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[@arnavsahu341](/creator/twitter/arnavsahu341)
"Peak XV is investing into Clickhouse Its a n of X company"  
[X Link](https://x.com/arnavsahu341/status/1976027283682173153) [@arnavsahu341](/creator/x/arnavsahu341) 2025-10-08T20:49Z 5075 followers, 29.4K engagements


"Generational opportunity for PE firms to buy software development agencies replace the humans with fewer humans + vibe-coding agents and charge end-clients the same $$"  
[X Link](https://x.com/arnavsahu341/status/1979413309570060382) [@arnavsahu341](/creator/x/arnavsahu341) 2025-10-18T05:04Z 5094 followers, 3131 engagements


"Aadit and Zepto continue to execute in monster mode. They are Indias next Amazon"  
[X Link](https://x.com/arnavsahu341/status/1979639312368242939) [@arnavsahu341](/creator/x/arnavsahu341) 2025-10-18T20:02Z 5096 followers, 76.8K engagements


"At the application layer I find it strange that investors have already anointed winners in large markets (eg - vibe coding customer support). We are only XXX years into the AI boom. The TAM is all of human labor. At best the biggest AI application cos are $100M - $400M ARR. Its still wide open"  
[X Link](https://x.com/arnavsahu341/status/1980387364381049272) [@arnavsahu341](/creator/x/arnavsahu341) 2025-10-20T21:35Z 5095 followers, 59.3K engagements