Punit Thakkar

@arindam___paul Value transfer from individual brands to tech platforms with distribution has been happening in entertainment too. Case in point value premium shifting from Disney to Netflix.

One thing that has accelerated with the rapid growth of Quick-com is the move from "brand first" to "availability first" in many many categories Remember the last time when you wanted to order an ice-cream or a chocolate or a yogurt or a sunscreen or gym gloves from your choice of q-com app. And you found that the brand you wanted to order was out of stock. What did you do? Did you change your choice of q-com app or did you go for whichever brand was available? Very high chance you bought whatever brand was available because you don't remake your basket from scratch in another app just because 1/2 brands were not available. I for instance wanted to buy Epigamia yogurt last week on Blinkit. Wasn't available and bought Milky Mist And once this happens at scale and quick-com becomes bigger and bigger, both profitability metrics and the valuation premium for brands will taper down. I honestly don't think any new age brand in BPC or Food or any category with big Q-com contribution will ever be able to get to the EBITDA levels where the incumbents are today. Most likely the incumbents will not be maintain their EBITDA levels. And the EV/EBITDA multiples will also contract If Q-com continues to grow( looks the consensus view), the biggest value transfer in the next 2 decades in the Indian markets will most likely be from FMCG brands to Q-com portals

@DzambhalaHODL @fictitious_cap @fejau_inc Handwriting is aesthetic whereas using homogenised tone and words will lead to every persona becoming a commodity. And trust is best earned via authenticity in not just thoughts but also expression.

@fictitious_cap @fejau_inc Yeah I had the same thought that this is is what older generations must have. Felt like watching kids that can't write by hand. I do think handwriting versus typing is a difference of medium, whereas this is something even deeper though

Absolutely absurd we got the former head of commodities at Bridgewater and just overall great guy who’s been writing about the silver thesis for over a year to provide this kind of free value of him walking through his thinking of the trade live Well written man and congrats

@discord_support I’ve lost access to the email address linked to my Discord account as the domain has expired and is now owned by someone else. I’m still logged into my Discord account and want to change the email associated with it.

Algorithms ended up dictating how we think. AI will end up dictating how we act.

@sanketsahu @dodopayments Thanks. We have Razorpay and lately are seeing failure rates for certain international countries. Appreciate your response.

@punit_416 stopped looking for it. although @dodopayments seemed nice! we incorporated in the US and now using stripe.

@sanketsahu did you finally figure out a reliable payment provider for global clients?

@rushikeshgk Instagram marketing

The hosts of Shark Tank do exactly what?

@rushikeshgk won't be surprising if a substantial % of the comments on LinkedIn is cfbr

On every platform, the comments make more sense. Except on Linkedin where everyone just tries to sound smart by paraphrasing the original post using Chatgpt.

@CoinbaseWallet My wallet isn't working. No swaps, transfers or bridges are happening. How can I reach out for support?

@rushikeshgk only Mr. Jack can help now

DY Patil capacity is 55k. Queue is over 250k+

@arindam___paul Let it be and counter with multiple authentic positive videos by others. Leave a comment on the negative review explaining your side. Perhaps include the quid pro quo offer you received for them to see.

What should you do when someone with a large following on Youtube posts a negative review about your product and then demand money to remove it?

“as per my last email”

« I could do it better »

"My story is worth 2 crore." Released nine years ago, KV Vijayendra Prasad negotiated his pay with this simple line and was willing to walk away if he wasn't paid his story's worth.

This is the funniest shit I’ve seen all week. 😂

@UdupaPrashanth The ones who might end up paying would be like super chat contributions on YT livestream. Highly unlikely to be meaningful. Pay per view is still more respectable but that puts the marketing onus to generate interest among 5-10k cinephiles to pay.

Seen similar pay-as-you-wish models elsewhere. Even well-off consumers often don't pay. Not judging, but doubting if people assign value post-consumption. Hope this experiment proves me wrong!

@paraschopra And often there are STAKES involved that inform their motivation and make us want to care about their journey.

All good stories follow the same structure. There’s a HERO who faces some OBSTACLES (villains, situations) that put him in CONFLICTS of different kinds whose overcoming makes up his TRANSFORMATION over time (from rags to riches or coward to brave, etc)

@sambhavgupta6 @nikitabier Should be credited whilst protesting

@nikitabier Whats your salary expectations?

@subodhkolhe Slightly different comparison. Joe went from Youtube to licensing. Kapil is going from one licensor to another. Has probably already exhausted his TV reach. With Netflix there will some initial novelty and likely more money. Netflix keeping fingers crossed to get mass audience.

Kapil Sharma going Netflix only gives Joe Rogan going Spotify vibes any reading material 👀

@AratiKadav That's quite likely to happen for YouTube-like videos. Since only a small number of films take up all the attention, the experts will continue making the way they currently do. But it would also mean that most of the others would not be making as many movies.