MD @z47_vc | Agenting agents | Building @DeVC_Global | past @DisneyPlusHS @Housing | 2X founder 3X CXO | Deep Learning Geek

Mumbai
Dear VC kids (and many adults): it’s fine! You can be just a passive observer on board calls. It’s ok to not have a view rather than burden founders with your 0 execution, building and scaling experience backed ++ podcast and analyst report regurgitated insights. Cos when you do it two things happen: in the inexperienced founders case , they get shit advise which is hard for some of us to undo. The experienced founders just mentally start writing you off. So your value add is just basically value destructive for you or the co! Put the money in and be quiet, that’s the net positive EV decision. Please. Pretty please 🙏🏼
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8/10 people in VC aren’t even one standard dev above mean on IQ X 999/1000 have never learnt and done any system design, architecture build out and growth loop. And these (and India it’s even full of non STEM folks) are the participants in casino of technology today who have been given 10X deep stacks. Great thing for founders is that you own the casino, and this also means 10X for the maxim of “house always wins”. Great times for founders, LPs should be fretting 🙃
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Why is that only @chamath and @profgalloway are few of the folks on twitter going guns blazing against cronyism! 99% of VC Twitter is just 🤐
When you use 96% of your bailout money for buybacks, you should be allowed to fail. w/ @sruhle @msnbc msnbc.com/stephanie-ruhle/wa…
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Next up: tinder reforms Every right swipe should be responded to by the opposite party with reason for not right swiping in return! It’s about respect
Replying to @BeingPractical
Thanks Pravin - I don't think that's the implication here It simply is that anyone who goes through the fundraising process should 1) know what's happening at all times (yes/no) 2) be run with more efficiency To me it is more about respect for the founder / person
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Delighted to announce that at @matrixindiavc we have now fuelled up with $550 million to support and scale most promising early-stage startups 🚀 It’s a privilege to partner with those who build and shape the future. Always #foundersfirst
Happy to announce our new fund with over $550 million in commitments. We remain excited, humbled and privileged to be able to participate in the digital nation building of India. Watch for more: piped.video/watch?v=9AxrfCOY…
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100% Indian VC firms wouldn’t had backed sama at OpenAI early stage. #chamgemymind : can’t. Why ? I saw first hand when 100% couldn’t even back a co which did 5X ARR in enterprise SaaS by building a pre trained BERT model for HR , pre chat-gpt :) The @DeVC_Global playbook of ‘by founders for founders’ is a venture investing architecture to change the course! If you are technical founder doing your life’s work, reach out to learn more.
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“Who are the most risk-tolerant, international, forward-looking, class of investors in the world — willing to risk millions of dollars purely on the basis of internet diligence alone? “ #cryptoinvestors
How does India become a $5T economy? We’ll need to close the $250B financing gap for India’s small businesses by attracting global, risk-tolerant pools of capital — and as iSPIRT details, the rapidly growing cryptoeconomy may be one of the key ways: pn.ispirt.in/can-digital-cur…
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💥 First the Techsparks event and now this mega hackathon ! Excited to see @mumbai_tech_ and the founder community re-establishing the maximum city as a tech entrepreneurship hub! Kudos @aakrit @RevantB @harshjain85 @vishalgondal and others! Super excited for all that lies ahead 🚀
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Privileged to have partnered with founders playing to the long thesis : @dashstudioai (infinite content platform), Aampe (agentic infrastructure for the future) and many more via @DeVc_India (Realfast, Codeant, Fondant, Renderworlf, Kintsugi and more) piped.video/slh5xs_tRc4?si=wUm0…
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Want to be a part of one of the most ambitious and compelling voice AI build outs from India , just try land this!
Hiring a cracked full-stack lead at Smallest AI Salary CTC - 1 Cr Salary Base - 60 LPA Salary ESOPs - 40 LPA Joining - Immediate Location - Bangalore (Indiranagar) Experience - 4-5 years minimum Languages - Next JS, Python, React JS Work from Office - 5 days a week (slightly flexible) College - Does not matter Resume - Not needed PS - Experience working with systems scaling systems from 0 to 100 will add a ton of bonus points PS PS - You need to be a hands on developer as well. This is not a 'managerial' position To apply - Send a small 100-word text introducing yourself + links to your best work to info@smallest.ai with the title 'Cracked Full Stack Lead'
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Which school ? Just plain conversational fiction otherwise nah ?
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Onwards and upwards @kamath_sutra and team @smallest_AI ! 🚀
Fundraise Announcement! We are proud to announce that we at @smallest_AI have raised 8M USD in an oversubscribed seed round led by @Sierra_Ventures with participation from @3one4Capital, @better_capital, @UpsparksCapital, @SchemaVentures, @DeVC_Global, @tinyvc, @peercheque, @shyamalanadkat, @missionstcap, @bwertz, @RaveenSastry, and many more angels to build the future of Enterprise Voice AI! We are transforming voice AI from the ground up - pushing agents to pass the Turing test in the coming years. We are also excited to build a research-first organization - diving into the depths of problems from first principles and doing things no one in the world is even thinking about. It was our dream to build a scientific team that pushes the boundaries of the frontier. We are privileged to have the support of some of the best early backers a founder could ever ask for. Thank you, everyone for supporting us - this is just the beginning!
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Launching <Name TBD> Research Fellowship :: For any student groups at IITs/BITs/NITs/IIITs (list to expand as this idea matures, for now, my money my random rules 🙏) who are working on foundational research on AGI, I’m pledging $10K grants for 10 of those projects.
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☀️ 😎 Scenes from @DeVC_Global Tribe Weekenders last Saturday! Super fun to host the builders from ‘IIT tribe’ in Bay Area, together with @shiprakanoria @soumitra_sharma and @prateeks From robotics to recycling, this tribe is building some of the coolest future cos! 🙇‍♂️
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I’ll 💯 likely say “should have worked harder” at my deathbed. Relentless input is the only known path to maximise surface area for manifesting outcomes, and there is no amount of hard work which is enough :)
It’s crazy how nobody says at their deathbed that they should have worked harder, and yet that’s the default societal expectation when one is alive.
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A lot of observability saas exists because of weak engineering teams. It’s majorly a bloat which low quality tech teams just count as cost of doing business. Whereas it is basically cost of poor engineering. Unless CTOs take ownership, CEOs don’t even consider such costs as a lever in their p/l. We have moved from infra to services bloat era. For large cos who aren’t tech first, all this is fine, but when tech first upstarts fall for this it’s just sad. Atleast 1-2 % bottom line impact of this and similar poor engineering work being done all around.
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Lemonade stand! The first and easiest entrepreneurial venture for young ones in pop media. @jain_shikanji using @mydukaanapp to now build a digital identity for a decades old co is epic!
Dukaan is becoming a go-to e-commerce platform for the D2C brands and the first time internet entrepreneurs. Super happy to see entrepreneurs getting funded on Shark Tank India - who stated their journey with Dukaan. Digital India 🇮🇳 is just getting started..
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From early 2023 post around what the next phase of business tooling will entail. This is just getting started linkedin.com/posts/kumaraaka… … 📈 Standouts :: Facebook --> Pytorch, React, Presto, Llama Google --> Kubernetes, Bazel, Go, Tensorflow, Firebase Linkedin --> Kafka Airbnb --> Airflow, Superset, Lottie Uber --> Kraken Apple, AT&T --> Amazon --> modern day cloud Gaming --> infinitely long list ❓ What happens, when with AI enhanced productivity these teams start solving even the trivial problems which they didn't pay attention to within their business. 📉 What happens when they start building more and more rather than buying OTS anything! 😲 What happens when they open source whatever they build, which does not require for it to be kept 'closed' for their own business success ? ..
Announcing Purple Llama — A new project to help level the playing field for building safe & responsible generative AI experiences. Purple Llama includes permissively licensed tools, evals & models to enable both research & commercial use. More details ➡️ bit.ly/3ReRNHI
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Wokay ✌🏽 Individual intent and statements being fiction/fact are decoupled constructs. If intent alone was a measure of factual correctness, there’s be only chaos. Which by the way this tweet did create. Hit my timeline because someone then generalised (as a question) to Mumbai and compared it to bangalore 🤷🏽‍♂️ “Earth is flat” is also a ‘fact’ as per many :) Facts have a path to validation/disproving. They are usually verifiable by repeatable careful observation and measurement.
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No such thing as "tech-first" in consumer space. There is no such thing as non-tech business today. Airbnb is hospitality business , Netflix is a content business, Uber is a mobility business. Everything is a tech business. Tech-first = Akamai, ARM.
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This has now matured a bit (not much) 1. Gonna open it up for all 2. Collabs coming up with 2-3 seed stage VCs who’d participate (equity) in those who mature from this fellowship 3. Thanks to the passionate founder, operator community looks like we’d be able to support with $50K each for 10 projects already 🚀 Other details, still TBD 🙏🏼 #justgettingstarted
Replying to @RTinkslinger
Launching <Name TBD> Research Fellowship :: For any student groups at IITs/BITs/NITs/IIITs (list to expand as this idea matures, for now, my money my random rules 🙏) who are working on foundational research on AGI, I’m pledging $10K grants for 10 of those projects.
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🥂 to all that lies ahead @5aitec @sandeepnailwal and team @0xPolygon
Cope.Studio is joining hands with @0xpolygon, to become the world's biggest moonshot factory for the metaverse.
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The UGC moment of app economy is around the corner!
Made a tiny app for myself and reluctantly put it on the app store. Two weeks later it's being used by 4k people 😱..if you're into ambient sounds while working watch with sound on🔈
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Replying to @lolitataub
💁🏽‍♀️Investor type : Early Stage VC 🔮Thesis : sector agnostic. Focus on consumer tech, saas, deep tech 🌱Stage : Pre-seed to A 🌎Geo: India , USA 💰Check : pre seed @ upto 500K / seed, A @ 2-10 M ✉️Contact: aakash@z47.com aakash@devc.com
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Excited bout engaging with @TheProductfolks community this weekend
Replying to @TheProductfolks
👉 28th June: Experimentation Frameworks and learnings from Housing and Hotstar with @RTinkslinger , Sr. VP at Hotstar
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💯 Hardest part is assembling a core group comprised ONLY of individuals who have a growth and abundance mindset accompanied with high agency, intensity, nimbleness, and flexibility to change. Can take multiple cycles of churning through people and hence #takestime
great companies are built when a core group of people dedicate a significant portion of their lives to crafting a institution around a business
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Both as a founder and funder, nothing excites me more than the early stage of venture, and it has been my privilege to be a part of India's ever growing startup ecosystem for the last 17 years! And thanks to the incredible value creation by Indian founders both globally and locally, we now have a deep ecosystem of backers and believers to support our rapidly growing base of builders who are propelling india forward on its Developed Nation Building journey! 🇮🇳
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“It's hard for me to meet in person in SF as I live 45 minutes south in Palo Alto” every time I hear this form anyone in VC = 100% correlation with never built anything at scale in past! Our founders make 24 hr trips cross continent(s), and so have I all my life and still do. Wonder, how low agency and privileged one would have to be to resort to zoom cos ‘one can’t make it to SF’ 🤷‍♂️
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LFG! 🚀 Excited to have ring side view to some of the work that folks like @bhash @paraschopra @aakrit and more are doing to push the boundaries every day to make it a reality! Naysayers: ‘They Ignore > laugh > fight > you win” We are at the laugh stage….
Let's go! 🇮🇳🚀 #ParisAISummit
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The journey always needs to be worth it! Indeed come a long way @suumitshah @subhashchy 🚀🚀🔥🔥
Replying to @suumitshah
I am fortunate enough to have a cofounder like @subhashchy. Coz he was with me when we were struggling to get backlinks from TechCrunch for our clients (back in SEO agency days) - to getting featured on TechCrunch ;) Seems like we've come a long way!
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Hey Bay Area! We (@DeVC_Global & @z47_vc) are hosting our first ever “SF DUGOUT" for portfolio founders, early stage investors and new friends. ​Food, drinks and good conversations guaranteed lu.ma/bqu93jea
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When people who have never coded, designed or shipped any product , forget having scaled and grown anything, talk about how to build products and amusingly theorise about interfaces and UX in the “world of AI” being a chat window …

ALT Oh Tell Me More The Office GIF

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‘Playing’ with chatGPT , AutoGPT is to AI wannabes VCs and builders what reading Altcoin white papers was to crypto wannabe VCs and builders. If you want to build/invest in a space, at least compound enough to get to a point where you develop a meaningful understanding of the actual technology. Level of mediocrity esp in India has always been baffling. Saw it first hand when 2017 starters started calling themselves crypto natives. Now seeing again with all things AI 🤷🏽‍♂️
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This is just a start to get the ball rolling. AGI X India will need to be a nation wide endeavour and require active collaboration and support from founders, foundations, academia, government and lot more. Excited to collab with @brijbhasin on that
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Great going @lcbisu and team @KukuFMOfficial 🚀🚀
Kuku FM has just crossed 1Mn active paid subs. 27x in 12 months! We're now India's biggest audio subscription platform. From 'India mein log pay nahi karte' to here it's been an amazing journey. 🔥🚀 On the way to becoming the go-to destination for aspirational Young India.
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#word some founders get their MVP and market fit risk capital in form of a large seed, others must follow the path #thisistheway
📚Founders: raising capital is a journey. Nail your pre-seed with a strong MVP, seed with market fit, Series A with scalable strategy, and Series B with market expansion. It's all about decreasing risk, increasing value, and growing! h/t @christottman1
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Sellers ki apni dukaan ! 🚀
Woohoo! In just 3 months we've helped more than 1 Million Businesses go online with @mydukaanapp Cheers to the 1 million Dukaandars and our badass team who always believed in the vision of making India go DIGITAL #DigitalIndia #Dukaan
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Many more to follow .. from best of scaled up consumer tech cos. Those who built B2B till date were unaware what truly for scale tech stacks look like at players like FK, PhonePe, Hotstar and more. Just hope we buck the trend towards open sourcing these similar to our western counterparts ..
🚀 Introducing Nugget—an AI-native, no-code customer support platform. Nugget helps businesses scale support effortlessly—highly customizable, low-cost, no dev team needed. No rigid workflows, just seamless automation. ✅ Resolves up to 80% of queries autonomously ✅ Learns & adapts in real-time ✅ Requires zero code Built over 3 years as an internal tool, Nugget now powers 15M+ support interactions/month for Zomato, Blinkit & Hyperpure. We’re now opening it up to businesses worldwide—90% of companies who’ve seen Nugget have signed up. 🔗 nugget.zomato.com 📢 Founders: Stuck in a contract with a legacy provider? We’ll give you Nugget for free for the remainder of your term. Email us: nugget@zomato.com Nugget is the first product from Zomato Labs, our incubator for in-house innovations. More exciting launches coming soon! 🚀
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Keep rolling the die Should one donate or not, and if yes then how much ? Short thread 🧵
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If you ever want to understand india vs ROW fintech gap, just look at fednow! #longindia when it comes to fintech and financial services, rest of the world needs to learn from india how digital public goods infra is executed upon 🇮🇳
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City I dislike: Gurgaon City I think is overrated: Singapore City I like: London City I love: New York City I feel most myself in: Mumbai City I still need to visit: Miami City I dream of living in: Florence
City I dislike: Gurgaon City I think is overrated: New York City I like: London City I love: Bangalore City I feel most myself in: Bangalore City I still need to visit: Jakarta, Seoul, Rome City I dream of living in: (only the young dream of living in cities)
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Lost another “Giants on whose shoulders we stand” in India #RIP
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Fuelled up for the next phase of growth! Congrats @RevantB & @DhyaneshShah9 It has been a pleasure to be a part of your journey and seeing @manmatters_in being built out with extreme customer obsession 🚀
Thrilled to announce that Mosaic Wellness raises $24M in a Series A. Their analytical rigor & customer backwards approach has truly set them apart- it's been a pleasure working w/ @RevantB & @DhyaneshShah9, & we're excited for the journey ahead! @avnish matrixpartners.in/news/135
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$10K grant to anyone who builds this / of course against a life time membership 😁
Idea: a service that crawls my WhatsApp contacts and groups, and builds a searchable dashboard of my network. I should be able to type a problem I’m facing and it should pop up who from my network can help.
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Australia : Turning chokers out of best teams since 1999
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Always excited to partner and deeply collaborate with founder turned GPs who are shaping the future of early stage venture capital : “By founders, for founders” @aarthir is a newly acquired friend on that journey for us at @DeVC_Global | Super pumped for @SchemaVentures 🙌🏽 🚀
Today I’m announcing  Schema Ventures (@SchemaVentures) - a new early-stage fund backing exceptional outsiders building world-changing technology. Here’s why it’s personal 🧵
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Venture Investing is easy for two types of funds/individuals only: 1) mega hedge funds where even a 50Mn bet is chump change for you and you take bets on macros and can play 3-4 games in same space
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Teams don’t win a cricket World Cup, only Australia loses a few sometimes
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Dear friends talking about org structure and team building Me: Hire 5 Sehwags , 1 Dhoni and 5 Glenn Mcgraths —> Win 🚀 Get 50% of that and you’ll still win! First principles is only answer. Rest is intellectual mas…
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Should spoken tweets be called sweets ? 🤔
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The team at @IndusAppstore couldn’t have chosen a better time to go D2C post the PhonePe acquisition :) Hoping the team finds an answer to scalable distribution that we couldn’t back in early 2010s when this journey of building an indigenous appstore started.
It is time that an Indian Stack is built for an appstore. Great things can happen when you're pushed to the wall; this is one of those times.
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Planet scale from 🇮🇳 to the 🌍
Dodo Payments now supports payment collection from 225 countries and regions - nearly the entire world. From 🇧🇷 Brazil to 🇸🇪 Sweden to 🇸🇬 Singapore, merchants can now go global with @dodopayments in just a few clicks. Global payments, truly global.
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Market musings and some bit of crystal ball gazing for ‘23 with @shanav_m . We remain super excited to back builders in crypto/web3. #lfg
Replying to @z47_vc
2/ Today on #Reflections, @RTinkslinger (Aakash) & @shanav_m (Shanav) talk about the Road ahead for Web3. Tune in to find out: bit.ly/3k59exK #blockchain #cryptocommunity #Web3
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Super excited for all that folks @Krutrim are brewing #madeinindia AI infra is just getting started.
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Migrate at warp speed now! 💥
Powering businesses that are looking to migrate from @lemonsqueezy, come to @dodopayments 🚀🚀
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“When something is important enough..you do it even if the odds are not in your favour” - Musk on 60 minutes not long after the Space Shuttle program ended A made in India AGI is more than important enough for some of us.
This isn’t a crazy idea. India has shown the ability to ship national software projects. An open source foundation model could be the next step for IndiaStack.
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Hardik fielding with his foot is the best thing that happened to india team this WC!
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In 2001, it took me 2 months to write a fully functioning C++ code for a snake game (was elaborate with levels, own twist of pac man like elements, save states and retrieval etc 😎) —> someone without coding knowledge effectively today wrote a game, that too with some (pseudo) physics. You still think AI enable dev and AGI aren’t a massive unlock that’ll actually flip soft-tech !?? 🤷🏽‍♂️
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Mega ambitions + crazy audacity = @DisneyPlusHS #epic 🚀26mn+ subscribers and the will+want to 3X in next 4 yrs. Delighted and thankful 🙏🏼everyday to build with the insanely talented 😎crew. @heypike @akisaxena 🥂
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Have heard 6 first hand experiences in past week alone of new tele-scam that’s going around :: “FedEx parcel stuck -> not your parcel —> identity theft case —> we’ll get it resolved” Scammers are clearly running this one at mega scale!
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Congrats @maanavsagar and @serarora ! Super excited for you and look forward to collaborate & build a 10x experience for new founders in their early days. #lfg Delighted to have been a part of this journey during my angel investing days and can’t wait to do more together! 🥂
1/ Excited to formally launch Bharat Founders Fund (BFF) along with @serarora 🚀 We've brought together 50+ legit founders and operators to come together and invest. Here are three reasons why we should become BFFs bit.ly/386CEFL
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Knowing that we are about to encounter this “chaos tunnel” of global rebalance over next few decades, a part of me just wants to hit the beach but for the gaming obsessed child within, nothing could be more exciting! Chaos tunnels are like a bonus level #lfg
Democrats underestimated Republicans, and lost the meme war. Republicans underestimated China, and are unfortunately losing the trade war. And some in China may underestimate the free Internet, where choice can triumph over force. This requires some explanation. Let's go. (1) First, as a reality shill, we should stipulate that modern China is perhaps the most physically formidable country to ever exist. Visualize a young Bolo Yeung from Bloodsport. It's #1 in electricity, cars, steel, ships, and countless other industries. No country can realistically win a war against today's China, especially in its own backyard, especially over Taiwan. They can just outbuild everyone else: (2) And the US on some level now recognizes this. Secretary Hegseth noted on the Shawn Ryan pod that Chinese hypersonics can sink all US aircraft carriers in the first 20 minutes of any Taiwan straits conflict[1]. The CEO of Raytheon admitted[2] the US couldn't practically decouple from China. The former Secretary of the Navy, Carlos del Toro, stated[3] that one Chinese shipyard can produce more ships than the entire US Navy combined. And the Pentagon's own $400M study[4] showed that much of the US military is actually made in China: (3) This may be why the US is currently effecting a shouting retreat. Even as the military is rebranded to the Department of War, US troops are reportedly[5] being pulled back to actually focus on homeland defense and the war within. And even while there's posting about annexing Greenland and invading Canada, in reality European NATO is being asked to fend for itself. Basically, the words are about expanding American real estate, but the reality is that America is withdrawing from the world: (4) Now, some will say this isn't a bad thing. After all, America is a republic, not an empire! OK, but the business model of the US is money printing, which is premised on the continuation of global empire. That's because dollar inflation is global taxation, since the inflationary dilution is currently spread across billions of global dollar holders. However...as US troops come back and US tariffs go up, the de facto tax base for dollar inflation shrinks from ~1-3B globally to just 330M Americans. That 67-90% drop in tax base will cause a huge drop in American living standards. We're in the middle of this now; gold and digital gold are smashing all time highs[6], because the dollar is crashing through all-time lows. (5) Moreover, because the sovereign debt crisis is underway in America, Western Europe, and Japan at the same time, you're seeing a simultaneous fall of all parts of the empire at once. As you can see from the graphs below, yields are high in the US, Germany, Japan, UK, Italy, and France...even as they're falling in China...and even as the world economy has decisively moved to Asia: (6) So, we are essentially in the midst of the fall of Rome[7]. For the first time in 500+ years, the world's dominant military power is no longer Western. While the shift towards Europe took hundreds of years, the shift back to Asia took just a few decades. It happened so fast that many don't realize that the world economy has already moved back to Asia. (7) Many Westerners are still in various stages of denial about this fact, or the fact that the US government is insolvent. Elon is our best guy, and gave it his all, and he's already recognized[8] that it's over ("did my best"). But there's still residual romanticism about America's ability to re-industrialize. (8) In many ways, MAGA still identifies as a manufacturing superpower, and they just don't want to hear that it took 45+ years of grinding in factories for China to get where it is, and that 45% tariffs won't return America overnight to the economy (let alone the demographics) of 1945. There may be a post-dollar path to rebuilding, but it'd be like Russia's post-Soviet path. And the first step in that path would look more like deregulation and special economic zones[9], rather than tariffing away America's access to raw materials and machine tools. (9) Anyway, I want to skip over the dollar collapse part of all this, because it'll be an unfortunate denouement to what was once the greatest empire of all time. Let's skip ahead to the next question of: what force could possibly rise to balance China after the dollar ends? (10) Well, after the Roman Empire fell, Christianity endured, and was eventually the seed for civilizational rebirth. Similarly, after the dollar empire ends, the Internet will endure — and could be the seed for civilizational rebirth. (11) Think of the progression from European Christendom, to the West, to the Internet. Each such shift was a geographical and technological and demographic change[10]...but most of all it was a change in self-understanding. (12) We already know on some level that the Internet is the most powerful force in the world. It manages 99% of transactions and communications, it's upstream of every politician and election, it controls everything from smart locks to autonomous drones, and it's even in front of your face right now. (13) Nevertheless, because it's currently[11] intangible, the Internet is still underestimated. The Chinese state does actually get it on some level, which is why they built the Great Firewall as a hard digital border that keeps out foreign ideas (and foreign drones). But post-Maoist China doesn't really have an ideology that's built for export. Chinese nationalism does make intuitive sense to ~1.4B Chinese, so it has sufficient scale to coordinate huge numbers of productive people domestically...but the other 7B+ globally will need something else. (14) That is: China is a goods exporter, but an idea importer. After all, its three major operating systems of Buddhism, Communism, and Technocapitalism were imported from India, Europe, and America respectively. To be fair, China did fork these operating systems, and made them their own (eg: communism with Chinese characteristics), and China does have an impressive 5000+ year history of arts and literature. But for whatever reason, Chinese culture mainly exports visual vibes (eg TikTok, Hong Kong cinema, glowing cities) rather than verbal ideas. (15) So, because China doesn't export a conceptual operating system that anyone in the world can adopt and fork, there will be a post-dollar ideological vacuum that's only incompletely filled by a return to nationalism. Many need something higher than the mere earth, and the cloud is something higher. The next Rome, the next Britain, the next America, the next universalist society — that will arise from the Internet, which after all is uniform rule-of-code. (16) Finally, to @JZ281C's point...these Internet societies cannot and should not physically confront China or (as they put it) interfere in China's internal affairs. Against the Chinese drone armada, you'll still need some residual local deterrence, but the Internet will mainly need to rely on Gandhian non-violence, invisibility, agility, encryption, and decentralization. You just can't take on a superior physical force in the physical world. (17) Still, because the Internet is intangible it will be underestimated, and this underestimation is itself a strength. The invisibility of the Internet, the dismissibility of it, is the English-compatible version of hide your strength and bide your time. Despite the fact that billions spend much of their waking lives on the Internet, it's still not thought of as the primary organizing principle of their life. This underestimation gives us room for the long rebuild on Internet First[12] principles. (18) Specifically: the Internet will not be able to take on China in the physical world, but it will generate universalist ideas that appeal to many Chinese (and non-Chinese) people. It will therefore provide many alternative ideologies to Chinese nationalism outside China, whose collective strength may balance (not beat) China. (19) How does this play out? We could see a billion-person Chinese superstate, and a thousand million-person network states. If one is a vegan village and the second a carnivore community and the third is a biohacker borough, these societies are mutually incompatible with each other. Moreover, their governing ideas can't all be imported into China as their moral premises are different from Chinese nationalism. So these network states become alternatives to China, balances to China, without needing to fight China. (20) We'll know they're a balance if Chinese nationals voluntarily choose to exit to one of these 1000 startup societies, as an alternative to the 100s of polished Chinese cities. They might do this for much the same reason one chooses a startup over Google: because of the upside, the choice, the variety, the editability. (21) Yet at the same time the mere existence of these alternative societies around the world wouldn't provoke China. And China wouldn't gain from conquering them, as they'd want to avoid the expensive Roman/British/French/Soviet/American failure mode of endless military intervention. Even if it did conquer some, it couldn't really conquer one thousand, if new startup societies kept popping up every day. (22) In other words: ideas are upstream of men, code is upstream of drones, private property is private keys, and the keyboard may yet prove on par with the sword. The creation of alternative societies is one model for how the Internet may eventually balance China.
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Woz coded the entire Mac solo. For as long as I can remember, garage spawned upstarts with limited resources have taken on giants. Even ‘attention is everything’ paper is an outcome of just a spark of imagination from 2 engineers. So #LFG 🚀 with AGI X India
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Replying to @shiftj
In venture, the best investors are founders’ first few phone call from 0 to 1 to the 100 to infinity stage whenever they need counsel. Founders decide, devise and run strategies and build companies, our role is to be a thought partner in their service.
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"An Idea Is Salvation By Imagination.” Keep enabling the world to unleash their ideas! @_sankyy and team @invideoOfficial 🙌🏽
If we look around, everything we see began with a single person who had an idea and acted on it. This film is an expression of it. If you can have an idea, you can make it real @invideoOfficial
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In high performing teams, if and when you are forcing yourself into a decision to hire folks with not the best in class past track of personal growth: Don’t. Mediocrity hurts and is the biggest impediment to winning.
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Winning orgs of future = few level 5s + Agents
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Always been impressed by this one co and used extensively. They took forever to iterate to this new flow, but better late than never :) Go team @FlowiseAI 🚀
Introducing Flowise 3.0 For the first time, anyone can build AI agents from just an idea. Simply describe what you want to create, and a draft will be generated for you.
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Replying to @ponnappa
We have entered a chaos tunnel of sorts with technology. Existing mental models won’t help forecast what the new world order looks like once we come out of it.
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Excite to host founders and builders on 13th afternoon in SF for a candid convo around all things GTM. Accelerating adoption early on is key to success for agentic/ai native cos and no better folks than @srikrishnang and Sandeep Kohli to gather strategic and tactical learning from!
Hola Bay Area 👋 We’re back in town to host DugOut - this time in a salon format to address the burning question: “(how) does GTM change in the AI era? We have incredible 2 guest speakers:
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How and when I met @suumitshah .. I don’t even remember. But after hundreds of pool matches, late night parties and ☕️ meet-ups ..I just know that he is always growing and operates at hustle LVL 💯 #topgame excited to be backing @mydukaanapp
Little story on how I met Suumit and invested in one of the fastest growing companies I’ve ever seen
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@sourcex44 @sandeepnailwal this is truly game changing!!
Replying to @0xPolygon
4/9 Organic innovation is the beauty and strength of Ethereum, but its side effect is an unstructured, hard to navigate scaling/infra landscape. Polygon SDK aims to introduce structure to the ecosystem and provide a framework for Multi-chain Ethereum to grow further and faster.
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June 2005, a month before I joined my undergrad, this 15 minute speech changed the trajectory of my life forever. Thanks to it, I joined my peers at IITB not as a grumpy 17 y old who was dejected at not being able to pursue computer science, but as an ever excited inquisitive fool :) “you can’t connect the dots looking forward; you can only connect them looking backward”
On this day in 2011, Steve Jobs tragically passed away. One of the best speeches ever delivered was by Jobs at Stanford's graduation in 2005. Revisiting those 15 minutes can truly change your perspective on life. In memory of Steve Jobs – a man who changed the world 🍏
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If you are keen on shaping a new web3 experience for end users hit up 👉 @pradeepbv, @jebui and @hretarekar
Say hello to Obvious! web3 at its core is empowering individuals but it is far from being as usable as web2. We are bridging that gap at @itsobvioustech
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For most work beyond simple process and operations execution where one can feed to people exact details, under 30s usually end up being negative leverage. Big challenge in scaling new things. Agency, thoughtfulness have gone down over the years, especially in Indian ecosystem. ZIRP and last 4-5 years of operating practices are going to be a big blocker in terms of talent, for ventures in short term. We have mostly produced (and promoted) privileged, know it alls with zero outcomes in the mid career bracket. New crop of early talent not getting corrupted is the only hope for next golden decade of venture building.
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💯 This is what we set out to do at @indusos and built beyond app store alone to solve truly for Bharat. But there are hardly any favourable factors to help an indigenous OS thrive :(
India has the market size to do a serious Android fork, with a mobile OS and App Store controlled by neither Apple nor Google. Xiaomi, KaiOS, Cyanogen, and the history of Chinese Android forks show there is a path here. beebom.com/android-alternati…
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Fuelled up for the journey ahead 🚀 congrats @pulkitagrwl and @TrellApp team!
Social #commerce platform @TrellApp raises $45 Million in Series B round led by @miraeasset, @hm and LB Investments. @pulkitagrwl talks to @ShrutiMishra_ about doubling down on #regional videos, adding new #brands and scaling up #community led commerce in India. #StartupStreet
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A perspective that most won’t get, but this is going to be the defining factor of the new world order getting shaped. It’ll play out, like it has in past, over many years, and then one day we’ll just accept the new reality.
DECOUPLING FROM DOLLARS The US sends India billions in printed dollars for valuable goods. This is actually the US government ripping off India, like it does Vietnam, and everyone else, including its own citizens...not vice versa. To be precise: last year India exported $87B of valuable goods to the US for $42B of goods plus $45B worth of increasingly worthless dollars: That difference of $45B was, effectively, made up by money printing, which the Fed does at will: The current administration incorrectly thinks this is a bad deal for America, because they haven’t fully thought through the fact that the US can print dollars. India was giving America something that's always valuable (namely goods) for something that America can just print out of thin air (namely US dollars): So...who was really ripping off whom? As mentioned, this is the same trade America had with Vietnam. Vietnam worked hard to send America shoes, while America sent Vietnam printed dollars. And it’s the same trade America had with many countries, before the trade war. The world sends the US valuable goods, and gets mere Federal Reserve database entries in return: The only reason the US had the right to do that — to run the financial database of the world, to print trillions for itself, and to freeze and seize the funds of billions — is because it set up what we call the rules-based order, what is in reality the American Empire. And of course it profited from that empire tremendously, but so did most of the empire's participants. But now MAGA is dismantling that empire. It’s cutting off trade, talent, and even tourism. It’s abandoning its military commitments and telling allies to fend for themselves. It’s cutting off foreign aid and domestic universities. It is, in short, becoming a country not an empire. The reason is because MAGA is fundamentally confused. It romanticizes 1945 America (the manufacturing country) without fully admitting that 2025 America makes its money in a completely different way, by managing the hub of a global financial empire. Because the US is in denial about what it is — a money printer, not a manufacturer — it's currently on track to lose both the money-printing and the manufacturing. For example, the tariffs target the entire world (thereby reducing demand for the dollar in global trade) while also cutting off machine tools and raw materials from US entrepreneurs (thereby inhibiting the buildout of domestic manufacturing). Anyway, I won't linger on the outlook for the US. It's made its decision and will live with it. Perhaps it will indeed be a Golden Age of Reindustrialization. And perhaps the transition to a "republic, not an empire" will go much better than the similar imperial climbdown of the UK or the USSR. What should countries like India and Vietnam do? They should turn a necessity into a virtue. The trade war has provided a powerful Schelling Point for the entire world to simultaneously stop using the dollar at the same time. This is also what America says it wants, for foreigners to stop "exploiting" it by accepting its printed dollars for hard goods. So: abide by America's wishes and stop trading goods with America for dollars. Instead, trade goods with each other for local currencies (rather than USDs) and use gold for storing value (rather than USTs). Because there is no global reserve currency issued by a single country, trade remains roughly balanced over time. Singapore's former PM calls this "world minus one." It's the continuation of global capitalism, just without America, who has voluntarily taken itself out of the game. Yes, there's a short-term adaptation cost, but the quicker that a country can decouple from the dollar the better. Start saving in hard money instead.
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Kickass launch vid 😎
Cotool (@cotoolai) is an agentic security platform that eliminates manual and repetitive work for security teams. It helps teams investigate faster, automates common tasks, and documents work in seconds. ycombinator.com/launches/NW2… Congrats on the launch, @maxpollard415, @eddieconkml, and @endorseurgirl!
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Air india was, is and will remain a shit show! Dreading having chosen for upcoming international trip. Never did for last 20 yrs. my flights have been moved around by 10hrs already! Colleague’s got cancelled two days prior to travel

ALT Season 5 No GIF by The Office

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One of the greatest “talk show” of our generation is being run by @aarthir and @sriramk 🤯🤩 daily line up of guests and 💯 💎 conversations. Clearly @joinClubhouse has a pole position in the passion economy play already!🚀
Tonight! We have @DVF and @fidjissimo taking the stage on @GoodTimeShowCH with me and @sriramk - we’ll cover DVF’s journey, being a fashion pioneer, a philanthropist and a trailblazer when it comes to empowering women. Join us now!
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Thanks @akshayjain865 for putting together this list together. Many more great collaborators like @kriti_kg @pratikpoddar that you missed :). For all of us it’s a privilege to work with great teams which are shaping the third era of Internet! #wagmi
Here's a list of go-to guys from VC funds, Investing in 🇮🇳 #Web3 Startups👇 Let's dive in 🧵 (1/12)
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“Incentives matter, and therefore so does incentive design. The Web 3 equivalent of ad-tech will be community tech” - ⁦@sytaylorsytaylor.substack.com/p/fint…
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Aur karo “kuch toh badlega!” 🤬🤬 / if speculation of india crypto ban is true, it’s an expected knee jerk reaction to the last 6 month madness by cefi exchanges to peddle a nascent instrument to poor masses! RBI should and would protect the small guy
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Replying to @suumitshah
They are building a residential community platform, they need to value privacy if they want to build a great trusted brand like nextdoor.
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Reason to build in/on top of xyz should stem from the benefits of underlying tech/platform. A simple primer for when and why to build in web3:
Some reasons to build your startup in web3 🧵
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Being non technical is like being two evo cycles behind and pulling humanity down. It’s fine and we accept you, but don’t try too hard
being nontechnical in SF is like being ugly in LA
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Diversifying with matic is a good play. Sol surely worth building a position. For past few months I’ve been maintaining allocation as ~60% eth, ~15% matic ++ sol, dot & enj, ~5% each ++ long tail
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Congrats @amnigos and team @atomicworkhq ! Excited for the journey ahead 🚀
I am delighted to announce our Series A fund raise of $25M led by @khoslaventures and @z47_vc along with @BatteryVentures @BlumeVentures @peakxvpartners @neon_fund and @stormventures. Very grateful to our incredible mission oriented team at @atomicworkhq, passionate customers, early partners and super angels who believed in our journey. We’re thrilled to be driving the future of IT with AI agents designed to empower Enterprise IT teams, "Unlock Tomorrow's IT, Today!"✨🚀
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Replying to @baboonzero
“Would you love football as much as you do if there was no winning ? NO . I hate friendly matches “
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This #WWDC23 was many years in the making. One word: custom Silicon! Never ever there was a bigger play out of “gradually and then suddenly” and the launch was yet another one inspired from “the mother of all demos” take a 🙇‍♂️ AAPL
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Looking forward to this one with some of the OG builders from Mumbai! Excited to play a (tiny) role in fostering tech entrepreneurship in Mumbai, the city where it all started for me as a founder 😁
Join us for a conversation on navigating volatile markets and growth strategies with @mayank_kmr, @dhruvilsanghvi, @naiyyasaggi, @vishalgondal and @RTinkslinger in partnership with DeVC India Friday, 24th Feb, 4:00pm - 6:00pm RSVP here: lu.ma/mij0r9l5
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One of the best AI native cos (yet) out there. Building long game AI native cos requires looking beyond the obvious (picks and shovels, Co-pilots), they require imagination to shape a 10X CX, architectural choices are the early moats!
When I first became an entrepreneur I was surprised to learn my #1 expense wasn't contractor or ads – it was taxes. So after the $250M @Teachable acquisition, I was in a unique position to go all in on a bigger mission.. Enter Kick: self-driving bookkeeping 😎
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That’s why we have some of the best fintech minds solving for this at cos like @Polytrade_fin and more. Excited to be working with founders who are building for ‘fintech 3.0’ 😃
Gap btw deposits & borrows is major problem of deFi in general, not of any specific app.. Until we figure out how to use off-chain collaterals on chain & how to make loans for real life purposes, deFi overtaking tradFi remains a daydream.
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Replying to @ThEbmr
I’ll take the bet. Funds go to charity of winner’s choice. YT 5 yrs from now will NOT be 5X of tiktok in DAU.
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Whoever came up with ‘growth recession’ deserves to have a new award named after them !! 🫡
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