Rashi Daga

Air purifier companies spend more on manufacturing than our government does on combating pollution. 16 crores - what a joke

@kpat0805 Time to defy gravity now

@RashiDaga8 IPO done, book done. He has all the funds he needs now, so hands over grunt work to someone else. Smart move.

Deepinder Goyal went from being the subject of "Unseen" to being unseen.

"It's not despite X, but because of it" has become the most obvious AI tell. Everyone's using the same models, getting the same sentence structures and producing the same content.

claude code can’t fix your lack of bitches

@raghav_chadha Great initiative, but if you want to actually experience their day, don't ride pillion (at the back). Instead, ride the motorbike yourself while trying to meet delivery timelines, and you'll actually know the conditions of riding a 2-wheeler in Delhi

Away from boardrooms, at the grassroots. I lived their day. Stay tuned!

If want to use Claude Code but are don't like the terminal interface, you can now use local Claude Code from Claude Desktop! To do so: 1. download Claude Desktop 2. open the sidebar and click 'Code' toggle 3. select the folder that you want Claude Code to have access to 4. submit your prompt!

Amazing opportunity!!

Christmas came early for us this year! As early investors in @GroqInc, what a privilege to see this incredible journey to @nvidia - the biggest company in the world making their largest acquisition! Massive congrats to @sundeep, @GavinSherry, @n1th1nrao, and the entire Groq team on this incredible milestone. It’s been incredible watching them take on one of the biggest opportunities of our time and now change the game for AI applications. They show why backing fantastic founders is ultimately the most important thing. Thrilled for the entire team at Groq!

Why are your burgers so good yet app so shitty? @MeatigoOfficial

Nike succeeded not because they had better shoes (Adidas did initially), but because they had people who cared more and moved faster!

Shoe Dog doesn't romanticize hustle. Knight talks about stress, near-bankruptcy, losing sleep, straining relationships. But he also makes clear: the people who stuck around weren't there because it was fun. They were there because they couldn't imagine doing anything else.

Read Shoe Dog this year and one line keeps coming back: "Company culture is who you hire, not what you say." Nike's early team weren't the most qualified, they were the ones who understood what Nike was trying to become before it made sense to anyone else.

@Amani_Chowdhry Analysing consumer behavior is so important, SuperYou has figured out that snacks are an impulsive buy and a metro station is perfect for that! Even though Whole Truth is 10x better and cleaner, distribution beats product everytime

i love you whole truth but superyou beats you to it with their market penetration 📍IIT delhi metro station

Back to basics... turns out regular retail margins might just work better than burning cash on 10-minute delivery. Sometimes innovation is admitting we over-engineered the problem

🚨 Flipkart to acquire majority stake in artificial intelligence (AI) and machine learning (ML) startup Minivet. Minivet focuses on generative videos for the product catalogues of e-commerce companies.

Wild week for Indian startup acquisitions! The pattern that is showing up is that every health/wellness company is racing to go full-stack. GABIT: Ring → coaching → skincare → supplements (Näck) Honasa: Women → baby → men's care (Reginald) Marico: FMCG → wellness (Cosmix)

@BadCapitalVC Traditional labs optimised for cost & av volume can't adopt them without breaking their existing business. This is Clayton Christensen's innovator's dilemma: the thing that makes you successful (cost efficiency) prevents you from copying the disruptor (speed-first infrastructure)

Orange Health has always been committed to six-hour reporting. Not "as fast as possible" but specifically six hours, no exceptions. This one constraint made them build everything differently. They couldn't use standard labs designed for average daily volume - they had to build for peak hourly capacity. They couldn't have doctors at each location, so they built remote pathology, where one doctor reviews slides from multiple cities. They couldn't rely on traditional logistics - so they created dedicated networks covering four times the area of competitors. Now incumbents can't copy it without scrapping their existing infrastructure. They have hundreds of labs built the old way, doctors hired locally, and established logistics. Retrofitting would cost more than starting from scratch, and starting from scratch means abandoning their existing business. I like how Orange Health's edge is that matching their model means incumbents must treat their current infrastructure as sunk cost. This is the kind of advantage that compounds.

Cosmix wellness a plant protein brand set to be bought by Marico for ₹300cr. They have been bootstrapped all this while and have raised only one cheque from Namita (Shark Tank). Again they are profitable and growing and an online first brand. Their FY 24 revenue was ₹30 crore and ₹2.8cr in profit. I am guessing FY 25 they would have crossed at least ₹70-80cr in overall revenue with profitability of ₹7-10cr. What a fantastic outcome for the founders. Src: Moneycontrol.