KP Reddy
Civil Engineer, entrepreneur, and investor in that order. Seed Stage Tech Investor @shadowventures
- Indexed issues, last 90 days
- 15
- Latest publication
- Sep 30, 2026
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- Aug 1, 2026
Latest issues
Why BCG may be the reason for AI-Rollups (opens the original)
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First off, huge congrats to our friends and General Catalyst siblings Long Lake on closing on Amex Global Business Travel. Long Lake, the World’s First AI Holding Company, Completes $6.3 Billion Acquisition of American Express Global Business TravelBrunelleschi designed Florence’s dome, worked out how to build it, and invented the hoist that lifted the stone. Design, method and outcome sat with one person, and so did
The Edge Case Economy (opens the original)
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SummaryAn edge case, in software engineering, is an input or operating condition at the boundary of a system's expected parameters. It is technically valid. It is rare enough that it is often missed in design and testing. The discipline's standard response is to identify edge cases, enumerate them, and either handle them explicitly or exclude them from scope. That response works when the system's environment is stable and the modal case dominates. It works poorly when the environment generates n
Innovation Inversion (opens the original)
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Most companies try to improve their projects from the top down. Leadership writes the rules, and the projects follow them. This gets it backwards. The projects are where the real information is: what the drawings missed, which contractor actually delivered, why the change order really happened. The head office finds out months later, if at all.Standard operating procedures made sense when you couldn’t keep the full record of a project, so you boiled it down to a checklist. That boiling-down thro
Your Management is not prepared for Leadership (opens the original)
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Your managers have never been tested. Anyone who started between 2011 and 2014 has run their whole career in a market that only went up, where every scare got absorbed by stimulus or a labor market so tight that anyone let go on Monday had offers by Thursday. They learned that bad things pass.The market is now asking the question. Nonresidential spending is down 7% through the first five months of this year, billings have been sliding since early 2023, 62% of firms rank a slowdown as their top c
Your Board matters more than you think. (opens the original)
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Board composition is generally around key functional expertise and governance. Every board member should understand how AI is affecting their functional expertise in real time.The first time I watched a board get a technology question wrong, it was about the internet.The company had a good three-year plan. Solid market, real customers, a management team that hit its numbers. The board spent its meetings on execution, because that’s what the plan asked for. The question of whether the thing they
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