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