Rajan Seth

@ecommerceshares Those 5 10 baggers need to be stacked one after another across the time horizon. That's the magic and not identifying 5 10 baggers.

You only need three 10-baggers in order to go from $1 million to $1 billion. $1m to $10m $10m to $100m $100m to $1bn If you’re starting with $10k, you only need five.

@Nithin0dha Another reason is low financial literacy. 1.75% for couple of days is loan shark level APR.

I just discovered that Robinhood will generate approximately $150 million (~₹1,300 crores) in revenue from the fees it charges for processing instant client withdrawals. Their cost to process these is around $35–40 million, which means a clean $100 million to the bottom line, and that’s just from instant withdrawals. 😬 As an Indian startup with some scale, founders dream of generating revenue like this from non-core products. Hence the rush to introduce everything: loans, insurance, payments, and other financial services. But nothing really works 😀 outside the core offering. It just shows how far behind India is compared to the US when it comes to customers willing to pay for add-ons. By the way, I’m still shocked that people pay 1.75% on an instant withdrawal transaction. This really shows how broken the US banking system is. Even in 2025, there’s still no full-fledged instant payments system like UPI — most fund transfers take a couple of days! For comparison, we don’t charge @zerodha clients for deposits (thanks to UPI) or instant withdrawals. We’ve processed over ₹50,000 crores in instant withdrawals in <2 years, at zero cost. 🙈

@Lufthansa_USA @lufthansa sent the message, awaiting response

@rajan0611 @lufthansa Hello Rajan, for your privacy and security, please send us a private message. Thank you! /Sina twitter.com/messages/compo…

@Lufthansa_USA @lufthansa Canceled within 2 hours. Policy: 100% refund. @lufthansa math: 15%. Live Chat: 🤷 Phone: 1h queue + 30m hold to get done which is obvious. Why is a refund a side quest? Sad to see German airline service standards. Happy to share details.

@WSJ To win this game, one need to spend 70 hours optimizing their spend. Now that will become 90 hours. Every year, I think if it is worth it?

American Express is raising the annual fee on its Platinum credit card to $895, from $695. The overhaul is the latest advance in the battle for affluent cardholders and the spending they rack up. 🔗: on.wsj.com/46Ennql

@vladtenev @RobinhoodApp Tags stocks if they are in Nancy Pelosi index or Anti-Cramer index. Instant notifications if a stock gets added or removed.

What products and features do you want from @robinhoodapp in 2025? Don’t hold back (not that you guys do).

1. analyze portfolio returns. IRR over time, IRR since last 1 year, 2 year, since started investing 2. Portfolio analysis - investment across different sectors, large cap, mid cap, etc. understand portfolio Beta, ways to manage risk on portfolio 3. Easy access to quarterly earnings for followed stocks. 4. Approve me for Robinhood Gold card :)

@pmarca Feature to 1.5x Joe and 1x Marc is ideal

Nooooooooooo 😆

@ParikPatelCFA @pitdesi 40 miles south of SF in Sunnyvale. - Madras Cafe - Madurai idli kadai - Ulavacharu tiffins

@pitdesi Bro where is Udupi

On my must feed visitors list for SF: Arsicault Baklavastory Burma Superstar/Love La Taqueria What else?

@Beth_Kindig @Beth_Kindig what do you think should be the split between Cloud and On-prem? Also, does market sizing include just IaaS or also software stack on top of it.

The AI training and inference markets are forecast to rise from approximately $94 billion this year to $640 billion by 2032, growing at a 27% CAGR combined. $NVDA $AMD $AVGO $INTC $MSFT $AMZN $GOOG

@CA_DMV You closed the only efficient DMV in the Bay Area. Is the goal of DMV to identify best performing services and get rid of it. @CA_DMV

@rajan0611 Thank you for letting us know. We’re glad to hear you had a pleasant experience. DMV values your opinion and would like to hear your feedback. Please take our short survey to tell us how we’re doing. dmv.ca.gov/wasapp/survey/

Bay Area Life Hack - DL renewal in 25 mins at Senter Rd DMV. Parked at 9:15 am and out at 9:40 am on a Tuesday. This includes online application, documentation and a new picture. Best DMV in the nation. Well done @CA_DMV

After over 8 years of a fantastic journey through GTM strategy and intelligence for VMware by Broadcom, my time has come to an end. Know of an opportunity in product marketing, GTM or competitive strategy? I'd love to talk! If not, I'd really appreciate if you can repost this!

@findingnimesh You forgot about mom dissecting the food to understand the ingredients before even tasting it.

The best part about going to an acclaimed Indian restaurant with your parents is your mom saying "I could make this" and then a few weeks later she does.

@bilawalsidhu @shreyas Product trio - 3 idiots 😂

@shreyas 3 idiots

Describe the Product Manager’s life with the name of a Bollywood movie. I’ll start: Kabhi Khushi Kabhie Gham... 😁

@pratikpoddar It might be Anti Tata now !!

Is it anti-nationlist to say Air India is the worst flight and customer experience! I guess less people say it because it's sound anti-Indian no?

What a magnificent new home for the people who uphold our Constitution, represent every citizen of this great Nation and protect the diversity of her one People @narendramodi ji. A new Parliament building for a New India but with the age old dream of Glory for India. Jai Hind! #MyParliamentMyPride

@rutujax Leonardo Da Vince’s biography from Walter Isaacson - strong recommendation

Currently reading Steve Jobs by Water Isaacson (so good btw), and it's made me want to read more biographies this year. What are some of the best biographies you've read?

@leecaswell @bryanlubeck @nutanix Time to introduce pickle ball in Chicago :)

.Next Checklist Completed!Chicago Spring Tennis @bryanlubeck @nutanix

@dkhos @elonmusk @zerohedge I see this as a use case. Users might be willing to pay extra if they know their phone is about to run out of battery. Likely this should be a user input when requesting for a ride.

@elonmusk @zerohedge Most definitely dark and most definitely false - battery levels are not an input into Uber pricing. Zero effect.

Uber Accused Of Price Surging Customers If Phone Battery Is Low zerohedge.com/technology/ube…

@aakashgupta @0xkarmatic Check our Asana for the public comp reference

@0xkarmatic Yeah it's probably down like the rest of cloud... 60-90% depending on their growth

Product-led growth is not just a buzzword. It’s a proven strategy that helped Airtable grow from zero to a $11 billion valuation in less than 10 years. In this post, I’ll show you what PLG is and how Airtable nailed it with four smart moves. Imagine you have an idea for a new app. You want to build it without coding, customize it to your needs, and share it with others. Sounds impossible, right? Well, not if you use Airtable. Airtable is a cloud-based spreadsheet-database hybrid that lets anyone create their own custom apps without coding. It has over 250,000 customers, including Netflix, Shopify, and Slack. But how did Airtable grow so fast? How did they turn a simple spreadsheet into an $11 billion empire? One of the key parts of Airtable's story is product-led growth (PLG). PLG is a strategy that relies on the product itself as the main source of value and revenue for the business. Users try, buy, and stay with the product based on their experience. No need for expensive marketing or sales campaigns. PLG works best for self-service products that are easy to use and deliver value quickly. Think Slack, Dropbox, Zoom, etc. These products don’t need much explanation or persuasion. They just work. Airtable is that and more. It’s a connected apps platform that enables users to build workflows by connecting different apps and data sources. This means that users can customize their experience with Airtable and integrate it with their existing tools and systems. They can also share their creations with others and learn from best practices in different domains. This creates network effects that drive more user retention and loyalty. Users become advocates for Airtable and spread the word to their colleagues and friends. This creates viral loops that drive more user acquisition. But user acquisition and retention are not enough for PLG. You also need user expansion. You need to grow your revenue from your existing users by upselling them to higher plans or cross-selling them more features. That’s where Airtable’s expansion sales team comes in. They have a dedicated team of account executives who focus on growing existing accounts rather than acquiring new ones. They use data-driven insights to identify upsell and cross-sell opportunities and engage with high-potential users. This way, users can get more value from Airtable by upgrading to higher plans or adding more features. They can also get personalized support and guidance from the sales team. This creates revenue growth that drives more user expansion. But user expansion is not enough for PLG either. You also need user loyalty. You need to keep your users engaged and satisfied with your product. You need to show them that you are constantly innovating and improving your product. That’s where Airtable’s product insights report comes in. They publish an annual report that shares insights and best practices from leading product teams. They also showcase how Airtable can help product teams overcome common challenges and achieve their goals. This way, users can learn from industry experts and peers on how to build better products with Airtable. They can also see how Airtable is constantly innovating and improving its product. This creates thought leadership that drives more user loyalty. By combining these four elements (Self-serve software, Connected apps platform, Expansion sales team, and Product insights report) , Airtable delivers a powerful and flexible PLG motion. PLG is not a one-size-fits-all strategy. It requires deep understanding of your users, your market, and your product. But, as the Airtable story shows, when done right, it can lead to massive success.