Aditya Rane

@insead MBA; Engr wrkng in Fin. who loves humanities. Past: @jpmorgan, @edelweissfin, @a16z, 2x Fintech Operator

[Aditya Rane @rane_aditya1]

🧵📕 Book Quotes (1/n):

Format: Book-Page-“Quote”

The (China Communist) Party by Richard McGregor - pg28

“The visible hand of the state and the invisible hand of the market, far from being contradictory (in China), are made to complement and reinforce each other”

[Roshan Rai @RoshanKrRaii]

Youth kept standing and kept saying Maaro Maaro while Delhi Police lathi charged on him.

Sanghis can never comprehend what courage it takes , this is the biggest act of patriotism, putting your body on the line for the nation.

Goosebumps.

[Abhijeet Dipke @abhijeet_dipke]

Truck loaded with stones have been parked at Jantar Mantar.

What are the police authorities upto? Are they orchestrating stone-pelting on the peaceful CJP protesters?

[Mudrika @MudrikaKavdia]

India is the only country where the people paying taxes have to beg the people spending those taxes to please do their job. And then get called anti-national for asking.

[Paushali Sahu @PaushaliSahu]

Mumbai is finally witnessing what governance looks like when an honest officer simply does his job with integrity.
Famous eateries such as K Rustom, Shalimar and others are being raided, unhygienic dairies like Parsi Dairy are being shut, and now Maharashtra has introduced stricter food safety rules - free drinking water, no newspaper wrapping, staff health checks, food safety training, stricter hygiene and more.

Makes you wonder, if every IPS, IAS and IRS officer worked with this kind of integrity, how different would India look!

If you still do not know who I am talking about, it is newly appointed FDA Commisioner Tukaram Mundhe. 🫡

[Aditya Rane @rane_aditya1]

Very well said. Stopping investor calls or reducing frequency when business isn’t doing well is such a bad strategy.

Reduces trust in promoters.

[kumar saurabh @suru27]

#NPST Was looking at it as came in system a month back. Let me give a more balanced perspective.
2024-25 guided for massive growth, did not happen. It's ok, businesses undergo challenging times n that's totally fine. However, in concalls, didnot even give clues n those years were disaster from guided vs actual. That's totally possible when you live in disruptive world . However, surprising investors - at least those who care to look at history , will know , whether discount the guidance

Disc : Like charts , don't like guidance history n trustworthiness , sector is such where business model evolves every 3 years. So, if don't get mgmt trust , very difficult to tag investment. Chart based trade always possible

Never trust what mgmt says with blind eye. At least look at the past for historic execution promises ve reality

[Indian Infra Report @Indianinfoguide]

🚨Greater Bengaluru Authority officially rolled out its city-wide 'Safe Footpath Campaign.

It aims to clear and restore 2,000 Km of footpath for pedestrians

[Vishal Bhargava @VishalBhargava5]

Ladies and Gentlemen: We are witnessing the most brazen and shameless land grabs in the history of any major city in the world.

[Gergely Orosz @GergelyOrosz]

This is very interesting. Coinbase seems to have lowered their token spend ($$) to about half, by

1) routing to cheap inference like GLM 5.2 and Kimi 2.7 that are still pretty performant

2) Smart routing + caching

They still use the same tokens as before. Start of a trend?

[The Indian Express @IndianExpress]

🚨#𝐄𝐱𝐩𝐫𝐞𝐬𝐬𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐠𝐚𝐭𝐢𝐨𝐧 | Our investigation found that Madhya Pradesh Chief Minister Mohan Yadav's family and their real estate firms acquired at least 137 plots spanning 168 acres in Ujjain for ₹45 crore in two years since December 2023 — mostly in areas benefiting from road projects and land-use changes his government announced. Here is a quick look at how much land each of his family members own

🔗 https://t.co/FEMW9VBzrO

[Vivek Raju @vivekraju93]

Ather using their data to build pothole map.
Atomberg using their data to build water quality report.

Startups are doing the work municipalities should be doing 🙏🏽

[Lee Roach @leevalueroach]

SpaceX is the most overhyped IPO of the decade and it will end exactly the way every overhyped IPO ends. Facebook IPO’d at $38 and traded under that for 15 months. Uber IPO’d at $45 and is still below that adjusted seven years later for a while. WeWork tried at $47 billion and ended at zero. Robinhood IPO’d at $38, hit $85, then $7. Coinbase IPO’d at $381 and was at $40 two years later. Rivian IPO’d at a $100 billion valuation with no meaningful revenue and gave back 90%. Beyond Meat. Peloton. Lyft. DoorDash. Bird. Each one a “generational company” the day it priced.

Each one a wealth destruction event for retail within 18 months. The pattern is not a coincidence. Hype IPOs are designed to transfer wealth from the people buying the story to the people who built the story. The bankers get paid. The early employees get out. The VCs get a markup they can show their LPs. The retail investor gets the bag. SpaceX is a great company. That has nothing to do with whether it’s a great stock at IPO. Greatness was already priced in five funding rounds ago. You are not getting in early. You are buying the exit. The only IPO worth chasing is the one nobody is talking about. Those don’t exist anymore because every IPO is marketed like a movie release. So the answer is: don’t chase. Wait two years. Buy it down 70% when the lockup unwinds and the narrative breaks. Or don’t buy it at all and put the money somewhere the bankers haven’t already extracted the alpha. Hype is not an asset class. It’s a tax.

[Eshaan Gulati @eshaangulati_]

We made the Help button useless.
(It was already useless.)

Argide does what your support team can't.

Your user gets stuck? Argide takes over the cursor and completes the task for them- instantly.

No API work. 5 minute integration.

👇 Comment "demo" and we'll set one up for your product.

[BBC News (UK) @BBCNews]

Every VAR error: How Arsenal escaped red cards and penalties https://t.co/xEProzlgeu

[Aditya Rane @rane_aditya1]

@Nareshf2eKumar @ayushmitt @screener_in Any blog Naresh?

[Henry Shi @henrythe9ths]

Something strange is happening in tech.

CTOs of billion dollar companies are quitting to take IC roles at Anthropic.

Workday CTO -> MTS (Mar 2026)
You[.]com CTO -> MTS (Mar 2026)
Instagram CTO -> MTS (Jan 2026)
Box CTO -> MTS (Dec 2025)
Super[.]com CTO -> MTS (July 2025)
Adept AI CTO -> MTS (Jan 2025)

The mission is that real.

[Manish Singh @refsrc]

Bernstein's letter to India's PM: "Celebrating incremental gains in low-value segments will not change India's position in global manufacturing."

[Anything Liverpool @AnythingLFC_]

The Liverpool U15s lost 6-0 to Indian side Minerva Academy at the 2026 MIC Cup🤯

Huge win for Indian football but what is going on with our academy😭

[The Icahnist @TheIcahnist]

BREAKING: Thoma Bravo just released their LP meeting slides.

The world's largest software PE firm thinks the market has it completely wrong on software right now.

Public markets are panic-selling software based on AI fear.

Here's what they're seeing:

[a16z @a16z]

The comfortable middle is over for software.

Growth has stalled but true profitability still hasn't arrived — most of the sector is stuck: too slow for a premium growth multiple, too diluted for a fortress multiple.

a16z's David George says CEOs have 12-18 months to pick exactly one of two paths: https://t.co/JFhnWI4BE6

[EiF @EiFSoccer]

We’re really witnessing one of the most mediocre Premier League title winning sides of all time.

Boring, focused on set pieces, time wasters, arrogant for no real reason.

This was a necessary humbling for this Arsenal side who, important to note, have still not won anything.