Tanay Chothani
7.1K posts
1000 people know better about AI than all of you combined.
(24 hours only)
Why?
I've a private community on WhatsApp, and probably the best AI community for people in India where peoples know how to use AI better.
→ Learn about new AI use cases.
→ Learn about what's going on in the AI industry
→ Get your queries resolved faster than any other place.
→ You no longer need to feel lost.
Best part? You don't need to pay anything.
Comment "AI" if you need access.
English
In a low trust market like India - just can’t make sense of why you’d launch multiple apps. When CAQ is so high and uninstall rate is so high, why have another app for what’s just a feature? That’s also what Zepto understood with Cafe early on and rolled it into the main App
English
There is something about Zomato’s intuition that keeps it winning the food and delivery wars.
Early on Blinkit —> Today Blinkit > Zomato and #1 in QuickCom
Rejected Quick Food Delivery with conviction - Swiggy went all in, today Swiggy rolls back
Chandra R. Srikanth@chandrarsrikant
🚨 BREAKING: Swiggy shutters Snacc Food and grocery major Swiggy has decided to shutter Snacc, a dedicated app it launched for 15-minute food deliveries, just a year after the offering was launched as the company struggled to make orders profitable, as per an internal email seen by Moneycontrol. By @Goenka_Tushar1 moneycontrol.com/news/business/…
English
This is the problem in India.
No reflection. No apology.
Pure ego
Everyone heard you say 350 crores investment and how you have developed a robot.
Miss communication teacher - what is that supposed to mean? Context is everything in communication
Galgotiya should sack her
𝐇𝐲𝐝𝐫𝐨𝐠𝐞𝐧@ImHydro45
Shameless lady. She ruined the entire image of AI impact summit. Instead of apologising, She is justifying the use of a Chinese made robot. Galgotia University should be banned from participating in any tech summit in future.
English
4% of all public commits in Feb are by Claude Code. This will be ~20% by the end of the year.
The power of AI to read, write, understand, commit and audit code is unparalleled.
Software development is no longer writing code - it's clarifying the logic of it.
English
If autonomous cars are genuinely the future, which I really think they are - we need to start evaluating Robotaxis vs Human Drivers.
It’s about net incremental incidents rather than just incidents in general
A human driver in this case would have meant major injuries
TechCrunch@TechCrunch
Waymo robotaxi hits a child near an elementary school in Santa Monica techcrunch.com/2026/01/29/way…
English
Meta’s COGS are only around 20%. Their R&D investment is bigger than that.
When built right and scaled, platform businesses and digital businesses are the biggest cash cows in the economy.
Insane scalability and revenue generation
Tanay Jaipuria@tanayj
Meta's core business did $199B in revenue and $101B in operating income in 2025. 51% operating margins while growing 24% y/y at that scale. Insane!
English
@Ravisutanjani Paytm as a business with its unit margins can compound very fast. There’s still a lot of room for penetration across the payment stack and then the consumer brand layer.
Super bullish on Paytm
English
🚨 Paytm Posted ₹225 Crore Net Profit in Q3
Has 1.45 Crore Soundbox Subscription
Cash Balance Stands at ₹13,000 Crore Now
Made ₹2194 Crore Revenue From Operations
English
The problem is with the excuses.
Don’t think an airline like Indigo would go all in on European ops if Pak airspace was such a big loss driver, and more competitive fares than AI with arguably a better craft for now.
The day AI calls a spade a spade, the turnaround will start
Hirav@hiravaero
• @airindia to post record annual loss exceeding ₹15,000 crore ($1.6B) • Impacted by AI171 crash and operational disruptions • Pakistan airspace closure during Op Sindoor • Longer routings to Europe and the US increased fuel and operating costs #AvGeek
English
Air India’s average loss during the government years was 8,000 crores. Now almost double of that.
Fleets dated, operations lacklustre, management clueless, team confused.
Working personally with team AI, do the small things right and you’d be much better off.
Bloomberg@business
Exclusive: Air India is set to report a record $1.6 billion annual loss after last year’s deadly crash and airspace shutdowns bloomberg.com/news/articles/…
English
Aviation is a critical industry - critical to business and national security.
No airline should be allowed to control more than 50%
One airline goes down and transport in the entire country is jammed.
No buses, no trains, no flights.
DGCA - please act!
English
The absence of the Civil Aviation Ministry and DGCA in this entire Indigo episode is completely pathetic.
Air India, Akasa and Spicejet are charging 45,000 - 50,000 for tickets that were selling at 11,000 a week ago. Even now, for a week later - the same tickets are for 11,000-12,000 - the same RBDs.
We need more consumer protection in these times from the regulator.
And airlines also need to own up and be more grounded. Support customers when they need you - because you definitely will need them to understand you some day, like 6E has discovered today
English
How do we concede 3 to Fulham.
Pathetic defending.
Can’t clear. Can’t control.
Tanay Chothani@TanayChothani
A good attacking performance has covered for a shabby defence We are losing the ball so many times while playing out from the back Why the urge for the quick counter Doku’s lost it twice. Nunes lost it for the goal And it all started with Gvardiol’s awkward clearance that led to the corner
English
A good attacking performance has covered for a shabby defence
We are losing the ball so many times while playing out from the back
Why the urge for the quick counter
Doku’s lost it twice. Nunes lost it for the goal
And it all started with Gvardiol’s awkward clearance that led to the corner
English
Company with a real moat, strong founder, good execution appetite, wrong valuation.
Almost all investors in companies from 2016-2022 assumed Indian internet companies will be as valuable as FAANG is in US, not valuing the 20 year innovation journey all FAANG companies underwent.
Same happening with AI now and ChatGPT’s crazy 700 Bn valuation
English
Paytm IPO came in 2021 at ₹2,150.
Post IPO, it crashed 84% to ₹340 and still trades around ₹1,300 today.
What’s your learning from this?
English
None of the top social media apps today started off trying to be one.
They had specific niche use cases and served those really well.
Snapchat was for sending nudes
Instagram for photo editing
You can’t build a network. You can build tools, create an ecosystem for people to share - network is something people will create themselves
English
🚨 Arattai Seem To Be Losing Momentum
Zoho Need To Add Some Unique Offerings
Friends and Family Installed and Tried To Use
But WhatsApp Still Remains First Preference
How To Build a Stronger Network Effect?
English
Such a fascinating data point and well explained.
If the GST cuts and income tax give a boost to India’s entry level consumers, we are in for a 🚀
Premium segments are already spending big
Now the middle class and early spenders join in.
(34% of Travelxp’s online international flight bookings now originate from a Tier 2/3 city, up from 19% a year ago)
Aditya Kondawar@aditya_kondawar
The Helmet Indicator for Maruti Suzuki - "The number of helmets in our showrooms is increasing on the discussion tables. Earlier, there was a limited number of customers coming to our showrooms on two-wheelers to buy a car. That number has increased now, and such customers are looking forward to upgrading to a car; We are witnessing a growth in the entry-level car segment." - Maruti Management The contribution of entry-level cars to our retail sales has increased from 16.7% during GST 1.0 to 22.2% in GST 2.0 - A sizeable jump Last week, Maruti Suzuki delivered 51,000 units this Dhanteras v/s 41,500 units last year. In fact, India's automotive market saw its brightest Dhanteras yet, with more than one lakh passenger vehicles reportedly sold over the two days no stock reco
English
Eternal and Ola.
Two Indian startup giants. Two opposite playbooks.
@deepigoyal is Eternal’s biggest strength - an execution beast, laser-focused and relentless
@bhash is Ola’s biggest weakness - visionary but chaotic.
Ola needs its Uber moment and a Dara rather than a Travis to unlock its true potential.
Contrarian EPS@contrarianEPS
QIP at 53/sh , when IPO was at 76/sh. What extra growth pursued with more capital dilutes existing shareholders. I assumed extra growth will pan out, if it doesn't then it's even worse.
English
Nearly 80% of college grads we have hired in the last 12 months have an iPhone, order everyday from Zomato/Swiggy, and go partying 2 times a week.
And this is at entry level salaries.
Stock market being flatish for the last 18 months has also taken away that urge to invest like in the early days post covid
English
🚨 Credit Card Debt Surge in India
• August 2015 : ₹340 Crore
• August 2025 : ₹2.88 Lakh Crore
Over 850x Increase in The Last 10 Years
India Has About 11.2 Crore Active Credit Cards
Young Indians Finding Difficult To Pay EMIs
English
Exactly my point.
Those investing at anchor or Pre IPO usually have a lock in. Can’t sell immediately. And most IPOs in 6 months see more fair valuations.
LG trading at 50 x P/E for a company with 10% CAGR and 30% market share is unsustainable.
Might be wrong but give it some time - LG will come to fair valuations too
English
🚨 Ace investor Radhakishan Damani has invested in Lenskart at a valuation of Rs 67,762 crore ($7.7 billion)
This is a 50% premium to the eyewear retailer’s $5 billion valuation in June 2024, when Fidelity and Temasek bought shares.
Damani’s Rs 90 crore investment is a secondary transaction, involving shares purchased from Neha Bansal, Lenskart’s co-founder and sister of CEO Peyush Bansal.
The shares were acquired at Rs 402 a piece, which also appears to be the upper end of Lenskart’s IPO price band.
English