Hemant Taneja @htaneja · 16 Jul 2026
@htaneja "As productivity shifts from labor to capital"? This misses part of the story. I see a bimodal split: 1. Capital-intensive "VC-owned" companies: infra, hardware, moonshots. You're here. 2. Leaner than ever "founder-owned" companies: apps, software, marketplaces. I'm here.
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