Tejas Dessai

[BLS-Labor Statistics @BLS_gov]

CPI for all items rises 1.3% in June; gasoline, shelter, food indexes rise https://t.co/MdFNWoD78N #CPI #BLSdata

[Tejas Dessai @tejas_rd]

@thebitsian last 2 are pretty solid. And key to making 1 happen.

[Tejas Dessai @tejas_rd]

@modic123 Not many. Pharmeasy buying Thyrocare in India was one such surprise

[Tejas Dessai @tejas_rd]

@BillBrewsterTBB Apple + some of these problems remind us how saturated and competitive the online market has become. Low hanging fruit harvested. Scale is now expensive.

[Tejas Dessai @tejas_rd]

Co-viewing shows/movies on Netflix seems like a missed opportunity. Could be an easy way to get people to pay more even, and of course the network effects and everything.

[Tejas Dessai @tejas_rd]

@davenemetz True. Ads the most widely proven business model for internet businesses. This will continue to be the lazy answer until we see similar levels of success elsewhere.

[Tejas Dessai @tejas_rd]

@AdamRy_n 1. Bet on creators. Sign top YouTubers for exclusive content. Do what Disney and others won’t.

2. Create an ad based tier in emerging markets.

3. Ticket sales, Merch, even theme parks for popular franchises.

4. Lay out a sensible execution plan for shareholders.

[Tejas Dessai @tejas_rd]

@Ruchir_V26 Trailing only the NFL

[Tejas Dessai @tejas_rd]

@preetish1234 YouTube. Plus cloud gaming in the future

[Tejas Dessai @tejas_rd]

@prateeks sorry for your loss Prateek

[Tejas Dessai @tejas_rd]

@alicodermaker Goal post: metaverse.

[Tejas Dessai @tejas_rd]

@_ram_ just like how TK originally dreamed

[Tejas Dessai @tejas_rd]

@kunksed Strong signals of corporate pre requisites. Trainable, can undergo a regimen, willing to subject themselves to rigor, patient, can follow instructions. You’re going to have to train someone anyway, why not retain the lowest risk individual.

[Tejas Dessai @tejas_rd]

@aakrit Probably a function of the market. Large $$ is invested when structural changes unfold (ecommerce, UPI for ex). Then platforms fiercely compete. You get 2-3 front runners, buying the rest who can't raise $$.

Unless you're an incumbent, hard to have the cash to acquire a leader.

[Tejas Dessai @tejas_rd]

@pekwat I think we have some parallels with scooter rentals here. Industry is slowly learning (better tracking, predicting harm, good sense of write offs).

[Tejas Dessai @tejas_rd]

The end-game for last mile delivery is likely a pool of agents (autonomous cars, drones, human), callable via a universal Twilio like API.

2-3 platforms eventually control the infra, earn commissions, serving both neighborhood mom-and-pop merchant and the big box retailer.

[Tejas Dessai @tejas_rd]

@bryce_meow Microsoft too. Not much of gloom and doom cash rich big tech.
https://t.co/7H5vUAyOKa

[Tejas Dessai @tejas_rd]

Next few years will be great last mile infrastructure buildout. Walmart for example is upgrading stores to double up as a online fulfillment centers. That's 4,700 stores across the US. Others likely follow, driving investments in high-tech (drone, bots, IOT, software).

[Tejas Dessai @tejas_rd]

@miten Rentals apps targeting elite remote workers. @wander for example. Mostly a post-COVID thing.

[Tejas Dessai @tejas_rd]

@tejeshwi_sharma Globalization has made some historically insulated regions/pockets increasingly sensitive to macro, and the last 2 years showed this more than anytime in the past.