NV

I build & sell, therefore I am. 3x founder. Insurtech, $150MM plus venture. Fintech (payed). E-comm mktplace (Shopo, Snapdeal).

[NV @thisisnv]

@deepakshenoy super interesting to see that China, SGP and India are the only central banks with massive equity (assets - liabilities) ... transferring excess equity may not be as simple as paying dividends to GoI, right?

[NV @thisisnv]

@animeshxdas definitely delhi native 😀

[NV @thisisnv]

@baxiabhishek Hilarious!

[NV @thisisnv]

@shekharkapur Don't think John's chances of being 007 are great ... even if you were to cast him in your next movie! Btw, watched Raid starring Riz playing wannabe Bond?

[NV @thisisnv]

In business & life, fundamentals are a necessary - not a sufficient condition. But sentiments are a sufficient, not a necessary condition. So more often than not, sentiments drive price more than fundamentals

[NV @thisisnv]

@refsrc thanks ... desktop >>> mobile for whatsapp?!

[NV @thisisnv]

@Nithin0dha Wow, revealing ... and raises qns (a) HNI share @ 2% ... what happ to the wealthy investing more into equity (b) how come DII (banks, PF, insure cos) are buying > retail? doesn't make sense parking their monies into a choppy market ... any views on this?

[NV @thisisnv]

@nutanc Super awesome! love the "not interested in using AI for the sake of using it. It has to translate to meaningful value" approach -- keen to know how you went about this. do share when you can

[NV @thisisnv]

Hahahahaha!

[Venky. @Cric_Venky]

Broadcasting Blunder 😯

Indian Team as Pakistan Test team.

Graphics shown PAK vs BAN 1st Test on Day 2.

Courtesy : Fox Cricket

[NV @thisisnv]

How can AI improve lives for everyone in a company / society? Like this. Awesome idea, insights and execution by @tobi. This river runs deep

[tobi lutke @tobi]

https://t.co/5MJ7u1VHwf

[Sidu Ponnappa @ponnappa]

https://t.co/SEV6rXaTQB

[NV @thisisnv]

@TechLayoffLover @grok is this true?

[NV @thisisnv]

@vinodsrinivasan Wow! How come this data is not widely known? This means hedge fund bros can have a huge influence in future as well ...

[Lloyd Mathias @LloydMathias]

Dear @virsanghvi isn't it interesting how @TheEconomist finds 'genius' in diagnosing the Indian psyche as 'browbeaten,' yet stays silent when Hollywood blockbusters like Air Force One or Independence Day cinematically turn the American Presidency into a messianic action-hero cult? And we all now how REAL that is!

When Harrison Ford single-handedly terminates terrorists, it’s 'cinema' but when an Indian film celebrates its own heroes, it’s 'propaganda.'

The selective amnesia of the Western critic remains the most imaginative fiction of all...but what can one say about eminent Indian editors like you, who don't see through these obvious double-standards?
#Dhurandhar2‌ @AdityaDharFilms

[The Curious Tales @thecurioustales]

https://t.co/E0Bq6joXyV

[Taylor Haren @THArrowOfApollo]

We were Clay's largest user at one point in time, hitting their platform 17.3 million times per week. Last month we replaced them entirely with a $200/mo Claude Code subscription.

I can't write code. Neither can James, my VP of Growth who built the replacement.

Here's the full story.

Clay is a GREAT product and I TRULY think most people should use it. But we hit their ceiling.

50,000 row limit per table.

12.5 million row cap per workspace.

Tables that take days to actually delete.

Clicking "run all" thousands of times and waiting days for things to clear out.

So

When you're processing millions of leads, all the above become the bottleneck of your entire business.

James had never touched Claude Code before. Three weeks after learning it, he built our entire core system.

With Clay, processing 1 million leads took 27 hours.

And it would error out often enough that we would always have to plan on hitting the “run all rows” button again on 20+ clay tables. IYKYK

but

Our new system waterfall enriches 1 million leads in 5 seconds. 272,000 leads PER SECOND.

AND On top of the core engine, we vibe coded a Google Maps scraper that pulls leads zip code by zip code across all 32,000 US zip codes.

AND An AI lead finder that hits 95% contact match rates where Apollo gives you about 30%.

AND Ad library scrapers for Google and LinkedIn.

AND An AI campaign analysis system.

AND An auto-refill system so clients never run out of leads mid-campaign.

One we started building with Claude, we just couldn’t stop

Now we have the data ready for clients sending 5 million emails a month within 1 week of signing the contract.

I put together the full system blueprint -- every tool, the tech stack, a Clay vs custom comparison, and a 6-step playbook for building your own. Plus a video walkthrough where I show you the live system and how each tool actually works.

Retweet or Reply CODE below and I'll DM it to you.

[NV @thisisnv]

@TechLayoffLover @grok is this true?

[NV @thisisnv]

@VermaAakash3 Is there any command / shortcut / script to do this? "In Google Photos, remove screenshots, duplicates, and blurry pictures". Lots of accumulated trash here!

[NV @thisisnv]

@Trace_Cohen Thx. Smaller the capital base, higher the % returns. Doesn't that remind you of small & mid cap cos giving higher returns (with higher risk / variability) vs. large caps? If you have the beta as well, could check if larger funds are becoming like large caps in return profile

[NV @thisisnv]

How come @claudeai is an AI company that doesn't use AI in interfacing with its own customers? Support seems so 2015s with intercom 1.0 styled chat interface, raising ticket. No real time responses. No agentic calls. Feels like chatting with an old bank!