Shanu Singhal

AI Product Manager, B2B SaaS, Finance, Early Stage Investor, IIT Roorkee’17💃🏊‍♀️🙇‍♀️

[Hasan @Ubermenscchh]

🚨Anthropic recently showed a 24-minute workshop on how to actually do prompts for Claude.

Taught by the people who built it.

Free. No registration. No paywall.

I've seen $300 courses that don't cover what they teach in the first 8 minutes.

Watch it and bookmark it now.

[Nakul Sarda @nakul_sarda]

I've stopped reading Gulf war headlines. Here's what I track instead.

We run an India-focused equity fund. 85% of India's crude comes from imports. Half of that normally passes through Hormuz. So yes — this crisis is personal.

But the information environment right now is garbage. Trump says the war ends tomorrow. Iran says Hormuz is shut forever. One analyst says $150 oil, another says $60. You can't build a portfolio view on this.

So I've narrowed it down to 4 signals. These are priced by people with real money on the line. They don't lie.

1. Ship insurance premiums through Hormuz

This is the single best signal. Lloyd's underwriters have billions at stake on every pricing call. Before the war, insuring a tanker through Hormuz cost 0.25% of the ship's value. Today it's 3.5–10% — and almost nobody is buying. A $100M tanker that cost $250K to insure now costs up to $10M. When this drops below 2%, the people with the most to lose are telling you it's getting safer. No press conference can replicate that.

2. How many ships are actually crossing

Every ship carries a GPS tracker (AIS). You can count exactly how many cross Hormuz each day. Before: 100+. Now: 8. That's a 92% collapse. You can't spin a ship being somewhere it isn't. Iran is letting some Chinese and Indian ships through, but it's a trickle. When this number crosses 30–40, trade is resuming. You can track this free on the WTO Hormuz Trade Tracker.

3. Paper oil vs real oil

This one most people miss entirely. Brent crude (the headline price) is at $112. But Dubai physical — what Asian buyers actually pay for delivered oil — is at $126. That's a $14 gap. It exists because Trump's comments keep pushing paper prices down. Traders call it jawboning. But the refiners buying cargo aren't getting any discount. If you're looking at Brent to assess India's oil bill, you're looking at the wrong number.

4. The mid-April cliff

Multiple emergency measures expire around the same time. The 400 million barrel SPR release runs dry ~April 15. The US waiver letting India buy Russian crude expires. Formosa Plastics has declared force majeure from April 1. Right now these stopgaps are keeping the supply gap at ~5 mb/d. Without them, BCA Research estimates it doubles to 10 mb/d — the largest crude disruption ever. If Hormuz doesn't reopen by mid-April, we're in uncharted territory.

Bottom line: track the insurance premium, the ship count, the paper-physical spread, and the April timeline. Everything else is noise.

[Janhavi Jain | Building SKIPD @janwhyy]

13 consumer categories in India that are either blowing up or about to-

1/ Pet care doubled from $1.8B to $3.6B in 4 years. projected $7.5B by 2028. supertails raised $20M+. Drools is at ₹40K Cr. but nobody's doing fresh pet food delivery (huge in the US via Ollie, Farmer's dog), pet insurance, or pet-friendly travel. The pets have moved from the balcony to the bed; they are dependents now

[Shanu Singhal @shanusinghal]

Any Recos for B2B SaaS sales podcast?

#b2b #SaaS #sales

[Novak Djokovic @DjokerNole]

Every time I walk on to Centre Court, I am filled with such gratitude that I am living out my childhood dream. Thank you to my entire team, partners, family, friends and #nolefam for all of your support throughout the last few weeks. Onwards.

Felicidades, @carlosalcaraz. Well deserved, my friend

[Naval Ravikant Quotes @QuotesOfNaval]

"Living within walking distance of your friends completely transforms your quality of life." - @naval

[Shanu Singhal @shanusinghal]

Such an inspiration ❤️

[#AusOpen @AustralianOpen]

This shot 📸
This guy 👏

@DjokerNole • #AusOpen • #AO2023

[World of Statistics @stats_feed]

The artists with the most #1 singles in history are:

🇬🇧 The Beatles - 20
🇺🇸 Mariah Carey - 19
🇺🇸 Elvis Presley - 18
🇺🇸 Rihanna - 14
🇺🇸 Michael Jackson - 13

[Novak Djokovic @DjokerNole]

ALL IN #NittoATPFinals

[anand mahindra @anandmahindra]

In 1947 on the cusp of Indian Independence, Winston Churchill supposedly said “…all Indian leaders will be of low calibre & men of straw.” Today, during the 75th year of our Independence, we’re poised to see a man of Indian origin anointed as PM of the UK. Life is beautiful…

[Navalism @NavalismHQ]

"Health, Love, and your Mission, in that order. Nothing else matters."

@naval

[Business Insider India🇮🇳 @BiIndia]

One knows the state of traffic is bad when helicopters are provided as a resolution for beating the traffic to and from Bangalore International Airport. India’s IT hotspot #Bengaluru is already one of the most traffic congested cities in the world.

[Shanu Singhal @shanusinghal]

The GOAT era shall be deeply missed. 🥹

[Roger Federer @rogerfederer]

To my tennis family and beyond,

With Love,
Roger

[wta @WTA]

Dear Serena...

A letter from Tennis ✉️

#ThankYouSerena | @AustralianOpen | @rolandgarros | @Wimbledon | @usopen

[Robert Kiyosaki @theRealKiyosaki]

2008 was great time to get rich. Everything went on sale. Borrowed millions of dollars buying real estate bargains. 2013 I published Rich Dads Prophecy predicting BIGGER crash coming. THAT CRASH is HERE. Millions will be wiped out. Pls do not be one of them. Time you get richer.

[Shanu Singhal @shanusinghal]

RIP sir. 🙏

[Narendra Modi @narendramodi]

Rakesh Jhunjhunwala was indomitable. Full of life, witty and insightful, he leaves behind an indelible contribution to the financial world. He was also very passionate about India’s progress. His passing away is saddening. My condolences to his family and admirers. Om Shanti.

[Shanu Singhal @shanusinghal]

Yay!!! Funday sunday! Proud Indian🇮🇳

[Sachin Tendulkar @sachin_rt]

The laurels keep coming for India in weightlifting! 🏋🏻‍♀️

Many congratulations to Jeremy Lalrinnunga & Bindyarani Devi for the Gold 🥇 & Silver 🥈 respectively.

#CommonwealthGames2022

[Sahil Bloom @SahilBloom]

You’ve been told that money is the only type of wealth.

This is a lie.

The 5 types of wealth you MUST understand:

[Jack Altman @jaltma]

If you want to build a tech hub, focus on developing mid-level and exec-level leaders.

Founders want to build companies in places where they are most likely to build great teams. Companies are set in motion by founders, but scaled by directors and VPs.

[Shanu Singhal @shanusinghal]

@elonmusk Consider investing in @kooapps Got similar potential like twitter or even better