miten sampat

@waghnakh_21 @claudeai @badlogicgames no, what does it do

@miten @claudeai just curious, have you tried pi agent by @badlogicgames?

Claude Code outages are now a thing. quite disruptive to chain of thought. unique bubble! @claudeai

@anmolm_ @poojaasanwal ✌️

@poojaasanwal @miten called this ~14 years ago mitenco.wordpress.com/2012/01/24/tea…

it boggles me every time to think how big the NEET JEE market is that an online educator could become a dollar billionaire in less than a decade??

@oceansheth hospital chains or pharma manufacturers?

@miten health

India's hyperscale companies (₹5L Cr+ market cap) today primarily come from: energy, banking & fin services, telecom & one outlier tech co what sectors will create the next hyperscale players?

@anmolm_ FMCG? Internet marketplaces? Fintechs? Retail? Autos? which type, and a bit of the why in your thinking pls?

@miten consumer-facing conglomerates

@SunOfGan yes

@miten Which is the tech company ? TCS ?

@1kunalbahl interesting signal to look at. anecdotal or looked at commercial RE trends

Unless a company is unusually fast growing, I just don't see many companies expanding their office space. Everyone seems to be getting a lot more done with fewer people and a similar amount of office space. Sign of the times to come.

@honestsugam @MohapatraHemant or the leader will cease to be one and get replaced

@honestsugam @MohapatraHemant they and their company will steadily lose people, market share, revenue and relevance

A huge, huge part of a founder's job is to simply inject (1) energy / optimism (2) clarity (3) urgency into EVERYTHING they are involved in. Every email, every meeting, every walk & talk, every slack thread, every whatsapp chatter.

@Ktens @MohapatraHemant don’t believe everything you read on the internet 😎

@miten @MohapatraHemant Man! You’re consistent with writing! This is a treasure trove. Thank you.

Trust compounds in both directions. From day one, we’ve obsessed over performance, transparency, reliability and governance. It’s our promise to India’s most creditworthy. CRED has now received final RBI authorization to operate as a payment aggregator, after the in-principle nod earlier. At our scale, this is a real milestone. It stacks on top of 100+ external audits we run every year.We’re also one of the few Indian fintechs with the global ISO 27001 and ISO 27701 security certifications. These licenses are the highest vote of confidence in our systems and they set an even higher bar for us to live up to. Grateful for your trust in CRED. 🚀

@samidhas x.com/miten/status/1…

🚨🚨Lux Capital’s Josh Wolfe shared an internal memo to founders saying the cost of preparation is low and the value of being ready is asymmetrically high. Founders are being asked to reforecast under multiple scenarios, the idea is to know how fragile (or resilient) your cash position really is. • Base case • 20% revenue miss • 50% miss + 90-day financing delay If you’ve taken venture debt, revisit covenants and MAC clauses. Markets are sending mixed signals. The 10-year bond yield is at a 4-month low while equities sit near highs. Hidden operational risks are building up. • Tariff shifts affecting imports • Data-centre and power infrastructure bottlenecks • Customer concentration risks Markets are rewarding aggressive cost cuts. Jack Dorsey's Block cut 50% workforce and saw 20% stock gains. The cheapest time to build optionality is before you need it. Preparation isn’t pessimism. It’s good operating discipline.

@GavinSBaker thx for going micro and macro and stitching it together. most of the scaled phase articles aren’t able to comprehend the constraints on inputs and the actual physics that lead up to it — which in parallel allow the disrupted to adapt.

this analysis is grounded in both the macro and micro with nuance. good lens on inputs, outputs, constraints and how stuff comes together in terms of capital cycle.

@basti_vkl wowza!

you can just do things on the weekend

If you do not direct your attention, it will be directed for you.

@elegantlywasted love it “fomo merchants”

If you are feeling any dissonance with the constant barrage of AI slop coming your way, remember 5 years ago they told you BTC would be $1M by now and that it would be normal for us to roam around with a $5000 clunky headset on our heads. That's not to say that platform shifts aren't real - but each such shift brings along its share of FOMO merchants and grifters. FOMO merchants will sell you FOMO 24/7 because their future wealth depends on you buying their version of the future completely. They sell their narrative as destiny. And the genius lies in making skepticism look like ignorance. Anyone who questions is a luddite - someone who "just doesn't get it". And no one wants to appear dumb in public. So the bubble gets stronger. Then there are grifters - who don't understand the tech but want to ride along for the vibes. They swap bios and LI profiles quicker than you can say AI. They have the conference passes and the selfies and the jargon. They think proximity is participation and vocabulary is competence. They also think they have everyone fooled but in reality there's nothing more transparent. It's OK to know and believe things are changing and prepare - but also have questions and leave some room for healthy skepticism. Cognitive dissonance is essential in these times. I'd just run far away from anyone talking about this shift with certainty. No one knows, not even your heroes.

@ku1deep @roshanonline @shiladitya let’s see how much value the first 100 users find from it

@miten @roshanonline @shiladitya Ok. Are you putting a paywall next week. Can’t afford more than $100 per month. 🤓

i am counter-productivity tip. I have near infinite amount of tokens and I don’t get anxiety from being away from Claude code because I have hated almost everything AI generates from prompts I write on the computer and even worse from the prompts I speak into whispr. However some workflows have completely changed the quality of my work. 1. Pen on physical paper for plan mode. Write, sketch, scratch out, tell a story, keep pen on paper until brain is squeezed dry. Take photos and input in Claude and then generate artefacts from that. 2. Have a long conversation with @nishantmodak where we are trying to actively disagree but also trying to argue from the other’s perspective while granola is actively recording in the background. Use the raw transcript as the starting point for clause work. THE MOST IMPORTANT PART: Print the artefacts from Claude and rewrite in my own words. I find that the “AI” recedes in the background and my thoughts can finally breathe on the output. There are people in my life I admire for the quality of their thinking and writing who generate complete slop now. Unreadable mess that buries their genius under terrible structure of AI generated artefacts. That forced me to look at my work and this fixes the craziness of what I was producing.