Alan Roy Varghese

Founder: (Growth Marketing)

[Alan Roy Varghese @alanroyable]

@tchirag True that

[Alan Roy Varghese @alanroyable]

@PuneDistrict Aasmana 100%

[Lance Breitstein 🇺🇸🌎 @TheOneLanceB]

IF CLAUDE/AI IS SO USEFUL, WHY ARENT PNLS GOING UP?

I just made an important point on the @smbcapital call. You can’t go a day without reading tweets about traders using Claude. For 6 months now, Claude has been the talk of many trader calls. Yet from what I’ve seen, it’s not translating to pnl for most traders.

Why?

Because almost always, more data and information is NOT the constraint. The traders that outperformed in April did so because of their systems and execution.

It isn’t that Claude and AI shouldn’t be used or isn’t at all useful. But AI and Claude can become a distraction AWAY from the actions and changes that actually matter and translate into PNL.

If I were a betting man, Claude might have improved workflows for traders, but net, it has probably reduced trader pnl through distraction away from what matters.

[कुशल मेहरा @kushal_mehra]

India does not have an unemployment crisis. India has an unemployability crisis. The reality no one wants to say because it will hurt sentiments. I say this as a man who ran a business where I hired people for two decades.

[Alan Roy Varghese @alanroyable]

They'll be the ones that understand how consumers make decisions in an increasingly value-conscious world.

That's where the real competitive advantage lies.

[Alan Roy Varghese @alanroyable]

Amazon Prime Day just taught us something far bigger than eCommerce.

US consumers spent $26.4 billion during Prime Day 2026—a 9.3% YoY increase.

[Alan Roy Varghese @alanroyable]

Performance marketing is no longer just about media buying.

It's about understanding consumer psychology, timing, pricing, creative, and distribution—all working together.

The brands that win over the next few years won't necessarily be the ones with the biggest budgets.

[Alan Roy Varghese @alanroyable]

@faisalziaanwer Feels like yesterday.

[Alan Roy Varghese @alanroyable]

@Ajain112 Emi

[Alan Roy Varghese @alanroyable]

I don’t think anyone is stupid here, fundraising and executing are two very different skillsets.

[Harini @HR_starryeyes]

There are brands who have raised 3X capital we have and are at half our revenue.

Am I fucking stupid or are others fucking stupid!

What am I missing here?

[Shopify @Shopify]

the Shopify AI Toolkit is here

manage your store with your favorite agent

Claude Code, Codex, Cursor, VS Code, and more

[Alan Roy Varghese @alanroyable]

@nixxin There’s a solar system sized gap between opus 4.6 and sonnet 4.6 too

[Alan Roy Varghese @alanroyable]

Vaibhav Sooryavanshi finally grows a year older! Happy Birthday!

[Alan Roy Varghese @alanroyable]

This weekend is all about ARR. 😬

[Alan Roy Varghese @alanroyable]

@sanketpath @WisprFlow Is this due to the Supabase block in India? I faced this issue too and just ended up uninstalling wisprflow.

[Alan Roy Varghese @alanroyable]

@Rishhari Has search volume increased compared to earlier helping increase Amazon organic share? Surely the meta ads are helping.

[Silly Point @FarziCricketer]

Everyone who knows they have great potential, but haven't been able to live upto it yet. I hope you keep going and find a moment in your life like Sanju Samson.