PIRQUE

PIRQUE

Investment Firm

Venture Capital Macro

About PIRQUE

PIRQUE is research driven company investing in US startups. We relentlessly study business drivers, mapping their velocity of propagation into markets. The in-house research that guides our buy side investment conviction is published via Heartbeat. Publishing helps us think things through out loud and make our proof of work auditable/transparent. As time passes, we "declassify" more items on Heartbeat currently in private mode.

Pulses 8

list

Magyar maths for the win

Hungarian minds that boosted the US to the state of the art in their fields https://x.com/socraticexp/status/2033937677846815156?s=46

Nov 17, 2025
Open in workspace
article

Sequoia's Botha: Too Much Money Chasing Too Few Winners

Botha's candid assessment reveals an industry at an inflection point where structural oversupply meets concentrated value creation.

Nov 02, 2025
Read
list

Hall of Fame M&A

Corporations are the best capital allocators.

Jun 01, 2025
Open in workspace
list

Top 10 personal bitcoin holdings

Only Americans individuals. "๐˜๐˜ต ๐˜ฎ๐˜ช๐˜จ๐˜ฉ๐˜ต ๐˜ฎ๐˜ข๐˜ฌ๐˜ฆ ๐˜ด๐˜ฆ๐˜ฏ๐˜ด๐˜ฆ ๐˜ซ๐˜ถ๐˜ด๐˜ต ๐˜ต๐˜ฐ ๐˜จ๐˜ฆ๐˜ต ๐˜ด๐˜ฐ๐˜ฎ๐˜ฆ ๐˜ช๐˜ฏ ๐˜ค๐˜ข๐˜ด๐˜ฆ ๐˜ช๐˜ต ๐˜ค๐˜ข๐˜ต๐˜ค๐˜ฉ๐˜ฆ๐˜ด ๐˜ฐ๐˜ฏ." โ€”๐˜š๐˜ข๐˜ต๐˜ฐ๐˜ด๐˜ฉ๐˜ช ๐˜•๐˜ข๐˜ฌ๐˜ข๐˜ฎ๐˜ฐ๐˜ต๐˜ฐ

May 06, 2025
Open in workspace
list

PayPal Mafia

This list includes several pre-IPO (2002-feb-14) original gangsters. An extended version of the "PayPal Mafia" as published on Fortune Magazine's 2007-nov-26 issue https://fortune.com/article/paypal-mafia/ Date added = approx date joined as full-time employee. 2021-sep: 500 emp ; 10m accts 2000-apr: 100 emp ; 1m accts (merged company) 2000-feb: 50 emp ; 100k accts 1999-dec: 40 emp ; 10k accts 1999-nov: 30 emp ; 1k accts 1999-oct: 20 emp ; 100 accts "๐˜ˆ ๐˜ด๐˜ต๐˜ข๐˜ณ๐˜ต๐˜ถ๐˜ฑ ๐˜ช๐˜ด ๐˜ต๐˜ฉ๐˜ฆ ๐˜ญ๐˜ข๐˜ณ๐˜จ๐˜ฆ๐˜ด๐˜ต ๐˜จ๐˜ณ๐˜ฐ๐˜ถ๐˜ฑ ๐˜ฐ๐˜ง ๐˜ฑ๐˜ฆ๐˜ฐ๐˜ฑ๐˜ญ๐˜ฆ ๐˜บ๐˜ฐ๐˜ถ ๐˜ค๐˜ข๐˜ฏ ๐˜ค๐˜ฐ๐˜ฏ๐˜ท๐˜ช๐˜ฏ๐˜ค๐˜ฆ ๐˜ฐ๐˜ง ๐˜ข ๐˜ฑ๐˜ญ๐˜ข๐˜ฏ ๐˜ต๐˜ฐ ๐˜ฃ๐˜ถ๐˜ช๐˜ญ๐˜ฅ ๐˜ข ๐˜ฅ๐˜ช๐˜ง๐˜ง๐˜ฆ๐˜ณ๐˜ฆ๐˜ฏ๐˜ต ๐˜ง๐˜ถ๐˜ต๐˜ถ๐˜ณ๐˜ฆ." โ€”๐˜—๐˜ฆ๐˜ต๐˜ฆ๐˜ณ ๐˜›๐˜ฉ๐˜ช๐˜ฆ๐˜ญ

Mar 26, 2025
Open in workspace
list

Gokulโ€™s Advice to Founders

Tips for founders posted by Gokul Rajaram on LinkedIn.

May 01, 2023
Open in workspace
list

VC homework

This is basically the syllabus to our โ€œThe Rules of the Gameโ€ class. A list of recommendations on startups and venture capital: its history, must read literature, must watch films, plus other interesting resources we have collected along the way. โ€œ๐˜›๐˜ฉ๐˜ฆ ๐˜ณ๐˜ฆ๐˜ข๐˜ญ ๐˜ณ๐˜ฆ๐˜ต๐˜ถ๐˜ณ๐˜ฏ๐˜ด ๐˜ต๐˜ฐ ๐˜ต๐˜ฆ๐˜ค๐˜ฉ ๐˜ช๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ช๐˜ฏ๐˜จ: ๐˜ฃ๐˜ณ๐˜ช๐˜ญ๐˜ญ๐˜ช๐˜ข๐˜ฏ๐˜ต ๐˜ฆ๐˜ฏ๐˜ต๐˜ณ๐˜ฆ๐˜ฑ๐˜ณ๐˜ฆ๐˜ฏ๐˜ฆ๐˜ถ๐˜ณ๐˜ด ๐˜ค๐˜ฐ๐˜ฎ๐˜ฆ ๐˜ต๐˜ฐ ๐˜บ๐˜ฐ๐˜ถ๐˜ณ ๐˜ฐ๐˜ง๐˜ง๐˜ช๐˜ค๐˜ฆ ๐˜ฆ๐˜ท๐˜ฆ๐˜ณ๐˜บ ๐˜ฅ๐˜ข๐˜บ ๐˜ข๐˜ฏ๐˜ฅ ๐˜ต๐˜ฆ๐˜ข๐˜ค๐˜ฉ ๐˜บ๐˜ฐ๐˜ถ ๐˜ช๐˜ฏ ๐˜ฉ๐˜ฐ๐˜ถ๐˜ณ๐˜ด ๐˜ธ๐˜ฉ๐˜ข๐˜ต ๐˜ต๐˜ฐ๐˜ฐ๐˜ฌ ๐˜ต๐˜ฉ๐˜ฆ๐˜ฎ ๐˜บ๐˜ฆ๐˜ข๐˜ณ๐˜ด.โ€ โ€”๐˜•๐˜ข๐˜ท๐˜ข๐˜ญ ๐˜™๐˜ข๐˜ท๐˜ช๐˜ฌ๐˜ข๐˜ฏ๐˜ต

Aug 30, 2017
Open in workspace
list

Indian CEOs of S&P 500 companies

Open in workspace