Deep Gadkari

@RohitAryannn Satya vachan

Money.

@Ajain112 @kawal279 1.5/2 takka

@kawal279 It’s crazy that most people will think that u r talking about bank interest but it’s not.

Real Income bifurcation based on Delhi Economic survey 2026 Haters gonna say its fake

More n more i m coming to believe value Ecom is where there r going to be massive profitable flipkart meesho native brands that will be built Pure rokdanomics tier 2/3 brands devoid of all the McKinsey cash burning playbooks are being built in Nasik, thrissur ,Motihari u will never know

We sometimes forget how big the market is outside of Quick Commerce or even Modern Trade. It’s a tough market— but huge. And while D2C brands often target Key/Tier1 India and we think pricing of 40-50₹ is acceptable, one is then given a reality check in GT Guess the price of the 3 products combined?

Massive volume of customers in tier 2/3/4 india are transacting online for first time Huge runway ahead They are hungry for new brands across categories But don't have capacity to pay D2C or tier 1 price Brands can't cater profitably at this price point Any business which can crack this gap wil build a big brand U will need to sacrifice gross margins in process but volumes wil more than enough cover the gap

@DeepGadkari Why is your bet on value Ecom? I am genuinely curious, if it is based on metrics - AOV, Repeat rate, conversion etc or some macro play?

Seeing a trend of Ecom market converging towards two extremes in India in next 10 years Convenience vs Value Blinkit Zepto vs Flipkart meesho 2/3 cr metro vs 50/60 cr bharat audience My bet is on value Ecom Why so ?

High AOV will eventually lead to higher CAC and lower TAM in a price sensitive market like India Bharat focused brands with low AOV, good products, 60% gross margins, frugal marketing, Lean teams n flipkart meesho native distribution will create next wave of 100 cr brands

@Ajain112 Samajdar ko ishara coffee hai

This really beautiful woman asked me if I watch movies and I said yes both Hollywood and Bollywood. And then she asked if I have watched dhurandhar 2 and I said no. The she said, she has watched the movie but open to watch it again. ?? Bro.

@vinodchendhil FMCG is not a winner takes all market, many small n big brands can coexist n thrive if the overall market is growing at a decent pace Also blitzscaling in FMCG can be counterproductive

Conterversial take: Fmcg founders should not take advice from tech founders aka Elon, Steve jobs etc. You are in a completely different business. Most of what they say has no context for your business.

@RohitAryannn Bhaisahab gajab ! Next year every second bichoge itne orders

We shipped the highest number of orders for us in a single day today! The funny part is, last year there was a time when we used to process this number in 10-15 days or even more; today, it's all in a single day.

@RajalingamVivek Ziti will own

Oyo, MMT owns Hotels Swiggy, Zomato, Petpooja owns restuarants. Who owns caterers?

@Ajain112 Billion dollar idea

Startup that provides cash flow loan at 15 percent Interest based on how much money is stick in gs* refunds.

@ChanakyaShah Yeh naya Hindustan hai ...Ghar me ghus ke marenge !

They called it propaganda. Good. Finally. For years, Bollywood fed us nonsense. Movies that bent over backwards to appear "balanced" while quietly building a narrative that made you question your own faith. You clapped, you cried, you walked out slightly ashamed of being who you were. That was the real propaganda. The kind that doesn't announce itself. I recently watched both parts of Dhurandhar. Will surely watch it again. Hours of unapologetic, brave, no-flinching storytelling. Some say it was "too violent." The same critics who gave standing ovations to films romanticizing sedition and dressing it up as art. If you don't feel uncomfortable, then you really won't get the point of this movie. I've witnessed two huge attacks on Mumbai (forgetting countless "gang wars" and "casual blasts") which has changed the way I think. If this is propaganda, then I'll take it. Aditya Dhar didn't make a movie. He built a mirror. And a lot of people are angry because they don't like what they see in it. 1,350 crore worldwide. Banned in multiple Gulf countries. Critics in a full meltdown. Sounds like it hit exactly where it was meant to. India didn't need a perfect film. It needed an honest one. Dhurandhar is that.

@mujifren @rixxkof @Jhunjhunuwala_ Gangadhar hi Shaktimaan hai, Am I right Muji Bhai (wink wink)

@rixxkof @Jhunjhunuwala_ absolute goat

Bro is doing what entire BJP IT cell can't even dream 🫡

@ChanakyaShah Maal bikna >> any opinion

A month after relaunching UP&RUN, a founder of a massive protein brand tasted our Mangosteen flavour and told me to kill it. "Nobody knows this fruit. Stick to Watermelon. Orange. The safe stuff." Moral of the story: Opinions are free. While you realize that everyone is limited to their own experience which becomes their version of truth. -- P.S. We've almost stocked out of Mangosteen on our website, new stock incoming this week.

@shantanukd @arindam___paul Primary and secondary sales are two different beasts Primary builds short term valuation , secondary builds cashflow based long term sustainable business

@arindam___paul The mistake is assuming once on the shelf, the retailer will sell it. Retailer will do nothing. Just wait and watch and see if brand sells itself. If brand doesn't, retailer returns it. Meanwhile, brand has accounted sale, added to ARR, bumped valuation and raised money. 😂

Contrary to popular belief, creating sustainable demand is much harder than building distribution for consumer brands Most new age brands confuse distribution with demand You can push product into every channel, but if the consumer isn’t pulling it off the shelf, you won’t ever scale

@KanishDigital Niconi

A new category of status products will emerge They will be product dopamine Inspired from the q-com rage, it will be like this Think a personal care product that provides instant glow-up, within seconds on camera, It wins attention. These won’t be long-term miracle products They’ll work for 2–3 hours And they’ll still sell - big time.

@Sameer_vyapari Happy Birthday Bhai ! Keep stitchin keep Shipping Keep minting !

It’s my Birthday today … Early morning I received this message from ISKON with a birthday wish and it made me feel happy :) Early 30s hit different. I will be working a whole day today and spending it like a normal day. Hare Krishna ✨

@Rishhari Got a "suggestion" from my Amazon manager to pass on the reduction in fees to customers in terms of price reduction lolz

FYI Amazon sellers. Amazon has removed commission for products priced below ₹1000. Likely a strategic move to retain sellers from shifting to quick commerce. Also feels like a play to keep brands locked in while Amazon Now scales without losing market share.

@Rishhari Organic means spillover of meta ads right ?

First time hitting ₹90K/day on Amazon (50% organic + ads). Amazon has serious potential if you execute well. What’s working for us: • Listing optimisation includes catalogue and A+ • Keyword depth • Daily ad optimisation Still few improvements pending. But I can confidently say we now have one of the best-optimised Amazon listings in fashion.

Frankly for some categories Shopify roas is no big deal unless very bad like >1 Real game lies in overall roas and spillover business generated Shopify for scale and marketplaces for profit that's how u build 100cr consumer brand in india without burning money Ur only job as founder is to crank up creative volume massively and keep stocks available across the platforms that's it

I have been telling this to so many investors. Alas only a few understand this. In a year's time everyone is going to be talking about how the "Meta Halo" effect is real. We are seeing this happen in real time now! Will visit this post again at that time.