Piyush Chaplot 👨🏻‍💻

@smartauditteam @globalisor @IPC_fund

[NETAFLIX @NetaFlixIndia]

Elect a 🤡clown, expect a 🎪circus.

[Piyush Chaplot 👨🏻‍💻 @piyushchaplot]

@moneyfm893 Morning show has changed? Discusses everything BUT the money? Please look into it.

[Sonam Srivastava @Sonaam1234]

A four-year-old company with 5k headcount is valued more than double the combined worth of India's top five IT giants, employing a million-plus people.

@AnthropicAI , the AI company, has reportedly raised funds at a staggering valuation of $965 billion. For some perspective, if you add up Tata Consultancy Services, Infosys, HCLTech, Wipro, and Tech Mahindra, their combined market value is about $400 billion right now.

It’s an amazing time that we’re living in!

We're not talking about small players here. These five companies together employ around 1.5 million people, bring in over $100 billion in annual revenue, pay out regular dividends, and have been steadily growing for nearly thirty years. Their combined value actually touched about $480 billion back in 2021, right after the pandemic tech rally, but since then, they've come down a bit, especially with all the buzz around AI.

Now, here's the kicker: Anthropic crossed that combined market cap earlier this year during its Series G funding round, and it's not even four years old yet.

But this isn't just about big numbers or flashy valuations. The real story is about where technology is actually creating value today.

Indian IT companies have built their value by working at massive scale: think millions of engineers, operating on thin margins, handling long-term contracts, and delivering reliably year after year. On the other hand, Anthropic is being valued for its potential to grab a huge slice of the multi-trillion dollar AI opportunity before anyone else can.

Both approaches have their own strengths. But when you see this kind of crossover, it really shows where investors believe the next big wave of software value will come from.

For Indian IT, the question isn't whether they'll survive — they will. It's whether they can transition from being the plumbing of the old software economy to being meaningfully embedded in the new one.

The opportunity is right in front of us, but it won't last forever.

[Tushar Pandey @equities_samjho]

This will come in extremely handy whenever you analyse any NBFC. Save it for later.

~ Nomura

[Piyush Chaplot 👨🏻‍💻 @piyushchaplot]

that was fast ... 😂😇

[Piyush Chaplot 👨🏻‍💻 @piyushchaplot]

Significantly overvalued..
PE Ratio > 108.15
Price to Book > 29.85
@Carvana $CVNA

[Kleiner Perkins @kleinerperkins]

Since our 1999 investment in Google, Kleiner Perkins has long partnered with teams building the web’s core infrastructure. Today, we are co-leading Parallel’s $100M Series A with Index Ventures.

Founded by Parag Agrawal, @p0 is building the web for agents. The platform provides a native search API and index that can retrieve, organize, and rank tokens—not blue links—so AI systems can access and reason over accurate, current context. As part of the round, @mamoonha will join Parallel’s board.

As @paraga puts it: “Agents aren’t issuing keywords. They declare intent and receive high-signal tokens.”

Watch Mamoon’s conversation with Parag ⬇️

[Piyush Chaplot 👨🏻‍💻 @piyushchaplot]

@Sonaam1234 Keep going. So proud of you

[Piyush Chaplot 👨🏻‍💻 @piyushchaplot]

First Humanoid Olympics are being held at Beijing from 15-17 Aug 2025. I know you didnt pay attention. So here is a quick summary with some assistance from ChatGPT5 :

https://t.co/lEbURFvIcc

[Piyush Chaplot 👨🏻‍💻 @piyushchaplot]

@REITs_Nareit Next time pls use better colours. Assuming light grey is retail and not timberland ?

[Piyush Chaplot 👨🏻‍💻 @piyushchaplot]

@IRCTCofficial gets Payment Aggregator license #fintechdisruptor

[Innovation Partners Capital @IPC_fund]

Tangibles REIT Fund generated absolute return of 9.9% in september net of mgt fees.

Trying to prove that good Active funds can beat passive funds.

cc: @ishares

[Rihard Jarc @RihardJarc]

Valuation wise Big Tech is currently in three brackets:

1. EV/EBITDA (NTM) 14-15x = $META, $AMZN, $GOOGL

2. EV/EBITDA (NTM) 24-26x = $MSFT, $AAPL

3. EV/EBITDA (NTM) 37-43x = $NVDA, $TSLA

[Innovation Partners Capital @IPC_fund]

Launching TANGIBLES Fund

Opportunity in Global Real Estate via REITs

https://t.co/Y3vGaoX5cN

[Sonam Srivastava @Sonaam1234]

In a world brimming with distractions, the ability to focus deeply is a superpower.

As an entrepreneur who has long prided herself on the ability to juggle multiple tasks at once, I've come to realize the unmatched luxury and power of undivided focus. Unfortunately, I get the best work done on weekends, and sometimes I even enjoy working through the night.

Building a sustainable routine where you can put in deep focus in your work is the key to achieving exceptional results. And if you want to learn how, Cal Newport’s book “Deep Work” is a great place to start.

Deep work isn't just about hard work; it's about working smart by diving deep into tasks with an intensity that cuts through distractions like a knife. This approach doesn't just increase productivity; it crafts outcomes of remarkable value and uniqueness. Think of J.K. Rowling's retreat to finish Harry Potter, or Bill Gates coding the first version of BASIC in a feverish sprint—these are the fruits of deep work.

Yet, the digital age we live in bombards us with distractions, making deep work seem more like an elusive dream than an achievable reality. Newport offers not just the inspiration but also the practical strategies to reclaim our focus. From scheduling dedicated blocks for deep work to embracing the power of rest and digital decluttering, the path laid out is clear.

Initiate your deep work journey with set goals for each session, ensuring every moment of focus is directed and fruitful. Embrace solitude as your ally, as isolation can dramatically amplify your focus and productivity. Remember, multitasking is the enemy of deep work; it dilutes your attention and diminishes your outcomes.

Monitor your progress by tracking the hours dedicated to deep work. This isn't just about accountability; it's about visibly recognizing your growth and refining your focus strategies. And don't underestimate the power of a decluttered digital workspace; it sets the stage for your mind to thrive.

In a world that celebrates busyness, let's choose to celebrate focus. Let's choose to dive deep and emerge with work that's not just done but brilliantly executed. Join me in this journey of transformation, where the cost of distraction is not the life we lead, but the life we could’ve lived.

#DeepWork #Focus #Productivity #Entrepreneurship

[Neil Borate @ActusDei]

THIS IS BIG. Can you buy a slice of a residential house as a tradable liquid security? Yes! Sebi notified the Small and Medium (SM) REITs regulations yesterday.

1) Both residential AND commercial REITs allowed.

2) Only in completed & revenue generating properties.

3) Minimum ticket size of Rs 10 lakh

4) How it works - you buy REIT units - money goes to SPV - SPV buys real estate

5) Minimum REIT size of 50 cr (this can be a single building or even floor of a building). Max 500 cr

6) REIT can take max 49% leverage.

7) Sponsor has to put 5% if no leverage, 15% is there is leverage. Skin in the game gets reduced after 5 years.

Mail me at [email protected] if you want a PDF of the notification. I will try to reply to as many requests as I can.

[Neil Borate @ActusDei]

With the stroke of a pen, AMFI has unleashed competition in India's MF industry. Now distributors can earn trail commission on switched AUM. What do I mean?

Let's say distributor A is doing a bad job. Distributor B goes to the client and convinces the client to move to him (distributor B). The client can give a request to the AMC and the switch will happen. Oddly enough this was not possible earlier. As per the previous rule, the new guy didn't get any trail commission on switched AUM. The AMC just stopped paying it to anyone.

There are some conditions. A 6 month cooling off period and if the new guy gets a lower commission from the AMC, the same lower commission will continue on the switched AUM too.

This change an spur competition and innovation among MFDs. The days of sitting on AUM and chilling (which may have happened in some cases) are over.

[The Kobeissi Letter @KobeissiLetter]

On today's episode of the Commercial Real Estate crisis:

A Canadian pension fund just sold its 29% stake in this New York office building for $1.

The 26-floor building in Manhattan stands at 360 Park Avenue South and was purchased in 2021 with plans to redevelop it.

The pension fund had already poured $71 million into the property and the building currently has a $220 million mortgage.

Boston Properties, the acquirer of the pension fund's stake, said the project needs "a change in strategy."

Office building prices are down nearly 50% from their highs.

[Rajesh Sawhney 🇮🇳 @rajeshsawhney]

I have lost so many dear ones to cancer: from my father to relatives to dear friends.

Cancer is evil and we must all contribute to research to fight against it.

Delighted to see this new CAR-T technology being developed and launched in India 🇮🇳

This technology/therapy is tailored for patients where chemotherapy has failed, leading to relapses.