Transcript
Introduction
Patrick
My guest today is Ram Parameswaran, founder of Octahedron Capital. Ram started Octahedron this year after more than five years as a partner at Altimeter Capital where he led investments in Square, ByteDance, Pinduoduo, and Udaan. In our conversation, we cover the potential for internet-scale businesses, explore the common characteristics of these businesses, and then go through a rapid-fire round of the most important qualities for eight different business models. This conversation was a blast of energy and could have gone on for two more hours. I hope to have Ram on again and can't imagine what his conversations are like at the dinner table with his wife and former podcast guest, Anu Hariharan. Please enjoy this awesome conversation with Ram Parameswaran.
So, Ram, I think we have to set the stage here with the broadest description of the opportunity that you see in front of us as you can. I'll call this the commercial internet, maybe you could just describe what that phrase means to you, why you think it represents the size of the opportunity that it does.