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# ![@Rahul_J_Mathur Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3115134108.png) @Rahul_J_Mathur Rahul Mathur

Rahul Mathur posts on X about $50m, state of, $5bn, india the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::3115134108/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3115134108/c:line/m:interactions.svg)

- X Week XXXXXXX +168%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXXX +112%
- X Year XXXXXXXXXX +42%

### Mentions: XX [#](/creator/twitter::3115134108/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3115134108/c:line/m:posts_active.svg)

- X Week XX +14%
- X Month XXX +0.88%
- X Months XXX +36%
- X Year XXXXX +71%

### Followers: XXXXXXX [#](/creator/twitter::3115134108/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3115134108/c:line/m:followers.svg)

- X Week XXXXXXX +0.25%
- X Month XXXXXXX +0.92%
- X Months XXXXXXX +11%
- X Year XXXXXXX +21%

### CreatorRank: XXXXXXX [#](/creator/twitter::3115134108/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3115134108/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::3115134108/influence)
---

**Social category influence**
[finance](/list/finance)  #2461 [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [vc firms](/list/vc-firms)  #26 [countries](/list/countries)  XXXX% [social networks](/list/social-networks)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[$50m](/topic/$50m) #169, [state of](/topic/state-of) #31, [$5bn](/topic/$5bn) #1, [india](/topic/india) 0.56%, [a very](/topic/a-very) 0.56%, [adoption](/topic/adoption) 0.37%, [has been](/topic/has-been) 0.37%, [$100m](/topic/$100m) #30, [$5m](/topic/$5m) 0.37%, [5m](/topic/5m) XXXX%

**Top accounts mentioned or mentioned by**
[@writersumeetg](/creator/undefined) [@zero1byzerodha](/creator/undefined) [@airtelindia](/creator/undefined) [@devcglobal](/creator/undefined) [@aravsrinivas](/creator/undefined) [@perplexityai](/creator/undefined) [@johnjanuszczak](/creator/undefined) [@icphub_in](/creator/undefined) [@anounymesss](/creator/undefined) [@sonumbonweb](/creator/undefined) [@kapilchopra72](/creator/undefined) [@ia3hi](/creator/undefined) [@chatmod25](/creator/undefined) [@abelamos](/creator/undefined) [@aakash_rewari](/creator/undefined) [@arnabs_techie](/creator/undefined) [@karanbirs91](/creator/undefined) [@artmccarty](/creator/undefined) [@sitarambhogi](/creator/undefined) [@iameshanq](/creator/undefined)

**Top assets mentioned**
[Hundred Million (100M)](/topic/$100m) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [ServiceNow Inc (NOW)](/topic/servicenow) [Atlassian Corporation PLC (TEAM)](/topic/$team)
### Top Social Posts [#](/creator/twitter::3115134108/posts)
---
Top posts by engagements in the last XX hours

"GFF is an annual circus show for Financial Services professionals founders & entertainers. Hence I chose to wear my customary Papa Pump outfit (IYKYK comment below). I spent most of my two days in meetings (managed to get XX done) and a bit of time at the exhibition booths; sharing a few notes from these meetings:"  
[X Link](https://x.com/Rahul_J_Mathur/status/1976170394437427365) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-09T06:18Z 108.3K followers, 41.3K engagements


"(1) AI first collections agencies are emerging πŸ—£ - Lazy VCs wrote this space off when Credgenics raised a $50M Series B from WestBridge in August 2023 - Collections is evergreen - stress emerges in each pocket at different times (e.g. unsecured PL MFI etc) - Due to competition now Collections has moved from Software + Service to Outcome i.e. pricing based on ROR uplift delivered; this is a great pricing model for AI services - The prev. gen of Collections companies were either offline agencies or human call centers or a hybrid of both - The modern Collections agencies are building AI enabled"  
[X Link](https://x.com/Rahul_J_Mathur/status/1976170397558059178) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-09T06:18Z 108.3K followers, 4253 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"  
[X Link](https://x.com/Rahul_J_Mathur/status/1939547232845561944) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-06-30T04:51Z 108.3K followers, 136.3K engagements


"Gemini queries now have x33 lower power utilization and x44 lower carbon footprint as compared to XX months ago. The average Gemini query consumes XXXX Wh of energy (equivalent to 9s of watching TV) whereas the average ChatGPT query consumes XXX Wh of energy Despite the above improvements from Google Cloud - their overall data center energy consumption has grown XX% YOY So what has worked for Gemini"  
[X Link](https://x.com/Rahul_J_Mathur/status/1977590627912307134) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-13T04:22Z 108.3K followers, 12.5K engagements


"Air Street Capital published its 8th edition of the State of AI report This years edition is a XXX page colossus covering everything from research advancements to geopolitics to industry adoption. I spent a couple of hours last Sunday reading the report - sharing X industry specific takeaways"  
[X Link](https://x.com/Rahul_J_Mathur/status/1977962585095020567) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-14T05:00Z 108.3K followers, 10.9K engagements


"Doug Leone has been a Partner at Sequoia for XX years now - he doesnt do a lot of interviews - but his track record is incredible - ServiceNow ($187bn) Nubank ($73bn) Medallia (acq. $6.4bn) and he continues to serve as a board member to many companies. Doug did a rare interview on the Training Data podcast where he answered some key Qs about investing in AI today; sharing a few notes from the same:"  
[X Link](https://x.com/Rahul_J_Mathur/status/1978675181821587706) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-16T04:11Z 108.3K followers, 90.4K engagements


"I'm looking to host a meet-up for @AcquiredFM listeners There has been some convos around this on the Acquired Slack channel And in my own circle lots of folks listen to the podcast. Keen to gauge demand - are you interested Can host @DeVC_Global office terrace in December as a EOY wrap-up event πŸ˜ƒ"  
[X Link](https://x.com/Rahul_J_Mathur/status/1978769204200472758) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-16T10:25Z 108.3K followers, 25.2K engagements


"This year ICONIQ led Anthropics $5bn Series F ElevenLabs $180M Series C Legoras $80M Series B and TinyFishs $47M Series A. They are a media shy Wealth Mgt firm with $90bn+ of AUM who put their money where their pen is (quite literally) Earlier this yr they published their State of AI 2025 report - now theyve topped it up with several updates in a XX page analysis of their portfolio companies. Sharing a few takeaways"  
[X Link](https://x.com/Rahul_J_Mathur/status/1979429273011150991) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-18T06:08Z 108.3K followers, 64.5K engagements


"Handshake AI has crossed $50M ARR in X months since launch; it is on track to cross $100M ARR in its 1st year of operations. It is probably the 3rd fastest co to cross $50M ARR - only after OpenAIs ChatGPT & Anyspheres Cursor Handshake AI provides foundation model companies with a network of experts (PhDs researchers professionals etc) who provide feedback to improve model performance - similar to Surge AI Scale AI etc The stats are berserk"  
[X Link](https://x.com/Rahul_J_Mathur/status/1960699485023297610) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-08-27T13:42Z 108.3K followers, 446K engagements


"To put the ARR into context: Handshake AI is better than the gold standard in AI i.e. AI Supernova which Bessemer Venture Partners defines as $40M ARR in Y1 and $125M ARR in Y2. Btw AI Supernova is a top percentile company. Per a16zs research a few months prior - a top quartile AI company does $5M ARR in Y1. Handshake totally blows these X benchmarks out of the water; but there is a good reason why:"  
[X Link](https://x.com/Rahul_J_Mathur/status/1960699489184047326) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-08-27T13:42Z 108.2K followers, 24.5K engagements


"Which functions are getting the largest AI budget allocation Per MIT XX% of GenAI project budgets are going towards the front-office i.e. Sales & Marketing which includes: (a) Outbound emails & calls (b) Lead scoring & lifecycle follow-ups (c) Competitor & sentiment analysis Why Outcomes in S&M impact top-line output is measurable & deployments are visible (to customers & management) The best anecdote (highlighted below) says: "If I buy a tool to help my team work faster how do I quantify that impact How do I justify it to my CEO when it won't directly move revenue or decrease measurable"  
[X Link](https://x.com/Rahul_J_Mathur/status/1961661023330660541) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-08-30T05:23Z 108.2K followers, 5703 engagements


"HDFC Bank has X new competitors in the spam call department of India: X. E-Cell IIT KGP X. E-Club IIT Bombay X. Conquest BITS Pilani I would gladly make a donation to each college to have myself registered on a permanent DND to each of the above institutions"  
[X Link](https://x.com/Rahul_J_Mathur/status/1974423809299288367) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-04T10:38Z 108.2K followers, 60.3K engagements


"India is WAYY ahead of other countries on AI πŸš€ Start with the headline: XX% of respondents use AI daily (higher than USA France & UK) Avg. time savings from AI of XXX minutes v/s XX mins (USA) Over XX% of respondents from India are using AI as a partner at work; not just a QnA engine XX% of respondents have used AI to figure out how to automate parts of their work This is a very useful data point - so far weve heard about India being ahead on Consumer AI usage (via OpenAI Perplexity etc); now we have data on Enterprise AI usage; which also confirms India is ahead πŸ‘"  
[X Link](https://x.com/Rahul_J_Mathur/status/1975788352394711074) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-08T05:00Z 108.2K followers, 1671 engagements


"This is one of the best takes on AI Ive read in 2025 - Atlassian has done a terrific job articulating their POV on why only X% of Enterprises have seen transformational gains from AI. If you hold a leadership position (e.g. CEO or manager) - this report is a good call to action that Personal Productivity Company Progress; AI agents & tools get you productivity unlocks so that you can lead your team to make progress. And if this report resonated with you as a CEO/Manager - DeVC has X companies in our portfolio targeting Enterprise collaboration and PDLC - both are in Stealth but Id love to get"  
[X Link](https://x.com/Rahul_J_Mathur/status/1975788355746234561) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-08T05:00Z 108.2K followers, 1428 engagements


"WhatsApp Status tab is bigger than Instagram and Facebook in terms of the amount of content shared. It is massive outside the USA so Americans don't notice it. Metas CMO Alex Schultz shared the above in an interview last week with a16z on their podcast He confirmed one of my long held beliefs that WhatsApp has evolved from a messaging app to the 4th social media property owned by Meta:"  
[X Link](https://x.com/Rahul_J_Mathur/status/1976514728399667607) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-10T05:06Z 108.3K followers, 25.2K engagements


"Re (1) - I've only factored in FMCG sales from ITC Re (2) - Can't include it co-operative model is different from corporate model; not an accurate comp in the slight Re (3) - They are already at better margins w/ EBOs once they move to the offline channels; don't extrapolate based on sub-scale digital brands. GT isn't an "exclusive" channel for legacy co's - it is an edge which is eroding over time as GT is entered into by ALL brands"  
[X Link](https://x.com/Rahul_J_Mathur/status/1977298872213946840) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-12T09:02Z 108.2K followers, XXX engagements


"(1) AI apps are crossing the (Enterprise) chasm πŸ‘ Per data shared by Ramp (sample size of 45K+ US customers): (a) Paid AI adoption rose from X% in Jan '23 to XX% in September '25 (b) XX month retention is up from XX% in 2022 to XX% in 2024 (c) ACVs jumped from $39K in XX to $530K in XX There are three drivers here: (i) POCs converting into deployments (ii) formalization of Shadow AI usage (i.e. companies rolling up personal AI plans into an Enterprise license) (iii) AI apps have become much better (reasoning memory elongated context windows tool usage etc)"  
[X Link](https://x.com/Rahul_J_Mathur/status/1977962588618301882) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-14T05:00Z 108.2K followers, XXX engagements


"(2) Apps are yet to explode (in revenue terms) (a) The Top XX AI apps cumulatively have $5bn in revenue v/s the AI research labs which individually have $10bn in revenue (b) Currently AI has inverted the apps v/s infra paradigm from the Internet era wherein $X trillion enterprise value was created at the app layer v/s $XXX trillion enterprise value at the infra layer (c) BUT this is an incorrect POV - given how fast AI applications are accelerating (top quartile get to $5M in X yr) - it is only a matter of time until enterprise value creation starts to accrue to the application layer too"  
[X Link](https://x.com/Rahul_J_Mathur/status/1977962592904888536) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-14T05:00Z 108.2K followers, XXX engagements


"My X year track record tells me - best place to take notes is on the pot taking a poo after the gym (not even joking I've said this a few times on Twitter now) And for AI intervention - copy YT AI generated transcript dump it into ChatGPT - literally "summarize this podcast" and assuming you've heard it before you'll naturally ask follow up Qs"  
[X Link](https://x.com/Rahul_J_Mathur/status/1978476618877178236) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-15T15:02Z 108.2K followers, XXX engagements


"Announcing our $60M Series B todayπŸ”₯ 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:"  
[X Link](https://x.com/Rahul_J_Mathur/status/1712003472940482604) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2023-10-11T07:13Z 108.3K followers, 128.4K engagements


"In the last one year General Catalyst raised a $8bn Fund XII Thrive Capital raised a $5bn Fund IX a16z raised $7bn across multiple funds & now Lightspeed is also raising $7bn+ If you rewind the clock Sequoia Capitals Fund I was $3M in 1974 and the OG VC Arthur Rock had a $5M Fund I in 1961 How did we go from these cute $30M to $50M (in todays $ terms) fund sizes to todays mega funds in the billions of dollars"  
[X Link](https://x.com/Rahul_J_Mathur/status/1921080456516169885) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-05-10T05:50Z 108.3K followers, 10.5K engagements


"(1) Neil Mehta Founder of Greenoaks Neils investment journey began on a rough note - raised $150M+ to buy an insurer but it ran out of business (due to geopolitical problems in Africa) From there - he started with a $50M fund XX yrs ago - today manages $15bn+ of capital in a concentrated XX company portfolio; he invested $500m+ into Carvana and TripActions when the cos were in trouble (real conviction) He has immortalized the jaw dropping customer experience (JDCE) as a key criteria to consider an investment The best line he dropped was: I prefer to be in performance hall of fame versus the"  
[X Link](https://x.com/Rahul_J_Mathur/status/1969997576100544647) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-09-22T05:29Z 108.3K followers, 5461 engagements


"(2) Jeff Horing Founder & MD @ Insight Partners He has built a Sourcing Machine firm i.e. a team of 60+ analysts who tracks 10000+ cos at any one time - enabled with software & AI. Btw Ive been at the other end of this sourcing machine - the Analyst touchpoint doesnt feel robotic or cold - they really look to build relationships Insight deploys a single $12bn+ fund per cycle - Jeff casually says: Insight scaled with the Software industry Testament to the culture hes built: (1) Insight alumni have started XX investment firms after leaving (2) 30+ Insight alumni are Partner level at other"  
[X Link](https://x.com/Rahul_J_Mathur/status/1969997580882047244) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-09-22T05:29Z 108.3K followers, 4568 engagements


"Atlassian surveyed 12000+ knowledge workers last month to understand how much ROI is being driven by AI deployments Only X% of organizations are seeing transformational changes due to AI but the average worker is saving XXX hours per day (which is remarkable) There is a disconnect - AI led personal productivity does NOT translate into ROI for companies; sharing a few notes on this below"  
[X Link](https://x.com/Rahul_J_Mathur/status/1975788328747233593) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-08T05:00Z 108.3K followers, 19K engagements


"What about the great brands which cross XX crore turnover & dont get acquired Indias oldest consumer VC - DSG Consumer Partners - defines great brands via their Insurgex Index -the criteria is: (1) Annual revenue = XX crore (2) X yr revenue CAGR of XX% (3) Capital efficiency = 1.5X Btw this is a very strict definition - out of XXX brands which met revenue criteria only XX% of them i.e. XX met rev CAGR criteria and a further XX% of those i.e. XX met capital efficiency criteria. These great brands have to undertake a perilous journey from XX crore to XXX crore turnover for the Lindy Effect to"  
[X Link](https://x.com/Rahul_J_Mathur/status/1977242018947440684) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-12T05:16Z 108.3K followers, 3205 engagements


"The hosts Ben @ben8128 & Anay run Stepchange Ventures (a climate focused VC fund anchored by BCV) and bring in the same dynamic duo format which Ben & David from AcquiredFM bring. In their episode on Data Centers - they covered the history of Computing from punch cards to time sharing to the modern cloud paradigm. And they also walked through how the recent crypto mining boom helped the industry prep for the demands from AI workloads In fact it was the recent Acquired episode on Google which gave a shoutout to the Stepchange podcast - great find ➑ Spotify link:"  
[X Link](https://x.com/Rahul_J_Mathur/status/1978354060496433616) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-15T06:55Z 108.3K followers, 3338 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"  
[X Link](https://x.com/Rahul_J_Mathur/status/1939910064154058875) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-07-01T04:52Z 108.3K followers, 7276 engagements


"HUL ITC Nestle Tata Consumer Godrej Dabur & Marico are the Top X brand houses in India - they clock 188000 crore in annual Sales If you remove the Top X - the Next X account for 45000 crore in annual Sales; on average - they are growing X% p.a. There are XXX insurgent brands in India (all founded XX years ago) who cumulatively generate 42000 crore in Sales; growing XX% p.a. Insurgent brands are already as large as the Next X - these same insurgent brands will be larger than ALL Top X in the next XX years"  
[X Link](https://x.com/Rahul_J_Mathur/status/1977242010957304057) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-12T05:16Z 108.3K followers, 39.5K engagements


"100+ insurgent brands have been acquired in the past X years Like I explained on my previous Consumer Brands Breakdown most of these acquisitions were done by legacy CPG conglomerates (e.g. HUL ITC Marico etc from above) Some notable examples are: (a) HUL acquired a XX% stake in The Minimalist for 2670 crore (Jan 2025) (b) ChrysCapital paid 2410 crore to buy a XX% stake in Theobroma (July 2025) The old school House of Brands like Dabur HUL Nestle and Godrej have seen their growth rate stall to less than X% p.a. but their FCF remains high despite generous dividend payouts PS: the typical brand"  
[X Link](https://x.com/Rahul_J_Mathur/status/1977242014686052430) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-12T05:16Z 108.3K followers, 3726 engagements


"Ive been an Acquired listener for 5+ years now and the only thing I dislike about the show is the 3-4 week wait times between subsequent episodes Acquired episodes set a VERY high bar on depth (4+ hours post editing) research quality (often orignal source discussions) and narrative (they stich together 30+ year company journeys into a few hours) Ive finally found the next Acquired - the Stepchange podcast So far theyve only released X episodes (each 3-4 hours long); their most recent episode on Data Centers is a MUST listen for anyone who tracks the AI supercycle right now"  
[X Link](https://x.com/Rahul_J_Mathur/status/1978354057891738046) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-15T06:55Z 108.3K followers, 29.4K engagements


"If you're travelling to BLR airport pls budget 30-45 mins extra for a couple more weeks Just past the Hebbal flyover they are doing major roadwork. What should be X odd lanes is operating as X lanes. This is the usual choke point which has become worse given the construction. Looks like max 3-4 weeks left to finish up πŸ‘"  
[X Link](https://x.com/Rahul_J_Mathur/status/1978746508280504682) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-16T08:55Z 108.3K followers, 65.5K engagements


"(5) GCs Hemant Taneja got roasted but hes right - (1)3322 has become (5)5322 If you read this and said :WTF is this - heres the simple explainer: (a) Pre-AI (2020) - the gold standard of Software was to do $1M ARR in Y1 - and then triple triple double & double again i.e. get to $36M in ARR by Y5 and therefore to $100M by Y8 (b) Latest data from a16z suggests that gold standard in Enterprise AI is to do $5M ARR in Y1 (driven by FOMO & everything else) (c) Per ICONIQ in a post AI era (2023+) - the gold standard trajectory in AI is to x5 in Y2 x3 in Y3 and X2 for X subsequent years i.e. $300M in"  
[X Link](https://x.com/Rahul_J_Mathur/status/1979429296553820325) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-18T06:08Z 108.3K followers, 3699 engagements


"Those of you who have read several of my posts might wonder why I frequently cite ICONIQ - they have a unique structure (given their Tech founder centric LP base) and an incredible portfolio (Glean Databricks Snowflake etc) While most valley VCs have pivoted to video marketing - ICONIQ has stuck to long form writing with independent research (see the footnotes on methodology etc in their publications) One can only aspire to match their level of diligence discipline & foresight This post is (at best) an average summary of their work - youd do yourself a favor reading it first hand πŸ˜„ ➑ ICONIQs"  
[X Link](https://x.com/Rahul_J_Mathur/status/1979429299829518775) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-18T06:08Z 108.3K followers, 3076 engagements


"Particularly excited about the new direction Brij Having seen firsthand how much of a pain it is to deploy performant conversational journeys in the WhatsApp ecosystem given the state of BSPs today - I think there is a major opportunity here. Especially as conversational commerce takes us away from applications to agents on WhatsApp especially in the transaction economy (financial services leisure and hospitality etc) JioMart on WA was a starting point - there is a lot more to be built here"  
[X Link](https://x.com/Rahul_J_Mathur/status/1979815253845102645) [@Rahul_J_Mathur](/creator/x/Rahul_J_Mathur) 2025-10-19T07:41Z 108.3K followers, XXX engagements

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@Rahul_J_Mathur Avatar @Rahul_J_Mathur Rahul Mathur

Rahul Mathur posts on X about $50m, state of, $5bn, india the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXXX +168%
  • X Month XXXXXXX -XX%
  • X Months XXXXXXXXXX +112%
  • X Year XXXXXXXXXX +42%

Mentions: XX #

Mentions Line Chart

  • X Week XX +14%
  • X Month XXX +0.88%
  • X Months XXX +36%
  • X Year XXXXX +71%

Followers: XXXXXXX #

Followers Line Chart

  • X Week XXXXXXX +0.25%
  • X Month XXXXXXX +0.92%
  • X Months XXXXXXX +11%
  • X Year XXXXXXX +21%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance #2461 stocks XXXX% technology brands XXXX% vc firms #26 countries XXXX% social networks XXXX% automotive brands XXXX%

Social topic influence $50m #169, state of #31, $5bn #1, india 0.56%, a very 0.56%, adoption 0.37%, has been 0.37%, $100m #30, $5m 0.37%, 5m XXXX%

Top accounts mentioned or mentioned by @writersumeetg @zero1byzerodha @airtelindia @devcglobal @aravsrinivas @perplexityai @johnjanuszczak @icphub_in @anounymesss @sonumbonweb @kapilchopra72 @ia3hi @chatmod25 @abelamos @aakash_rewari @arnabs_techie @karanbirs91 @artmccarty @sitarambhogi @iameshanq

Top assets mentioned Hundred Million (100M) Alphabet Inc Class A (GOOGL) ServiceNow Inc (NOW) Atlassian Corporation PLC (TEAM)

Top Social Posts #


Top posts by engagements in the last XX hours

"GFF is an annual circus show for Financial Services professionals founders & entertainers. Hence I chose to wear my customary Papa Pump outfit (IYKYK comment below). I spent most of my two days in meetings (managed to get XX done) and a bit of time at the exhibition booths; sharing a few notes from these meetings:"
X Link @Rahul_J_Mathur 2025-10-09T06:18Z 108.3K followers, 41.3K engagements

"(1) AI first collections agencies are emerging πŸ—£ - Lazy VCs wrote this space off when Credgenics raised a $50M Series B from WestBridge in August 2023 - Collections is evergreen - stress emerges in each pocket at different times (e.g. unsecured PL MFI etc) - Due to competition now Collections has moved from Software + Service to Outcome i.e. pricing based on ROR uplift delivered; this is a great pricing model for AI services - The prev. gen of Collections companies were either offline agencies or human call centers or a hybrid of both - The modern Collections agencies are building AI enabled"
X Link @Rahul_J_Mathur 2025-10-09T06:18Z 108.3K followers, 4253 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"
X Link @Rahul_J_Mathur 2025-06-30T04:51Z 108.3K followers, 136.3K engagements

"Gemini queries now have x33 lower power utilization and x44 lower carbon footprint as compared to XX months ago. The average Gemini query consumes XXXX Wh of energy (equivalent to 9s of watching TV) whereas the average ChatGPT query consumes XXX Wh of energy Despite the above improvements from Google Cloud - their overall data center energy consumption has grown XX% YOY So what has worked for Gemini"
X Link @Rahul_J_Mathur 2025-10-13T04:22Z 108.3K followers, 12.5K engagements

"Air Street Capital published its 8th edition of the State of AI report This years edition is a XXX page colossus covering everything from research advancements to geopolitics to industry adoption. I spent a couple of hours last Sunday reading the report - sharing X industry specific takeaways"
X Link @Rahul_J_Mathur 2025-10-14T05:00Z 108.3K followers, 10.9K engagements

"Doug Leone has been a Partner at Sequoia for XX years now - he doesnt do a lot of interviews - but his track record is incredible - ServiceNow ($187bn) Nubank ($73bn) Medallia (acq. $6.4bn) and he continues to serve as a board member to many companies. Doug did a rare interview on the Training Data podcast where he answered some key Qs about investing in AI today; sharing a few notes from the same:"
X Link @Rahul_J_Mathur 2025-10-16T04:11Z 108.3K followers, 90.4K engagements

"I'm looking to host a meet-up for @AcquiredFM listeners There has been some convos around this on the Acquired Slack channel And in my own circle lots of folks listen to the podcast. Keen to gauge demand - are you interested Can host @DeVC_Global office terrace in December as a EOY wrap-up event πŸ˜ƒ"
X Link @Rahul_J_Mathur 2025-10-16T10:25Z 108.3K followers, 25.2K engagements

"This year ICONIQ led Anthropics $5bn Series F ElevenLabs $180M Series C Legoras $80M Series B and TinyFishs $47M Series A. They are a media shy Wealth Mgt firm with $90bn+ of AUM who put their money where their pen is (quite literally) Earlier this yr they published their State of AI 2025 report - now theyve topped it up with several updates in a XX page analysis of their portfolio companies. Sharing a few takeaways"
X Link @Rahul_J_Mathur 2025-10-18T06:08Z 108.3K followers, 64.5K engagements

"Handshake AI has crossed $50M ARR in X months since launch; it is on track to cross $100M ARR in its 1st year of operations. It is probably the 3rd fastest co to cross $50M ARR - only after OpenAIs ChatGPT & Anyspheres Cursor Handshake AI provides foundation model companies with a network of experts (PhDs researchers professionals etc) who provide feedback to improve model performance - similar to Surge AI Scale AI etc The stats are berserk"
X Link @Rahul_J_Mathur 2025-08-27T13:42Z 108.3K followers, 446K engagements

"To put the ARR into context: Handshake AI is better than the gold standard in AI i.e. AI Supernova which Bessemer Venture Partners defines as $40M ARR in Y1 and $125M ARR in Y2. Btw AI Supernova is a top percentile company. Per a16zs research a few months prior - a top quartile AI company does $5M ARR in Y1. Handshake totally blows these X benchmarks out of the water; but there is a good reason why:"
X Link @Rahul_J_Mathur 2025-08-27T13:42Z 108.2K followers, 24.5K engagements

"Which functions are getting the largest AI budget allocation Per MIT XX% of GenAI project budgets are going towards the front-office i.e. Sales & Marketing which includes: (a) Outbound emails & calls (b) Lead scoring & lifecycle follow-ups (c) Competitor & sentiment analysis Why Outcomes in S&M impact top-line output is measurable & deployments are visible (to customers & management) The best anecdote (highlighted below) says: "If I buy a tool to help my team work faster how do I quantify that impact How do I justify it to my CEO when it won't directly move revenue or decrease measurable"
X Link @Rahul_J_Mathur 2025-08-30T05:23Z 108.2K followers, 5703 engagements

"HDFC Bank has X new competitors in the spam call department of India: X. E-Cell IIT KGP X. E-Club IIT Bombay X. Conquest BITS Pilani I would gladly make a donation to each college to have myself registered on a permanent DND to each of the above institutions"
X Link @Rahul_J_Mathur 2025-10-04T10:38Z 108.2K followers, 60.3K engagements

"India is WAYY ahead of other countries on AI πŸš€ Start with the headline: XX% of respondents use AI daily (higher than USA France & UK) Avg. time savings from AI of XXX minutes v/s XX mins (USA) Over XX% of respondents from India are using AI as a partner at work; not just a QnA engine XX% of respondents have used AI to figure out how to automate parts of their work This is a very useful data point - so far weve heard about India being ahead on Consumer AI usage (via OpenAI Perplexity etc); now we have data on Enterprise AI usage; which also confirms India is ahead πŸ‘"
X Link @Rahul_J_Mathur 2025-10-08T05:00Z 108.2K followers, 1671 engagements

"This is one of the best takes on AI Ive read in 2025 - Atlassian has done a terrific job articulating their POV on why only X% of Enterprises have seen transformational gains from AI. If you hold a leadership position (e.g. CEO or manager) - this report is a good call to action that Personal Productivity Company Progress; AI agents & tools get you productivity unlocks so that you can lead your team to make progress. And if this report resonated with you as a CEO/Manager - DeVC has X companies in our portfolio targeting Enterprise collaboration and PDLC - both are in Stealth but Id love to get"
X Link @Rahul_J_Mathur 2025-10-08T05:00Z 108.2K followers, 1428 engagements

"WhatsApp Status tab is bigger than Instagram and Facebook in terms of the amount of content shared. It is massive outside the USA so Americans don't notice it. Metas CMO Alex Schultz shared the above in an interview last week with a16z on their podcast He confirmed one of my long held beliefs that WhatsApp has evolved from a messaging app to the 4th social media property owned by Meta:"
X Link @Rahul_J_Mathur 2025-10-10T05:06Z 108.3K followers, 25.2K engagements

"Re (1) - I've only factored in FMCG sales from ITC Re (2) - Can't include it co-operative model is different from corporate model; not an accurate comp in the slight Re (3) - They are already at better margins w/ EBOs once they move to the offline channels; don't extrapolate based on sub-scale digital brands. GT isn't an "exclusive" channel for legacy co's - it is an edge which is eroding over time as GT is entered into by ALL brands"
X Link @Rahul_J_Mathur 2025-10-12T09:02Z 108.2K followers, XXX engagements

"(1) AI apps are crossing the (Enterprise) chasm πŸ‘ Per data shared by Ramp (sample size of 45K+ US customers): (a) Paid AI adoption rose from X% in Jan '23 to XX% in September '25 (b) XX month retention is up from XX% in 2022 to XX% in 2024 (c) ACVs jumped from $39K in XX to $530K in XX There are three drivers here: (i) POCs converting into deployments (ii) formalization of Shadow AI usage (i.e. companies rolling up personal AI plans into an Enterprise license) (iii) AI apps have become much better (reasoning memory elongated context windows tool usage etc)"
X Link @Rahul_J_Mathur 2025-10-14T05:00Z 108.2K followers, XXX engagements

"(2) Apps are yet to explode (in revenue terms) (a) The Top XX AI apps cumulatively have $5bn in revenue v/s the AI research labs which individually have $10bn in revenue (b) Currently AI has inverted the apps v/s infra paradigm from the Internet era wherein $X trillion enterprise value was created at the app layer v/s $XXX trillion enterprise value at the infra layer (c) BUT this is an incorrect POV - given how fast AI applications are accelerating (top quartile get to $5M in X yr) - it is only a matter of time until enterprise value creation starts to accrue to the application layer too"
X Link @Rahul_J_Mathur 2025-10-14T05:00Z 108.2K followers, XXX engagements

"My X year track record tells me - best place to take notes is on the pot taking a poo after the gym (not even joking I've said this a few times on Twitter now) And for AI intervention - copy YT AI generated transcript dump it into ChatGPT - literally "summarize this podcast" and assuming you've heard it before you'll naturally ask follow up Qs"
X Link @Rahul_J_Mathur 2025-10-15T15:02Z 108.2K followers, XXX engagements

"Announcing our $60M Series B todayπŸ”₯ 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:"
X Link @Rahul_J_Mathur 2023-10-11T07:13Z 108.3K followers, 128.4K engagements

"In the last one year General Catalyst raised a $8bn Fund XII Thrive Capital raised a $5bn Fund IX a16z raised $7bn across multiple funds & now Lightspeed is also raising $7bn+ If you rewind the clock Sequoia Capitals Fund I was $3M in 1974 and the OG VC Arthur Rock had a $5M Fund I in 1961 How did we go from these cute $30M to $50M (in todays $ terms) fund sizes to todays mega funds in the billions of dollars"
X Link @Rahul_J_Mathur 2025-05-10T05:50Z 108.3K followers, 10.5K engagements

"(1) Neil Mehta Founder of Greenoaks Neils investment journey began on a rough note - raised $150M+ to buy an insurer but it ran out of business (due to geopolitical problems in Africa) From there - he started with a $50M fund XX yrs ago - today manages $15bn+ of capital in a concentrated XX company portfolio; he invested $500m+ into Carvana and TripActions when the cos were in trouble (real conviction) He has immortalized the jaw dropping customer experience (JDCE) as a key criteria to consider an investment The best line he dropped was: I prefer to be in performance hall of fame versus the"
X Link @Rahul_J_Mathur 2025-09-22T05:29Z 108.3K followers, 5461 engagements

"(2) Jeff Horing Founder & MD @ Insight Partners He has built a Sourcing Machine firm i.e. a team of 60+ analysts who tracks 10000+ cos at any one time - enabled with software & AI. Btw Ive been at the other end of this sourcing machine - the Analyst touchpoint doesnt feel robotic or cold - they really look to build relationships Insight deploys a single $12bn+ fund per cycle - Jeff casually says: Insight scaled with the Software industry Testament to the culture hes built: (1) Insight alumni have started XX investment firms after leaving (2) 30+ Insight alumni are Partner level at other"
X Link @Rahul_J_Mathur 2025-09-22T05:29Z 108.3K followers, 4568 engagements

"Atlassian surveyed 12000+ knowledge workers last month to understand how much ROI is being driven by AI deployments Only X% of organizations are seeing transformational changes due to AI but the average worker is saving XXX hours per day (which is remarkable) There is a disconnect - AI led personal productivity does NOT translate into ROI for companies; sharing a few notes on this below"
X Link @Rahul_J_Mathur 2025-10-08T05:00Z 108.3K followers, 19K engagements

"What about the great brands which cross XX crore turnover & dont get acquired Indias oldest consumer VC - DSG Consumer Partners - defines great brands via their Insurgex Index -the criteria is: (1) Annual revenue = XX crore (2) X yr revenue CAGR of XX% (3) Capital efficiency = 1.5X Btw this is a very strict definition - out of XXX brands which met revenue criteria only XX% of them i.e. XX met rev CAGR criteria and a further XX% of those i.e. XX met capital efficiency criteria. These great brands have to undertake a perilous journey from XX crore to XXX crore turnover for the Lindy Effect to"
X Link @Rahul_J_Mathur 2025-10-12T05:16Z 108.3K followers, 3205 engagements

"The hosts Ben @ben8128 & Anay run Stepchange Ventures (a climate focused VC fund anchored by BCV) and bring in the same dynamic duo format which Ben & David from AcquiredFM bring. In their episode on Data Centers - they covered the history of Computing from punch cards to time sharing to the modern cloud paradigm. And they also walked through how the recent crypto mining boom helped the industry prep for the demands from AI workloads In fact it was the recent Acquired episode on Google which gave a shoutout to the Stepchange podcast - great find ➑ Spotify link:"
X Link @Rahul_J_Mathur 2025-10-15T06:55Z 108.3K followers, 3338 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"
X Link @Rahul_J_Mathur 2025-07-01T04:52Z 108.3K followers, 7276 engagements

"HUL ITC Nestle Tata Consumer Godrej Dabur & Marico are the Top X brand houses in India - they clock 188000 crore in annual Sales If you remove the Top X - the Next X account for 45000 crore in annual Sales; on average - they are growing X% p.a. There are XXX insurgent brands in India (all founded XX years ago) who cumulatively generate 42000 crore in Sales; growing XX% p.a. Insurgent brands are already as large as the Next X - these same insurgent brands will be larger than ALL Top X in the next XX years"
X Link @Rahul_J_Mathur 2025-10-12T05:16Z 108.3K followers, 39.5K engagements

"100+ insurgent brands have been acquired in the past X years Like I explained on my previous Consumer Brands Breakdown most of these acquisitions were done by legacy CPG conglomerates (e.g. HUL ITC Marico etc from above) Some notable examples are: (a) HUL acquired a XX% stake in The Minimalist for 2670 crore (Jan 2025) (b) ChrysCapital paid 2410 crore to buy a XX% stake in Theobroma (July 2025) The old school House of Brands like Dabur HUL Nestle and Godrej have seen their growth rate stall to less than X% p.a. but their FCF remains high despite generous dividend payouts PS: the typical brand"
X Link @Rahul_J_Mathur 2025-10-12T05:16Z 108.3K followers, 3726 engagements

"Ive been an Acquired listener for 5+ years now and the only thing I dislike about the show is the 3-4 week wait times between subsequent episodes Acquired episodes set a VERY high bar on depth (4+ hours post editing) research quality (often orignal source discussions) and narrative (they stich together 30+ year company journeys into a few hours) Ive finally found the next Acquired - the Stepchange podcast So far theyve only released X episodes (each 3-4 hours long); their most recent episode on Data Centers is a MUST listen for anyone who tracks the AI supercycle right now"
X Link @Rahul_J_Mathur 2025-10-15T06:55Z 108.3K followers, 29.4K engagements

"If you're travelling to BLR airport pls budget 30-45 mins extra for a couple more weeks Just past the Hebbal flyover they are doing major roadwork. What should be X odd lanes is operating as X lanes. This is the usual choke point which has become worse given the construction. Looks like max 3-4 weeks left to finish up πŸ‘"
X Link @Rahul_J_Mathur 2025-10-16T08:55Z 108.3K followers, 65.5K engagements

"(5) GCs Hemant Taneja got roasted but hes right - (1)3322 has become (5)5322 If you read this and said :WTF is this - heres the simple explainer: (a) Pre-AI (2020) - the gold standard of Software was to do $1M ARR in Y1 - and then triple triple double & double again i.e. get to $36M in ARR by Y5 and therefore to $100M by Y8 (b) Latest data from a16z suggests that gold standard in Enterprise AI is to do $5M ARR in Y1 (driven by FOMO & everything else) (c) Per ICONIQ in a post AI era (2023+) - the gold standard trajectory in AI is to x5 in Y2 x3 in Y3 and X2 for X subsequent years i.e. $300M in"
X Link @Rahul_J_Mathur 2025-10-18T06:08Z 108.3K followers, 3699 engagements

"Those of you who have read several of my posts might wonder why I frequently cite ICONIQ - they have a unique structure (given their Tech founder centric LP base) and an incredible portfolio (Glean Databricks Snowflake etc) While most valley VCs have pivoted to video marketing - ICONIQ has stuck to long form writing with independent research (see the footnotes on methodology etc in their publications) One can only aspire to match their level of diligence discipline & foresight This post is (at best) an average summary of their work - youd do yourself a favor reading it first hand πŸ˜„ ➑ ICONIQs"
X Link @Rahul_J_Mathur 2025-10-18T06:08Z 108.3K followers, 3076 engagements

"Particularly excited about the new direction Brij Having seen firsthand how much of a pain it is to deploy performant conversational journeys in the WhatsApp ecosystem given the state of BSPs today - I think there is a major opportunity here. Especially as conversational commerce takes us away from applications to agents on WhatsApp especially in the transaction economy (financial services leisure and hospitality etc) JioMart on WA was a starting point - there is a lot more to be built here"
X Link @Rahul_J_Mathur 2025-10-19T07:41Z 108.3K followers, XXX engagements

creator/x::Rahul_J_Mathur
/creator/x::Rahul_J_Mathur