@Rahul_J_Mathur Rahul Mathur
Rahul Mathur posts on X about india, investment, in the, this is the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
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Social Influence
Social category influence countries #1515 finance 32.03% technology brands 12.5% social networks 7.03% stocks 6.25% vc firms 3.91% automotive brands 2.34% currencies 0.78% financial services 0.78% celebrities 0.78%
Social topic influence india #262, investment #2199, in the 10.16%, this is 9.38%, fund #278, business 8.59%, company 8.59%, lakh #38, market #17, share #100
Top accounts mentioned or mentioned by @jhasaurav215 @girlgoneblr @rahattalreja @ankitkr0 @peakxvpartners @accelindia @blumeventures @1shankarsharma @debupakrashi @devcglobal @avnish @lightspeedindia @kumarharsha2212 @romitme @ankur31886 @ranigupta_20 @abelamos @mschauhan8 @sip_invest0r @kartik_123_4
Top assets mentioned Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last [--] hours
"In [----] Gulu Mirchandani (Founder of Onida Electronics) made a high conviction [----] crore investment into [--] year old Fractal Analytics. The Mirchandani family is sitting on a 2400+ crore position in Fractal Analytics 🤯 This is a 475x return over [--] years - an eye watering 35.2% XIRR - they are selling approx. [---] crore during the IPO Gulus investment happened long before "data science" was a buzzword and AI became talk of the town. Heres the history of legendary investment"
X Link 2026-02-10T04:31Z 112.3K followers, 193.9K engagements
"3 great business podcasts released this week: [--]. Mixpanel's Head of Product (Vijay) on Lenny's Podcast - Product analytics + company journey [--]. Bill Gurley (Benchmark Capital) on Tim Ferriss Show - History lesson [--]. Vanta's CRO (Stevie) on [--] VC - How to build a Sales Org"
X Link 2023-01-29T15:54Z 112.1K followers, 11.1K engagements
"Announcing our $60M Series B today🔥 This round is co-led by Mitsubishi Financial Group (Japan) & BNP Paribas (France) - two leading financial conglomerates. The Series B is a follow on to the $150M Series A announced in Feb '23. Sharing a few pointers about the business: https://twitter.com/i/web/status/1712003472940482604 https://twitter.com/i/web/status/1712003472940482604"
X Link 2023-10-11T07:13Z 112.3K followers, 128.4K engagements
"@ankitkr0 @peakxvpartners @AccelIndia @BlumeVentures Lordship please rename us from Matrix Partners India to Z47 🥲"
X Link 2025-12-12T08:15Z 112.1K followers, [---] engagements
"Here are the salaries which Govt of India will pay to the team that will manage our [--] Lakh crore RDI Fund: For context: The Govt of India had allocated [-----] crore in [----] for the Startup Fund of Fund Scheme (FFS) which was managed by SIDBI Ventures. FFS invests in VC funds which in turn invest in startups. In [----] GOI came back with a clear intent to invest in DeepTech in the country by allocating [--] Lakh crore to the RDI Fund - which will invest in DeepTech VC funds and provide alternative funding for startups. So heres my question: What is your first reaction to the numbers highlighted in"
X Link 2026-01-15T05:00Z 112.3K followers, 51.7K engagements
"The (strongest) landing wedge: Protein wafer + Ranveer combo Protein bars have been available domestically for over a decade; but protein wafers have typically been imported (e.g. Myprotein crispy protein wafer Power Crunch PRO bar etc). The chocolate wafer concept is well established in India due to Nestl Munch and KitKat. Therefore SuperYous hero SKU - 10g protein wafer - was a differentiated offering (for a short time window) which landed well with consumers - combination of product familiarity & celebrity led sampling 😇"
X Link 2026-02-02T04:43Z 112.2K followers, [----] engagements
"For Kishore Biyani & Think9 - SuperYou is their 1st breakout incubation (0-100 crore in under [--] years). They also have The Good Bug (which is now [---] crore revenue) that has raised a Series B round like SuperYou. SuperYou is riding a triple tailwind in India - premiumization protein intake and snacking - there is a LOT of scope here and several winners which can emerge (The Whole Truth SuperYou Only What's Needed etc) I had written about Think9 approx. one year ago when SuperYou was first released: https://x.com/Rahul_J_Mathur/status/1859091215570137129"
X Link 2026-02-02T04:43Z 112.2K followers, [----] engagements
"In [----] Dr. Aniruddha Malpani invested [---] crore into Inventurus Knowledge Solutions (IKS) At the time of IPO in December [----] his position was worth [---] crore - a whopping 375x return over [--] years (39% IRR) Heres a fun Q: Is this the best startup investment of all time in India The answer (may) not surprise you https://twitter.com/i/web/status/2018553889805770841 https://twitter.com/i/web/status/2018553889805770841"
X Link 2026-02-03T05:15Z 112.2K followers, 215.3K engagements
"Lets understand where this stack ranks: (1) Mr Bikchandi & Info Edge wrote a [---] crore cheque into Zomato in [----] - as of the recent share price (270) this single cheque is a 2200x return (which yet hasnt been sold) - this is probably the BEST in India (to date). (2) Accel India invested $800K into Flipkart in [----] - when Accel sold its final 1.1% stake in Flipkart to Walmart the approx. return on the 1st cheque should be 1000x (3) Kunal & Rohit from Titan Capital had a 200x return from Urban Company (full stake sale pre-IPO) & a few [---] baggers (Ola Consumer Mama Earth etc) - Credgenics"
X Link 2026-02-03T05:15Z 112.2K followers, 26.2K engagements
"Peak XV has 25+ IPOs [--] companies at $100M+ revenue & [--] unicorns in a 400-odd company portfolio over the past [--] years. These metrics are well known - but few people know that at least [--] VC funds have been started by Peak XV alumni. For context: Insight Partners (founded in [----] approx. [--] years before Peak XV) has [--] spin-out funds The hallmark of industrialized Venture Capital isnt the unicorn factory but rather the fund factory - at every stage sector & geography - there is a shortage of fund managers - eventually superstars spin out from the mothership to start their own vehicles. Lets"
X Link 2026-02-04T04:57Z 112.2K followers, 15.7K engagements
"Zerodha & the Kamath Family office have made a [----] crore capital commitment to startups in India over the past [--] years. It began [--] years ago with Rainmatter - an entity making direct balance sheet investments (from Zerodha) into FinTech companies adjacent to the core Zerodha stock broking business. Rainmatter had some big & early hits - CRED & Smallcase. But the commitment to startups extends far beyond Rainmatter: Today they offer an Idea to IPO capital stack across ALL Sectors in India: https://twitter.com/i/web/status/2019636643607761353"
X Link 2026-02-06T04:57Z 112.2K followers, 41.9K engagements
"This capital stack: (1) Covers the entire founder journey from Idea 💡(WTF Fund & The Foundery) to Seed 🌱 (Rainmatter & Gruhas) to Growth stage & beyond 🚀(NKSquared) (2) Spans all major sectors Consumer 🛍(The Foundery) BFSI 🏦(Rainmatter) Health 🏥(Rainmatter Health) Real Estate 🏡 (Gruhas) etc (3) Each fund is headed by a passionate domain expert e.g. Rainmatter Health by Dilip Kumar (athlete at heart) Rainmatter by Dinesh Pai (entrepreneur at heart) Gruhas by Abhijeet Pai (born real estate enthusiast) The Foundery by Kishore Biyani (consumer veteran)"
X Link 2026-02-06T04:57Z 112.3K followers, [----] engagements
"The Zerodha approach of taking LP positions in VC funds (e.g. Gruhas The Foundery etc) while making with direct investments isnt unique per say - several large family offices in India follow the same model for e.g. The Patni Computers family office is a direct investor in 50+ companies (InCred Jupiter etc) and an anchor LP in VC funds like Ideaspring Capital Manipal Groups Claypond Capital is a direct investor in Zepto August AI etc and (per my understanding) an LP in several VC funds https://twitter.com/i/web/status/2019636649618207078 https://twitter.com/i/web/status/2019636649618207078"
X Link 2026-02-06T04:57Z 112.3K followers, [----] engagements
"Delighted to share that DeVCs portfolio company KILRR Spices was featured on Shark Tank yesterday KILRRs founder Hitesh is a 2nd time enterpreneur - his first venture was Homeveda - it was Indias largest health & wellness community. Their YouTube channel had [---] Lakh subscribers way back in [----] During COVID Hitesh went through a personal weight loss journey - this is when he realized that it would be a game changer if cooking up a healthy meal at home was easier: https://twitter.com/i/web/status/2019998626265919527 https://twitter.com/i/web/status/2019998626265919527"
X Link 2026-02-07T04:56Z 112.2K followers, 12.5K engagements
"DeVC had invested in August [----] with Revant Bhate (Co-Founder of Mosaic Wellness) and Chirag Taneja (Co-Founder of GoKwik). The thesis behind the investment was articulated well by Mohit Sadaani at the time: KILRR had a unique focus on spices for non-vegetarian food - which (combined with their branding) - is a starting point to eventually get into ready-to-eat foods (which is an even larger category)"
X Link 2026-02-07T04:56Z 112.2K followers, [----] engagements
"@GirlGoneBlr Aunty that is something called a book stand - you should have your eyes tested at Lenskart ASAP"
X Link 2026-02-08T07:27Z 112.2K followers, 25.8K engagements
"Nope Saurav. As far as I know (as a tenant) Karnataka and other states have yet to enact their version of the Model Tenancy Act [----] which brings in this two-month cap. There is a lot of rubbish news that's floating around outside that is GPT-generated but so far this is not put into law"
X Link 2026-02-08T07:37Z 112.2K followers, 52.1K engagements
"Nope all GPT generated garbage afaik. If you download the last doc - Rent (Amendment) Bill [----] (LA Bill No. [--] of 2025) There is no mention of the same. Context: This [--] Month Cap was in the model rental act of [----] - it was hypothesized that since Karnataka was implementing its version of the same - this would come together. https://twitter.com/i/web/status/2020429655866826978 https://twitter.com/i/web/status/2020429655866826978"
X Link 2026-02-08T09:29Z 112.1K followers, [----] engagements
"First even if you dont know who GL Mirchandani is - you surely remember this Devil in TV ads in the 1990s. Yes this Devil was the brand mascot for Onida TV - which was the business started by BITS Alumni GL Mirchandani in [----] to manufacture televisions for the Indian market. Onida color TVs were a hit - my grandfathers first color TV was an Onida (something my mother very proudly told GLs son Saha on a flight many years ago) Onida sold more than just TVs - ACs washing machines DVD systems ovens etc. Onida fell on hard times in the mid 2000s due to global competition - but GL & his son Sasha"
X Link 2026-02-10T04:31Z 112.3K followers, 26.1K engagements
"Enter GLs son - Sasha - Managing Partner @ Kae Capital Sasha Mirchandani co-founded Mumbai Angels in [----] - as an Angel investment pool to support entrepreneurs He then served as MD for US based VC fund - BlueRun - to set up their India operations from [----] to [----]. Sasha then started Kae Capital - India's earliest institutional Seed fund in [----] - hes had a phenomenal run - Zetwerk Porter Myntra InMobi Tata 1mg. Btw Sasha is one of the few Tech VCs who lives out of Mumbai and continues to win deals versus his Bangalore peers 😇 So now that you know the main cast - lets return to the"
X Link 2026-02-10T04:31Z 112.3K followers, 22.2K engagements
"Fair - so assuming we both trust ROC filings and believe Gulu invested with the same set of entities - there are [--] known personal investments - out of which [--] are Myntra (acquired) Fractal and InMobi Even if this is a [--] / [--] hit rate - the portfolio maths will take care of itself - should be 25% () XIRR over a long duration (+15 yrs) https://twitter.com/i/web/status/2021264651095507227 https://twitter.com/i/web/status/2021264651095507227"
X Link 2026-02-10T16:47Z 112.2K followers, [----] engagements
"Almost all of us have used Sodexo Zaggle Pluxee etc - but these products are built for white collar staff (primarily IT ITeS and HQ staff of BFSI companies) But what about the [--] Lakh truck drivers in India who pay by cash for fuel & other vehicle related expenses And what about the [--] Lakh odd insurance agents who travel to meet clients How does the insurer track their spending Ive seen this 1st hand - expense management for companies managing large field forces is broken - fraud delays & admin overhead are par for the course But what if there is another way I think CotoPay's website answers"
X Link 2026-02-11T04:37Z 112.3K followers, [----] engagements
"@1shankarsharma LOL. Comparing your post IPO purchases to Seed stage investments is the stupidest thing you can do. "Early listed stage investing" is Micro Cap & Small Cap which is very different from true Seed investing"
X Link 2026-02-11T08:07Z 112.3K followers, [---] engagements
"CotoPay might be the answer - they are building an expense management platform on the e-RUPI rails provided by the NPCI. e-RUPI has [--] distinct advantages for corporate expense management: (a) Accessibility - Runs natively on the UPI stack (available to all) - Vouchers dont require KYC (accessible to gray collar workers) (b) Fraud controls - Only P2M transactions permitted (therefore no leakage) - Companys admin can define granular purpose codes - Non-transferrable since it is linked to UPI ID https://twitter.com/i/web/status/2021443481387069632"
X Link 2026-02-11T04:37Z 112.3K followers, [----] engagements
"@DebuPakrashi Can you share the source material I did some background work offline - couldn't find substantial ties to INC (albeit any industrialist would have to be on great terms with them pre 90s) I am aware of the group entities being insolvent (one scrip is in my grandfather's NSDL)"
X Link 2026-02-10T08:35Z 112.3K followers, [----] engagements
"On Saturday I began my [-----] hours of AI journey in earnest So far Ive been a fringe observer / user but reality has hit: A large % of our portfolio is Enterprise AI (count & $ amount) the founder quality in AI continues to remain top notch. My naive take is that in the next [--] yrs the majority of net new MCap creation will come from AI (infrastructure vertical agents model providers service vendors etc) Therefore Ive decided to really double down on [--] activities"
X Link 2025-06-30T04:51Z 112.3K followers, 195.5K engagements
"In [----] Parth Jindal bought a 35% stake in MG Motor India which had 1.25% market share In one year MGs Windsor EV became Indias best selling EV - with [-----] units sold in FY25. Now hes buying out his JV partner to control 86% of MG Motors India. [--] year old Harvard grad Parth is quickly emerging as the new king dealmaker in India"
X Link 2025-07-17T04:45Z 112.3K followers, 863K engagements
"Aviral was part of the founding team at BharatPe - he left this high-paying job in [----] to lead Indias response to COVID by joining the National Health Authority. During his two years at the NHA he play a key role in several projects - CoWINs global outreach e-RUPI voucher disbursal to beneficiaries & the National Digital Health Mission. NHA was where he met his co-founder - Uzair - who was part of the team that the infrastructure that runs Aadhaar. Uzair and Aviral partnered last year with Vidit - Aviral's long-time friend from Doon School:"
X Link 2026-02-11T04:37Z 112.3K followers, 25.2K engagements
"6% of Nykaas GMV comes from a relatively obscure offline business unit: SuperStore (known earlier as eB2B) by Nykaa was launched as an experiment in Oct [----] - it generated [---] crore of GMV in FY25 The Superstore app allows offline retailers to place bulk orders for BPC products at rates similar to Nykaa (i.e. cost savings & better payment terms) This is a genius move which has been plagued by some execution challenges"
X Link 2026-02-13T04:46Z 112.3K followers, 12.5K engagements
"So why did Nykaa venture into B2B Simple answer: Offline Online Nykaas own brands need to go offline Supply economies of scale at play The more detailed answer is: (1) TAM expansion: Nykaas own FY23 report states that 60% of Indias BPC market is offline & unorganized (this will reduce to 38% in over [--] years). SuperStore is the channel via which Nykaa can grow revenue in this [--] Lakh crore Offline Unorganized BPC market. (2) Scaling own brands In FY25 Nykaa reported x9 growth (viz FY24) in Sales from Nykaas own brands through the SuperStore channel. Remember that Nykaa owns [--] BPC brands (some"
X Link 2026-02-13T04:46Z 112.3K followers, [---] engagements
"Overall SuperStore looks like a bit of a mess today but I remain quite bullish on the opportunity - they are scratching the surface of what is possible - it has just 2% share of distribution points (2.76 Lakh out of [---] Lakh locations). On top of this Indias BPC market generates [--] Lakh crore per annum - Nykaa is at approx. 10% share (23K crore annualized) - there is adequate headroom to grow & this has to come from the General Trade & other offline channels. There are clear tailwinds for BPC to take off in India - higher disposable income greater category awareness and the rise of Quick"
X Link 2026-02-13T04:46Z 112.3K followers, [---] engagements
"Delightful to see my portfolio co Cautio in action 📸 Taken during my Shoffr ride back from BLR airport; Cautio is live across several cab fleets across India Fleet monitoring is the starting point - industrial defense & general security are the emerging frontiers"
X Link 2026-02-15T17:41Z 112.3K followers, [----] engagements
"India ❤ DeepTech - the [-----] crore allocation for FFS II to DeepTech investing was cleared on Saturday by the Union Cabinet In the 1st edition of FFS (Fund of Fund Scheme) [----] crore was deployed into [---] DeepTech startups via VC funds (e.g. Dhruva Space Pixxel Agnikul Digantara etc) FFS provides a sovereign pool of patient capital to allow VCs to make long investments into IP first startups Heres what you need to know as a citizen https://twitter.com/i/web/status/2023259017678639292 https://twitter.com/i/web/status/2023259017678639292"
X Link 2026-02-16T04:51Z 112.3K followers, [----] engagements
"The [-----] crore FFS [---] is a follow-up to FFS [---] (which was also [-----] crore) which was announced [--] years ago in January [----]. FFS is a Fund Of Funds i.e. it invests into VC AIFs which in-turn invest into startups The latest statistics about FFS [---] are very encouraging: (1) 12350+ crore in capital commitments which means recycling of capital has worked i.e. early investments have paid off (2) [---] AIFs have been invested into (3) [----] startups have raised funding from these VCs But lets go one layer deeper into these numbers: https://twitter.com/i/web/status/2023259022045176114"
X Link 2026-02-16T04:51Z 112.3K followers, [----] engagements
"Out of the [-----] crore committed in FFS [---] - approx. 28% was allocated to DeepTech investments - this figure will go up by at least X2 in FFS [---] We also know that: (a) 28.7% of capital went to female founders 👍 (b) 50% of investee VC funds had FFS as their anchor LP - which means the Govt was really helping with capital formation (anchor LPs play a critical role in new fund creation) (c) 17.35% of capital went to startups in T2/T3 cities - clearly showing that Innovation is not limited to major hubs (esp. as we move to a DeepTech centric startup ecosystem) Net: FFS [---] helped [--] new VC"
X Link 2026-02-16T04:51Z 112.3K followers, [---] engagements
"But which DeepTech VCs did the Govt back FFS [---] allocated [---] crore (6% of total corpus) to [--] DeepTech VC firms (across [--] different fund vehicles): (1) pi Ventures - [---] crore sanctioned across [--] funds (2) Yali - [---] crore for Fund I (3) Celesta - [---] crore for Fund I (4) Inflexor- [---] crore for Fund I (5) YourNest - [---] crore sanctioned across [--] funds (6) Ideaspring - [--] crore sanctioned across [--] funds Btw if you notice - this [---] crore is MUCH lower than the [----] crore which VCs invested into DeepTech - this tells you ONE thing: EVEN generalist VCs backed by FFS have been deploying"
X Link 2026-02-16T04:51Z 112.3K followers, [---] engagements
"Several well known DeepTech startups are indirect beneficiaries of FFS 1.0: (1) Digantara (via Campus Fund) (2) Agnikul Cosmos (via pi Ventures) (3) Pixxel (via Blume Ventures) (4) Dhruva Space (via IvyCap Ventures) (5) Bellatrix Aerospace (via Inflexor Ventures) (6) EtherealX (via YourNest) (7) Sarla Aviation (via Campus Fund) (8) InspeCity (via Antler India) (9) Ati Motors (via Exfinity Partners) (10) Exponent Energy (via YourNest Ventures) Yes you read that correct - almost EVERY DeepTech startup of consequence can trace its funding origins back to FFS 1.0"
X Link 2026-02-16T04:51Z 112.3K followers, [---] engagements
"Every successful startup ecosystem requires long duration permanent capital (e.g. Univ Endowments in USA Temasek in Singapore Ontario Teachers Pension in Canada) FFS [---] was the experiment - FFS [---] is a continuing commitment - the real firepower will come from the [--] Lakh crore RDI Fund - which is also expected to go live in the next [--] months The Govt really stepped up the game in FFS 1.0: Backing [--] VC firms across 2+ funds anchoring [--] VC funds & playing an indirect role in EVERY category defining DeepTech company in recent years The best for DeepTech in India is yet to come - the first"
X Link 2026-02-16T04:51Z 112.3K followers, [---] engagements
"Anthropic hosted 250+ builders for their first Dev Day in BLR today Since Dario last visited India in October - ARR from India has grown x2 they've made local hires & opened their India office Here's a summary of what I heard & saw today"
X Link 2026-02-16T11:37Z 112.3K followers, 40.7K engagements
"Anthropic's commitment to India: [--]. Setting up the office in BLR & making local hires for ecosystem development & GTM [--]. Up skilling 5L+ IT professionals at Accenture IBM Cognizant etc to use Claude [--]. Enabling Scientific research in India with Novo Nordisk & other companies [--]. Non-profit assistance e.g. EkStep Foundation and Udhyam Education [--]. Dario made references to further multi-lingual capabilities which will improve Claude for use in India https://twitter.com/i/web/status/2023361055137939563 https://twitter.com/i/web/status/2023361055137939563"
X Link 2026-02-16T11:37Z 112.3K followers, [----] engagements
"Anthropic's CTO Rahul is a Bangalore Boy - he graduated from PES University before moving to the US. He shared their Product Roadmap: [--]. Proactive Claude - moving beyond responding to our prompts [--]. Voice mode & more - moving beyond text as the primary means of prompting [--]. More plug-ins for CoWork - making sure knowledge work as a spectrum is covered https://twitter.com/i/web/status/2023361061357773074 https://twitter.com/i/web/status/2023361061357773074"
X Link 2026-02-16T11:37Z 112.3K followers, [----] engagements
"Customer love from Builders: Anthropic's CTO gave a shout-out to former MoEngage executive Saket who started 2Care AI got a big shoutout from Anthropic 2Care is helping chronic care centers manage post discharge engagement (eg adherence to medication diet & exercise) They are live across several centers in India with global ambitions"
X Link 2026-02-16T11:37Z 112.3K followers, [----] engagements
"During the keynote sessions - there were [--] developers seated next to me who were fully locked in to Claude Code😂 We use Anthropic's models extensively for custom agents at @DeVC_Global - continually impressed by the results Overall it was a fantastic launch event for Anthropic in India - expecting a lot from them in [----] as they build out their India team & presence"
X Link 2026-02-16T11:37Z 112.3K followers, [----] engagements
"Aroon met Sharad Sanghi who sold his prev. co Netmagic for 900+ crore in cash to NTT in Jan '12 This was India's 1st Data Center acquisition Sharad's new co Neysa just announced the $1.2bn round from Blackstone during the Summit. For a man of his achievements & stature he is remarkably humble - I spoke to him at a Tech event for [--] mins simply because no one else knew who he was Spoke to a CEO at a crowded food court at the summit who is raising $1.2bn to fund domestically deployed GPUs. Man turned unicorn hours prior and the only people stopping by were people asking if the seats opposite"
X Link 2026-02-16T17:09Z 112.3K followers, [----] engagements
"Btw Neysa had raised a "small" $20M Seed & $30M Series A - this was a deep conviction cheque from our big boss @avnish And full credit to Sharad - his previous investors at Nexus Venture Partners also backed him in this venture. Btw this was in [----] when people thought India had NO RTW in infrastructure 😇 https://twitter.com/i/web/status/2023445372253954450 https://twitter.com/i/web/status/2023445372253954450"
X Link 2026-02-16T17:12Z 112.3K followers, [----] engagements
"Btw I'll also take the long bet that a few years from now the tables will turn and Sharad will require security at public events 😇 I'm not closely involved with the Neysa investment (since I'm on the DeVC team not the core Venture team at Z47) but he displayed real gravitas depth & clarity in my few interactions. https://twitter.com/i/web/status/2023446496990163155 https://twitter.com/i/web/status/2023446496990163155"
X Link 2026-02-16T17:16Z 112.3K followers, [---] engagements
"Here's my list of 'must read' memos for Founders and startup operators: [--]. 'Doing things that don't scale' - Paul Graham [--]. 'Good PM v/s Bad PM' - Ben Horowitz [--]. 'Day One' - Jeff Bezos (1997) [--]. 'Only thing that matters' - Marc Andreessen [--]. Netflix Culture Memo (any version)"
X Link 2021-01-24T13:30Z 112.3K followers, [----] engagements
"Some blogs that I have found valuable for our startup journey: 📈Growth - Andrew Chen's blog - Reforge blog 🏗Product - Silicon Valley Product Group - Shreyas' Twitter threads 💡General - Paul Graham's essays - NFX blog Not comprehensive - just the ones I refer to often"
X Link 2021-04-18T11:30Z 112.3K followers, [----] engagements
"Huge respect for the college kids who work full time at Startups and manage their degree at the same time. We've got [--] of these folks on our team - and I've interviewed dozens of such persons. Very high energy high agency and great skill set - worth investing into this talent"
X Link 2021-06-01T17:03Z 112.3K followers, [----] engagements
"10 books I wish I had read before graduating: [--]. Indistractable [--]. Deep Work [--]. Super Forecasting [--]. Super Thinking [--]. Thinking in Bets [--]. How to Decide [--]. Thinking Fast & Slow [--]. Competing Against Luck [--]. Measure What Matters [--]. Radical Candor Happy to justify why"
X Link 2021-06-06T13:30Z 112.3K followers, [----] engagements
"I feel India might just have the smartest bunch of teens right now - at least the ones I interact with on Twitter & LinkedIn. They are mature (intellectually) far beyond their years and display terrific technical skills too"
X Link 2021-06-07T12:23Z 112.3K followers, [---] engagements
"💥Announcing our Pre-Seed round💥 Thrilled to partner with Lightspeed India (@LightspeedIndia) as the lead investor in our first institutional financing Harsha (@kumarharsha2212) & Romit (@romitme) were the 1st believers in our big mission small team & product-first approach"
X Link 2021-06-23T05:49Z 112.3K followers, [----] engagements
"Listing some frameworks I find valuable as CEO: (1) Netflix's 5A feedback model (2) Andy Grove's TRM model for delegation (3) Amazon's written narrative & PR FAQ (4) Ben Horowitz's 3P model (5) [--] Why's (6) STEPPS framework for marketing Each is worth a Google search & read"
X Link 2021-07-20T13:21Z 112.3K followers, [----] engagements
"I've been holding 75% of my "net worth" entirely in cash for the last [--] months. You can call me an idiot but I lack confidence in the stock market movement right now. Returns (right now) are more linked to the next fool investing than in fundamentals of underlying assets"
X Link 2021-07-25T13:05Z 112.3K followers, [----] engagements
"Big update: BimaPe is shutting down. We've had an incredible [--] months building the Wallet product - we had the privilege of speaking with 500+ users maintained an organic 30% MoM growth rate for 6+ months and built some industry first features"
X Link 2021-09-15T05:46Z 112.3K followers, [----] engagements
"Indian Tech Twitter in 2021: [--]. Everyone is an investor (crypto NFTs Indian & US equities) [--]. Everyone is a Co-Founder cum Angel Investor [--]. Every senior engineer has a YouTube channel [--]. Every 3rd person runs a cohort based course Wonderful to learn from everyone on Twitter"
X Link 2021-09-18T15:28Z 112.3K followers, [---] engagements
"4 books I would recommend to anyone interested in investing & personal finance: (1) Psychology of Money - Morgan Housel (2) More Than You Know - Michael Mauboussin (3) The Most Important Thing - Howard Marks (4) The Tao of Munger (or any book about Charlie & Warren)"
X Link 2021-10-24T13:15Z 112.3K followers, [----] engagements
"How job titles work at some startups:"
X Link 2021-10-28T13:53Z 112.3K followers, [---] engagements
"We've reached a point in stock market history where the general public produces better research material on companies than finance institutions Most of the glossy research reports are full of utter BS consulting jargon - there is so much more to learn from the Twitter threads"
X Link 2021-11-08T06:16Z 112.3K followers, [----] engagements
"Many people in India take our payments (UPI) and identity (Aadhar) rails for granted We may be behind in physical public infrastructure but we're leaping forward on digital public infrastructure"
X Link 2021-12-03T09:15Z 112.3K followers, [----] engagements
"Read this last night - terrific statement"
X Link 2021-12-11T04:52Z 112.3K followers, [---] engagements
"Some management frameworks I find useful: 1) Netflix's 5A feedback model 2) Amazon's PR FAQ for new products 3) Goodhart's Law 4) Cobra Effect 5) Andy Grove's TRM for delegation 6) Amazon's Single Threaded Leadership model Each can take you down a rabbit hole on Google"
X Link 2021-12-11T13:10Z 112.3K followers, [----] engagements
"My rule of thumb for startups in India - it is easier to raise $1 harder to generate $1 in revenue but hardest to generate [--] in revenue"
X Link 2021-12-18T10:20Z 112.3K followers, [----] engagements
"Taken from the book - Think Like a Rocket Scientist"
X Link 2021-12-26T11:31Z 112.3K followers, [----] engagements
"WTF moment - the QWERTY keyboard has a fascinating history"
X Link 2021-12-28T15:09Z 112.3K followers, [----] engagements
"Some free podcasts do an incredible job of explaining businesses in depth: [--]. Invest Like The Best (by Colossus) [--]. Acquired (& their LP show) [--]. Business Breakdowns (by Colossus) [--]. Masters of Scale Each episode can be an MBA case study - professional produced & edited too"
X Link 2022-01-02T12:45Z 112.3K followers, [----] engagements
"VC Investor: Invests $1M - [--] page blog post TV interview & Instagram Reels Private Equity Investor: Invests $50M - Sometimes forgets to even make a press release Hedge Fund Investor: Invests 250M+ - You don't even know they exist they sometimes forget the company name"
X Link 2022-01-23T10:29Z 112.3K followers, [----] engagements
"Inside view of "AI" in financial services: (hint: AI == anonymous intern using Excel)"
X Link 2022-02-17T07:49Z 112.3K followers, [----] engagements
"The most popular note-taking app in India is a WhatsApp group with just yourself. Also one of the most versatile features by WhatsApp - you can save written voice & photo notes (seen lots of non-Tech folks using this)"
X Link 2022-02-17T13:39Z 112.3K followers, [----] engagements
"The hardest thing about building a Tech startup isn't finding software developers - it is finding people who give a shit about work"
X Link 2022-02-18T17:13Z 112.3K followers, [----] engagements
"India pt 1: College graduate willing to travel 2+ hours per day to respond to customer calls for 9+ hours per day for [-----] per month. India pt 2: College graduate not accepting offer at [--] Lakhs base compensation (work from anywhere) since no Macbook is provided"
X Link 2022-03-22T17:24Z 112.3K followers, [----] engagements
"Met a school friend today after [--] years - they work in California for a FAANG company as a software developer. Just realized today - their pre-tax salary is greater than the revenue generated by many Series A startups in India"
X Link 2022-05-01T06:03Z 112.3K followers, [----] engagements
"Great passage from Steve Jobs:"
X Link 2022-10-06T13:43Z 112.3K followers, [----] engagements
"1st month of EV ownership: Energy bill was [---] Petrol bill was [-----] That is about 10K per month savings for not much difference in commuting Would still take about [--] years to recuperate the additional cost of the vehicle so this is a crazy long term investment"
X Link 2022-12-03T14:43Z 112.3K followers, [----] engagements
""Indian merchants are willing to pay for services but not for software" - Shiprocket's CEO has terrific insights on building for India [--]. Standalone software in India can't compete viz manual labor (cost arbitrage) [--]. Software for free charge for service (payment logistics)"
X Link 2022-12-19T07:39Z 112.3K followers, 286.3K engagements
"Hands down one of the best books I've read to date: [--] pages in - love how the college Math theory is applied to real life / relevant problems"
X Link 2023-01-05T17:39Z 112.3K followers, 160K engagements
"Classic example of Indian dhandha - we create ways to make a quick buck (taken from the book 'CEO Factory')"
X Link 2023-02-11T04:30Z 112.3K followers, 100K engagements
"How did Taiwan's Govt increase its tax collection by 75% in a single year No crackdown. No tax rate hikes. No one time levy. So you're wondering how They launched the "Uniform Invoice Lottery" scheme to gamify tax collection:"
X Link 2023-03-21T13:47Z 112.3K followers, 363.3K engagements
"Got my first "salary" today after [---] years This cheque is more than the entire salary I drew over the past [---] years of being a founder ♥ Took some risk & (somewhat) paid off: This is WAY more than what I could have possibly earned sticking around at previous employers"
X Link 2023-04-28T13:44Z 112.3K followers, 154.5K engagements
"In March Meesho's CFO reported that the majority of [----] crore revenue in FY [--] came from ad Sales (yes you read that right) This raises a question - can any company scale its revenue without ultimately selling eyeballs on its platform Let's look at some other cos:"
X Link 2023-06-26T13:30Z 112.3K followers, 121.5K engagements
"In '21 Truecaller published a report which stated that one company in India made [---] million spam calls in a single year - a whopping [-----] spam calls each hour. The identity of the spammer isn't known - was it Fabaj Binance or Bolicy Pazaar - or maybe it was another company"
X Link 2023-07-07T13:23Z 112.3K followers, 616.7K engagements
"Fun fact: In [----] ITC launched a devotional app called Mangaldeep. Today the app has over 1M downloads with a 4.4* rating Mangaldeep offers a range of online services - pujas devotional songs mantra chanting & a temple locator Now why did ITC launch this app Short story: (1) ITC has an agarbatti business 🙏 - Started in [----] branded as Mangaldeep in [----]. - Today generates [---] crore in annual revenues. - Manufacturing provides employment to 7000+ rural women (2) Distribution distribution distribution🛒 - Offline demand deals: As early as [----] ITC started supplying Tirumala Tirupati"
X Link 2023-08-15T09:09Z 112.3K followers, 348K engagements
"Deep statement:"
X Link 2023-11-24T14:12Z 112.3K followers, 53.7K engagements
"A YouTube channel I've been binge watching lately is the Master's Union channel. They send their MBA students out into the field to interview / study a bunch of well run family businesses which have scaled. In the process - they record the students conversing with the owners; covering topics like unit economics generational transition store opening plans etc [--] great interviews which they did were: (1) Hori Lal Paan (2) UClean (3) Sita Ram Diwan Chand (Chole Bhature) My flatmates & I usually end up discussing learnings from these videos (quality / depth is comparable to the GrowthX &"
X Link 2023-12-08T14:35Z 112.3K followers, 167.3K engagements
"Wrapping up [----] by sharing my top [--] podcasts for the year (with links): [--]. Charlie Munger interview on Acquired [--]. Morgan Housel (Collaborative Fund) on Tim Ferriss Show [--]. About Nubank on Business Breakdowns [--]. Aswath Damodaran on Invest Like The Best [--]. About IPL on Business Breakdowns [--]. Todd Combs (Berkshire Hathway) on Art Of Investing [--]. Nassim Taleb on Tim Ferriss Show [--]. Jensen Huang (Nvidia) interview on Acquired [--]. Bill Gurley (Benchmark Capital) on Tim Ferriss Show [--]. Danny Myers (Shake Shack) on Tim Ferriss Show [--]. About Coca-Cola on Business Breakdowns [--]. Brian Chesky on"
X Link 2023-12-30T12:49Z 112.3K followers, 133.5K engagements
"I met Aryan on Twitter about [--] years ago - he was [--] (at the time) & was writing code to build a bunch of side projects from his parents house in Mumbai. My main takeaway from our 1st phone convo was "wow this chap is next level genius" [--] months later he started an AI company & moved to the USA. We did a [--] minute conversation when he was raising funding - I was so impressed by the kind of diligence questions he was asking about investors (since we shared a few common ones) A few months later his company (Induced AI) announced a $2.3M Seed round led by Sam Altman (Open AI) and Peak XV. Aryan"
X Link 2024-04-09T09:44Z 112.3K followers, 244.9K engagements
"I've been looking for both work & casual shirts for the past few days. Ones I've shortlisted so far are: (1) Bombay Shirt Company (2) House of Stori (3) Snitch (4) Harfun (5) Rare Rabbit I previously stuck to Zara / Uniqlo shirts but looking to try something different this time. In case you have tried any of these or have tried good alternatives - please do share. Thank you"
X Link 2024-04-19T11:26Z 112.3K followers, 334.5K engagements
"✨Life update: Excited to share that Ive joined the team at DeVC in their Bangalore office today. DeVC is a Pre-Seed venture capital firm which is anchored by Matrix Partners India ($1.5bn+ AUM) and 40+ Indian founders & executives who lead startups with a combined market cap of $25bn"
X Link 2024-05-17T05:02Z 112.3K followers, 102.4K engagements
"Hocco will be a story that may pan out several times more in India: (1) Chona family's original business Havmor was started in [----] (2) 70+ years to get to [---] crore in Sales when the biz was sold to Private Equity (3) Family made 1000+ crore in [----] (4) [--] years later family member Ankit Chona partners with Sauce VC to start Hocco Ice Creams (5) In [--] months of launch - On track to do [---] crore in Sales for FY24-25 - Plant is churning out 50K units per day - Raises $12M from the Chona family to expand capacity to 130K units per day Absolutely mindboggling growth: In [--] years (max) Hocco could"
X Link 2024-06-10T10:45Z 112.3K followers, 196K engagements
"Bharat Mata Ki Jai chants tonight on Marine Drive. Haven't seen this energy & this traffic in a long time"
X Link 2024-06-29T18:45Z 112.3K followers, 43.1K engagements
"This photo will be framed. So glad my mom convinced my grandfather to step out to see this tonight ♥"
X Link 2024-07-04T14:53Z 112.3K followers, 84.3K engagements
"Met the master of our markets a few mins back at the BOM airport - Mr Nikhil Kamath himself Fanboy moment"
X Link 2024-09-08T11:35Z 112.3K followers, 56.5K engagements
"Zepto is conversations to raise a further $100M to $150M in funding this time from Indian HNIs and NOT foreign investors. I know at least a dozen people who are ready to buy (any amount of) Zepto at the $5bn price it was valued at in the previous round. In fact the founder of Motilal Oswal is rumored to be investing $40M in this HNI round () In Indian private markets the new DD is Domestic Demand. The domestic investor seems to have almost infinite appetite to buy shares FIIs have sold [-----] crore of shares in Oct [--] MTD. DIIs bought [-----] crore of shares in the public markets. Few thoughts"
X Link 2024-10-23T04:44Z 112.3K followers, 147K engagements
"I've flown back home [--] times this year - mostly flights which land at midnight. Whatever time it is as the car takes the turn into our lane there is just one light on in our building - and one person sitting in the living room (my grandpa). 11PM 12AM 1AM - he sits patiently in the same sofa seat. And then gives a big hug when I open the door. Priceless regardless of how many times it happens in a year. With each passing year I feel like I miss him grandma mom & family more than ever when I am away. But I'm also more grateful with each passing year to have them with me. 🙏❤"
X Link 2024-10-30T08:42Z 112.3K followers, 65.2K engagements
"If you stay in Bangalore you would have noticed that a number of black taxis with the logo Uber Black have started to appear. Uber Black is the OG ride back when Uber launched its beta in May [----] you could book a luxury black cab. This model changed in April [--] when ride-sharing (i.e. non-taxi cabs) became the norm Now regarding Uber Black in India:"
X Link 2024-12-05T04:37Z 112.3K followers, 188.8K engagements
"Bajaj Finance employs 53000+ staff today across [----] locations in India. PAT has grown from [--] crore to [-----] crore over a [--] year period since inception. Last week Bajaj Finance held an Analyst meeting & released a terrific set of slides on the history present & future of Bajaj Finance. Sharing my [--] takeaways from the report it has laid out its vision to become a FinAI company"
X Link 2024-12-17T04:43Z 112.3K followers, 251.4K engagements
"Appreciation post for HSBC India: Over [--] yrs back my mom opened an a/c when she moved to the Middle East for work The a/c wasn't used for [--] yrs (just had the min balance) -- I went to their Churchgate branch -- was expecting to have to haggle to get the a/c closed (this was my experience with one of mom's PSU bank a/c's) No questions asked - just one form & KYC docs - money was wired the next day with a/c closing. Super impressed; restored my faith in BFSI in India for [--] hour (check below why)"
X Link 2025-01-04T04:46Z 112.3K followers, 165.6K engagements
"Per BluSmarts founder 90% of trips are single passenger. This one key insight has led to the creation of Gensol Ezio (a [--] seater fleet vehicle) designed by Gensol Engineering. Ive been tracking Gensol Engineering for over [--] months now the company has expanded beyond solar EPC into EV mobility (via its affiliate BluSmart Cabs) and has now entered EV manufacturing. I first came across the company because of BluSmart Cabs but have been continually impressed by their ecosystem development strategy around their core solar EPC biz"
X Link 2025-02-03T04:50Z 112.3K followers, 215.9K engagements
"Zerodha and the Kamath brothers have an initiative which few people have heard of called the Zero1 Media Network. Most of us have heard of Rainmatter Rainmatter Health Gruhas WTF Fund NKSquared etc which are focused on deploying capital into the Indian startup ecosystem. But Zero1 Media Network is a bit different it is focused on deploying capital to allow creators to product high quality content for the Indian audience. Rainmatter Health is trying to solve the GIGO problem in our diet. Zero1 is trying to solve the GIGO problem in our content feed:"
X Link 2025-02-17T05:24Z 112.3K followers, 284.9K engagements
"BluSmart cabs can't be booked anymore. My 630PM cab got cancelled at 6PM - not possible to book a replacement on the app. This is a product & company which I've used extensively (750+ rides) in the past [--] years. Shame to see it go down this way. It was one of the few reliable options"
X Link 2025-04-16T13:13Z 112.3K followers, 196.9K engagements
"I rarely break my online character: Like most of you reading this post I am proud of my Indian passport I stand by our Armed Forces & Government and I pray that casualties (our forces & civilians) are minimal. When peace is never an option decisive action is always the befitting answer. My grandfather was displaced from his home in Karachi during the Partition. My uncle served & retired from the army. My school senior is still in the armed forces. My family has friends who stay in J&K. We all know the common citizen suffers the most during times of conflict & blood is shed. We all have"
X Link 2025-05-09T06:30Z 112.3K followers, 71.8K engagements
"I read the entire [---] page "AI Trends" report by legendary investor Mary Meeker which was released [--] hours ago. Mary used to publish the famous annual Internet Trends before most of us were born - her insights are invaluable. Sharing [--] takeaways from this report"
X Link 2025-06-01T10:01Z 112.3K followers, 1.3M engagements
"Jio will be launching [--] Mutual Funds in India shortly which are using Blackrock's ALADDIN model. ALADDIN literally stands for Asset Liability and Debt and Derivative Investment Network In total [---] global institutions use the analytics platform which represents [----] lakh crore in AUM. First time that ALADDIN will be launched in India by any institution:"
X Link 2025-06-17T14:16Z 112.3K followers, 240.4K engagements
"ICICI Banks former CEO recently launched her own YouTube channel (under the radar with with just 7K subs) In her most episode Chanda Kochhar interviewed Deepak Parekh (ex Chairman HDFC) and what he said on her show made me jump off my seat"
X Link 2025-06-22T05:54Z 112.3K followers, 371K engagements
"Today you can buy a [--] carat diamond necklace from True Diamond for [-----] - this would have cost you over [--] lakh just [--] years ago Lab grown diamonds are indistinguishable from natural diamonds and now 52% of US engagement rings are LGDs But what about India And the impact on our natural diamond industry"
X Link 2025-07-08T03:52Z 112.3K followers, 218.5K engagements
"Last month BYD sold [---] units in India - which is 0.1% of its global sales (3.8 Lakh units) With a [--] minute charge the newest BYDs in China offer 500+ km range - this is almost x50 faster than the time it takes for my [----] MG ZS to charge up for the same range Wang Chuanfu Chairman of BYD said: Our goal is to make charging as fast as refueling petrol cars. There is a reason why Buffett bought 9.99% of this company and has made 15x return on BYD"
X Link 2025-07-16T04:53Z 112.3K followers, 352.5K engagements
"Maggi is available at [--] Lakh retail outlets across India - we mix everything from veggies to cheese to eggs to make our "2 Minute Noodles" It is served at weddings in Manali at dhabas outside offices & even on 15-min food delivery apps. Therefore Maggis owner Nestl launched a franchise business called Retail One Kiosk - the 1000th kiosk was opened this month"
X Link 2025-07-22T04:23Z 112.3K followers, 365.9K engagements
"India has [----] dark stores opened in the past [--] years by Blinkit Zepto Instamart Flipkart Minutes etc But recently a few of these stores made headlines for all the wrong reasons: (i) Storing expired goods (ii) Containing food items with fungus (iii) Not following FSSAI norms The result Companies are becoming transparent by making dark stores open to the public"
X Link 2025-07-28T06:01Z 112.3K followers, 128.9K engagements
"Shoppers Stop generates [----] crore of revenue from [---] stores across India The company is largely ignored by media today - but when it was launched in [----] it was the first family owned retail company which was run by professional management How has the company survived all these years"
X Link 2025-07-29T04:29Z 112.3K followers, 155.8K engagements
"The price of Coconut oil has doubled in [----] to [---] per litre Coconut oil is now the costliest edible oil in India - despite India being the 3rd largest producer of coconuts in the world Thieves are forming organized gangs to steal coconuts from trees in Kerala - something has seriously gone wrong with the global commodity market. Why has the cost of Coconut oil shot up so much"
X Link 2025-08-01T06:01Z 112.3K followers, 801.2K engagements
"Whoever designed this packaging for Bombay Shaving Company deserves an award Taj Hotels & BSC have had a long time partnership - with BSC products in the hotel rooms. They recently changed the packaging of the BSC shaving cream sachets - it was always difficult to tear the old packaging. In consumer brands packaging is one of the most critical brand levers"
X Link 2025-08-04T06:29Z 112.3K followers, 1.2M engagements
"Mahindra Group has announced a [---] crore one-time ESOP grant to 14000+ factory & shopfloor workers. This is the 1st time in India where a Diwali bonus is being paid in stock And this is the 2nd time where a conglomerate has allocated such a generous ESOP grant to blue collar workers - JSW Group was the 1st to do so in August [----] with a [----] crore allocation ESOPs were earlier restricted to management & white collar roles - but this is now changing; heres what you need to know"
X Link 2025-08-06T04:44Z 112.3K followers, 252.5K engagements
"Last year India imported [-----] tonnes of rare earth magnets from China China produces around 90% of the worlds high-performance rare earth magnets which power satellites EV motors jet engines etc Although India holds the 3rd largest rare earth reserves globally - we contribute less than 1% of global output. Now as China cracks down on rare earth exports (e.g. charging [--] the standard price for Samarium which is used in fighter jets) - it has a serious impact on India"
X Link 2025-08-12T04:50Z 112.3K followers, 160.1K engagements
"I used Perplexity Finance live today to create an Indian equities F&O strategy with a 25L corpus This was my 1st time using Perplexity Finance - and today is the first day that Perplexity has gone live with Indian market data (skip to 6:40 for F&O) Sharing what happened:"
X Link 2025-08-13T16:06Z 112.3K followers, 355.5K engagements
"After more than a decade India is getting a new bank - AU Bank - this is a HUGE moment for our banking sector. It comes at a time when legacy banks are switching focus to premium customers - ICICI Bank has raised its minimum balance requirement to [-----] and HDFC has raised it to [-----] For the 1st time a Small Finance Bank (SFB) is set to become a Universal Bank Sanjay Agarwal the founder of Jaipur based AU SFB has been on a [--] year journey from a loan distributor to NBFC to SFB to (soon) Universal Bank Heres how they created history"
X Link 2025-08-16T05:51Z 112.3K followers, 223.5K engagements
"Indians paid [-----] crore in toll charges last year - this is 2.5x the amount pre-COVID in [----] When I checked my FASTag online - my family spends [----] per month on the Worli sealink alone; other Mumbai residents might relate to this Therefore it shouldn't surprise you that [--] Lakh FASTag annual passes were sold in [--] days of launch by the NHAI - some frequent travelers have projected 10000+ per annum in savings from the pass. But there is one catch"
X Link 2025-08-21T04:42Z 112.3K followers, 731.1K engagements
"2007: HYD - Googles 1st office in India 2010: HYD - Facebooks 1st office in India 2015: BLR - Twitters 1st office in India OpenAIs 1st India hire is a Public Policy head and their 1st India office opening in New Delhi signals one thing: Any global entity serious about AI in India will have to approach Public Policy / Govt relations in a formal manner. Sam Altman has led on this front:"
X Link 2025-08-22T09:25Z 112.3K followers, 232.7K engagements
"Indias [-----] paints industry has shrunk for the first time Market leader Asian Paints has several problems at hand: Revenue remains flat a legal suit from Birla Opus and the merger of JSW Paints & AzkoNobel (Dulux) Analysts had dismissed Birla Opus saying it would get 2% market share; the company is at 8% market share in less than [--] years of launch. Asian Paints has started to show some signs of recovery - Q1 FY26 PAT was [----] crore i.e. over 50% higher than Q4 FY25 But the story is yet to fully unfold"
X Link 2025-08-25T11:35Z 112.3K followers, 236.9K engagements
"Karnataka has become the 3rd state to pass a bill to protect Gig Workers Soon every transaction you make on Swiggy Rapido or Ola will result in 1% to 5% of the total bill being deposited into a welfare account India is projected to have [---] crore Gig Workers by [----] Heres what you need to know about this bill 👇"
X Link 2025-09-02T04:48Z 112.3K followers, 84.3K engagements
"KFCs sales per store in India is down 5.7% to [-----] per day as compared to [----] lakh last year The pressure isnt just on KFCMcDonalds Pizza Hut and Dominos are feeling the heat too. Maintaining last years sales numbers has become a big challenge said Rajeev Varman CEO of Burger King India Yet individual KFC franchise store operators struggling - KFC India has still managed to post [----] crore in profit (v/s [----] crore last year:"
X Link 2025-09-03T04:50Z 112.3K followers, 457.7K engagements
"Meesho clocked [-----] crore of Sales in FY25 - this is approx. [--] lakh orders per day fulfilled by [--] lakh sellers They aim to raise [----] crore in their upcoming IPO; and it is the first horizontal e-commerce platform to go public in India (Flipkart started [--] years prior btw) Meeshos updated [---] page DRHP is a must read for anyone who follows E-Commerce in India Here are my [--] key takeaways from the filings"
X Link 2025-10-22T04:34Z 112.3K followers, 207K engagements
"Air India logic: Currently cheaper to fly business class from BLR to Singapore than it is to fly from BLR to Mumbai. BLR-SG: 22000/- BLR - BOM: 26000/- (Above are cheapest fares for 12th Nov) If this isn't funny enough remember that BLR to SG on Air India is a 2-leg journey (to Mumbai and then to SG) Effectively logic has left AI's website & our country at the same time😂"
X Link 2025-10-25T10:00Z 112.3K followers, 274.1K engagements
"Indias Avocado imports have increased 50x in the past [--] years and it is expected to double this year (again) Most of us in India first tried Avocado via Guacamole as part of a Mexican fast food meal - but post COVID - Avocados have started to be consumed standalone (whole on toast in salad etc) in India in a very big way. Youd think India spends a LOT of money on Avocados - this is very far from the truth - the [-----] tonnes of Avocado we imported in FY25 costed [---] crore. Sharing a few interesting facts about Avocados in India"
X Link 2025-10-30T04:44Z 112.3K followers, 179.4K engagements
"Urban Company today faces the same Innovators Dilemma which Zomato faced [---] years ago Zomato acquired Blinkit in June [--] to take on Zepto & Instamart in Quick Commerce - it was considered a fad then; today Blinkit is larger (NOV basis) as compared to the Zomato by a large margin. UCs Q2 FY26 tell a similar story: The overall loss is driven by investment into Insta Help (UCs quick home services arm in India) UC has NO choice but to do this because of how hot the Quick Home Services market is - Snabbit has raised $50M+ Pronto has raised $14M+ and there is a new clone popping up every"
X Link 2025-11-03T04:22Z 112.3K followers, 154K engagements
"This badminton court is inside Delhis T3 building - I discovered this because I stayed overnight inside the terminal yesterday: My BLR-SFO flight yesterday got cancelled - so I instead flew BLR-DEL and now Im boarding DEL-SFO - but the layover was [--] hours (from 8PM to 9AM) I chose the Holiday Inn Express hotel which is ONLY hotel inside the Terminal [--] building - it is quite a strange experience:"
X Link 2025-11-06T03:12Z 112.3K followers, 213K engagements
"Congratulations team 👍well deserved"
X Link 2025-11-12T05:39Z 112.3K followers, 298.2K engagements
"6 years ago I had promised my best friend that I would attend her wedding no matter what - I kept joking to her "give me a [--] months heads up" And this year she sent me an actual calendar invite for the wedding along with a screenshot of that chat from [--] yrs ago [--] cities and [--] flights over the past [--] days: I kept that promise today 👍"
X Link 2025-11-15T04:36Z 112.3K followers, 363.4K engagements
"In May [----] a publicly listed software company in Canada was acquired by a US Venture Capital firm. Sounds crazy but is true Battery Ventures (a US VC firm founded in 1983) paid $105M to take TrueContext (which was listed on TSX) private. This is NOT a one-off transaction. Per TRACXN Battery Ventures has made [--] acquisitions since [----]. This is an intentional part of the investment strategy at this firm which manages $17.8bn of assets. So what exactly is going on here Enter the Venture Buyout https://twitter.com/i/web/status/1877579926758633959"
X Link 2025-01-10T04:55Z 112.3K followers, 11.6K engagements
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