What is it about Arkam that makes you believe it's the right platform for you to build your career as an investor?
Arkam’s focus on backing non consensus bets stands out to me, especially founders building in fragmented and complex markets where outcomes are not always obvious. I also value a thesis driven approach to investing, with a strong emphasis on understanding sectors deeply rather than chasing momentum.
How do you approach building expertise in a new sector or technology that you're not initially familiar with?
I start by understanding the market, often getting a quick overview using AI tools like ChatGPT or Claude. This is followed by reading industry reports and company materials, and speaking with founders, operators, and customers to ground the insights. I then track a few companies over time and refine my understanding by documenting key takeaways as I learn.