Deedy Das

speaker
881 appearances 1 recordings 1 series first heard Nov 2025 last heard 14 Nov

Deedy Das’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
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Recordings per month over the last 12 months — 1 in all, peaking in Nov 2025 with 1.

Appearances

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Yeah, it happens so often.
It kind of makes it tricky to, not just investing, but in general, to think about ideas.
We see this with startups as well.
It's very heartbreaking.
Every once in a while, you'll meet a founder where I'm like, your idea is fantastic.
Your execution is great.
I just don't see it work because the market dynamics are not in your favor.
And maybe I'm wrong about some of them, but you know.
When you say market dynamics, is it
or
No, sometimes it's like, I don't see that, like, you are a small company.
group of people trying to wedge something into a market we know how long that takes and we know the other forces at play and if i don't like i just don't see imagine a single person running in a tunnel with a light at the end but the tunnel is closing in on you you could be the fastest runner in the world and you might not make it out of the tunnel that's kind of the analogy
And so you might be doing everything right.
It's just that that window is not there, or at least I might not think that window is there.
I do think a lot of companies fall into this bucket of ideas.
the other flip side of that is, and yet they get acquired for
ever talked about like the roll-up companies, which is my favorite, like little.
PE roll-ups?
Yeah.
I didn't know that was a topic of yours.
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