Sridhar
@imsri.bsky.social
general partner, founder @16VC.bsky.social
pre-seed decks don’t fail on ideas they fail on why now. #startups #fundraising #preseed #vc
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February 9, 2026 at 2:35 PM
pre-seed decks don’t fail on ideas they fail on why now. #startups #fundraising #preseed #vc
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Europe’s problem isn’t ambition — it’s fragmentation. Power leaks when decisions need consensus from 27 capitals.
#EU #Geopolitics #Strategy #Execution
#EU #Geopolitics #Strategy #Execution
February 9, 2026 at 1:25 PM
Europe’s problem isn’t ambition — it’s fragmentation. Power leaks when decisions need consensus from 27 capitals.
#EU #Geopolitics #Strategy #Execution
#EU #Geopolitics #Strategy #Execution
Governments say AI needs guardrails. Incentives say they want choke points. Control scales better than innovation.
#AI #Regulation #Compute #Power
#AI #Regulation #Compute #Power
February 8, 2026 at 4:09 AM
Governments say AI needs guardrails. Incentives say they want choke points. Control scales better than innovation.
#AI #Regulation #Compute #Power
#AI #Regulation #Compute #Power
Wars now reshape credit ratings before borders. Sovereign spreads move faster than tanks.
#Geopolitics #DebtMarkets #Risk #Capital
#Geopolitics #DebtMarkets #Risk #Capital
February 7, 2026 at 4:00 AM
Wars now reshape credit ratings before borders. Sovereign spreads move faster than tanks.
#Geopolitics #DebtMarkets #Risk #Capital
#Geopolitics #DebtMarkets #Risk #Capital
Everyone talks about de-risking from China. The real question is who can afford the transition costs. Strategy is constrained by balance sheets.
#China #SupplyChains #Geoeconomics #Power
#China #SupplyChains #Geoeconomics #Power
February 2, 2026 at 1:25 PM
Everyone talks about de-risking from China. The real question is who can afford the transition costs. Strategy is constrained by balance sheets.
#China #SupplyChains #Geoeconomics #Power
#China #SupplyChains #Geoeconomics #Power
China’s industrial policy isn’t about efficiency. It’s about scale dominance. Once scale is locked, pricing power follows.
#China #IndustrialPolicy #Power #GlobalTrade
#China #IndustrialPolicy #Power #GlobalTrade
February 1, 2026 at 4:09 AM
China’s industrial policy isn’t about efficiency. It’s about scale dominance. Once scale is locked, pricing power follows.
#China #IndustrialPolicy #Power #GlobalTrade
#China #IndustrialPolicy #Power #GlobalTrade
The US doesn’t export democracy anymore. It exports standards — tech, finance, compliance. That’s longer-lasting influence.
#US #GlobalStandards #Power #Geoeconomics
#US #GlobalStandards #Power #Geoeconomics
January 31, 2026 at 4:00 AM
The US doesn’t export democracy anymore. It exports standards — tech, finance, compliance. That’s longer-lasting influence.
#US #GlobalStandards #Power #Geoeconomics
#US #GlobalStandards #Power #Geoeconomics
India isn’t “non-aligned.” It’s selectively aligned based on sector, not ideology. Defense here, trade there, tech everywhere.
#India #Diplomacy #IndoPacific #Strategy
#India #Diplomacy #IndoPacific #Strategy
January 26, 2026 at 1:25 PM
India isn’t “non-aligned.” It’s selectively aligned based on sector, not ideology. Defense here, trade there, tech everywhere.
#India #Diplomacy #IndoPacific #Strategy
#India #Diplomacy #IndoPacific #Strategy
Europe’s climate leadership rhetoric hides a reality: without cheap energy, green transitions stall. Physics beats policy.
#EU #Energy #ClimatePolicy #Geopolitics
#EU #Energy #ClimatePolicy #Geopolitics
January 25, 2026 at 4:09 AM
Europe’s climate leadership rhetoric hides a reality: without cheap energy, green transitions stall. Physics beats policy.
#EU #Energy #ClimatePolicy #Geopolitics
#EU #Energy #ClimatePolicy #Geopolitics
Africa’s strategic value isn’t future tense anymore. It’s present. Mineral contracts are being renegotiated now, not later.
#Africa #Mining #Geoeconomics #Power
#Africa #Mining #Geoeconomics #Power
January 24, 2026 at 4:00 AM
Africa’s strategic value isn’t future tense anymore. It’s present. Mineral contracts are being renegotiated now, not later.
#Africa #Mining #Geoeconomics #Power
#Africa #Mining #Geoeconomics #Power
Middle East stability is no longer guaranteed by security pacts alone. Capital inflows and diversification now do the heavy lifting.
#MiddleEast #SovereignWealth #Strategy #Power
#MiddleEast #SovereignWealth #Strategy #Power
January 19, 2026 at 1:25 PM
Middle East stability is no longer guaranteed by security pacts alone. Capital inflows and diversification now do the heavy lifting.
#MiddleEast #SovereignWealth #Strategy #Power
#MiddleEast #SovereignWealth #Strategy #Power
LATAM governments change fast. Supply chains don’t. That mismatch is why capital selectively stays despite political noise.
#LATAM #SupplyChains #Investing #Risk
#LATAM #SupplyChains #Investing #Risk
January 18, 2026 at 4:09 AM
LATAM governments change fast. Supply chains don’t. That mismatch is why capital selectively stays despite political noise.
#LATAM #SupplyChains #Investing #Risk
#LATAM #SupplyChains #Investing #Risk
The AI race isn’t between companies. It’s between states deciding who gets compute access during shortages.
#AI #Compute #NationalSecurity #Power
#AI #Compute #NationalSecurity #Power
January 17, 2026 at 4:00 AM
The AI race isn’t between companies. It’s between states deciding who gets compute access during shortages.
#AI #Compute #NationalSecurity #Power
#AI #Compute #NationalSecurity #Power
The next Cold War won’t have walls or missiles. It will have APIs, export controls, and cloud access tiers.
#Geopolitics #TechWar #Power #GlobalOrder
#Geopolitics #TechWar #Power #GlobalOrder
January 12, 2026 at 1:25 PM
The next Cold War won’t have walls or missiles. It will have APIs, export controls, and cloud access tiers.
#Geopolitics #TechWar #Power #GlobalOrder
#Geopolitics #TechWar #Power #GlobalOrder
Global order won’t collapse suddenly. It will fragment quietly — through trade standards, data rules, and chip access.
#Geopolitics #Fragmentation #Power #GlobalOrder
#Geopolitics #Fragmentation #Power #GlobalOrder
January 11, 2026 at 4:09 AM
Global order won’t collapse suddenly. It will fragment quietly — through trade standards, data rules, and chip access.
#Geopolitics #Fragmentation #Power #GlobalOrder
#Geopolitics #Fragmentation #Power #GlobalOrder
Everyone is debating ceasefires. Capital is watching insurance premiums on shipping routes. That’s where risk is priced in real time.
#TradeRoutes #Geopolitics #Capital #Risk
#TradeRoutes #Geopolitics #Capital #Risk
January 10, 2026 at 8:54 AM
Everyone is debating ceasefires. Capital is watching insurance premiums on shipping routes. That’s where risk is priced in real time.
#TradeRoutes #Geopolitics #Capital #Risk
#TradeRoutes #Geopolitics #Capital #Risk
AI competition isn’t about intelligence. It’s about infrastructure density. Models are replaceable. Compute clusters are not.
#AI #Compute #Infrastructure #Power
#AI #Compute #Infrastructure #Power
January 9, 2026 at 2:13 PM
AI competition isn’t about intelligence. It’s about infrastructure density. Models are replaceable. Compute clusters are not.
#AI #Compute #Infrastructure #Power
#AI #Compute #Infrastructure #Power
LATAM volatility is mispriced. Commodity-backed economies with fiscal discipline will outperform narrative-driven markets.
#LATAM #Investing #Commodities #Risk
#LATAM #Investing #Commodities #Risk
January 8, 2026 at 2:13 PM
LATAM volatility is mispriced. Commodity-backed economies with fiscal discipline will outperform narrative-driven markets.
#LATAM #Investing #Commodities #Risk
#LATAM #Investing #Commodities #Risk
Middle East alignment shifts aren’t ideological. They’re balance-sheet driven. Oil surpluses buy optionality in a multipolar world.
#MiddleEast #SovereignWealth #Strategy #Capital
#MiddleEast #SovereignWealth #Strategy #Capital
January 7, 2026 at 2:13 PM
Middle East alignment shifts aren’t ideological. They’re balance-sheet driven. Oil surpluses buy optionality in a multipolar world.
#MiddleEast #SovereignWealth #Strategy #Capital
#MiddleEast #SovereignWealth #Strategy #Capital
Africa’s leverage decade has begun. Minerals, demographics, and geography are converging. The only question is who captures the margin.
#Africa #Geoeconomics #Mining #Power
#Africa #Geoeconomics #Mining #Power
January 6, 2026 at 2:13 PM
Africa’s leverage decade has begun. Minerals, demographics, and geography are converging. The only question is who captures the margin.
#Africa #Geoeconomics #Mining #Power
#Africa #Geoeconomics #Mining #Power
Europe’s regulatory reflex signals weakness, not leadership. When you can’t scale technology, you try to contain it.
#EU #TechPolicy #AI #Competitiveness
#EU #TechPolicy #AI #Competitiveness
January 5, 2026 at 2:13 PM
Europe’s regulatory reflex signals weakness, not leadership. When you can’t scale technology, you try to contain it.
#EU #TechPolicy #AI #Competitiveness
#EU #TechPolicy #AI #Competitiveness
India’s rise isn’t about speed. It’s about survivability across cycles. Democracies that absorb shocks attract long-term capital.
#India #Geopolitics #CapitalFlows #Stability
#India #Geopolitics #CapitalFlows #Stability
January 4, 2026 at 2:13 PM
India’s rise isn’t about speed. It’s about survivability across cycles. Democracies that absorb shocks attract long-term capital.
#India #Geopolitics #CapitalFlows #Stability
#India #Geopolitics #CapitalFlows #Stability
The US doesn’t fear competitors. It fears loss of gatekeeping power over chips, capital flows, and reserve currency plumbing.
#US #NationalSecurity #Semiconductors #Power
#US #NationalSecurity #Semiconductors #Power
January 3, 2026 at 2:13 PM
The US doesn’t fear competitors. It fears loss of gatekeeping power over chips, capital flows, and reserve currency plumbing.
#US #NationalSecurity #Semiconductors #Power
#US #NationalSecurity #Semiconductors #Power
China isn’t decoupling from the world — it’s forcing the world to decouple around it. Parallel systems are the endgame.
#China #Decoupling #GlobalTrade #Strategy
#China #Decoupling #GlobalTrade #Strategy
January 2, 2026 at 2:13 PM
China isn’t decoupling from the world — it’s forcing the world to decouple around it. Parallel systems are the endgame.
#China #Decoupling #GlobalTrade #Strategy
#China #Decoupling #GlobalTrade #Strategy