Varun Gupta (@Varungupta) / X

Varun Gupta

2,015 posts

Varun Gupta

@Varungupta

GP at Caffeinated: @affirm @airtable @amcainc @antaresnuclear @avencard @brexhq @federato_ai @onebriefapp @saronic @vardaspace @virtahealth

Galain

caffeinated.com

Joined September 2020

Pinned
Varun Gupta
@Varungupta
Oct 10, 2023
Excited to see my friend @Vbob202, Dino, Rob, Doug, and the rest of the Saronic team undertake the Herculean effort of modernizing the United States Navy for the 21st century
Raymond Tonsing
@tonsing
Oct 10, 2023
And huge congrats to @varungupta for sourcing and closing our Series A investment in @Saronic, $25m! Just DAY ONE here @caffeinatedcap 🙌🏻
55K
Varun Gupta
@Varungupta
Aug 7, 2022
“I love Palantir boys… I just want to go up to them and tell them how attractive they are.” - three girls on the LIRR, uttering words I never expected to hear in my life
Varun Gupta
@Varungupta
Jun 25, 2025
Replying to @aphysicist
how does it explain this?
111K
Varun Gupta
@Varungupta
Oct 10, 2025
Every investor says they want real returns, but almost nobody wants to take real risk.
32K
Varun Gupta
@Varungupta
Aug 5, 2025
Today, we are launching a new brand identity for Caffeinated, one that we believe captures our evolution as a firm since our beginnings in 2008, the partnerships we have built with some of the world’s best founders, and our guiding philosophy.
95K
Varun Gupta
@Varungupta
May 29, 2025
Replying to @aphysicist
I think much of this study mostly reflects less usage of wood (which has greater color variation). Besides that, car colors have certainly converged to white, black, and gray
15K
Varun Gupta
@Varungupta
Apr 1, 2025
Insane cold email - “Hi Varun, did you go to a college event where strangers smooch each other? If so, can I help you with your distressed assets?”
16K
Varun Gupta
@Varungupta
Oct 30, 2025
You can still invest, @shaunmmaguire
TBPN
@tbpn
Oct 29, 2025
“I’m such a macro bull on space over the next 10 to 15 years that it’s hard to bet against any team building real expertise.” We spoke with @shaunmmaguire about space infrastructure, and why he says he should’ve invested in @zebulgar’s Varda: “I think their timing couldn't be
00:00
95K
Varun Gupta
@Varungupta
Oct 23, 2025
VCs want founders to get out of the box LPs want VCs to get into a box and stay in it
Endowment Eddie
@endowment_eddie
Oct 23, 2025
LPs love: - small funds - postinvestment value creation - rigorous investment process - emerging vc brands Founders love: - big funds - GPs who mostly stay out of the way unless asked - fast processes - brands that land hires/customers Generalizing but am I wrong?
23K
Varun Gupta
@Varungupta
Nov 16, 2025
Imitation is the sincerest form of flattery.
Anduril Industries
@anduriltech
Nov 14, 2025
Anduril is building autonomous warships with HD Hyundai Heavy Industries. China's capacity for shipbuilding is 232 times that of the US. Manned fleets alone will never keep up. That’s why we’re building warships. To make sure America is fighting at machine speed again. America
81K
Varun Gupta
@Varungupta
Oct 24, 2025
Agreed, but @FinnMurphy12, Caffeinated, and a few others were the first investors in Starcloud. They joined YC later
Tom Blomfield
@t_blom
Oct 24, 2025
It's so easy to be cynical and sound clever. Most startups fail, so the cynics are usually right. But the ones that succeed change the world. YC was the first investor in Starcloud.
26K
Varun Gupta
@Varungupta
Nov 3, 2025
What did Peter Thiel study? Let's see... philosophy, and law.
Dirac Delta (BTC Class of 2024) 🇺🇸
@GhostDirac
Oct 15, 2023
IT'S TIME TO BUILD! But who are the A16Z "American Dynamism" luminaries leading re-industrialization? In order: BS Multi/interdisciplinary studies BS Finance & Infosys BA Public & International Affairs BA Anthropology BA Government BA Public & International Affairs BA Economics
27K
Varun Gupta
@Varungupta
Sep 22, 2024
Four years in, but just day one!
Raymond Tonsing
@tonsing
Sep 21, 2024
As of today, @varungupta has been Caffeinated for four years! And it's only just day one! Awesome human. Onwards and upwards! 🚀
14K
Varun Gupta
@Varungupta
Mar 29, 2023
We are looking for two full-time investors to join our early-stage team. Submissions due 4/30.
Raymond Tonsing
@tonsing
Mar 29, 2023
We are hiring two investors to join our early-stage team. Consider joining us. We'd love to hear from you. Onwards we go! caffeinatedcapital.notion.site/Caffeinated-Ca…
43K