, 2023
    Applying for a Schengen visa is the most dehumanising, tedious and awful process one can go through. Most Europeans are amazed that as an Indian with a work visa/permanent residence in the UK you *still* need to do the same process - Indians need so many documents to ‘pop in to
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    Leo
    @4eo
    Jun 16, 2023
    Applying for my 10th schengen visa for a 10 day business visit. Grateful to @FranceinIndia @VFSGlobal for making it an easy process. Highlights of european efficiency: - Paperless - Digital & eco friendly - Fair & equitable - Least cumbersome - Cheap & Fast - Logical 🤌🤌
    758K
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    Kaushik Subramanian
    @TheHolyKau
    Nov 8, 2025
    I think one of the coolest things about London is the ‘City of London’, which in fact has nothing to do with London city and is a private corporation that runs the ‘square mile’, which is the heart of Londons financial district and has its own laws and police force - it’s
    user avatar
    Lady Mayor of the City of London
    @citylordmayor
    Nov 7, 2025
    I have taken office as the 697th Lord Mayor of the City of London - the first to use the title Lady Mayor. My focus this year: - Make Mansion House the embassy for financial services - Unsquare the Square Mile to attract the best talent - Champion access to opportunities for all
    328K