Akshat Trivedi

Partner - IDFC First Venture Debt | Chasing the asymmetric upside

[Akshat Trivedi @PromptJunkie]

The dirty little secret about dilution…it feels harmless until you wake up owning 6% of your own company.
Venture Debt doesn’t feel heroic, but neither does becoming an employee at your own startup.

[Akshat Trivedi @PromptJunkie]

Rather than focusing on teaching redundant languages such as Sanskrit @EduMinOfIndia should enable children learning foreign languages sooner than later.

[Profa Natasha 🇪🇸 @profanatasha]

Do foreign languages like #Spanish not strengthen India’s trade, tourism & global partnerships? Why does it appear that #NEP may not fully support them? Can we have clarity? Foreign languages build international bridges, don't they? @narendramodi @EduMinOfIndia @cbseindia29 🇪🇸

[Akshat Trivedi @PromptJunkie]

@heyblake https://t.co/gdGqlWhaPj

[Akshat Trivedi @PromptJunkie]

@aviralbhat Hearing alot of positives from @district_india as it's chewing up the market from @bookmyshow.
Movie tickets is one such area where dominance is now being threatened.

[Akshat Trivedi @PromptJunkie]

Quick commerce just delivered a Christmas surprise for #D2Cbrands as sales surged as consumers shopped closer, faster, and in the moment.

@BombayShavingCo saw y-o-y growth of 100% while #pilgrim clocked 5x growth.

[Akshat Trivedi @PromptJunkie]

@Simon_Ingari Agreed. This is the dumbest thing ever. Notice periods should be standardized as 30 days across sectors.

[Akshat Trivedi @PromptJunkie]

@rohanhanda08 @BadCapitalVC @manangandhi Agree on this 100% I think there's a much larger play here.

[Akshat Trivedi @PromptJunkie]

@BadCapitalVC Perhaps QCom isn’t about replacing kiranas at all but instead an evolution/ redefining the old format.

The local kirana may simply reemerge soon under the banner of Instamart, Zepto, or Blinkit.

[Akshat Trivedi @PromptJunkie]

@jasveer10 Similar thing was done by Smile group with deals for you/fashion for you and other similar for yous

[Akshat Trivedi @PromptJunkie]

@ChinmoyAIH @vaibhavbetter Actually Sandeep Agarwal raised money with Snapdeal and then droom, both were decently successful.

[Akshat Trivedi @PromptJunkie]

Most folks still think QCom = big cities.

Reality check: approx 33% of #DarkStores are now expanding to tier 2/tier 3 and is set to explode to 3x by 2030.

#QuickCommerce is finally going deep into India, not just across it.

[Akshat Trivedi @PromptJunkie]

@kunalb11 Doubt it. Rental startups have not really kicked off. With fashion/clothes it's super unlikely given it's literally on your body.

[Akshat Trivedi @PromptJunkie]

@lightroastguy Blue tokai.
This list ends there itself.

[Akshat Trivedi @PromptJunkie]

@jasveer10 How much do they get paid ??

[Akshat Trivedi @PromptJunkie]

@_svs_ @ku1deep There is now other justifiable reason. Picks it is !!!

[Akshat Trivedi @PromptJunkie]

@TheEconomist This was always meant to be. The entire point of decentralization was to not be dependent on the banking system

[Akshat Trivedi @PromptJunkie]

https://t.co/HD1Gi0qEI2

[Akshat Trivedi @PromptJunkie]

For internet businesses, Sales & Marketing is growth capex.
It builds a durable asset - an engaged user network.

Accounting misses this. Investor and Markets don’t.

[Akshat Trivedi @PromptJunkie]

Feels less like an untapped goldmine and more like a tarpit idea , ie lots of effort, capital and pilots… limited scaled outcomes.

Happy to be proven wrong here.

[Akshat Trivedi @PromptJunkie]

Deep tier supply chain financing sounds important on paper, but it’s rarely a top priority for CFOs of anchors/ large companies.

Why?
• Banks already play here
• Top-tier NBFCs are aggressive
• Fintechs are everywhere

[Akshat Trivedi @PromptJunkie]

And yet, actual facility utilisation by dealers/vendors remains low.

That gap is the signal.

If demand hasn’t followed supply despite years of capital and product innovation, it’s likely not a distribution problem, it’s a fundamental adoption constraint.