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@Rahul_J_Mathur Avatar @Rahul_J_Mathur Rahul Mathur

Rahul Mathur posts on X about india, money, byd, lakh the most. They currently have XXXXXXX followers and 1402 posts still getting attention that total XXXXXXX engagements in the last XX hours.

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Mentions: XX #

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Followers: XXXXXXX #

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CreatorRank: XXXXXX #

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Social category influence finance countries #7308 technology brands stocks automotive brands social networks vc firms nfl travel destinations currencies

Social topic influence india #1136, money, byd #178, lakh #62, investment, maggi #38, $1bn, wealthfront, open ai, mcap #14

Top assets mentioned Microsoft Corp. (MSFT) Uber Technologies, Inc. (UBER) Tesla, Inc. (TSLA) PepsiCo, Inc. (PEP)

Top Social Posts #

Top posts by engagements in the last XX hours

"The IPL team CSK is a $1bn sports franchise can it one day be worth $10bn like the Dallas Cowboys (an NFL team) CVC Capital Partners (a PE firm) bought the Gujrat Titans for 5600 crore in 2021 and on 11th Feb this year Torrent Group bought a XX% stake for 5000 core:"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-03-21 13:45:09 UTC 102.7K followers, 21.7K engagements

""We often overestimate AIs potential for automation applying it to tasks where it performs poorly and fueling cycles of hype and disillusionment." "At the same time we consistently underestimate its potential for coordination." There are major hidden co-ordination costs in Knowledge Work i.e. info resides in multiple places - emails tools CSVs chat etc Info is the raw material for all knowledge work done at Enterprises Enterprise Intelligence ($25bn per annum) is now in its 3rd wave:"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-18 07:53:10 UTC 102.7K followers, 7718 engagements

"Wealthfront generates over $1M of revenue per employee it beats most Tech companies apart from the MAG7. But in 2022 they had X months of cash left UBS offered $1.4bn to acquire the company. Wealthfront said no. Why Founder Andy Rachleff is no ordinary person - he was a successful retired VC with an incredible track record & clear vision: ONLY software would allow a wealth management firm to make money with clients and not from them XX years after founding Wealthfront filed its IPO docs"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-09 04:27:42 UTC 102.7K followers, 6122 engagements

"(2) Most users dont even want to prompt or customize: Per Aaron: Most users dont want to even prompt AI to tell them what to look at. Very few people want to customize; people are buy exactly that. So XX% of software will largely be: you log in and it just looks like any other system. The harsh reality is that most users are inherently resistant to change - there is a reason why the IT services industry generates $500bn+ per annum from custom development work"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-23 04:51:06 UTC 102.8K followers, 1931 engagements

"I used Perplexity yesterday but I'm back ChatGPT because the experience was a bit poor overall The reasons are: (a) ChatGPT has memory since April '25; porting this isn't possible (b) I've configured my Projects in ChatGPT; migrating these means re-starting (c) For work use our SharePoint & other sensitive sources are linked to ChatGPT via Connectors* * Of course we have an Enterprise version of OpenAI - and I'm using a personal version of Perplexity. ChatGPT how has real switching costs for me due to memory projects & connectors:"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-18 04:24:39 UTC 102.7K followers, 37.9K engagements

"Momentum is the moat 🥇 Now given Ive commented on switching costs there isnt too much more to add here apart from one nuance: Tech savvy users (e.g. developers & lurkers on Twitter) will try every new AI tool which comes their way. The reality is that this early adopter user segment is X% of the overall software user base. Most software users seek stability from opinionated software which they are taught to use & become proficient in over time. In certain slivers of the knowledge work population you will see no resistance to change - in others you will find all sorts of resistance to change"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-21 13:45:55 UTC 102.7K followers, XXX engagements

"(1) Agency Initiative is the bottleneck in a post-AI world. The OpenAI Codex team articulates this as abundance mindset - if you dont take action the AI & human agents at your disposal wont either. (2) Pattern recognition Since AI is lowering execution cost it raises the premium on discernment. Knowing what to do and why becomes more important. People who can articulate clear goals course correct & assess outcomes will be more valuable. (3) EQ Since systems will involve AI & human agents having soft skills (empathy judgment and communication skill) lets you direct human agents who in-turn"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-19 05:38:55 UTC 102.7K followers, 7825 engagements

"Hats off to Andy Dan & the Wealthfront team - there are few institutions that can stay the course for XX years through everything (GFC mobile crypto AI etc) and stick to the basics of investing. It is hard to be successful in both investing & business - but Andy has done it: patiently compounding the money of others - and in the process his own 🙏"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-09 04:27:50 UTC 102.6K followers, 1191 engagements

"Note: Both tools I used for this video Loom @Loom and Whimsical @Whimsical have AI features which are accessible for free. They are excellent products & I do endorse them (without being paid any money) for their utility"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2024-11-09 05:32:58 UTC 102.6K followers, 3258 engagements

"CFS is already being used at large financial institutions like Bridgewater Capital Commonwealth Bank AIG etc The best testimonial they have received comes from the Norwegian Sovereign Wealth Fund: "With Claude we estimate that we have achieved XX% productivity gains - equivalent to 213000 hours. From automating monitoring of newsflow for 9000 companies to enabling more efficient voting Claude has become indispensable." But why is Anthropic (a foundation model company) building vertical applications"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-16 13:39:02 UTC 102.7K followers, 3468 engagements

"(3) Users seek opinionated software; workflows standardize around the same He added: Theres this flywheel relationship between software and how we operate companies. The way we run our HR department is exactly how Workday wants us to run it. The same for ticket management & Zendesk Which is very true - first we shape our tools then our tools shape us Most Enterprise users seek opinionated software which tells them what to do & allows them to focus on real work"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-23 04:51:07 UTC 102.7K followers, 1691 engagements

"@DevvMandal @JoinShiro Great to see Shiro XXX Dev Love the energy & first principles approach you've taken to AI X Code Gen @KrishBajaj01 + our team had a great catching up with you - best of luck"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-17 13:55:04 UTC 102.7K followers, 1517 engagements

"Quick Comm was initially dismissed as a fad - but it has now become the norm for consumers & brands. In fact most of the consumer brands in the @DeVC_Global portfolio are live on QC e.g. X. Terractive in athleisure X. Moms Made in regional snacks X. Boba Bhai in ice-creams & bubble teas X. Legend of Toys in RC toys Mohit @mohitsadaani & Divyanshi @dee_chowdhary from our team are constantly on the look-out for QC native brands who are backwards integrated - feel free to reach out Our team firmly believes that every distribution channel shift creates a major opening for new brands to be built 😊"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-15 04:41:24 UTC 102.7K followers, 2400 engagements

"The simple check-list for building a vertical AI agent today is: (1) Pick a vertical with infinite depth; make sure you or someone on your team is from the domain to know the nuances of the infinite depth (2) Build extensive workflows & custom integrations to make your ICPs work life easier (3) Go beyond software: Do services i.e. train their staff to use your product (4) Build AI first i.e. you should always benefit from the foundation model improvements (5) Assume if you become large enough everyone will come for your lunch"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-21 13:45:55 UTC 102.7K followers, 1238 engagements

"There are dedicated teams for verticals along with customizations to Claude to deliver vertical specific solutions: (1) Coding - Claude Code (2) Financial Services - CFS (3) Education - Claude Learning mode (4) Support - Anthropic Console (5) Enterprise Search - Claude Enterprise Obviously each vertical has infinite depth - CFS has integrates with Morningstar Pitchbook FactSet etc. There is a huge list of long tail data vendors"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-16 13:39:04 UTC 102.7K followers, 2501 engagements

"BYD in India BYD launched in India in 2022 with the Atto X SUV which it was assembling in a Chennai plant In May 2025 it recorded peak sales of XXX units in India which is very small: (a) Less than X% of its global sales (b) Less than XXXX% of EV sales in India BYD has run into problems in India: (i) Geopolitical tension b/w India & China (ii) $1bn JV investment for domestic manufacturing got blocked (iii) Preference for Western OEMs e.g. Tesla But there are several EV fleets in India using BYDs now:"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-16 04:53:36 UTC 102.7K followers, 17.1K engagements

"About BYD 🔋 Today BYD has a MCap of $135bn and employs X Lakh people BYD was initially a battery manufacturer it entered the automobile manufacturing business in 2003 when it acquired Xian Qinchuan Automobile; its first EV was the e6 launched in 2009 Berkshire Hathway bought XXXX% of BYD for $230M in 2008 - it is widely believed that Wang drank some of the battery fluid during an investor meeting to show how safe it was 😂 The companys vehicle output has skyrocketed from X Lakh vehicles in 2017 to XX Lakh vehicles in 2024 BYD is all about efficiency: Their 1st overseas plant (Thailand) went"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-16 04:53:35 UTC 102.7K followers, 21.2K engagements

"Switching costs are (un)real 💀 There are X types of switching costs: (1) Organizational tax Your AI agent will have a champion who convinces their organization to pay. It will take 1-2 years for the full organization to adopt your product - even if a new / alternative emerges in the meantime - the lethargy & innate bureaucracy will prevent a switch. Imagine how hard it would be for the same champion to land up another month later trumpeting another tool - she simply wouldnt - in the Enterprise sticking the course is always better for ones career than course correction. (2) Memory is the moat"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-21 13:45:54 UTC 102.7K followers, XXX engagements

"Last month BYD sold XXX units in India - which is XXX% of its global sales (3.8 Lakh units) With a X minute charge the newest BYDs in China offer 500+ km range - this is almost x50 faster than the time it takes for my 2022 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 XXXX% of this company and has made 15x return on BYD"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-16 04:53:33 UTC 102.8K followers, 351.6K engagements

"First let us cover what products Nestl sells in India: (1) Snack food : Maggi noodles & soups (2) Condiments: Maggi magic cube Maggi ketchup (3) Chocolates: KitKat Munch Milkybar (4) Coffee: Nescaf Classic Gold & Sunrise (5) Beverages: Milo Nestea (6) Milk based products: Milkmaid Everyday Nestl ignited Indias coffee craze by launching instant coffee powder in 1963. Btw my grandmother refuses to have any coffee apart from Nescaf - it has some die hard fans Nestl has a huge portfolio in India - many of these products are consumed by millions daily. Which brings us to:"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-22 04:23:53 UTC 102.8K followers, 73.6K engagements

"1st wave until 2005: Autonomy was acquired by HP 2nd wave until 2010: MSFT acquired FAST Search to enable search within SharePoint (which absolutely never works) Glean is leading in this 3rd wave (AI native) hence has a $7.2bn valuation"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-18 07:53:10 UTC 102.6K followers, XXX engagements

"We now live in a Copycat economy i.e. features can be cloned in days (this used to months earlier). In a16zs Top XX Consumer AI apps - there are literally X ChatGPT clones 😂 David Hoang Head of Design (AI) @ Atlassian said: Brand and taste become the enduring differentiators in a world where means of production are easily accessible. In 2025 foundation model cos provide intelligence latency memory. The axis of competition is now building GenUI i.e. UX which allows the user to tap into the models superpower. Nan Yu Head of Product @ Linear said: AI adoption won't come from more powerful"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-01 04:52:56 UTC 102.7K followers, XXX engagements

"Indias 70000 crore paint industry is growing fast at X% p.a. But there's a small catch here: Over 35000 crore half the industrys revenue sits with one company: Asian Paints With a XX% market share and 1.6+ lakh dealers & outlets Asian Paints had long stood unchallenged. Until recently"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-02 04:48:13 UTC 102.7K followers, 62.4K engagements

"Need to get US visa before 25/08 to visit the AI shrine in SF & meet the high priests 🙏"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-20 16:02:02 UTC 102.8K followers, 51.3K engagements

"@ChatMod25 Check ET don't rely on Gemini - else you will also become AI"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-22 12:26:46 UTC 102.7K followers, XX engagements

"First let us quickly cover the recent launches which have spooked founders: (1) Claude for Financial Services by Anthropic (2) Codex (coding agent) by OpenAI (3) Ticket booking demo with ChatGPT Agent by OpenAI The observation is correct: Foundation model companies are building vertical focused agents where they believe: (i) The profit pools are large (ii) ISVs / SIs will bridge GTM gaps by doing custom development for end users (iii) The base product is sufficient to be adopted bottoms up by the Tech savvy part of Enterprises But herein lies the opportunity to continue building vertical"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-21 13:45:53 UTC 102.7K followers, XXX engagements

"Discl: Reduced my position slightly to raise some cash a few weeks ago. Not financial advice. DYOR. Family & affiliates hold shares of Swiggy"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-21 16:21:50 UTC 102.8K followers, 2231 engagements

"Indias Creator Economy is still nascent - the first inflection point was X years who when short format video took off. Today this is a $1.4bn industry - expected to grow to $5.6bn in the next X years - content watch time will X3 and content-led commerce will X10 The future is bright ONLY if the ecosystem finds a way to help small / early creators monetize & sustain - content creation is a multi-year journey never an overnight success Discl: Views are my own. Breakdown YT channel is part of @Zero1ByZerodha Media Network. Content shared for informational purposes only. Videos are produced by"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-19 12:06:05 UTC 102.7K followers, 3393 engagements

"Just finished recording a XXX hour deep dive on vertical Quick Commerce at the Aeos studio 👍 This one will take a lot of editing bandwidth (typical record times are XX mins - similar to an unreleased Venture Capital 101) Now off to maximize shareholder value 👍"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-20 18:57:57 UTC 102.7K followers, 8692 engagements

"Every journey begins with the founder: Wang Chuanfu BYD Chairman grew up as an orphan. He studied chemical engineering and started working in 1990 - he became a GM at a local battery company in 1993. He took a loan of $XXXXX in 1995 from his cousin to start the BYD - Build Your Dreams - battery company The late Charlie Munger described Wang Chuanfu as a combination of Thomas Edison and Jack Welch Wang is worth $30bn today - but he isnt the typical billionaire: (a) He drives himself around (b) Works 70+ hours per week (c) Shows up on the factory floor in the BYD employee outfit (d) Stays"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-16 04:53:34 UTC 102.7K followers, 37K engagements

"@raazor5050 Mostly ChatGPT and then first party sources like company filing"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-20 06:40:55 UTC 102.5K followers, XX engagements

"Anthropic may also launch a product for legal teams The co-founder of Anthropic said our legal team & finance teams are getting a ton of value from Claude Code itself. We're going to make better interfaces so they can have an easier time Last week Anthropic launched Claude for Financial Services i.e. a product catering to the equity research & investment professionals. Sharing a few more points from an interview:"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-23 13:27:04 UTC 102.8K followers, 9987 engagements

"Barbell strategy in India led by coffee ☕ Nescaf was the 1st mover in the instant coffee market in India; they captured mindshare. They leaned heavily into this functional coffee market by launching the Nescaf Office Coffee Corner i.e. coffee machines Now as premiumization kicks in - consumers demand more - this is a 7500 crore opportunity which Nestl is going after. Suresh Narayanan Chairman of Nestl India said: Cafes are driving coffee culture and that gives us also the opportunity. So while Maggi points sell a steaming bowl of noodles for XX - Nestl opened a Nespresso boutique store in"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-22 04:23:58 UTC 102.8K followers, 30.3K engagements

"Let us take the example of the JSW Paints acquisition of Akzo Nobel: JSW was the highest bidder but there was a last-minute 7-8% higher counter-offer for the entire business from Advent International What did Parth do He flew directly to meet the Akzo Nobel top brass. His family also hosted the Akzo Nobel global CEO in their home. Whatever Parth did worked - because the CEO of Akzo Nobel said: Finding the right home for the business and having the right long-term partner is also invaluable And words were followed by action on BOTH sides: AkzoNobel will relinquish the XXX% royalty to free up"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-17 04:45:16 UTC 102.7K followers, 104.3K engagements

"the Maggi wedding kiosk 🕺 I saw this in Jaipur last year at a friends wedding - it is a magical experience Heres what I understood: (a) Initially deployed on pilot basis in Ahmedabad Surat Vadodara (b) The Bride & Groom get to curate the Maggi menu (c) It gets served after dinner & at some larger weddings it is open all through as a snack bar The goal is to tap instant nostalgia - instead of ads this is a perfect way to embed oneself in Indian culture. While Maggi is an affordable snack - some products from Nestl are priced at the premium end (e.g. Nespresso capsules)"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-22 04:23:57 UTC 102.8K followers, 39.5K engagements

"Expedia Group ($21bn MCap) started life as a subsidiary of Microsoft MSFT would net over $1bn in X years by selling a majority stake to IAC (InterActiveCorp) At the time of founding Microsoft appointed a young product manager Rich Barton as CEO; he went on to found Zillow ($16bn MCap) & Glassdoor (acquired for $1.2bn) Heres a quick recap of the story"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-06-05 04:54:37 UTC 102.7K followers, 13.1K engagements

"My first BYD experience was with Shoffr earlier this year at the BLR Airport: Shoffr is a BLR based chauffer service which has approx. 200+ BYD vehicles deployed in its fleet across BLR and NCR I use Shoffr for all of my BLR airport commutes BYD vehicles are a real luxury with a ton of boot space My first Shoffr experience: While I have major regret for not investing in Shoffr I have enjoyed the experience with them - whole heartedly recommend using them"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-16 04:53:37 UTC 102.7K followers, 17K engagements

"Andy Rachleff was not your ordinary founder: (1) He co-founded the legendary Benchmark Capital in 1995 (yes the investor in Uber Snapchat etc) (2) He retired in 2004 to teach at Stanford GSB; IPOs happened much faster than the eBay investment was life altering money for the partners. (3) The Wealthfront idea came to him when he was serving on the board of UPenns Endowment Fund Andy saw how a large institution was able to allocate capital correctly with the right access to tools & advisors. He wanted to democratize this - in his own words: This is going to sound corny but to do a social good."
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-09 04:27:43 UTC 102.7K followers, XXX engagements

"Today you can buy a X carat diamond necklace from True Diamond for 80000 - this would have cost you over X lakh just XX years ago Lab grown diamonds are indistinguishable from natural diamonds and now XX% of US engagement rings are LGDs But what about India And the impact on our natural diamond industry"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-08 03:52:36 UTC 102.7K followers, 217.4K engagements

"Enter Campa Cola - now by Reliance (1) Reliance Industries subsidiary Reliance Consumer Products (RCPL) acquired Campa in 2022 for XX crores from Pure Drinks Group (2) Btw Pure Drinks Group had introduced Coca Cola into India in 1949; they held exclusive distribution rights on the product until Coke left India in 1977 (3) Pure Drinks Group launched Campa Cola in 1977 with the slogan The Great Indian Taste (4) Post liberalization the brand went on a downward spiral - it shut down its bottling plant in 2009 In true Reliance style they launched with a dhamaka:"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-14 04:43:55 UTC 102.7K followers, 10.8K engagements

"@vijaykrish_rock Every conglomerate has a mountain of debt"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-20 06:39:12 UTC 102.5K followers, XX engagements

"What next Nestl is facing real headwinds in India - last October their Chairman said: The market is facing muted demand. Its extremely clear. The growth in the food and beverages sector which used to be double digits a couple of quarters ago is now down to XXX% to 2%. But while urban consumption has slowed down rural consumption is taking off. And commodity prices are all over the place. So Nestl is now focusing on its Within India and Rurban strategy i.e. (1) Investment of 6500 crore into building X plants in India (2) Local sourcing e.g. in their milk business with 75000 farmers in Moga (3)"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-22 04:23:59 UTC 102.8K followers, 27.4K engagements

"While BYD will struggle with its India market entry - Tesla is finally ready to go live in India on 1st August 2025 - Tesla aims to produce X Lakh units per month in India. BYD has recently overtaken Tesla in global EV sales for X quarters now - which is a remarkable achievement Keeping geopolitics aside one has to admire both Musk and Wang for building Tesla & BYD into global powerhouses (quite literally) - Musk is out there Wang is a quiet man - both approaches work - both vehicles have an engaged fan base 👍"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-16 04:53:38 UTC 102.7K followers, 14.9K engagements

"I read the entire XXX page "AI Trends" report by legendary investor Mary Meeker which was released XX hours ago. Mary used to publish the famous annual Internet Trends before most of us were born - her insights are invaluable. Sharing XX takeaways from this report"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-06-01 10:01:07 UTC 102.8K followers, 1.3M engagements

"How has Nestl performed in India so far The company listed in 1962 - and even today the foreign parent Nestl SA owns XX% of the company. It generated 5000 crore of Sales for the March XX quarter. If youve held the stock for 15+ years now - you would have generate an impressive XX% CAGR - beating the index hands down. But Nestles performance in the last X years hasnt been as great - the share price is up 43%. There are several reasons for this which we will cover later; but for now - lets come back to ground reality:"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-22 04:23:54 UTC 102.8K followers, 61.3K engagements

"The Cola Price wars began in 2023: RCPL launched X flavors to take on the whole market at one go: Campa Cola Coke v/s Coca Cola & Pepsi Campa Lemon v/s 7Up & Sprite Campa Orange v/s Fanta & Miranda And the pricing was extremely attractive: 200ml for XX 500ml for XX 2L was being sold for XX during a promotion (literally 1/3rd of what competition was priced at) Even the Chairman of Varun Beverages acknowledged this during their earnings call in 2024: "Campa Cola is formidable competition. If need be we will make a range which will fight Camp Cola's pricing as well." But:"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-14 04:43:56 UTC 102.7K followers, 8799 engagements

"Even better day to be an Eternal shareholder👍"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-22 10:37:29 UTC 102.7K followers, 7507 engagements

"Parths college peers at both Brown and Harvard speak highly of him - hes one of the rare old money industrialists who is very hands on with the family business. Btw youd be surprised to know that JSW Paints (4000 crore revenue) was conceptualized X yrs ago while Parth was in business school at HBS And JSW Group now is at an inflection point - Cements Defense Paints Auto Sports. Feels like hes slowly getting ready to take over from his father Sajjan Jindal Discl: Views are my own. I am not a shareholder in any JSW Group company. Shared for informational purposes only. I don't know Parth"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-17 04:45:19 UTC 102.7K followers, 63K engagements

"The COO of OpenAI said: You require an incredible level of (human) agency to extract the maximum value from AI. In a pre-AI world the being the idea guy wasnt valuable because action was expensive In a post-AI world being the idea guy becomes valuable because a lot of action can be offloaded to systems There are X skills which are becoming more prized in our post-AI world"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-19 05:38:54 UTC 102.7K followers, 65.6K engagements

"There is $150bn spent per annum on software in financial services. Note: This is user software NOT the IT budget - that IT budget is another $450bn. Furthermore software spend per human user seat in Investment Research is often $50000 per annum (Bloomberg itself is $30K per annum) This is too lucrative a revenue pool to let Perplexity & a few VC funded companies run amok in. Couple of thoughts here: (a) Anthropic already has the B2B relationships from its foundation model biz (either Sales led or bottoms up) (b) Anthopric has already built the horizontal infra (e.g. connectors Projects etc)"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-16 13:39:03 UTC 102.7K followers, 2734 engagements

"Btw one has to give full credit to Aaron @levie - he is XX years in to his journey building Box. XX years into the Enterprise Sales journey. Box started as a cloud document repository - but is has recently morphed into an Enterprise Intelligence tool with the release of Box AI They now position themselves as Intelligent Content Management versus Cloud file storage & sharing Box started around the same time as its peer Dropbox - but it has performed much better since listing & in the last X years; party because of the early Enterprise focus & also because of the major turnaround in a post LLM"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-23 04:51:08 UTC 102.8K followers, 1920 engagements

"Andys co-founder Dan is the quiet one. So here are a few memorable Andy quotes: (a) On the role of software in Wealth Mgt: Only through software can you lower the cost of delivering a service enough to make money with your clients and not from them (b) The low pricing by Wealthfront Were a software company doing investing not an investing company doing software We offer very little value and price accordingly (c) Wealthfront vision Our vision is to automate all of your finances we call this self-driving money"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-09 04:27:49 UTC 102.6K followers, 1404 engagements

"✅Operational challenge check-list Most people forget that running a successful consumer brand involves a trifecta: (i) R&D / product excellence (ii) Marketing & brand (iii) Logistics / fulfilling the brand promise "The cost to serve on quick commerce is fairly high for brands is what most founders say - cost control is critical - most things go wrong at the warehouse and the below check-list is a good starting point PS: If any of the metrics here dont make sense - you should check the report linked here:"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-15 04:41:23 UTC 102.7K followers, 1295 engagements

"(5) Reinvention by AI agents will circle back to default GUIs This is the one I was on the fence about: We will see agents rebuild entire webpages and dashboards - only to find ourselves asking why are we spending tokens on this config Well just be back to where we started. I still do believe that for specific use-cases we will see a new UI paradigm (GenUI) versus the existing GUI paradigm. However I do agree with Aaron Levie that not everything will change"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-23 04:51:08 UTC 102.8K followers, 1300 engagements

"@ananyasah02 @kashyab_19 Net: Good read - the underlying message is quite simple; you're better off reading the book called "Range" However like @avnish (who recommended the book to me) rightly said - the range of examples quoted in The Polymath just makes the point hit home hard :-)"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-22 12:25:49 UTC 102.7K followers, XX engagements

"✅In 2022 Yulu launched the famous DeX bike - built for logistics: (1) Grey in color neutral enough to be used by a Swiggy Zomato or Blinkit delivery boy (blue would have created a color contrast) (2) XX kgs storage in the back ready for QC & F&B orders to be batched together & delivered @ low cost (3) High Tech @ Low Cost IoT tracking 4G connectivity easy battery swapping etc"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-06-06 05:22:31 UTC 102.6K followers, 1704 engagements

"In 2023 Parth Jindal bought a XX% stake in MG Motor India which had XXXX% market share In one year MGs Windsor EV became Indias best selling EV - with 20000 units sold in FY25. Now hes buying out his JV partner to control XX% of MG Motors India. XX year old Harvard grad Parth is quickly emerging as the new king dealmaker in India"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-17 04:45:15 UTC 102.8K followers, 859.7K engagements

"@johnjanuszczak Yup - but I like ChatGPT more"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-20 06:29:22 UTC 102.5K followers, XX 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:"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2023-10-11 07:13:30 UTC 102.5K followers, 128.3K engagements

"Maggi is available at XX 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"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-22 04:23:53 UTC 102.8K followers, 360.4K engagements

"Founders are getting spooked by foundational model companies launching vertical focused applications Many founders have asked me: What about us Is there any merit in doing a vertical application focused AI company The short answer is: YES The nuanced take on why"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-21 13:45:52 UTC 102.7K followers, 9118 engagements

"Many congratulations to Saurabh Harish & team Stable Money on raising a $15M Series A financing led by RTP Global & Z47 (f.k.a. Matrix Partners India) This one is personal - Saurabh & I first chatted because of the Stable soft launch on the GrowthX slack community in 2023. Ive spent too many afternoons helping my grandfather with renewing his FDs It is amazing to see how many feedback points from that Slack thread are today functional features in the Stable app. ✅Stable Money has also now publicly disclosed its plan to enter the secured credit card space by January 2025. Secured credits cards"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2024-07-30 08:06:56 UTC 102.7K followers, 28.3K engagements

"@risklenapadega @veena912 Both of you need to calm down industrial conglomerates survive on debt & capital recycling - XXX available on ChatGPT"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-20 06:36:36 UTC 102.5K followers, XX engagements

"Good day to be an Eternal shareholder :-) I'm still long on the company; up XX% on the total position since I posted below. Eternally bullish here: (1) Blinkit is now bigger than Zomato (2) Blinkit crossed 8000 crore in Q1 FY26 (3) Order value 🔼127% (4) Monthly transacting customers 🔼122% (5) Transitioning to inventory led model* (6) District did 2000 crore in Q1 FY26 (7) District has XX Lakh monthly customers (8) Food delivery YOY growth still double digits *due to XX% domestic ownership"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-21 16:21:50 UTC 102.8K followers, 36.5K engagements

"@AkshayiWeb @AravSrinivas @airtelindia @perplexity_ai I'm not buying this lol - I pay for ChatGPT Wispr Flow etc"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-20 06:34:02 UTC 102.5K followers, XX engagements

"@kashyab_19 Finished The Polymath on the KOL BLR flight - started with The Behavioural Investor at the end of the flight"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-20 19:11:57 UTC 102.6K followers, XXX engagements

"Ive recorded a XX minute Breakdown of Indias Creator Economy which is based on BCGs From Content to Commerce report released this year. Btw XX% of online shoppers are influenced into purchase decisions by a creator - the soft power here is immense the money is yet to be commensurate to this power. ➡ Watch on YouTube:"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-19 12:06:04 UTC 102.7K followers, 3573 engagements

"Parth Jindal has been super active in the past XX months: (1) JSW Cements IPO roadshow - the company is expected to raise 4000 crore (2) JSW Paints acquisition of Akzo Nobel (owner of Dulux); JSW will pay 9000 crore for a XX% stake (3) Via JSW Sports anchored a VC fund called Centre Court Capital and began building a new Bengaluru FC stadium. Note: These are JSW entities where he is leading the show as a Jindal family member he also has an indirect role to play in other group entities like JSW Defense Infra etc What is the secret to making these deals Parth is focused on relationships:"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-17 04:45:15 UTC 102.7K followers, 127.6K engagements

"In fact Anthropic has taken the solutions approach X layers further by: (a) Launching a $100M VC fund called Anthology Fund with Menlo VC to support AI application software cos building on Anthropics stack (b) Partnering with Systems Integrators (SIs) & consulting firms like PWC KPMG & Deloitte - to do further customizations & deployment"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-16 13:39:05 UTC 102.7K followers, 1793 engagements

"On Saturday I began my 10000 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 XX 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 X activities"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-06-30 04:51:10 UTC 102.8K followers, 78.8K engagements

"This is a profound statement in our post AI world: AI tools can do: X. Prompt to Prototype X. Conversation to Code X. Wireframe To Code X. Text to UI components AI can do the all of the above with superhuman capability. But AI needs you (PM Designer CEO) to have Taste to decide what should be done"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-01 04:52:55 UTC 102.7K followers, 7133 engagements

"Nestl has several types of kiosks: (1) Nescaf corners (2) Maggi hotspots (3) Kitkat break zones (4) Nestl milk booths These kiosks are located across 100+ towns in India; on average each one generates XXX footfalls per day. Btw these kiosks are franchise owned & operated - the fees range from X Lakhs to XX Lakhs The offline strategy of Nestl extends beyond retail stores & franchise operated kiosks - they have also partnered with branded outlets such as: (a) Social & Chai Point to offer Maggi (b) Mad Over Donuts (MOD) to offer KitKat doughnuts & shakes There is one example I want to cover in"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-22 04:23:55 UTC 102.8K followers, 44.3K engagements

"The founder of Box ($4.5bn MCap) explained why vertical SaaS isnt dead: He made X good points to bust the myth that everyone will create their own software. This statement is the core argument used by peddlers of the vertical SaaS is dead thesis. The X points are"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-23 04:51:05 UTC 102.8K followers, 25.8K engagements

"India has a shortage of content creators: We have XXX influencers per 1000 Instagram users Compare this to Brazil with XX and USA which has XX influencers per 1000 IG users - in fact were behind most nations Indias creator economy is in such a precarious situation that at Waves 2025 in May this year our Govt announced a $1bn fund to help digital creators. So does Indias creator economy have a future"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-19 12:05:59 UTC 102.8K followers, 51.7K engagements

"It is incredible to see Anthropic take Perplexity head on in Financial Services: Yesterday Anthropic did a big stage demo of Claude for Financial Services (CFS) In this demo they showed how an Analyst was able to create a complete investment recommendation (memo financial model supporting docs etc) in XX mins"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-16 13:39:01 UTC 102.7K followers, 26.5K engagements

"Discl: Haven't traded this stock since May '25. Not a reco - DYOR. Check prev. tweets for more info"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-22 10:37:29 UTC 102.7K followers, 1010 engagements

"A few years back in October 2020 as I was packing my bags to head back to India from the UK Z47 (then know as Matrix Partners India) launched the 1st version of its State of the FinTech Union report. I remember taking a print out of the report and reading it on the flight back home - it was a fantastic primer on FinTech in India for someone like me who was just getting back up to speed after X years outside the country. Fast forward X years yesterday I had the chance to see our team at Z47 unveil the latest edition of this report with the folks at BCG at the Global Fintech Fest 2024 It is a"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2024-09-03 05:00:48 UTC 102.7K followers, 23K engagements

"@jaykapoor_01 Good Q - mainly ChatGPT as a starting point - but I typically begin with an industry publication"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-20 06:21:14 UTC 102.6K followers, XX engagements

"@ParthoChou35751 Maggi was also served at Ambani's wedding - you may not like the product (I personally don't eat Maggi also) but it doesn't give you the right to pass judgement on others"
@Rahul_J_Mathur Avatar @Rahul_J_Mathur on X 2025-07-22 07:47:12 UTC 102.7K followers, 6645 engagements