You know what’s beautiful about this moment? Watching our generation finally sit at tables we used to only see through screens. The global Indian today doesn’t just scroll through Instagram stories of friends living their best lives in distant cities—we show up. The question

There is no VC fundable business in consumer travel UNLESS you bring in Airbnb level differentiated supply level (which is next to impossible now). Efficient money will however will be made in building out infra / B2B.

fall in love? more likely that I’ll fall into some manhole while going on the said walks.

This Sunday, I’m filled with some optimism for the Indian landscape. For every person chasing AI / VC moonshots, there’s opportunity for 100 decent scale consumer brands. Thousands of good dhandas waiting to happen. Will make you enough $$$ to last a few generations.

$250k LRS gaya tel lagane, iykyk 😉

As a nation, we’re still learning the art of spending money. Given this and our trust deficit society, there’s no way that a good tastemaker brands will not win. For example, study the rise of MyMuse. Took risks, educated the market and now they’re the category king.

the highest take-home checks I ever saw in tech were from a sales guy who could explain the software sober just as well as he could do it a few rounds in not the case for all software but it explains most of salesforce