Manish Singh

RIP to window ACs.

A year after Instamart leaned into discounts and expanded its dark stores to stock higher-value products -- a bet Blinkit largely ignored, shrinking its own stores and keeping margins stable -- Instamart's inventory yield is barely half Blinkit's and its order value still lags.

India's biggest retail categories are also its least digitised

Barclays mapped over 400 companies across the full AI infrastructure supply chain, from compute and cooling to nuclear and gas turbines, spanning the US, Europe, and Asia, and found only two Indian firms worth naming.

Rapido now has more monthly active users than Uber and Ola combined

P/E (x) for SaaS is at a decade low

getting really tired of these fake ass manufactured attacks against pronto

@upadhyay_harsh1 Don't break embargo, brother

Congratulations India for winning the third T20 World Cup title #WorldCup 🏆🏆🏆

India's largest airport food operator has nearly 500 outlets across 140 brands, and one of its moats is that most QSR chains would rather franchise through it than build teams to handle police checks, passport verifications and mandatory staff rotation every 90 days.

Excited to announce that Pronto, our instant house help platform, has just raised $25 million in a new round led by Epiq Capital. Existing backers Glade Brook Capital Partners LLC, General Catalyst and Bain Capital Ventures (BCV) have doubled down. Nine months ago we had one hub in Sector 56, Gurgaon. We were sleeping on the floor to ensure customers who had made a booking received reliable service. We were doing about 170 bookings per day. We're now at over 18,000 bookings a day with more than 3,000 dedicated and happy Pros on the platform. We know most of the work is still ahead of us.

In Defense of India's IT Industry - by Manish Singh. A good sober analysis. Ai is not magic but a great productivity tool. indiadispatch.com/p/in-defense-o…

AI's deflationary impact on India's IT industry, which has never seen a decline in software exports in 24 years, will likely take years to fully materialize (@refsrc / India Dispatch) indiadispatch.com/p/in-defense-o… #a260228p6" target="_blank" rel="nofollow noopener">techmeme.com/260228/p6#a260… 📥 Send tips! techmeme.com/contact

@viditb Any plans to have a Letterboxd integration? That would make it easier for users to share what all they have watched and enjoyed.

Movie Buzz Beta is now live! Starting with a small batch of 50 testers. Still early days so a lot of rough edges but the core algorithm of the app is up and running. As you can see it’s a truly global app, that adapts to your preferences. testflight.apple.com/join/yKTaTtpT

what

Only two Indian apps crack India's top 20 by daily active users. Indian apps hold 35 of the top 100, 123 of 300. U.S. apps lead with 44 of top 100, 74 of 300. indiadispatch.com/s/charted

Jefferies downgrades most large-cap Indian IT stocks, slashes price targets by up to 33%, citing structural AI risks to managed services.

General Catalyst earmarking ~$1 billion a year for India makes it the biggest game in town -- larger than Peak XV, SoftBank etc etc

"Just making code is not enough" HSBC argues AI-generated code faces the same wall that kept Indian IT from unseating U.S. enterprise software giants despite decades of exposure, talent and cheap labor.

@shivsg97 I'm annoyed too!

@refsrc should be some kind of chart crime to not also show amzn

65% of Blinkit users also use ... Flipkart, per Sensor Tower.