Varun Bhalla

Consultant, wanderer, digital enthusiast..

[Varun Bhalla @varunbhalla]

@AlfieJCarter 31

[Vishal Bhargava @VishalBhargava5]

Corruption in Redevelopment: Bribe deals happen between Select Residents & the Builder in a murky environment. Managing Committees are generally the prime beneficiaries. It’s big, it’s rampant. Others need to be vigilant to ensure they aren’t collateral damage. @TheMumbaiMirror

[Varun Bhalla @varunbhalla]

@businessbarista AI-native

[David Senra @davidsenra]

My conversation with Marc Andreessen (@pmarca), co-founder of @a16z and Netscape.

0:00 Caffeine Heart Scare
0:56 Zero Introspection Mindset
3:24 Psychedelics and Founders
4:54 Motivation Beyond Happiness
7:18 Tech as Progress Engine
10:27 Founders Versus Managers
20:01 HP Intel Founder Legacy
21:32 Why Start the Firm
24:14 Venture Barbell Theory
28:57 JP Morgan Boutique Banking
30:02 Religion Split Wall Street
30:41 Barbell of Banking
31:42 Allen & Company Model
33:16 Planning the VC Firm
33:45 CAA Playbook Lessons
36:49 First Principles vs. Status Quo
39:03 Scaling Venture Capital
40:37 Private Equity and Mad Men
42:52 Valley Shifts to Full Stack
45:59 Meeting Jim Clark
48:53 Founder vs. Manager at SGI
54:20 Recruiting Dinner Story
56:58 Starting the Next Company
57:57 Nintendo Online Gamble
58:33 Building Mosaic Browser
59:45 NSFnet Commercial Ban
1:01:28 Eternal September Shift
1:03:11 Spam and Web Controversy
1:04:49 Mosaic Tech Support Flood
1:07:49 Netscape Business Model
1:09:05 Early Internet Skepticism
1:11:15 Moral Panic Pattern
1:13:08 Bicycle Face Story
1:14:48 Music Panic Examples
1:18:12 Lessons from Jim Clark
1:19:36 Clark Versus Barksdale
1:21:22 Tesla Versus Edison
1:23:00 Edison Digression Setup
1:23:13 AI Forecasting Myths
1:23:43 Edison Phonograph Lesson
1:25:11 Netscape Two Jims
1:29:11 Bottling Innovation
1:31:44 Elon Management Code
1:32:24 IBM Big Gray Cloud
1:37:12 Engineer First Truth
1:38:28 Bottlenecks and Speed
1:42:46 Milli Elon Metric
1:47:20 Starlink Side Project
1:49:10 Closing

Includes paid partnerships.

[Pravar @bengawalk]

In a big new update, the city officials website now includes data for Mumbai, Delhi, Chennai, Hyderabad, Kolkata and Pune 🕵🏻‍♂️

There's also many small new features like a share button, satellite view and more

Enjoy responsibly - https://t.co/c8IBXDoG5E

[Farza 🇵🇰🇺🇸 @FarzaTV]

I'm blown away at what ppl are using this for!!

I built it as a learning tool.

But people seem to really love using it as an AI interface that isn't chat that can work in their program of choice. Examples of usage so far:

- A Mom building her first app on Lovable
- A dentist debugging his OpenClaw setup
- A photographer getting feedback in Lightroom
- A person learning to animate SVGs in Framer
- Founders keeping track of their todos.
- Designers getting feedback in Figma
- A student outlining her thesis in G-Docs
- Traders analyzing live stock charts

And A LOT of people using it to advise them on how to best reply to messages in Slack/Email.

Super cool.

The people yearn for a non-chat interface haha.

Also, it's kinda crazy how as the founder you really don't know what the product is until you put it in the hands of users. The minute it's in the hands of others, it's theirs now! And that's really where you find out what it is.

[David Ch @chhddavid]

Introducing Website to App.
Turn any website into an native mobile app.

Just paste a URL.

Claude Opus 4.6 will code, design, launch and translate a mobile app inspired by the original website.

We’ve been using this internally a ton for iOS/Android apps.

[Vishal Bhargava @VishalBhargava5]

Ladies and gentlemen: India’s most moronic infrastructure project is happening. The pod-taxi in Mumbai - from Kurla to BKC.
₹1000 cr project. Service of 8.85km. Fare per passenger: ₹21/km.
We need to rid ourselves of the delusion that it has anything to do with infrastructure

[John Carreyrou @JohnCarreyrou]

The mystery of Satoshi Nakamoto, the pseudonymous inventor of Bitcoin, has remained unsolved for 17 years. Not anymore. Read my 18-month investigation to find out who Satoshi really is. https://t.co/fPtaK6YHJC

[Vishal Bhargava @VishalBhargava5]

Infrastructure in Maharashtra in recent years has become such a giant scam that when we look back - we will wonder how such a monumental fraud even happened.

The only reason it’s not assessed currently is because people are just happy that infra is being built.

[Chris Laub @ChrisLaubAI]

This blew my mind.

OpenAI just published the first comprehensive study of how 700 million people actually use ChatGPT.

The results destroy every assumption about AI adoption.

Here's everything you need to know in 3 minutes:

[ashu garg @ashugarg]

https://t.co/eFS38Uk4n3

[Aadit Sheth @aaditsh]

This Sequoia chart has a quadrant where agencies die.

And one where they thrive.

They mapped $1T+ in services getting disrupted by AI agents. Four quadrants: is the work outsourced or insourced, and does it need judgment or intelligence?

Right side (autopilot territory)... agencies die here. Insurance brokerage, IT services, payroll. Work that can be fully codified. If you're here, you're competing against software that costs 99% less and doesn't sleep.

Left side (copilot territory)... agencies thrive here. Consulting, PR & comms, design, executive search. Still requires real judgment. AI can't replace the thinking.

I've been seeing this play out at The Narrative Company. We do comms work for Fortune 500 executives and honestly every decision requires human judgment. AI cannot do that (at least not yet). But the delivery underneath? We've built systems where AI handles what used to take a full team weeks. The thinking still comes from us. The cost to execute has just dropped massively.

I think this gap is about to become the new baseline. Agencies still hiring 20 people for what 5 can do with AI aren't just inefficient. They're going to price themselves out.

Five-person firms doing the work of fifty. Same price to the client. Completely different economics underneath.

If you're small enough to move fast, honestly this is probably the biggest opportunity in a decade.

[Blume Ventures @BlumeVentures]

The Revenue AI Stack Is Broken. Here's What Comes Next.

Imagine you're a revenue leader who's all in on AI. You've read the case studies, and you believe the hype. You want to automate everything from outbound to lead scoring to forecasting.

But instead of feeling like you're in the future, you're stuck managing multiple tools, integrations, and contracts. You have a GTM stack that feels like it's stitched together with duct tape.

Here's a map of where things actually stand.

@sameeraculous (Sameera) from Blume's investments team created a BluPrint breaking down what's broken today and where founders should be building next in the revenue AI space.

For revenue leaders and founders, the thesis maps out how AI is rewiring pre-sales, post-sales, and RevOps and where the biggest gaps still sit.

Read the full thesis here: https://t.co/6kbwxDqRVK

@BKartRed @AshishFafadia @sajithpai @sanjaynath
@arpiit @riashroff @saritaraichu @mehtaalok @mitul_am @SeekingN0rth @DeepikaDakuda @gauthamsiv @ray_elton99 @vikramg05

[Shruti @heyshrutimishra]

https://t.co/vlxQKsOPB1

[Michael Bloch @michaelxbloch]

https://t.co/Sbr574u8fu

[Vishal Bhargava @VishalBhargava5]

Melody Road: The 2nd Most Moronic Idea of Mumbai Infrastructure in the 21st Century.
Pod-Taxi remains the most moronic.

[Aditya Agarwal @adityaag]

https://t.co/FmjXBCw4XO

[Reid Hoffman @reidhoffman]

https://t.co/bRMmoj0Gua

[Tuki @TukiFromKL]

🚨 Do you understand what happened today.. a single Monday..

> Zuckerberg announced he's building AI to do his own CEO job.. after firing 31,000 people to "protect" it..

> someone bought $1.5 billion in S&P futures FIVE MINUTES before Trump announced halting attacks on Iran.. the biggest insider trade in broad daylight..

> then the Pentagon started deploying airtroops to Iran anyway.. the "peace" lasted 12 hours..

> then Iran launched missiles at Israel tonight.. so the peace someone made $1.5 billion off of was never real..

> OpenAI started guaranteeing Wall Street 17.5% minimum returns AND early access to unreleased models.. nonprofit to "we'll pay you to invest in us"..

> Jensen Huang told Lex Fridman "I think we've achieved AGI".. then walked it back in the same sentence.. the man selling the shovels just said the gold rush is over and expects you to keep buying..

> Claude launched an AI that sits at your desk and does your entire job while you're not in the room.. shipped it as a Monday night feature update..

> Goldman Sachs raised US recession probability to 30%..

> the owner of OnlyFans died at 43 with $3 billion.. couldn't buy more time..

> Larry Fink called tokenization "the next internet" after calling Bitcoin money laundering for years..

all of this.. one Monday.. if you're not following me you're finding out about this 48 hours late from someone who read my post..

it's only getting crazier from here.