Talvinder Singh is a serial founder (ex-OYO, YC, 500 Startups) who writes about AI in production, infrastructure investing, and the India tech ecosystem. Frameworks, build logs, and field notes from eighteen years of building companies.
The best returns in technology come from owning the infrastructure, not the applications.
I name patterns in AI, infrastructure, and the India tech ecosystem. Then I stress-test them against what I’m actually building.
B. Talvinder · ex-OYO · YC · 500 Startups · 4 companies across 4 technology eras
Latest
The Recourse Trap: Why Competition Makes Credit Scoring More Exclusive, Not Less
Financial Systems
Market Structure
AI Risk
India Tech
The OYO Pivot: When Marketplaces Should Own the Supply
India Tech
Marketplace Strategy
Vertical Integration
Framework Lag: Why the Winners of 2010-2015 Could Explain Network Effects Before VCs Had Words For It
Startups
Network Effects
Venture Capital
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Anchor Framework
Every compute paradigm produces the same investing mistake. The first wave of money chases applications. The second wave — the one that compounds — goes to infrastructure. This pattern is repeating in AI right now.
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AI in Production
- The Plumbing Premium — Why AI infra outperforms AI apps
- The Evaluation Cost Ratio — When evaluation costs more than the thing being evaluated
India Tech
- The Social Permission Wall — The cultural barrier killing Indian startups
- Why Indian SaaS Wins the Agent Reliability War — Twenty years of reliability engineering, now an advantage
Leadership & Product
- If AI Can Write Your PRD, What’s Left? — The PM job just changed
- Distress Detection Is a Switching Cost — When safety features are retention features
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