Varun Das
3.2K posts

Varun Das
@filteredkapi
Building tools for faster eCommerce. Big on experiments, small wins, and keeping things simple. Currently building Brella | Savor | TaskMan

We're giving away a free @UltrahumanHQ AIR.💍 Quote tweet this and tell us the story of what got you to start taking your health seriously: the habit you built, the thing you gave up or the day something clicked. The most honest, moving story wins the ring. To enter: Follow @LoopHealthHQ and quote tweet with your story. 🚨 Winner announcement on 13 July 2026. Your story might be the reason someone else decides to start their healthcare journey today. Share it!💚

🚨 Fashion quick-commerce is dying and honestly, the numbers were always going to catch up. → Klydo shuts consumer ops in <12 months (launched Sept 2025, ex-Udaan founders) → Slikk: $10M raised, 100 orders/day in Bengaluru pilot phase → Zilo: $15.3M raised (Peak XV), still burning to prove the model → Knot: $5M raised for 60-min delivery → Myntra M-Now scaled to 10 cities, still unproven at scale The pitch was seductive: “food delivery speed for fashion.” The math never was. Fashion has 30-40%+ return rates. Reverse logistics at 15-60 min speed costs MORE than the delivery itself. Try-and-buy sounds nice until you’re paying a rider to wait outside someone’s door for a fitting room decision. Not everything needs to be instant. Some things are worth building slow.

Designers and researchers are at the epicenter of AI anxiety Our large-scale survey of tech workers found that designers and researchers are the most negative across nearly every measure of how they feel about their careers. Amongst user researchers, 51% are “anxious about my job security,” and are the most likely to fear “losing my job to AI” (36%, just behind Data/Analytics at 38%). Among designers, 63% feel “overwhelmed by the pace of change” and 61% feel “tired,” the highest of any role. and designers are the most likely to feel the comp squeeze (61% selected “expected to do more for the same compensation”). Both functions also report the lowest willingness to recommend their field of any role, and designers report the worst-rated managers in the survey. We saw this trend in last year's survey, but it's gotten even worse a year later. Full report here: lennysnewsletter.com/p/how-tech-wor…

AI, and language, and possible futures... "When asked to edit formal English from around the world, AI tends to flatten and homogenise towards an Anglo-American standard, in a process researchers have termed “cultural ghosting”. Thus the perfectly acceptable request in Indian professional English to “Kindly do the needful & revert back at the earliest” gets “corrected” to “Please complete the task & respond promptly.” theguardian.com/books/ng-inter…



Zepto Processes 21 Cr Orders A Quarter & Makes an average loss of ₹78.75 per order. Swiggy Instamart Processes 11.26 Cr Orders A Quarter & Makes a loss of ₹76.20 per order. Flipkart Minutes making an estimated loss of ₹12 to ₹20 per order. Blinkit Processes 27.4 Cr Orders A Quarter & Makes a PROFIT of ₹2 per order. Albinder Dhindsa’s Blinkit has built an absolute cash-printing machine under the Zomato ecosystem. Undisputed king of unit economics. 🔥

Did you know that the Creta has faced seven solid rivals in the last nine months, and yet it remains the largest-selling SUV in the segment? What's the reason for its absolute dominance? @vangaal_gaurav @harishbijoor #HyundaiCreta #Creta



If you are in India your number is 36lpa rising to 48lpa where it should stay until you are able to raise a Series B. I promise you those numbers are very specifically calculated.


I stole this idea and now use it with every single employee. It’s the best illustration I’ve seen of teaching someone to be high agency. It says there are 5 levels of work: Level 1: “There is a problem.” Level 2: “There is a problem, and I’ve found some causes.” Level 3: “Here’s the problem, here are some possible causes, and here are some possible solutions.” Level 4: “Here’s the problem, here’s what I think caused it, here are some possible solutions, and here’s the one I think we should pick.” Level 5: “I identified a problem, figured out what caused it, researched how to fix it, and I fixed it. Just wanted to keep you in the loop.” Using this framework, here’s what I say to every new employee… You will live at Level 4 from Day 1 and as we build trust you will rise to Level 5. Being high agency doesn’t just mean tackling problems in this way. It means your entire way of working should be oriented to being a Level 4+ employee. Plz feel free to steal it as well. And ty @stephsmithio for the framework!








People keep asking why we won’t celebrate Kunal Shah heading WhatsApp or Meta throwing $900M at CRED. Because the lesson isn’t inspiring. CRED proved you can hand out fake rewards nobody wants, build features nobody asked for, and still become a billionaire darling. The points were mostly worthless, the value proposition was fuzzy, and yet investors kept lining up. Why? Because the real product was never bill payments. It was a live dashboard of India’s wealthiest spenders: their income signals, spending habits, repayment behaviour, lifestyle choices, and purchasing power. Build a bill-pay app. Hand out rewards worth less than the electricity used to display them. Convince investors it’s revolutionary. Use the hype to aggregate one of the most valuable consumer datasets in the country and then sell it to an unethical immoral big tech conglomerate like Meta. That’s not a startup success story. It’s a masterclass in turning con hype into a business model. Meta didn’t invest $900M because of cred points, cashback, or digital scratch cards. They invested in knowing who has money, how they spend it, and what they’re most likely to buy next. The app was the bait. The data was the business. Meta didn’t buy the points. They bought the people behind them. The rewards were the advertisement. The users were the inventory.




More deal details Deal is $500 million in primary capital at $4 billion pre- money $400 million in-secondary sale of shares by existing shareholders. And $100 million in ad credits— IMP 🚨🚨








