Piyush Gupta

Online business has compounded 100% for last 3 years & we boarded all the 3 top ECom & 3 QCom biz We missed mid market & D2C segment. Today we announced acquisition of Shopflo. We get access to 1000 merchants and 65Mn consumers. And great product team. pinelabs.com/media-analyst/…

My career has been spent following the money to get to the truth. In Nadiem’s case — like much in Indonesia — that truth is buried deep, but we will find it. Nadiem wanted to build his country. Now he’s rotting in jail. He deserves to go back to his family. 10/10

This is a super long but very insightful read on @PineLabs. A fintech buff like me learnt a lot. @amrishrau ICYMI

@AjeyGore Get better soon

falling sick... no fun, especially when on family travel

Introducing the New Economy Collective (NEC): Paving Pathways & Partnerships The world is converging on India. Indian startups are scaling the world. This two-way movement is the insight behind NEC. Built on the foundation of the Startup Policy Forum: 75+ members, $100B+ combined valuation, 22 unicorns, 14 listed new age companies, NEC is a strategic platform for the exchange that’s already happening: 🔷 Global companies navigating India’s innovation & policy corridors 🔷 Indian startups expanding confidently into international markets The India AI Impact Summit 2026 showed us the energy is real. The inflection point is now. Together, a powerful continuum. SPF shaping India’s startup policy narrative, NEC paving global pathways. Our vision: To make India the most connected node in the global innovation network with Indian startups at its core. Here’s to the journey ahead. 🌐 @PMOIndia @narendramodi @AshwiniVaishnaw @PiyushGoyal

@NakraniShashvat @bharatpeindia Congrats @NakraniShashvat on an amazing run after starting @bharatpeindia at 19! Kudos on a smooth transition to drive strategy, M&A and IPO hereon

Important update:

From the OPD: The Most Dangerous Health Misconception I See Every Day The most frustrating part of my OPD practice is not the complex neurological cases; it is watching patients lose a battle they think they are winning. Every day, I see patients with obesity, Type 2 Diabetes, or hypertension who tell me: "I walk every morning, Doctor." "I do all the household work." "I have stopped adding sugar to my tea." They feel they have done their part. But their blood work and body composition tell a different story. Here is the evidence-based reality of why "walking and quitting sugar" is often not enough. 1. The Exercise Trap: Walking vs. Muscle 🔸Walking is a great baseline, and household chores are better than sedentary behavior. However, neither is a substitute for Strength Training. 🔸After age 30, you lose 3-8% of muscle mass per decade (Sarcopenia). Muscle is your body's primary "glucose sink." 🔸Walking burns a few calories while you do it. Strength training builds the "engine" that burns glucose even while you sleep. 🔸If you are not lifting weights or doing resistance training at least twice a week, your insulin resistance will likely persist, regardless of your step count. 2. The Diet Trap: "No Sugar" is the Bare Minimum 🔸Patients often think that by cutting out "sweets," they have fixed their diet. Meanwhile, their plates are still 80% carbohydrates (rice, rotis, poha) and nearly 0% protein. 🔸Refined carbohydrates (even without added sugar) spike insulin similarly to sugar. Furthermore, a protein-deficient diet leads to muscle loss and increased hunger. 🔸Most Indian diets are high-carb, low-protein disasters. Cutting sugar but eating 4 rotis or a mountain of rice is just trading one glucose spike for another. ✅Focus on Protein Leverage. Prioritize 1.2g to 1.5g of protein per kg of body weight. When you hit your protein goals, your craving for carbs naturally drops. Neurologist’s Perspective Why does a brain doctor care about your squats and your protein intake? Because Muscle is an endocrine organ. When you strength train, your muscles release Myokines, which: 🔸Improve cognitive function. 🔸Reduce systemic inflammation. 🔸Protect against neurodegenerative diseases like Alzheimer’s. ✅ The "Metabolic Reset" Protocol If you want to see real change in your HbA1c and BP, stop settling for the "Walking/No Sugar" myth. 1. Stop "Just Walking": Add two days of resistance training (bodyweight, bands, or weights). 2. Flip the Plate: Start your meal with protein (paneer, eggs, sprouts, lean meat). Eat your carbs last, and in smaller portions. 3. Recognize Household Work as "Activity," not "Exercise": Exercise requires progressive overload. Sweeping the floor doesn't challenge your muscles the way a squat does. Dr Sudhir Kumar @hyderabaddoctor

@TheSwamy Congrats @TheSwamy to all three of you! This is amazing

#GloatingTime #AnnapurnaCircuit #IgnoranceHelps #PersonalHigh #Nepal #hiking Thrilled to say that my wife, son and I successfully completed the #AnnapurnaCircuit in Nepal - getting through the famed and highly risky “Thorong La Pass” - the highest hike able pass in the world. Expert hikers have told us now that this is amongst the toughest they have done but for us it was our first ever real hike - so while it was our toughest, it was also our easiest 📷 What made us do it? How did we pull it off? To be honest we have no idea why we signed up for this. Among my best friends, two of the fittest started a WhatsApp group about six-months ago and one member who eventually never signed up invited us to join the group - and we unwittingly did. From there began a journey that was both fascinating and a crash course in “how to get your PhD with no schooling”. Our two friends initially told us “Don’t Die” and put the fear of god into us that we weren’t in the right shape - but also guided us with the right training & diet regimen to get into the right conditioning for this hike. They went on baby hikes with us and gradually helped build up our endurance. They guided us - and in particular my wife took charge - of all the equipment research and wardrobe required. We have never lived in cold countries or gone skiing - so don’t even understand gloves or anything related to the cold. And oh yes, in addition to the -20deg C cold, we were going to have to do a crazy physical workout at 18K feet - 5416m altitude - meaning ~50% Oxygen supply vs sea level! Everyone who understood what we were attempting simply asked us the question, “Why? What are you trying to prove, and to whom?” Except my (soon to be 90) mom who said, “Of course you should do this - be positive and you will succeed”! On March 26th, we boarded the plane to Kathmandu - and in the past 10 days we completed the hike despite crazy snow, dealing with altitude and several of the uncertainties nature and mountains can throw at you. It was 7 days of continuous hiking, altitude acclamatization, and dealing with snow storms and the rain and crazy cold 📷 What worked for us? - 3 months of consistency in training that gave us the confidence in our cardio and respiratory systems, and muscular strength - Friends who helped us with amazing preparation and planning - The incredible sherpas of Nepal who helped us and hand held us every step of the way - My team who helped and encouraged and adapted to my schedule over the past few months If you’ve reached this point - a big thank you. If we could do it, so can you. And whether you care to or not, get in shape so you “could” do it. Set smaller and shorter goals - but get started now, you won’t regret that!

Energy security cannot depend on geography. India must turn the West Asia crisis into an opportunity to push for true energy sovereignty. We can accelerate this process by: 1. Raising renewable target to 1,500 GW by 2030. 2. Strengthening grids in Gujarat, Rajasthan, Karnataka, Tamil Nadu, and adding more Renewable Energy Management Centres. 3. Mandating battery storage in all tenders; and cutting GST for storage assets to 5%. 4. Scaling clean cooking via Ujjwala-linked induction cooker aggregation. 5. Electrifying new buses fully, 2/3-wheelers by 2030, cars/trucks by 2035; fixing advanced chemistry-cell battery storage PLI. 6. Executing 100 GW nuclear by 2047 and diversifying critical minerals from China. My article in today’s Business Standard .

Everyone wants to be your friend when you’re wealthy. Kuvera by CRED will be your mirror.

Minor offences decriminalised and government looking at how petty cases can be dropped (converted to a civil fine in most cases)

@dougleone is one of the very best i’ve ever worked with. Congrats to @sequoia for creating a Chairman role for him, he’ll be an amazing asset for the firm

It's a great day to be a founder: we've named @dougleone chairman of @sequoia. Doug passed the baton a few years back, but he never left: he’s been in the office, working on boards, and serving as consigliere to the next generation. When we realized how much gas Doug has left in the tank, we invited him to ramp back up as an investor at Sequoia. Please cut him some slack as he onboards over the next couple weeks. Let’s go!

Our Stock markets are facing a crisis due to continuous selling by FPI’s, Geopolitical tension.Biggest losers are small SIP investors. @SEBI_India should urgently allow listed cos to do open market buybacks again.Time to Act @nsitharaman @FinMinIndia @PiyushGoyal @CNBCTV18Live @ETNOWlive @MadhusudanKela @chokhani_manish @AmitShah @narendramodi Cash rich cos should buy back stocks to stabilize markets SEBI should act to protect small investors

It’s time to return to the place where I know I can have the most impact. I am beyond excited to be rejoining @sequoia as a Partner. Here is what I shared with @gradypb @alfred_lin on how I am approaching my next chapter.

@RnaudBertrand @AravindKrishnan The costs on rest of the world from this are mounting. Higher oil prices, higher food prices, higher shipping costs, disrupted manufacturing, gas shortages, dented business confidence and hurting the poorest the most.

This is probably the most important article of the month: an op-ed by Oman's Foreign Minister, who mediated the talks between the U.S. and Iran, in which he writes that the U.S. "has lost control of its foreign policy" to Israel. He repeats that a deal was possible as an outcome of the talks (something confirmed by the UK's National Security Advisor, who also attended: x.com/i/status/20341…) and that the military strike by the U.S. and Israel was "a shock." Interestingly, given he is one of Iran's neighbors and given that Oman has been struck multiple times by Iran since the war began (en.wikipedia.org/wiki/2026_Iran…), he writes that "Iran’s retaliation against what it claims are American targets on the territory of its neighbours was an inevitable result" of the U.S.-Israeli attack. He describes it as "probably the only rational option available to the Iranian leadership." He says the war "endangers" the region's entire "economic model in which global sport, tourism, aviation and technology were to play an important role." He adds that "if this had not been anticipated by the architects of this war, that was surely a grave miscalculation." But, he adds, the "greatest miscalculation" of all for the U.S. "was allowing itself to be drawn into this war in the first place." In his view this was the doing of "Israel’s leadership" who "persuaded America that Iran had been so weakened by sanctions, internal divisions and the American-Israeli bombings of its nuclear sites last June, that an unconditional surrender would swiftly follow the initial assault and the assassination of the supreme leader." Obviously, this proved completely wrong, and the U.S. is now in a quagmire. He says that, given this, "America’s friends have a responsibility to tell the truth," which is that "there are two parties to this war who have nothing to gain from it," namely "Iran and America." He says that all of the U.S. interests in the region (end to nuclear proliferation, secure energy supply chains, investment opportunities) are "best achieved with Iran at peace." As he writes, "this is an uncomfortable truth to tell, because it involves indicating the extent to which America has lost control of its own foreign policy. But it must be told." He then proposes a couple of paths to get back to the negotiating table, although he recognizes how difficult it would be for Iran "to return to dialogue with an administration that twice switched abruptly from talks to bombing and assassination." That's perhaps the most profound damage Trump did during this entire episode: the complete discrediting of diplomacy. If Iran was taught anything, it is: don't negotiate with the U.S., it's a trap that will literally kill you. The great irony of the man who sold himself as a dealmaker is that he taught the world one thing: don't make deals with my country. Link to the article: economist.com/by-invitation/…

Your data is not for sale. Here’s how we make money instead.

Given the scale of global investments from the Middle eastern SWFs, this would have a fairly large impact on Fund Flows if true 👇