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[@madhavchanchani](/creator/twitter/madhavchanchani)
"Blinkit's Albinder Dhindsa on choosing growth over margins: "If we have to choose between high-quality sustainable growth and a short-term sacrifice of margins we are in a position to choose the former given our strong balance sheet." Eternal has over 2x cash reserves vs Swiggy & Zepto"  
[X Link](https://x.com/madhavchanchani/status/1979013998646382601) [@madhavchanchani](/creator/x/madhavchanchani) 2025-10-17T02:38Z 17.7K followers, 9916 engagements


"🚨 Few things that stand out in the IxigoProsus deal ✅ This is Prosuss first investment in a listed Indian company till now it has backed only private startups. Likely also the first such move by any active growth-stage tech investor in India. ✅ Prosus has a deep history in travel. It incubated GoIbibo in 2007 later merged with MakeMyTrip in 2017 making Prosus its largest shareholder. By 2019 Prosus swapped that stake for shares in Chinas Ctrip. And just this May Prosus bought Latin Americas Despegar for $XXX billion. So what does it mean for Ixigo❓ The missing piece in Ixigos portfolio is"  
[X Link](https://x.com/madhavchanchani/status/1976543508271165897) [@madhavchanchani](/creator/x/madhavchanchani) 2025-10-10T07:01Z 17.8K followers, 12.8K engagements


"Reliance Retail is finally going all-in on quick commerce. - XXX dark stores added in the last two quarters to complement the 3000 retail stores it was already delivering from. - Jiomart has pivoted from next-day to 30-minute delivery We were a bit late but weve re-pivoted completely said CFO Dinesh Taluja on the earnings call. It now wants to take market share from incumbents like Blinkit Swiggy and Zepto in the metros. Reliance says its quick commerce offering is now in 1000 cities vs XXX cities for market leader Blinkit. It wants to fortify its presence in smaller towns using the network"  
[X Link](https://x.com/madhavchanchani/status/1980467576900907340) [@madhavchanchani](/creator/x/madhavchanchani) 2025-10-21T02:54Z 17.8K followers, 181.7K engagements


"Nvidia AMD Oracle & Broadcom have added $XXX billion to their market caps on the first day of trading after announcing OpenAI partnerships. That's more than the $XXX billion valuation of OpenAI"  
[X Link](https://x.com/madhavchanchani/status/1980588355948863784) [@madhavchanchani](/creator/x/madhavchanchani) 2025-10-21T10:53Z 17.8K followers, 1903 engagements


"Jiomart's customers are sure not delighted 😕"  
[X Link](https://x.com/madhavchanchani/status/1980591244092010591) [@madhavchanchani](/creator/x/madhavchanchani) 2025-10-21T11:05Z 17.8K followers, 2802 engagements


"Read more 👇"  
[X Link](https://x.com/madhavchanchani/status/1976515197008478423) [@madhavchanchani](/creator/x/madhavchanchani) 2025-10-10T05:08Z 17.8K followers, XXX engagements


"🚨 Prosus is picking up a XXXX% stake in the online travel platform Ixigo for Rs 1290 crore through a preferential issue Prosus may increase its stake to XX% through additional public market"  
[X Link](https://x.com/madhavchanchani/status/1976488705813602319) [@madhavchanchani](/creator/x/madhavchanchani) 2025-10-10T03:23Z 17.8K followers, 15.3K engagements


"💸Cash on delivery (CoD) is great until the cash doesnt come back 😬 CoD still accounts for over XX% of Meeshos orders which have a lower success rate as compared to prepaid orders (75% vs 96%) This can mean a visit to the police station 👮 We have had to file complaints against delivery vendors not depositing cash collected. For example on May XX 2024 our Company filed a complaint before the Marathahalli Police Station Bengaluru against XX delivery vendors for allegedly failing to deposit the CoD amounts collected by them with us for which an FIR is yet to be registered"  
[X Link](https://x.com/madhavchanchani/status/1979870140242989501) [@madhavchanchani](/creator/x/madhavchanchani) 2025-10-19T11:20Z 17.8K followers, 92.7K engagements


"How Softbank's Masayoshi Son cracked the $XXX bn Stargate deal with Sam Altman"  
[X Link](https://x.com/madhavchanchani/status/1980586983899771179) [@madhavchanchani](/creator/x/madhavchanchani) 2025-10-21T10:48Z 17.8K followers, 2510 engagements


"Amazon vs Meesho 🥊 Amazon's cloud unit AWS states that Meesho has not paid bills worth Rs XXX crore. Meesho has said that Amazons services were deficient and made a counter-claim of Rs XX cr due to loss of business Since then Meesho has moved from AWS to Google Cloud 👋"  
[X Link](https://x.com/madhavchanchani/status/1980833487658827794) [@madhavchanchani](/creator/x/madhavchanchani) 2025-10-22T03:08Z 17.8K followers, 35.5K engagements


"Cloud accounts for the largest expense for Meesho from the Rs 4250 crore primary capital it plans to raise in the IPO"  
[X Link](https://x.com/madhavchanchani/status/1980836202807992781) [@madhavchanchani](/creator/x/madhavchanchani) 2025-10-22T03:18Z 17.8K followers, 3711 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@madhavchanchani "Blinkit's Albinder Dhindsa on choosing growth over margins: "If we have to choose between high-quality sustainable growth and a short-term sacrifice of margins we are in a position to choose the former given our strong balance sheet." Eternal has over 2x cash reserves vs Swiggy & Zepto"
X Link @madhavchanchani 2025-10-17T02:38Z 17.7K followers, 9916 engagements

"🚨 Few things that stand out in the IxigoProsus deal ✅ This is Prosuss first investment in a listed Indian company till now it has backed only private startups. Likely also the first such move by any active growth-stage tech investor in India. ✅ Prosus has a deep history in travel. It incubated GoIbibo in 2007 later merged with MakeMyTrip in 2017 making Prosus its largest shareholder. By 2019 Prosus swapped that stake for shares in Chinas Ctrip. And just this May Prosus bought Latin Americas Despegar for $XXX billion. So what does it mean for Ixigo❓ The missing piece in Ixigos portfolio is"
X Link @madhavchanchani 2025-10-10T07:01Z 17.8K followers, 12.8K engagements

"Reliance Retail is finally going all-in on quick commerce. - XXX dark stores added in the last two quarters to complement the 3000 retail stores it was already delivering from. - Jiomart has pivoted from next-day to 30-minute delivery We were a bit late but weve re-pivoted completely said CFO Dinesh Taluja on the earnings call. It now wants to take market share from incumbents like Blinkit Swiggy and Zepto in the metros. Reliance says its quick commerce offering is now in 1000 cities vs XXX cities for market leader Blinkit. It wants to fortify its presence in smaller towns using the network"
X Link @madhavchanchani 2025-10-21T02:54Z 17.8K followers, 181.7K engagements

"Nvidia AMD Oracle & Broadcom have added $XXX billion to their market caps on the first day of trading after announcing OpenAI partnerships. That's more than the $XXX billion valuation of OpenAI"
X Link @madhavchanchani 2025-10-21T10:53Z 17.8K followers, 1903 engagements

"Jiomart's customers are sure not delighted 😕"
X Link @madhavchanchani 2025-10-21T11:05Z 17.8K followers, 2802 engagements

"Read more 👇"
X Link @madhavchanchani 2025-10-10T05:08Z 17.8K followers, XXX engagements

"🚨 Prosus is picking up a XXXX% stake in the online travel platform Ixigo for Rs 1290 crore through a preferential issue Prosus may increase its stake to XX% through additional public market"
X Link @madhavchanchani 2025-10-10T03:23Z 17.8K followers, 15.3K engagements

"💸Cash on delivery (CoD) is great until the cash doesnt come back 😬 CoD still accounts for over XX% of Meeshos orders which have a lower success rate as compared to prepaid orders (75% vs 96%) This can mean a visit to the police station 👮 We have had to file complaints against delivery vendors not depositing cash collected. For example on May XX 2024 our Company filed a complaint before the Marathahalli Police Station Bengaluru against XX delivery vendors for allegedly failing to deposit the CoD amounts collected by them with us for which an FIR is yet to be registered"
X Link @madhavchanchani 2025-10-19T11:20Z 17.8K followers, 92.7K engagements

"How Softbank's Masayoshi Son cracked the $XXX bn Stargate deal with Sam Altman"
X Link @madhavchanchani 2025-10-21T10:48Z 17.8K followers, 2510 engagements

"Amazon vs Meesho 🥊 Amazon's cloud unit AWS states that Meesho has not paid bills worth Rs XXX crore. Meesho has said that Amazons services were deficient and made a counter-claim of Rs XX cr due to loss of business Since then Meesho has moved from AWS to Google Cloud 👋"
X Link @madhavchanchani 2025-10-22T03:08Z 17.8K followers, 35.5K engagements

"Cloud accounts for the largest expense for Meesho from the Rs 4250 crore primary capital it plans to raise in the IPO"
X Link @madhavchanchani 2025-10-22T03:18Z 17.8K followers, 3711 engagements

creator/twitter::72458254/posts
/creator/twitter::72458254/posts