Suggestions
Arjun Sethi
Global Investments, Venture Capital, Occasional Commentary
Arjun Sethi is a seasoned entrepreneur, executive, and investor with a diverse range of experiences in the tech industry. He has made his mark as the Founder of his own startup in addition to serving in various executive positions at Yahoo and 6waves, cementing his expertise in product management and mobile growth. As an Investor at Flipside Crypto, Terraform Labs, and Tribe Capital, he has honed his skills in venture capital and has invested in a variety of innovative startups. Sethi is passionate about supporting emerging technologies and has served on the board of many prominent tech companies such as Kraken Digital Asset Exchange, Docker, MetaMap, and more. Sethi is an Economics graduate from Boston College and holds BA and BS degrees in History and Math from the University of Maryland College Park.
Highlights
I want to live in a country where our political leaders tell the truth. Basic first principle truth.
Tell us why we are going to war or risking war. What is the objective in Ukraine and what does success actually look like? Is it borders restored, regime change, deterrence, or an indefinite proxy war funded by taxpayers? What is the goal in Taiwan and what outcome justifies the risk of escalation with China? Are we prepared to define the cost in lives, capital, supply chains, and global stability?
What is the end state in the Middle East beyond slogans about stability? What is the actual strategy on Iran besides sanctions with no clear off ramp? What is the plan for NATO expansion, defense commitments, and long term obligations we never vote on but always pay for?
If the answer is that there is no clear end state, no measurable success criteria, and no accountability for failure, then say that honestly. Do not replace strategy with moral language and expect the public not to notice.
Venezuela is the first case where the truth is at least stated plainly. Resources, strategic leverage, and counterbalancing Iran, China, and Russia. That may be uncomfortable, but it is honest. Say it directly. Do not insult the public by wrapping hard power politics in moral theater.
I also want leaders who actually believe the Bill of Rights is the foundation of America, not an inconvenience to be worked around. Start there. Then debate, state by state, how and whether to build on top of it. That is federalism. That is constitutional governance.
What I do not want is endless federal entitlements sold as compassion, reflexive collective socialism (communism to make everyone poorer), justified by selective data, or rule by abstraction that ignores incentives, tradeoffs, and outcomes.
If the state or federal government were evaluated the way companies and products are, using product market fit and return on invested capital, we would immediately see the problem. We do not have product market fit. We spend enormous amounts with no measurable ROIC.
These are not hard concepts. But instead of confronting them honestly, we wrap lies around every dollar. We say we need to tax more so we can spend more, while continuing to fund programs, agencies, and services that produce no results.
I want political leaders who lead, not administrations run by inexperienced staffers who understand neither history nor systems, like what we saw under Biden.
I want elected officials to have power again. Not unelected regulators. Not permanent institutional bureaucracies making de facto law across finance, healthcare, education, or the DOJ.
Accountability is not too much to ask. Honesty is not too much to ask.
I will always focus on single issues, but it would be refreshing for our parties to do the right thing instead of the politically convenient thing.
What is exhausting is watching politicians lie, then lie again to cover the previous lie, while posturing about values.
To @RoKhanna and his socialist cousins who cannot do basic math or grapple with how the world actually works: governing is not cherry picking data points that feel good on @X. If your ideas cannot survive product market fit, capital discipline, or real world tradeoffs, they are not moral. They are just wrong. I hope your ideas finally get tested in the open instead of protected by slogans.


