Satvik Sehgal

Policy insights for ordinary people.
Fundamental analysis for long-term investing.
Also:AI, football, food, Gurgaon life, TV Shows, Sneakers, test cricket, F1.

[Satvik Sehgal @SatvikSehgal]

Hard NO.

Also, free markets logic, they'd be in more households if they actually solved a purpose like how a microwave, mixer grinder, fridge etc solve.

[Pranav Jindal @pranavjindal999]

Dishwasher is an amazing machine!
Don't let anyone fool you that they're not suitable for Indian kitchen.

The running cost is approx ₹15-20/wash.

Also, you don't need to remove the mess before putting it in.

Here are few before and after!

[Satvik Sehgal @SatvikSehgal]

@AbhilashaPurwar @Swiggy Why requesting this from Swiggy and not from Zomato? If anything, Zomato has a better track record in rolling out new features.

[Satvik Sehgal @SatvikSehgal]

@iam_balaji @madhavchanchani AI Slop.

[Satvik Sehgal @SatvikSehgal]

Looking at their burn, a mere saving annually of less than a $1M on rents and making thousands of employees move from Mumbai to Bangalore is hardly wisdom now.

They did it more for the vibes than business, Snabbit and Pronto too.

[Satvik Sehgal @SatvikSehgal]

Zepto

Private markets can celebrate GMV, market share and growth at any cost. Public markets eventually ask the boring questions. How much money do you make? How much do you burn to make it? And when does the business generate cash?

[Satvik Sehgal @SatvikSehgal]

Quick commerce is retail, supply chain, procurement, dark stores, logistics, brands and consumer behaviour with software on top.
Mumbai was hardly deficient on those fronts. Moving HQ to Bangalore may save rent and help tech hiring, but geography doesn't fix unit economics.

[Tehseen Poonawalla Official 🇮🇳 @tehseenp]

Nitin Gadkari ji sir ...the game is on!!
Please tell us :

* Why is petrol that costs INDIA ₹52-55/ litre being blended with Ethanol that costs us ₹72/ litre !

* Why do nations that buy petrol from us sell it to their citizens for cheaper!

Gaadi March, Gandhi March

📅 31 July 2026 (Friday)

📍 India Gate → Parliament Street, New Delhi.

Bring your car. Bring your bike. Bring your voice.

Our Vehicles. Our Choice. Our Right.

#EthanolScam
BETA BADHAO YOJNA
SUGAR DADDY

[WG RumblePants @WG_RumblePants]

The English have always possessed a remarkable gift for regarding anyone from more than five miles away as a suspicious foreigner. Northerners eye Southerners with deep mistrust, Southerners return the favour, the West Country would quite happily declare independence, and Londoners spend half their lives convinced the wrong side of the river is beyond civilisation.

Against that backdrop, selling Hundred teams to overseas investors and rebadging them as satellite branches of IPL franchises was perhaps an ambitious strategy.

It turns out that, if a nation struggles to unite behind people from the next county, persuading them to adopt the sporting equivalent of a multinational chain was always going to be something of an uphill struggle.

[Satvik Sehgal @SatvikSehgal]

@suuzzaan10 @Vipintiwari952 Kohli was no way near that record. Even 2-3 yrs of more support wouldn't have taken him to even Lara's record.

[The Kaipullai @thekaipullai]

On this auspicious day of Ashada Ekadashi, I am very happy to announce the launch of my humble attempt to make history interesting.

https://t.co/SGfD2ebBpO

The idea is actually very very simple

You go to the site, select a year, and It will show you who ruled which part of India at that point in time.

[Satvik Sehgal @SatvikSehgal]

@GurugramDeals Gadkari wields too much power from the RSS corridors. Won't/Can't be sacked unless push comes to shove with a mass protest against him which is extremely unlikely.

[Satvik Sehgal @SatvikSehgal]

Talk about getting timing right. 🙂

[The Caravan @thecaravanindia]

Archives | Many people, particularly in Nagpur, told the journalist Praveen Donthi that if the RSS decided to replace Narendra Modi as prime minister for any reason, it would choose Nitin Gadkari to take his place.

From 2018, Gadkari’s profile, “Son of The Sangh” https://t.co/dmiQcg7P5I

[The Caravan @thecaravanindia]

Nitin Gadkari (right) and Kanchan Gadkari (centre) at the wedding of Nikhil Gadkari (second from left). The Gadkaris own a sprawling, layered and opaque business empire, enmeshed in which is Rembal Agro, a beef exporter.

Read the entire report by Kaushal Shroff on the beef company enmeshed in Gadkari’s business empire: https://t.co/spZbe8kw9O

[polling plotting shooting poles @polplotting]

If you had your eyes open during COVID you can never be a conformist to any system in India. Politicians hoarding medicines and oxygen, cops beating up people trying to arrange oxygen or medicines and a Prime Minister growing out his beard to cosplay Tagore for Bengal elections.

[Satvik Sehgal @SatvikSehgal]

Amid all the rumours of Axis lowering transfer ratios for airline and hotel partners, decided to move everything to ITC for now. A lot of luncheons at Bukhara and Dum Pukht to come over the next few months. There are worse ways to hedge against devaluation. 😅

[Abhishek Bhardwaj @Gurugrammer_]

Gurugram's tightest office corridor has 5.7% vacancy. Its weakest has 29.5%.

The 100-million-sq-ft headline hides a 5x gap that most people don't know about.

CBRE published its Haryana office report last week. Gurugram has crossed 100 million sq ft of completed office stock. 40 million sq ft was leased between 2021 and early 2026. International occupiers alone took 17 million sq ft. More than 250 Fortune 500 companies sit here.

That sounds like one large, validated, booming office city. It is not.

Savills breaks the same city into three distinct markets. The core business district, covering Cyber City, MG Road, Golf Course Road and NH-48 before Rajiv Chowk, holds about 39 million sq ft. Vacancy there is 5.7%. Rents sit between ₹110 and ₹230 per sq ft per month. This is genuine tightness. Tenants compete for space. Employees show up. Residential demand within commuting range has a visible floor under it.

The secondary business district, covering Golf Course Extension Road, Sohna Road, Udyog Vihar and the sectors around it, has the largest stock at 43 million sq ft. Vacancy here is 17%. Three times the CBD. Rents sit between ₹60 and ₹125 per sq ft. The scale is large. The occupancy tells a different story.

The peripheral business district, covering SPR and NH-48 beyond Rajiv Chowk, has 7.9 million sq ft. Vacancy is 29.5%. Nearly 1 in 3 sq ft is sitting without an occupier. The towers exist. In many of them, the employees do not.

A buyer looking for a home "near a major office corridor" could land in any of these 3 zones. The brochure language is identical. The occupancy supporting each one is not even close.

One corridor has a 5.7% problem, meaning tenants compete for limited office space, and that competition puts a floor under nearby residential demand. Another has a 29.5% problem, meaning the office space itself is still looking for tenants. Buying a home next to each of these corridors is two completely different decisions dressed in the same marketing.

Most buyers treat 100 million sq ft as one fact about one city. It is 3 separate facts about 3 separate markets, with a 5x vacancy gap between the tightest and the loosest.

That gap is in every rental cheque. It is in no brochure.

[The Kaipullai @thekaipullai]

I will forever be grateful to @claudeai, @AnthropicAI and @DarioAmodei for helping me bring my pet history project, a 15 year dream, to life.

For a guy with below average intellect, less than ok articulation and zero knowledge of code and programming, it was @claudeai's sheer awesomeness that transformed my sketchy vision, written in broken English, into actual, clickable, reality.

I had never even imagined there would be a day, where we could be given the power to create and get access to a domain that was the preserve of much more intelligent beings.

I will forever be grateful to them for this.

https://t.co/rkl9nW7XlG

[Satvik Sehgal @SatvikSehgal]

@WG_RumblePants Do you actually visit and watch these matches live? Curious.

[Satvik Sehgal @SatvikSehgal]

@theBuoyantMan Use MMT for cabs. I explicitly select diesal or EV cabs in the filter to avoid this CNG nuisance.