Nikhil Basu Trivedi writes a public essay series called "next big thing" where he analyzes breakout companies like Canva, then invests in founders building in similar spaces—creating an unusual "write-in-public, then invest" approach rather than developing investment theses behind closed doors. He co-founded the art marketplace Artsy before becoming a full-time investor and is known for his traction-first investing philosophy that emphasizes observable customer love and usage over narratives, while frequently analyzing the "slope of learning" in founders and how quickly they compound knowledge over time. Nikhil Basu Trivedi writes a public essay series called "next big thing" where he analyzes breakout companies like Canva, then invests in founders building in similar spaces—creating an unusual "write-in-public, then invest" approach rather than developing investment theses behind closed doors. He co-founded the art marketplace Artsy before becoming a full-time investor and is known for his traction-first investing philosophy that emphasizes observable customer love and usage over narratives, while frequently analyzing the "slope of learning" in founders and how quickly they compound knowledge over time.