Manish Singh

At Physics Wallah, the average offline student brings in 11x the revenue of an online one.

Incredible slide. This basically says there is massive white space in India for new break-out QSR formats. Lets face it - we are not a "Pizza nation". Building a new innovative QSR that is showing strong early PMF? ping us @_surgeahead @peakxvpartners

European fashion houses can copy GI tagged artisanal goods & get away with it by adding an “inspired by” footnote. But when small manufacturers in poor countries do the same with designer brands, these are seized at airports for being counterfeit. Double standards? #Prada #Kolhapuri

India's chained QSR market is smaller than the Philippines and a sliver of what China and U.S. run.

India's metros have run out of room for quick commerce. Bernstein estimates dark store deployment in metros is already at 106% of addressable potential, and 99% of metro pincodes have at least one QC player.

HSBC values PayU India at $2.8 billion, or ~2.8x FY27e revenue of $992 million

@SathyaBhat Boggles my mind that Feedly wants $150 a year

SwiftUI based RSS feed reader. Built with kimi k2.6 & fireworks.ai for less than 50 cents. two prompts 🫡

Bernstein's letter to India's PM: "Celebrating incremental gains in low-value segments will not change India's position in global manufacturing."

Three short drama apps in India's Top 10 by downloads in Q1 2026

Three years of SIPs into India's frontline indices have delivered next to nothing

🆕 In today's @stateofplayclub, an exclusive on the new RCB owners' fundraise. >The split + quantum are previously unreported. > A Bolt-led consortium, then Birla, Times, and Blackstone. > Show of funds, multiple sources say, is sometime next week. Here's how things stack up:

This sentence keeps having children.

Spotify monthly active users by market; India out front - Sensor Tower, Goldman Sachs

Allbirds, the shoe brand, now says it's an AI compute company.

Instant househelp services active users - Morgan Stanley, Sensor Tower

New Stanford's AI Index report shows that India is still losing more AI talent to other countries than it gains, but the gap appears to have narrowed dramatically

Thoughts on Indian e-commerce GMV forecasts indiadispatch.com/p/how-big-is-i…

@prakharkhanduja @anmolm_ Are you willing to do some secondary

@anmolm_ Done! Now i own 49%

this would go crazy in india

JM Financials on Swiggy- M&A best outcome for investors; downgrades to reduce, ⁦@pranavmukul⁩ ⁦@ETtech⁩

Food delivery was essentially all Zomato had when it listed in 2021. GS now puts it at just 22% of the company's value, vs 68% for Blinkit.