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Aashay Sanghvi
@
aashaysanghvi_
San Francisco, CA
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investing @haystackvc // prev. @harvard
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4.871
Tweetovi
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2.372
Pratim
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4.864
Osobe koje vas prate
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Aashay Sanghvi
@aashaysanghvi_
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7 h |
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Drew Patterson
@drewpats
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8 h |
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Hard part about travel businesses is hyper-competitive sales / marketing to acquire customers and negligible air commissions, not connectivity to pricing.
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Aashay Sanghvi
@aashaysanghvi_
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8 h |
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Fair point
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Nikita S
@singareddynm
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8 h |
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Sabre (American Airlines spinout) GDS was great in the early days and had a virtual monopoly until it couldn’t keep up with added fees/services. Competitors like Duffel and Farelogix more nimble.
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Aashay Sanghvi
@aashaysanghvi_
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9 h |
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PZ dropping knowledge as always
twitter.com/pzakin/status/…
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Aashay Sanghvi
@aashaysanghvi_
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9 h |
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One thing companies like Stripe and Plaid did was make it easier to launch a financial product, thus seeding the market with hyper-specialized financial products.
Excited to see how Duffel (or similar cos) can enable anyone to start a travel business.
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Aashay Sanghvi
@aashaysanghvi_
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9 h |
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An open protocol is one thing, but a beautiful API coupled with that will unlock more of the market. Duffel CEO @stevedomin on Hacker News -->
news.ycombinator.com/item?id=213772… pic.twitter.com/AFXAeqB074
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Aashay Sanghvi
@aashaysanghvi_
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9 h |
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I've simplifying the market nuances, but in recent years, the airlines started adopting a new protocol -- NDC (an XML standard) -- that could give rise to travel distribution companies built from scratch. Benchmark-backed Duffel (duffel.com) is one example.
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Aashay Sanghvi
@aashaysanghvi_
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9 h |
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Old school global distribution systems like Sabre (originally created by airlines) essentially monopolized inventory booking on airlines and other travel providers.
en.wikipedia.org/wiki/Global_di…
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Aashay Sanghvi
@aashaysanghvi_
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9 h |
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You don't have to squint hard to see some of the parallels between travel systems and financial services. For both, legacy rails dominated the inroads into infrastructure.
Fintech APIs (Stripe, Plaid) have carved out entry points into the old universe, but what about travel?
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Aashay Sanghvi
@aashaysanghvi_
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9 h |
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🤝
Would be remiss not to mention the folks @MiddeskHQ if people are interested in this space
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Aashay Sanghvi
@aashaysanghvi_
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17 h |
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"Desis taking over. Where r u" - Dad
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Kunal Tandon
@KunalTandon
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17 h |
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Shocked that the new LinkedIn CEO isn’t Indian.
Relieved that my Dad can’t message me about another Indian CEO who isn’t me.
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Dan Fordyce
@dan_fordyce1
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20 h |
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Recycling is way underappreciated, but is absolutely golden for LP’s twitter.com/aashaysanghvi_…
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Aashay Sanghvi
@aashaysanghvi_
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5. velj |
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Woah. *Incredibly* hard to execute, but efficient recycling enables lifecycle investing without playing AUM games.
"We ended up Fund I being around 116% invested, meaning that we invested $58M against $50M of committed capital." #OpenLP
informationarbitrage.com/post/151395558…
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Shervin Ghaemmaghami
@mrshervin
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4. velj |
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The lab-software stack is changing. Here's how bit.ly/2uihSzm
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Aashay Sanghvi
@aashaysanghvi_
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5. velj |
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WebAssembly has its share of critics, but it's cool to think about the potential and what it tries to unlock in the browser. Here's an example with a new simulation product:
news.ycombinator.com/item?id=217287… pic.twitter.com/ID63qLhMCR
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Aashay Sanghvi
@aashaysanghvi_
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4. velj |
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domain swipe @AvidanRoss
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Aashay Sanghvi
@aashaysanghvi_
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3. velj |
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Hardware automation offering from Benchling last week
prnewswire.com/news-releases/…
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Aashay Sanghvi
@aashaysanghvi_
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3. velj |
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Thank you Sameer! Chat soon
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