Nilesh Trivedi

Engineer at heart, investor by profession. Running a Capitalist Kibbutz at J-Ventures.

[Nilesh Trivedi @trivedin]

@swyx You could be a fund manager if you can actually predict what happens to $BFLY from here on (closed $9.11 today).

[Nilesh Trivedi @trivedin]

@BessemerVP Yes sire -
https://t.co/VthsyLNRRg

[Nilesh Trivedi @trivedin]

I respect Messi’s greatness, and I’m fully convinced he’s going to score 3 goals in the opening match this World Cup. He is going to once again, put the team on his back and take them deep this WC. Bookmark this and come back when it happens.

[۟ @vermilionpixie]

I respect Messi’s greatness, but I’m fully convinced he’s going goal‑less this World Cup and Argentina are getting grouped. He holds them back.

Bookmark this and come back when it happens.

[Nilesh Trivedi @trivedin]

@vermilionpixie I respect Messi’s greatness, and I’m fully convinced he’s going to score 3 goals in the opening match this World Cup. He is going to once again, put the team on his back and take them deep this WC. Bookmark this and come back when it happens.

[Nilesh Trivedi @trivedin]

@JosephJacks_ Total bullshit. I know this shmuck, and I swear, I have kept my port cos far, far away from him and his firm. This guy is still living in 2010.

Also, yes to JJ. JJ is a good dude. Take his check.

[Nilesh Trivedi @trivedin]

@utkarsh_k1c Tells me, you have inferiority complex a.k.a glass half-empty syndrome. Let me give you a stat you seem be ignorant about: Sarvam's $234M Series-B is the highest by any Indian startup, ever. That's a glass half-full view. India's AI picture abhi shuru huyi hai. So baith jao.

[Nilesh Trivedi @trivedin]

Microsoft, Amazon, Apple- none of them still have a foundation model. Did ya'll forgot the mad scramble during OpenAI's boardroom coup!! or Meta's mad rush for Alexander Wang. So, No. I don't blame Indian IT companies. But I do wonder what they all will do now!!

[Nilesh Trivedi @trivedin]

Late to this thread. But let me just remind people everywhere that even in the US, BigTech also missed the boat, including the company that wrote the "Attention" paper. They didn't move till they were hit by the ChatGPT moment in Nov '22- for reference, OpenAI was birthed in 2015

[Parimal @Fintech03]

Since yesterday, my posts analyzing the macroeconomic utility of Indian IT services sparked intense pushback. The critics are vocal: “Stop defending them. They had billions in cash & cheap labor for decades; they simply refused to invest in deep R&D, while China built massive tech giants.”

This criticism is loud & deeply felt by millions of engineers on the ground. But when I evaluate the landscape through the lens of hard macroeconomics, corporate architecture & consumer psychology, I realize that comparing India to Silicon Valley/China is a fundamental structural mismatch.

I have compiled the complete, 3 part breakdown of why the Indian tech ecosystem operates exactly the way it does & the realistic, pragmatic blueprint for where we go from here.

I invite you to read these chapters in connection with 1 another to look at the entire picture:

Part 1: https://t.co/WqjpyQ6J78

Part 2: https://t.co/rZSUOGFf2T

Part 3: https://t.co/SlprOil7S7

Feel free to share your thoughts/rip the arguments apart/ criticize the logic entirely. Let us have an intellectually honest conversation 🙏🙏

[Nilesh Trivedi @trivedin]

@paraschopra "paradigm shift in how AIs are trained"- that's the answer. And you don't have to look further. Just look at how the Chinese arrived at what they've arrived. New paradigms, new architectures, out of the box thinking. Slowly, and then suddenly...

[Nilesh Trivedi @trivedin]

@jaltma @mavolpi @mavolpi will always be the OG ever since his M&A days at Cisco. Wish more people dived into his record breaking streak of more than 70 acquisitions, many of which changed the face of the company and industries forever. It was surprising when he left to start Index that time.

[Nilesh Trivedi @trivedin]

@AnilKapoor @aliaa08 @thedeol @shivrawail @yrf "Abe, yeh kya hai!!"

[Nilesh Trivedi @trivedin]

@nikesharora @narendramodi Nikesh bhai- Be prepared for an onslaught of sudden gali-galloch on this platform.

[Nilesh Trivedi @trivedin]

@Ponder0s0 @XUnfiltere69061 Mr. Squirrel: I have news for you.

# of Indians outside India: 35.4M
# of Indians living in India: 1.48B - that's 4,000% more people in India than the ones who supposedly fled (according to you).

[Nilesh Trivedi @trivedin]

@ai_sentience Consciousness does not emerge from neurons. Any credible neuroscientist will tell you that.

[Nilesh Trivedi @trivedin]

@lizwessel The same reason Steve Jobs, if you ask the people who worked with him, will tell you how difficult of a jerk he was to work with. Same guy- very successful, god like following, built an iconic company.

[Nilesh Trivedi @trivedin]

@Fintech03 Precisely. It's hated because the haters literally can't put their arms around it. They can't understand how awesome it is, and how awesome its people are. They hate that Sanatana doesn't have rules of doing this and doing that. It simply doesn't fit their comprehension box.

[Nilesh Trivedi @trivedin]

@tranquiltempes1 @Fintech03 Sir, you forgot to take your medicine this morning. Also, please get away from the mirror you are talking to...

[Nilesh Trivedi @trivedin]

@Muncha108 @ThePujaTeli Classic dunning-kruger effect..thinks he's the only 'shaana' around here

[Nilesh Trivedi @trivedin]

@tishasaroyan It’s funny that you cite your own articles as evidence of your claims and reject others.

[Nilesh Trivedi @trivedin]

@nikunj @saimonsharif Fun fact: Banana Leaf founder so Goated that he used to keep the restaurant closed on Sundays...closed on the busiest day. Another fun fact: He used to be a Manager of SW Dev at Cisco in early 2000s.