Just listened to a pretty insightful conversation on tech, AI, and capital markets between @altcap, the Laffont brothers & @bgurley. It's from @coatuemgmt's EMW2025 and it's quite relevant to anyone building in tech or for that matter reimagining any business. 👇
And what's most relevant to ANY business/professional:
We’re entering the golden age of margin expansion.
AI isn’t just about new products.
It’s a cost structure revolution — for incumbents and startups alike.
We’re at a point where clean energy is going from niche to core. This IPO wave could shape the next phase of India’s energy transition—if companies are ready for the public markets spotlight.
#CleanEnergy#IPO#IndiaMarkets#EnergyTransition
Clean energy IPOs are having a moment — over ₹25,000 crore worth lined up this year.
Spoke to @moneycontrolcom about what’s driving it and where investor focus is shifting.
🔗https://t.co/KpCxCDT7Sd
@deepigoyal This entire thing is not cool bruv, whatever justification you have for it. Glad you put the last part to set the record straight for other companies using this as precedence. But not cool and being cool for the sake of being cool is really not needed.
@puneetiitm@arindam___paul@anmolm_@deepigoyal That’s really not the point! Cheering for the ecosystem doesn’t mean agreeing with everything. This concept sets a very bad precedence and really the sum of money is significant and many deserving people will not have the appetite. As great a learning as it might be, it’s a job!
@gauravmunjal@deepigoyal It’s not a no brainer. Reeks of arrogance- don’t pay a salary that’s ok but to expect someone to shell out 20 for a job saying it’s like an education degree- but ok, maybe when you’ve burnt through thousands of crores and still burn “only 100s”, 20 lacs seems like a days spend.
@arindam___paul@anmolm_@deepigoyal Boss you’re right- it’s ridiculous. Reeks of arrogance. Lots of great people will not have the appetite to pay such a sum. Don’t understand the concept principally as well. Don’t pay someone a salary that’s ok - but stop there.