Harsh

PVC: AJC expects a dramatic price correction in May. Our full report will be out this week. We are still talking to some suppliers in Inner Mongolia & Ningbo.

launching next week, these are raw pics, wondering which colour will sell the most

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Honouring purchase orders received at pre-war costing feels both right and incredibly heavy. It’s bittersweet doing what’s honourable, even when it hurts. But word is word. Integrity isn’t just for the easy days.

Worker protests in Noida, which I got aware of only today, are clearly a part of this plan I had warned about two years ago. Next we will see gig workers protests start to derail India's burgeoning online shopping/eating economy. All being incited using SM and communist unions.

🚨 WhatsApp’s “end-to-end encrypted” privacy is a total lie. New class-action lawsuit just dropped: Meta secretly let employees, contractors like Accenture, and third parties read, intercept, and store your private messages WITHOUT consent. All while marketing it as “only you and the recipient can read it.” Zuck lied to billions. Your chats were never safe.

I come from a Baniya family. The first thing my dad taught me about business wasn't strategy or branding or growth. It was "paisa aana chahiye. Baaki sab baad mein." He started from scratch 20 years ago. No money. No background. No investors. No funding rounds. No pitch decks. Built a business where money came in, expenses went out, and something was left at the end of the month. Just hard work. That "something left" was the whole point. That was the business. I grew up watching this. Margins were discussed at the dinner table. Costs are questioned on every line item. Budgets were made. The idea that you spend ₹100 and make ₹80 back and call it "growth" would have gotten me laughed out of the house. And then I entered the D2C world and realised that most of the playbook runs on the exact opposite logic. Burn now, figure out margins later. Raise a round, spend it on performance marketing, show the top line, raise another round. Repeat until someone acquires you or the music stops. Look at the financials of most D2C beauty brands in India right now. ₹200-500 crore in revenue. Net profit? Negative. Sometimes deeply negative. The entire model is built on the assumption that scale will eventually fix the economics. But scale doesn't fix broken unit economics. It multiplies them. Founders aren't building businesses. They're building revenue lines that look impressive in a pitch deck and terrifying in a P&L. We're pre-launch. We're raising. We'll absolutely need capital to build this properly. But the way we think about that capital is shaped by growing up in a house where every rupee had a job. We're not raising money to buy growth. We're raising money to build a product and a system where the growth pays for itself as quickly as possible. There's a difference between raising money because your business needs fuel and raising money because your business can't survive without a constant drip of it. The first one is a tool. The second one is life support. My dad would call this "common sense." The startup world calls it "capital efficiency." Same thing. Different vocabulary. Paisa aana chahiye. Baaki sab baad mein.

BIG NEWS 🚨 UAE asks Pakistan to repay $3.5 billion debt by month-end. Pakistan's financial crisis worsens.

Started making my way into agriculture 👀 Growing for self consumption first🫶🏻