Nitin Sabharwal

1/ @Nithin0dha Respectfully, When someone walks into a physical mall specifically looking for Zerodha’s store, they still pass signs, displays & promotions for Groww, Upstox, etc. The mall doesn’t hide other shops just because you pay rent. That would kill competition and customer choice. Search engines & app stores are the exact same digital malls. 2/ A user typing “Zerodha” is walking down the digital aisle with clear intent. Competitors putting up a billboard right there isn’t gatekeeping — it’s normal marketplace competition. You’re not paying “to exist”. You’re bidding for prime shelf space in a public directory that millions use every day. If you don’t bid, someone else will. That’s an auction for attention, not absurdity. 3/ Platforms created the massive free foot-traffic that helped Zerodha grow to millions without physical branches or old-school TV ads. They take ad revenue + commissions, yes — but that’s how they built the discovery engine in the first place. The “higher prices passed to customers” part feels weak. Zerodha already runs one of the lowest-cost models in India because of this intense competition. 4/ Smaller startups can compete here: strong SEO, content, referrals, direct website traffic, influencer plays — many fintechs do exactly that and thrive. Treating platforms as evil rent-seekers ignores that they turned the internet into a level playing field where a lean broker like Zerodha could beat legacy giants. This isn’t enshittification. It’s capitalism in a shared public space. 5/ The real irony would be if platforms blocked competitors from showing up when someone searches your name — that would turn open marketplaces into private corridors. Happy to discuss — love the transparency you always bring to these topics, Nithin. One last suggestion , improve your organic marketing ecosystem for Google discover. Slide left on any android phone home screen and see the magic.

Search for @zerodha on Google or the app stores, and the first thing you'll see is ads from our competitors. The only way for us to show up first is to bid on our own brand keyword. So we'd essentially be paying to be visible when a customer is actively looking for us by name, and if we don't, competitors will happily take that spot. What's worse is that ads now show up above and below our own keyword. That tells you everything about where platforms are headed. The only winners here are the app stores who collect the ad spend on top of the commissions they already charge on in-app purchases. And one way or another, this marketing spend eventually flows back to customers in the form of higher prices. We live in a world where everybody keeps talking about disintermediation, but these platforms are some of the most powerful and profitable gatekeepers in history. They sit in the middle and monetise both sides. If you believe in the logic of enshittification, this is just the beginning. Platforms extract as much as they can, for as long as they can, until they can't. More ads means more scrolling before you hit any organic results, which means brands that don't pay simply stop being visible. That's manageable if you're a large company with a marketing budget. For smaller businesses and startups it can be devastating. They just can't afford to keep up. The sheer irony of having to pay to show up when someone is already searching for you by name never stops being absurd.

Someone just poisoned the Python package that manages AI API keys for NASA, Netflix, Stripe, and NVIDIA.. 97 million downloads a month.. and a simple pip install was enough to steal everything on your machine. The attacker picked the one package whose entire job is holding every AI credential in the organization in one place. OpenAI keys, Anthropic keys, Google keys, Amazon keys… all routed through one proxy. All compromised at once. The poisoned version was published straight to PyPI.. no code on GitHub.. no release tag.. no review. Just a file that Python runs automatically on startup. You didn’t need to import it. You didn’t need to call it. The malware fired the second the package existed on your machine. The attacker vibe coded it… the malware was so sloppy it crashed computers.. used so much RAM a developer noticed their machine dying and investigated. They found LiteLLM had been pulled in through a Cursor MCP plugin they didn’t even know they had. That crash is the only reason thousands of companies aren’t fully exfiltrated right now. If the code had been cleaner nobody notices for weeks. Maybe months. The attack chain is the part that gets worse every sentence. TeamPCP compromised Trivy first. A security scanning tool. On March 19. LiteLLM used Trivy in its own CI pipeline… so the credentials stolen from the SECURITY product were used to hijack the AI product that holds all your other credentials. Then they hit GitHub Actions. Then Docker Hub. Then npm. Then Open VSX. Five package ecosystems in two weeks. Each breach giving them the credentials to unlock the next one. The payload was three stages.. harvest every SSH key, cloud token, Kubernetes secret, crypto wallet, and .env file on the machine.. deploy privileged containers across every node in the cluster.. install a persistent backdoor waiting for new instructions. TeamPCP posted on Telegram after: “Many of your favourite security tools and open-source projects will be targeted in the months to come.. stay tuned.” Every AI agent, copilot, and internal tool your company shipped this year runs on hundreds of packages exactly like this one… nobody chose to install LiteLLM on that developer’s machine. It came in as a dependency of a dependency of a plugin. One compromised maintainer account turned the entire trust chain into a credential harvesting operation across thousands of production environments in hours. The companies deploying AI the fastest right now have the least visibility into what’s underneath it.

When building costs drop 90% but distribution costs stay flat, you get a gold rush where everyone digs and nobody sells. That’s what this chart actually shows. New websites up 40%. iOS apps up 50%. GitHub pushes up 35%. Everyone read “barrier to building disappeared” and heard opportunity. The correct read is that 557,000 new apps hit the App Store last year, a 24% spike, flooding a discovery channel that was already dead on arrival. 90% of senior mobile professionals surveyed said organic App Store discovery was effectively over before this wave even hit. Half of all App Store searches are just people typing in brands they already know. The supply side hockey-sticked. The demand side didn’t move. This is why tech layoffs doubled to 264,000 in 2025 while code output simultaneously exploded. Companies don’t need more builders. They need people who can get the thing in front of someone who’ll pay for it. Distribution, positioning, audience, brand. The functions that never got the AI productivity boost. Nicholas nails the conclusion that taste and knowing what to build are what matter now. But taste is only half of it. You also need the channel. The unsexy reality is that a mediocre app with 100,000 newsletter subscribers will outperform a beautiful app with zero distribution every single time. The apps winning in 2026 aren’t the best-built ones. They’re the ones attached to someone who already has an audience. Building software used to be the moat. Now building software is the commodity. Distribution is the new moat, and unlike code, it doesn’t get cheaper with AI.

644 AI technologies showcased. 41 CEOs of tech giants attending. A quarter of a million visitors. 326 exhibitors from 37 countries. 3 of India’s own LLMs unveiled. 1 fraud detected and dealt with. The India AI Impact Summit is being mocked by China, Pakistan, and the Congress.

Is it just me or has anyone seen that on Google maps in bangalore it all blue yet you are stuck in a traffic jam for 30.min.. just curious.

@Rahul_J_Mathur That he is. He is built differently , having worked with him at brainvisa.

Supam Maheshwari has built 4 companies from Pune - he sold his first business Brainvisa Technologies for about ₹100 crore in 2007. In 2010, he started Brainbees Solutions - which we all know as FirstCry (₹13,000 crore MCap today); he sold ₹300 crore pre-IPO & owns ~₹600+ crore worth of stock even today (even after the stock price is down 50% from IPO day) His 3rd company - XpressBees did ₹3,000 crore in revenue in FY25 but is currently facing pricing pressure & losses (₹300 crore+) due to Meesho’s Valmo business. It was last valued at ₹12,000 crore! The most recent company - GlobalBees has many problems (including an insolvency petition). Most people would be chilling like a devil after selling a company - Supam is just built differently ⤵️

Phase 1 phase 2 phase 3 phase 4 ... Boom #globalfinancialmarkets

The S in IoT stands for security #MonkVines

This fan-made John Wick Trailer with Dhurandhar's Title Track is an absolute gem! Created by KP Dabhi

Caption this @elonmusk

Ab to Tera intezaar hi nahee hai.. youtu.be/t5OKlU0icRs?si…

New breakthrough quantum algorithm published in @Nature today: Our Willow chip has achieved the first-ever verifiable quantum advantage. Willow ran the algorithm - which we’ve named Quantum Echoes - 13,000x faster than the best classical algorithm on one of the world's fastest supercomputers. This new algorithm can explain interactions between atoms in a molecule using nuclear magnetic resonance, paving a path towards potential future uses in drug discovery and materials science. And the result is verifiable, meaning its outcome can be repeated by other quantum computers or confirmed by experiments. This breakthrough is a significant step toward the first real-world application of quantum computing, and we're excited to see where it leads.

China's silence on #3IATLAS is more concerning than NASA's shutdown Three days ago, 3I/ATLAS—the third confirmed interstellar object—made its closest approach to Mars (30 million km), with five spacecraft positioned to capture unprecedented observations: NASA's Mars Reconnaissance Orbiter, ESA's Mars Express and ExoMars TGO, UAE's Hope probe, and **China's Tianwen-1**. As of October 6th, 2025, we have **zero official images** from any agency. NASA blames the government shutdown (started October 1st, suspiciously 48 hours before the flyby). ESA promised observations through October 7th but has released nothing beyond "we're still observing". But here's what nobody's talking about: China Has Also Gone Silent—And That Changes Everything **Why This Matters:** * **Tianwen-1 operates independently** of NASA/ESA. It has published 14,757+ Mars images since 2021, including a global color map at 76 m/pixel resolution. China routinely releases imagery for propaganda value—they just posted Tianwen-2's Earth selfie from 590,000 km days ago. * If 3I/ATLAS images showed a **typical comet** (irregular nucleus, asymmetric coma), China would have released them **immediately** to embarrass NASA during the shutdown and showcase their Mars orbiter ahead of Tianwen-3 (sample return mission, 2028). * **China gains nothing from silence** if it's natural. They're not bound by U.S. classification rules, NATO protocols, or ESA peer-review timelines. **Yet: Complete Radio Silence** * No CNSA press releases * No HiRIC/MoRIC images posted * No statements from Chinese Academy of Sciences astronomers * No state media coverage (CGTN, Xinhua, Global Times) **The same applies to the UAE**, which also observed via Hope probe—no images, no statements. # Why Would Geopolitical Rivals Coordinate Silence? The only plausible explanation: **All five agencies saw something that requires coordinated response**. Artificial confirmation is a species-level event, not a national one—U.S.-China rivalry becomes irrelevant if both face potential first contact or existential threat. # The Anomalies We Already Know For context, 3I/ATLAS exhibits **eight documented anomalies** that have never been observed together in any natural object: 1. **8:1 CO₂/water ratio** (6σ deviation from normal comets) 2. **Extreme nickel/iron ratio** ("extremely puzzling"—nickel present without corresponding iron) 3. **Minimal non-gravitational acceleration** (<4.6 m/day despite active outgassing) 4. **0.005% probability trajectory** (close flybys of Venus, Mars, Jupiter) 5. **Anomalous mass** (3-5 orders of magnitude too high for typical interstellar objects) 6. **Extreme negative polarization** ("unprecedented among asteroids and comets") 7. **Low diatomic carbon** despite high CO₂ 8. **Ancient age** (7-14 billion years old based on kinematics) A Harvard/Initiative for Interstellar Studies paper calculated a Bayes factor of \~10²⁸ favoring artificial origin over natural, though the authors hedged their conclusion for obvious career reasons. # What This Means I'm not claiming certainty—the data is incomplete. But the coordinated silence from **competing geopolitical powers** who should be racing to publish is more alarming than any individual anomaly. When China, NASA, ESA, and UAE—who distrust each other and compete for space prestige—**suddenly act in lockstep** by withholding routine imagery from the most hyped event in years, that's not coincidence. It's **mutual recognition of something that transcends national interests**. The perihelion maneuver window (late November 2025) will be the critical test: if 3I/ATLAS maintains its hyperbolic escape trajectory, maybe we're overreacting. If it decelerates to remain in the Solar System, we'll have our answer. **TL;DR:** NASA's shutdown is suspicious. ESA's delay is odd. But China's silence—when they have every geopolitical reason to publish and gloat—is **the tell**. Something's happening behind closed doors.

#WATCH | Mumbai | Actor Akshay Kumar says, "I want to tell you all a small incident which happened at my house a few months back. My daughter was playing a video game, and there are some video games that you can play with someone. You are playing with an unknown stranger. While you are playing, sometimes a message comes from there...Then a message came, Are you male or female? So she replied female. And then he sent a message. Can you send me nude pictures of yours? It was my daughter. She switched off the whole thing and she went and told my wife. This is how things begin. This is also a part of cybercrime... I would request the Chief Minister that in our Maharashtra state, every week in the seventh, eighth, ninth and tenth standards, there should be a period called cyber period where children should be explained about it. You all know that this crime is becoming bigger than street crime. It is very important to stop this crime..."

India just spent Rs 76,000 Cr to make its FIRST semiconductor chip But Taiwan made the SAME chip 10 years ago! Everyone's celebrating while industry insiders are confused So why are we pouring billions into "outdated" technology? Here's what's really happening 1/11

Do you remember when you joined X? I do! #MyXAnniversary

🚨 IT'S HISTORY GETTING CREATED FOLKS 🤯 INDIA'S ANANDKUMAR VELKUMAR IS THE WORLD SPEED SKATING CHAMPION 2025!🏆 He becomes First Ever India to win the GOLD Medal in 1000m Sprint at World C'ship 🏅 IT SHOULD BE HEADLINE OF INDIAN SPORT! 🇮🇳

Rest is peace ...

@cliftonsellers Policy change.

Scare an entrepreneur with one word.