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India’s top 50M consumers might be the most pampered on the planet. Every brand - tech or traditional - is racing to serve them with tailored, high-touch products. They live with conveniences (staff, delivery, services) that only the 0.1% can afford in the West. It’s luxury,

A beautiful 3BHK in Defence Colony, Indiranagar is up for rent. I lived here for 6 years - woke up every morning to trees and birdsong. The landlady is the kindest person I’ve met in Bangalore. If you’re looking for a peaceful, warm home in the heart of the city, DM me.

Sorry folks my landlady is overwhelmed with queries. Let's slow down please. 😂😂😂

This has become the hottest seed deal in Indiranagar. 100+ queries. Every inbox full. Some folks even called my landlady trying to buy the house. Bangalore is a city of scarcity 😄

Sales of entry-level cars in India are falling. Small cars now account for 30% of passenger vehicle sales, down from 76% in 2011

Indian VCs investing at YC demoday is like Indian firms recruiting at US B-schools. YC Y Combinator is doing to entrepreneurship what East coast business schools did to finance - making it a global export.

I cut my teeth investing in consumer internet before moving to software. We are seeing a resurgence of consumer internet start ups again. The energy and vibe feels similar to 2013-2016. This cohort of new internet companies will have multiple $10B companies.

Indian cross border investors are investing across borders now :)

"Whatever you say about India, the opposite is also true" That’s the paradox of this country. No matter how much I read, I feel woefully unread. Understanding India fully feels like a mirage - elusive, yet exhilarating to chase.

Bangalore weather is so back. Trees are swaying. Breeze is delightful. People are smiling at strangers. It’s spiritual. Best June-July in years.

The only metric that matters for an investor is delivered IRR. Everything else is noise.

“Only compare yourself to younger you, never to others” Words to live by

Reading philosophy is a true test (and as a corollary training) of concentration. You realise devices have fractured our attention to microscopic pieces.

In enterprise software, you’re not just competing with startups in your category - you’re competing with every startup. Budgets are finite. One startup’s ARR is another’s churn. It’s not just grow or die. It’s win or lose.

Last 30 days, personal query volume: Google: 5–7/day ChatGPT: 30–35/day 1. Most Google searches were just to find company websites. The rest? Handled by ChatGPT. 2. Search volume will explode 10x as Chatgpt takes over.

Wimbledon is starting to feel like an Indian celebrity wedding. Half the people are there to watch the match, the other half just to be seen.

This tweet expresses a personal view. I’m not very vocal on twitter and I’m sure this tweet will piss people off… but if you’re looking for drama, this is probably not it. This will be very disappointing to people with extreme views of any kind - and that’s sort of the

First time since 2018, Novak Djokovic dint make a Wimbledon finals. Safe to call it a change of guard. Jannik Sinner is the favorite for me to win the finals. Faster courts, Sinners big serve, precise shot making. Carlos Alcaraz game has been patchy but the highs of his is like the