Adith Podhar 🇮🇳 | adith.eth

📢 Gemba Capital 2024 Year in Review 📢 - Our portfolio by numbers (since inception) - Investments in 2024 - Fund I Portfolio Highlights - Sectors to watch out for in 2025 link.medium.com/aSgAx9kamQb @GembaCapital @KaminiS3 @VipulRawalHere @AnupreetLamba @ThEbmr @GovindKL @ShashankRG23 #investing #yearinreview #VentureCapital #microvc #startups

So proud of @getplumhq and the entire team here. Congratulations @thesanerguy and @tanish2k Happy to get a ringside view since 2019 when @GembaCapital participated in the pre-seed round. Onwards and upwards !

One of the best reads today for me. I come from a traditional marwari biz family and have observed many people in our community. Top 2 reasons I could observe and attribute for the difference between average uncles and really successful uncles are: 1) Better and faster at mental math 2) Excellent memory and recall of people, past transactions and numbers It helps them make decisions faster. They become better negotiaters, with supporting logic and hence eventually better deal closers.

Recently my son asked me why he needs to do mental math when calculators exist. I told him if he doesn't, he will make irrational decisions throughout his life. Let me explain. Say you see two packs of snacks. A 500g pack for ₹100, and a 200g pack for ₹45. Which one should you buy? The math is not at all hard, but people who are scared of mental math will not do it. This is not such an important decision that you pull out a calculator for it. So you make the decision on vibes - say ₹100 "looks too high", or that the smaller pack costs "less than half of the biggest one" or some such. The problem isn't that you made a poor decision on snacks. It is that if you do this repeatedly, you train your mind to make decisions on vibes. Over time your reasoning muscle atrophies - so you start relying even more on vibes. Before you know it, you are taking even big decisions on vibes. Should I rent or buy a house? Let's decide based on "EMI affordability", not rental yield. Should I invest in this IPO? I have heard of the company's brand so I'm all in. It isn't only financial or quantitative decisions either - in my mind the math muscle and the logic muscle are closely correlated, so a decline in one certainly affects the other. Like the Arab who let the camel's nose inside the tent, fear of math is the first step towards thoughtlessness, and needs to be nipped in the bud. Intellectual laziness starts with snack prices.

@thetanmay BLR has the bars but Mumbai has the crowd and the vibes :)

Bangalore bar none has the most interesting restaurant and bar scene in India

Gear School road in Bellandur. Fully encroached by illegal hawkers , shops extending on the footpath and dark stores parking all their bikes on the foot path. It's not even walkable, by adults..forget children and senior citizens..pls take some immediate action. #GreaterBengaluruAuthority #Bengaluru #PedestrianSafety

Bengaluru south city corporation | Walking space reclaimed! 🚶‍♂️✨ A successful encroachment clearance drive was held in Vishwaspriya Layout, Begur today. Footpaths are back for pedestrians, making our streets safer for seniors and kids. 🧹🛡️ #GreaterBengaluruAuthority #Begur #Bengaluru #PedestrianSafety #VishwaspriyaLayout

Some teams don’t just ship features - they rethink experiences. @flicktv_in is one of them. By turning short-form viewing into something social and alive, they are proving that storytelling doesn’t have to be passive. We are glad to support a part of their journey💜

Lovable hit $200M ARR in <1 year with 100 employees. @ElenaVerna who heads growth there says 60-70% of traditional growth tactics don't work in AI. The new playbook: - Need to re-capture product-market fit every 3 months - Give away product for free a lot to capture word of mouth & virality (beats paid ads) - Build and ship in public leveraging founder + employee socials - "Minimum lovable product" not MVP (need to create product delight)

@blrcitytraffic this vehicle is parked opposite Prestige Jade Pavilion Bellandur everyday on the wrong side, converting a two lane road to one lane. Can you please look into it?

@cadalukaanubhav Interested

Happy new year everyone Here is a #new_year gift A stock with upto 1000% return potential In past I have shared stock #mahasteel @ 130 CMP 1001 #norbteaexp @ 11 cmp 95.50 And many more I found another stock with same return potential This is the third small-cap stock I promised to share. I held off until today because I wanted to post it at the right time. If you interested to know name comment interested, my team will share name in your dm by evening Also like repost so it can reach maximum investors Follow me if you are a non follower for more such content 🙏

Kudos, Nikhil Naz, for exposing the farce that was Lionel Messi's India tour. The cost of this tour was Rs. 120 crore. At the same time, India's national football league stands suspended because nobody is willing to shell out Rs. 35 crore.

@MrRazzi17 This view is from their Singapore office

Tiger Global's office views remain undefeated

That's why now funds like Westbridge have an evergreen fund which can provide patient capital for 20 yrs...this is possible due to very large international institutional LPs. In India, for domestic LPs a 9 years fund life is also considered too long. SEBI is also very stringent on giving fund life extension approvals. But this is changing slowly. And for good. This is a truly long term asset class where the 10+ yrs term and illiquidity are features and not a bug in the product.

Motilal first private equity fund bought 22% stake in Dixon in 2008 for 40 crores as a small investments in a future growing business. They exited completely in 2017 at the time of listing at a market capitalisation of 2000 crores. The share is up by 43 times from IPO price. Just think of their first entire PE fund was around 500 crores and value of 40 crores of initial investment in Dixon as on today might have been around 17,000-18,000 crores (adjusted to some equity dilution after 2008) in 17 years time frame.

@BeingPractical In private equity, public markets in India - it was always promoters....VCs used founders (I guess borrowed from the US, where founders term is more prevalent)

Bangalore (startup) ecosystem values 'Founder' tag more, while.. Bombay (business) ecosystem values 'Promoter' tag more. At the end, all roads lead to Mumbai :-)

There is no footpath on this road...as well..it's all encroached by illegal hawkers, extensions of shops and bikes are parked of the dark stores.

Bangalore has the best infrastructure - Says DK shivakumar Seriously @DKShivakumar????? Open your office in Sarjapur, bellandur, ORR for 3 months. Travel everyday morning and evening to home from here. After getting in stuck for 3.5 hours everyday. I am sure you wouldn't make this statement. @AAPBangalore @aapkaprithvi @ashwinmahesh @srinualavilli @TOIBengaluru @BangaloreMirror @DeccanHerald @yacoobExpress @Namma_Bengaluru @prajavani @IndianExpress @WFRising @kdevforum @BellandurJothge @Dkhallirising @Carmelaramunite @SaveKadugodi @Dnekundi_rising @ArvindLBJP @BalagereConnect @RisingVarthur @MohanDasari_ @east_bengaluru @HaralurORRORant @HaralurC @BalagereConnect @ChristinMP_ @Lolita_TNIE @CivicOp_india

@kdevforum @DKShivakumar @MALimbavali @PCMohanMP @CMofKarnataka @BalagereConnect @ArvindLBJP @ChristinMP_ @CivicOp_india @Jointcptraffic @BMTC_BENGALURU @WFRising @TVMohandasPai @ravichandar @ashwinmahesh The intercity private bus operators pay a huge amount of money to allow them the halts on ORR for boarding passengers. That causes further traffic jams. They halt for 5-10 mins and at multiple places...there has to be a solution for this

Stuck at Doddanekundi at ORR for past hr, hardly 2km move. One bus breakdown has bought entire #ITCorridor to it's knees. #Mobility as infra is missing, not just roads but ppl movement. When will @DKShivakumar @MALimbavali @PCMohanMP @CMofKarnataka ack & act? #BlackTuesday

They need to solve for inter City buses stopping at multiple places on the ORR itself and halting for 5-10 mins ...they have no designated spaces...they block traffic.

The only way they can think of solving traffic issues, is to block u-turns, block access to service roads.

It's crazy....there are so many such roads in the city, and now service roads, ORR ..all are fucked up..the other day it rained a bit, and took me 3.5 hrs from airport to reach Bellandur

You never know what you are eating and drinking 🥹 Avoid packed food as possible

@natashamalpani Very well said...has been true in the last decade also, in non AI era as well

bangalore is not the valley. the us shapes infrastructure markets. india shapes adoption markets. in the US, the AI action is down the stack: tooling, evals, orchestration, data pipelines. refining cognition infrastructure for cheaper inference, safer alignment, and better latency. in india, the action is up the stack: vertical apps in health, education, finance, commerce. founders here are operationalizing AI in chaotic markets with uneven data and deeply human workflows. that’s divergence, not weakness. bangalore loves to mimic america. but the valley’s playbook doesn’t work here: cheap capital, uniform markets, and perfect infrastructure don’t exist in india. AI is a clean slate. the challenge isn’t capability, it’s market design: pricing, trust, distribution, and localization. If we solve for our advantages: our chaos is our edge. if we design for that, we’ll build systems the world will need next. -abundant context, scarce structure: unstructured data (voice, vernacular, whatsapp, paper trails) is perfect for multimodal, low-resource models. -low-cost feedback: we can label and tune faster and cheaper. hybrid workflows: half-human, half-machine systems are already the norm. price elasticity: AI here must run on Rs 5 inference, not $0.05. constraint. -vernacular markets: local ai demand will 10x english-first use. -trust networks: adoption depends on social proof, not ux. ai must be earned, not downloaded. the us will keep build cognition infrastructure. 🇮🇳 will build and scale applied cognition: how AI behaves in messy, emotional environments. we don’t need to copy the valley. we’re not catching up. it’s a different race. where friction is the ultimate stress test for intelligence.