Vaibhav Chhimpa

[Vaibhav Chhimpa @99vaibhavc]

@denk_tweets @beehiiv @grok build this. Let’s chat in a day

[Vaibhav Chhimpa @99vaibhavc]

@hvgoenka Child labour

[Janhavi Jain | Building SKIPD @janwhyy]

Quick commerce is a $5.4B market in India growing at 70-80% CAGR. Blinkit, Zepto, Instamart collectively do 4M+ orders a day. But the interesting story isn’t the business.

It’s what it did to how Indians buy things. 7 shifts nobody saw coming.

1/ 73% of q-com orders happen outside traditional shopping hours. 10pm-1am is now peak for ice cream, condoms, skincare, snacking. Three years ago this buying window didn’t exist. An entirely new consumption slot was invented and nobody’s talking about it.

2/ ₹149 mini sunscreen outsells ₹599 full size on Blinkit. The full bottle is a commitment. The mini is a maybe. Consumers are treating q-com like a sample store. Brands without trial SKUs are invisible.

3/ Brand loyalty disappeared in grocery. Search “atta” on Zepto. 8 brands sorted by delivery time. The one in the nearest dark store wins. Not the one your mom used. For staples, proximity replaced preference. Terrifying if you’re a legacy FMCG brand.

4/ Kirana shops aren’t losing staples. They’re losing the ₹50-200 impulse buy. The chocolate, the chips, the random face mask. The small purchases that used to happen because you were already in the store. That foot traffic is gone and it’s not coming back.

5/ Men started buying skincare. The anonymity of tapping “face wash” on Blinkit vs asking for it at a medical store broke a psychological barrier nobody was talking about. Embarrassment was the barrier all along. Men’s grooming on q-com is growing faster than any other beauty subcategory.

6/ Blinkit and Zepto aren’t delivery companies anymore. They’re media businesses. Blinkit’s ad revenue grew 220% YoY. Both crossed ₹1,000 Cr in annual ad revenue by FY25. Ads are now 15% of Blinkit’s total revenue. If you’re thinking of q-com as just a listing channel, you’re missing the point.

7/ The delivery bar moved for everyone. If Zepto delivers in 10 minutes, why does your D2C site take 5 days? The consumer doesn’t separate “q-com speed” from “normal speed.” Every brand shipping in 3-5 days is now competing against a 10-minute standard they didn’t set and can’t match.

Quick commerce didn’t just create a new delivery channel. It rewired how 50 million Indians think about buying things

[Vaibhav Chhimpa @99vaibhavc]

https://t.co/AjPKxentbG

[Runtime @RuntimeBRT]

🚨 Bengaluru-based @Airbound_Aero has conducted 700 flights for Narayana Health since January 2026 with a zero failure rate.

[Vaibhav Chhimpa @99vaibhavc]

@tunguz Bro you are living in some parallel universe. First perplexity, now cursor. What’s next? Openclaw?

[Manish R. Jain @mrjain]

48 hours ago @claudeai released the Wealth Management plugin and of course I had to dig in and check it out. I've created a thread on how to use it and what are the inputs and outputs. I'm sharing all the PDFs involved.
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[Vaibhav Chhimpa @99vaibhavc]

American LLM labs: Scraping the entire internet’s data without permission? Bold innovation! 🚀

Chinese firms: 24k fake accounts to distill Claude outputs? THEFT! National security crisis! 😱

[Vaibhav Chhimpa @99vaibhavc]

@RhysSullivan Everything is very profound and well thought of. Except in the paragraph where you said "wooof wooof wooof wooof". I disagree there. I think it should be "wooof wooof wooof wooof wooof". Let me know what you think about the same.

[Vaibhav Chhimpa @99vaibhavc]

@tunguz I use perplexity everyday for search & deep research. Much better product than google.

[Vaibhav Chhimpa @99vaibhavc]

Two types of SAAS will continue to hold value:
1. Those with a network built in
2. Those who embed proprietary data as intelligence within the product

[Vaibhav Chhimpa @99vaibhavc]

All SAAS is not dead, only certain kind of SAAS is dead. SAAS where majority of value was derived from the interface is obsolete now because agents can directly alter data and retrieve data when required. Even before agents it was probably cheaper to hire a vibe coder.

[trash @trashh_dev]

another day at the prompt factory

[fabian @fabianstelzer]

Documentary: non-technical founder discovers Claude Code

[Vaibhav Chhimpa @99vaibhavc]

Engineering, People and Money are the first principles of business. All other fields are combination of these 3. For example:
1. Product = People + Engineering
2. Biz Dev = People + Money
3. Quants = Money + Engineering
& so on.

[Runtime @RuntimeBRT]

🚨 Kanpur-based @xTerraRobotics has released a major update to the proprietary control stack for their quadrupedal robot, Svan M2.

[Aditya Raj Kaul @AdityaRajKaul]

Rifle mounted Robots of Indian Army at the Republic Day rehersal earlier today at the Kartavya Path in New Delhi. 🇮🇳

[Aviral Bhatnagar @aviralbhat]

Consumption stocks in the last 6 months:

- Page: 29% ↓
- Trent: 28% ↓
- ITC: 22% ↓
- Havells: 11% ↓
- DMart: 9% ↓

Massive broad-based consumer slowdown even to the point of basic essentials like underwear

[Vaibhav Chhimpa @99vaibhavc]

@i_you_seee Technically October mein aayenge

[Vaibhav Chhimpa @99vaibhavc]

Memory is a moat for LLMs