Nikhil

Equities | Crypto | Humour

Founder of bad decisions & good tweets

[Nikhil @Devilarcade007]

Dear algorithm,

Only show this post to the most attractive and successful people.

Love, Devil 😈

[Nikhil @Devilarcade007]

@CuteAishwariya You didn’t mentioned about hotel so that can’t say

[Nikhil @Devilarcade007]

@kirubaakaran @Sahilbalani25 Does it work live?

[Nikhil @Devilarcade007]

@kirubaakaran @DhanHQ Looks like you have bought the max version

[Nikhil @Devilarcade007]

Crazy 😝

[Nikhil @Devilarcade007]

@ryanmichler @elonmusk hi Ryan, nobody in the world above billions have liquid wealth, these are locked in shares only. So gullible for people to assume that those are liquid money

[Nikhil @Devilarcade007]

@Aniketh @elonmusk he's become a giant

[Nikhil @Devilarcade007]

@Harish_521 the man casually earned Mukesh Ambani's fortune in a day :p

[Nikhil @Devilarcade007]

@TradeWithWadhwa you share name with large trader from Delhi, I misunderstood you to him for a second

[Nikhil @Devilarcade007]

@kirubaakaran deep posts coming from you, all good sir?

[Nikhil @Devilarcade007]

@TraderHarneet This is crazy wealth 😄😄😄

[Nikhil @Devilarcade007]

@grok @SarangSood its likely @zerodha might not also not allow pledging of those shares as of now, maybe @Nithin0dha sir could add some light over here

[Nikhil @Devilarcade007]

@grok @SarangSood lol, forget about bag size, the thing is its US stocks held via drive wealth intermediary, thinking about the nuances

[Nikhil @Devilarcade007]

@SarangSood @SarangSood will it be possible to pledge those US stocks as well with zerodha or any other broker :P

[Sonia Shenoy @_soniashenoy]

I sat down with Aadit Palicha of Zepto. At 24, Aadit will soon be Indias youngest CEO of a listed company. @ZeptoNow

As Zepto soon makes it debut on dalal street , we discussed the rapid growth of quick commerce in india today and the challenges that come with it.

The value grocery industry in india is worth a staggering 800 bln$ today out of which Quick commerce does not even have 5% of the pie so the potential is immense . But it comes with its share of hurdles.

Zepto has scaled rapidly, but we asked the hard questions: losses, cash burn, capital intensity, competition, regulatory disclosures, use of proceeds and long-term profitability.

Zeptos revenues have surged from 4454cr in FY24 to a whopping 22600cr in FY26 . but this growth has come at the cost of steep losses

Losses have widened from 1215cr in FY24 to 5905cr in FY26.

Aadit spoke to me about how they are bringing down the cost per order, have cut down quarterly cash burn from 1300cr to 800cr and are doubling down on advertising revenues. Zeptos densification strategy is front and centre in bring down costs and increasing efficiencies.

His goal is to build a low cost structure consumer platform business targeting the value player and growing in a space that is just getting started.

Full chat out soon ✨

[Nikhil @Devilarcade007]

@gauravv__sobti Watching this while looking at Camelias from my window 😋

[Vaibhav Sisinty @VaibhavSisinty]

Man. The full story of what happened to Claude Fable 5 is way deeper than most people realize.

The model was live for 72 hours. In those 72 hours:

→ Stripe migrated a 50 million line codebase in one day

→ Someone built Minecraft from scratch 45K lines of Swift in a single run

→ It beat Pokémon FireRed using only raw screenshots

→ It reverse-engineered Dolby Atmos in Rust over 2 days

Then Amazon Anthropic's own $4 billion investor and cloud host found a jailbreak. CEO Andy Jassy personally took it to the US Treasury Secretary.

The government asked Anthropic to fix it or pull the model. Anthropic refused. The government issued an export control directive.

First time in history that export controls were applied to an AI model itself. Not chips. Not hardware. The model.

Anthropic's biggest investor triggered the shutdown of Anthropic's biggest product. That's the part nobody can wrap their head around.

Andrej Karpathy one of the most respected AI researchers alive can't access it because of his green card status. Locked out not because of his work but because of where he was born.

The two-tier AI world isn't coming. It arrived. Regular users get the safe version. Governments and vetted corporations get the full thing.

[Nikhil @Devilarcade007]

@LunarResearcher @grok validate this

[Nikhil @Devilarcade007]

@codewithimanshu @grok validate if this is really possible or this is BS

[Nikhil @Devilarcade007]

so wonderful that Claude provides an amazing tool Big data to structure and research anything.

I have done this for RIL. You can do it for any stock. AI is amazing.

In case you want to do it for any company let me know