Raj Mehta

Designated Partner @arcicapital

[Raj Mehta @mehtaraj99]

@rpomumbai My passport renewal status shows "Police Verification Report is not clear and application is under review at Regional Passport Office."

Please share what I have to do. I have no timeline on receiving my passport. It's been over 3 weeks.

[Raj Mehta @mehtaraj99]

Totally agree with this view from @a16z @stevesi. Software isn't going to evaporate overnight. Winners & losers will be defined as we go through a transition of AI advancing, AI user adoption, and AI integration from providers. Moats built over 10-15 years don't just disappear.

[Raj Mehta @mehtaraj99]

If I had to guess where we are currently: late buildout / early speculation.

Doesn’t mean a crash is next. But when innovation + capex + leverage align, excess usually follows.

We might be building the future. We might also be building the bubble.

[Raj Mehta @mehtaraj99]

Been reading @RobinhoodApp Weekly Rundown by @StephGuildNYC.

Theme lately has been around capex. AI infra, data centers, chips, grids, corporates spending, etc.
Capex is bullish as it signals confidence.

But big capex waves usually come with debt.

https://t.co/4nT7jzr41Z

[Raj Mehta @mehtaraj99]

73% of 51 major innovations (1825–2000) saw equity bubbles.

Pattern: Breakthrough → Buildout → Easy money → Speculation → Shakeout.

Now feels like late buildout / early speculation.

History rhymes more than we admit.

[Raj Mehta @mehtaraj99]

Reserve currencies don’t collapse, they drift. China trimming Treasuries isn’t a shock, it’s a signal of capital quietly moving as cash leaks value under financial repression.

[Raj Mehta @mehtaraj99]

This narrative feels overdone. I’m buying durable software compounders being mis-priced in a sentiment unwind.

AI has merit. But durable, integrated software with real moats doesn’t disappear overnight.

[Raj Mehta @mehtaraj99]

https://t.co/KSJlTMn9rw

[Raj Mehta @mehtaraj99]

Watching how things transpire geo-politically, currencies, trade, war, etc. As an investor, this can be a time where lots of opportunity can be found, but at the same time staying cognizant of different assets is vital. Inspired by @RayDalio’s study on changing world orders.

[Arci Capital IFSC @arcicapital]

@ManuInvests #Uber has quietly crossed its hardest milestone. Growth continues, but operating leverage is now the story. Margins are expanding, profits are scaling, and cash flow is real. Valuation still reflects growth, while the business looks increasingly mature.

[Arci Capital IFSC @arcicapital]

@ManuInvests #autonomous vehicles won’t break #Uber, they strengthen it.

Uber doesn’t need to build the tech. It owns demand, logistics, and the global marketplace. As AVs scale, Uber becomes the default distribution layer.

Same playbook. New supply. Uber still wins.

[Raj Mehta @mehtaraj99]

@Dev_Fadnavis @timesofindia please cover this - we need powerful media coverage to get some change.

[Raj Mehta @mehtaraj99]

@MumbaiPolice @CPMumbaiPolice @MTPHereToHelp @mybmc

I live near Currey Road, 10:20 PM at night and there is major celebrations on the road - loud music, 100s of people, causing bad traffic. Some kind of respect and discipline is all I am asking for.

📍 https://t.co/JEAJnh7Bx4

[Raj Mehta @mehtaraj99]

@Dev_Fadnavis sir, as a fellow citizen, I am asking for basic living rights. I have some ideas, would love to have them heard. I live in Lalbag and every couple of days our lives are impacted because of some precision on the main road. Loud music post 10pm, why no consequences?

[Raj Mehta @mehtaraj99]

@FinMinIndia please look into predictable timelines for India’s premier international finance zone.

We have absolutely no clue on timelines and expectations. Our setup has been ongoing for over 6 months.

[Raj Mehta @mehtaraj99]

@IFSCA_Official my entity has received LOA, but registration is still in process. December 18th was our hearing, and we received LOA soon after.

Unclear timelines, haven’t received final certificate.

Please advise on how to streamline.

[Raj Mehta @mehtaraj99]

@GIFTCity_

[Raj Mehta @mehtaraj99]

“Your request is declined. We found no distraction in offense. MHPECH”

@MTPHereToHelp this is the response I get for every grievance. Please look into it, genuinely no fault on our end.

[Raj Mehta @mehtaraj99]

@MTPHereToHelp I’ve gotten a fine for breaking signal, but the car crossed this signal when it was green. Police has taken a picture from the back. If we pass the signal when it was green but are unable to cross completely due to holdup ahead, why the fine?

[Raj Mehta @mehtaraj99]

@MTPHereToHelp Second Reference number # MUMGR25000752383. MHPECH

[Raj Mehta @mehtaraj99]

@MTPHereToHelp Reference number # MUMGR25000752382. MHPECH