Rohit Manchanda

@JayaGup10 You are living , fixated ‘context graph’ that people think about your blogs even in shower 😂

I’m honored but pls don’t think about my blogs in the shower

@BaluGorade Any small cap and any midcap

Other than Parag Parikh Flexi Cap Fund, Which fund would you hold for the next 10 years?

@janwhyy Great insights and hidden opportunities presented !

Quick commerce is a $5.4B market in India growing at 70-80% CAGR. Blinkit, Zepto, Instamart collectively do 4M+ orders a day. But the interesting story isn’t the business. It’s what it did to how Indians buy things. 7 shifts nobody saw coming. 1/ 73% of q-com orders happen outside traditional shopping hours. 10pm-1am is now peak for ice cream, condoms, skincare, snacking. Three years ago this buying window didn’t exist. An entirely new consumption slot was invented and nobody’s talking about it. 2/ ₹149 mini sunscreen outsells ₹599 full size on Blinkit. The full bottle is a commitment. The mini is a maybe. Consumers are treating q-com like a sample store. Brands without trial SKUs are invisible. 3/ Brand loyalty disappeared in grocery. Search “atta” on Zepto. 8 brands sorted by delivery time. The one in the nearest dark store wins. Not the one your mom used. For staples, proximity replaced preference. Terrifying if you’re a legacy FMCG brand. 4/ Kirana shops aren’t losing staples. They’re losing the ₹50-200 impulse buy. The chocolate, the chips, the random face mask. The small purchases that used to happen because you were already in the store. That foot traffic is gone and it’s not coming back. 5/ Men started buying skincare. The anonymity of tapping “face wash” on Blinkit vs asking for it at a medical store broke a psychological barrier nobody was talking about. Embarrassment was the barrier all along. Men’s grooming on q-com is growing faster than any other beauty subcategory. 6/ Blinkit and Zepto aren’t delivery companies anymore. They’re media businesses. Blinkit’s ad revenue grew 220% YoY. Both crossed ₹1,000 Cr in annual ad revenue by FY25. Ads are now 15% of Blinkit’s total revenue. If you’re thinking of q-com as just a listing channel, you’re missing the point. 7/ The delivery bar moved for everyone. If Zepto delivers in 10 minutes, why does your D2C site take 5 days? The consumer doesn’t separate “q-com speed” from “normal speed.” Every brand shipping in 3-5 days is now competing against a 10-minute standard they didn’t set and can’t match. Quick commerce didn’t just create a new delivery channel. It rewired how 50 million Indians think about buying things

@JayaGup10 @caitlinbolnick1 😂😂

@caitlinbolnick1 Claude.

I tend to be a very first principles, thesis-driven investor and you can't not look at all the space activity and say well shit…. I am acutely aware of how little I know about it as the new frontier though. Who are the smartest experts in the space I should meet and connect with?

@Bro_Code_x List

Secret codes for Chatgpt

@JayaGup10 💯 and imagine the day then an agent is stateless around model layer, memory sits in customer’s own infra, imagine AI models have interchangeable reasoning engines, orchestration more modular.. best plugged-in stack of state wins if that happens..

@JayaGup10 May be a next update from Anthropic will let us have our personal digital agentic version (digital twin becomes reality at individual level) 🙌

@rohit_thinks Not yet ….

@JayaGup10 Hope you are not AI Agent 😂..

@rohit_thinks I just unfortunately can’t ever sleep

@godofprompt 😂😂

After saying “Hi” to Claude Mythos

@KapilChopra72 I am a fan of your hotel chain.. unbelievable hospitality and best food !

At the 7 day retreat at The Postcard Velha Sitaram Ayurveda Experience in Goa, heal yourself from within. Scientific and measurable improvement in your stress, weight and sugar levels in addition to other blood markers. Enjoy an all inclusive experience with all medicines, all ayurvedic massages, all meals customised to your health and exceptional cuisine. Yes,drop a lot of weight as you go through the retreat. Book now at @PostcardHotel or call 7999 555 222 for arranging a private medical consultation. Here,I am enjoying my Satvik meal with Dr Reshmi who leads a team of 2 doctors, 2 senior yoga teachers and 10 therapists only for a maximum of 12 guests at the retreat.

@aakashgupta What if those 5 people are lucky and they are connected to 5 others lucky and those to 50 more .. you just need to connect with the right 5 people .. else your eardrums will blow with noise ..

There's a physicist at Stanford named Safi Bahcall who modeled this exact principle and the math is wild. He calls it "phase transitions in human networks." When you're stationary, your probability of a lucky event is limited to your existing surface area: the people you already know, the places you already go, the ideas you've already been exposed to. Your opportunity window is fixed. When you move, your collision rate with new nodes in a network increases nonlinearly. Double your movement (new conversations, new cities, new projects) and your probability of a serendipitous encounter doesn't double. It roughly quadruples. Because each new node connects you to their entire network, not just to them. Richard Wiseman ran a 10-year study at the University of Hertfordshire tracking self-described "lucky" and "unlucky" people. The single biggest differentiator wasn't IQ, education, or family money. Lucky people scored significantly higher on one trait: openness to experience. They talked to strangers more, varied their routines more, and said yes to invitations at nearly twice the rate. The "unlucky" group followed the same routes, ate at the same restaurants, and talked to the same 5 people. Their networks were closed loops. No new inputs, no new collisions. Luck isn't random. Luck is surface area. And surface area is a function of movement. The lobster emoji is doing more work than most people realize. Lobsters grow by shedding their shell when it gets too tight. The growth requires a period of total vulnerability. No protection, no armor, soft body exposed to the ocean. That's the cost of movement nobody posts about. You have to be uncomfortable first. The new shell only hardens after you've already moved.

@JayaGup10 @JayaGup10 Thank You for this .. salute 🫡..

Every prior platform captured one identity. LinkedIn got your professional self. Facebook got your personal self. Google got your intent. Salesforce got your customer relationships. Slack got your work communication. The data was always siloed by context, which meant it was always partial. OpenAI and Anthropic are the first platforms where the same person uploads their board presentation and their anxiety about their marriage. Their pricing strategy and their cancer diagnosis. Their performance review and their career crisis. In the same session sometimes. That's not an incremental expansion of data capture. That's a genuinely new phenomenon with no historical precedent. The model that holds both identities becomes the most accurate representation of a human being ever assembled. It sees your entire self, the professional decisions and the personal context that shaped them. A CEO who is terrified of being wrong takes different risks. Which raises the question nobody is asking: when that CEO's professional reasoning gets captured in a context graph, how much of their personal context is embedded in it? You cannot fully separate them. The decisions carry the person. And the person uploaded both. The second implication is for the context graph specifically. If the model provider holds both identities, they have a signal advantage over every enterprise context platform. Glean knows what you searched at work. Palantir knows what decisions you made. But Anthropic knows why you were distracted when you made them. That's a categorically different kind of context — and it raises the question of whether the enterprise context graph is actually the right unit of analysis, or whether the individual context graph, held by the model provider, becomes the more durable and more valuable asset.

@elonmusk Happy to pay more .. Please consider upgrading dashboard It’s too bland for now !

True

This is what separates our Dubai from the world !! Best in strategy and execution 💪

@sanyayyyy Amazing .. great list and a great reminder !

20 things to do before you die. Because you as a human deserve it: 1.See your abs. Once. Just to know what your body is capable of. 2.Deadlift double your bodyweight. Feel what real strength is. 3. Do 10 pull-ups. Most adults can’t do one. 4.Complete a trek that scares you. Everest Base Camp. Hampta Pass. Something that tests you. 5. Fit into clothes from 10 years ago. And look better in them. 6.Get a blood test where every single marker is green. No warnings. No ‘watch this.’ 7. Be the fittest person in your friend group at 40. 8. Travel solo to a place where no one knows your name. Figure life out alone. 9.Hold a plank for 5 minutes. Realise how much of fitness is mental. 10.Go one full year without falling sick. 11.Outrun someone 10 years younger than you. 12. Build something of your own. Business. Project. Doesn’t matter. Just yours. 13.Quit something that was slowly killing you. Job. Habit. Relationship. 14.Walk 25,000 steps exploring a new city. Still have energy for dinner. 15.Tell your parents what they mean to you. While they’re still here. 16.Spend a week offline. No phone. No updates. Disappear. 17. Do a 24-hour fast. Realise how much you eat out of habit, not hunger. 18.Wake up at 45 with no medications. No BP pills. No sugar problems. Nothing. 19.Have someone you haven’t seen in years say ‘what happened to you? You look incredible.’ 20.Look in the mirror and feel proud. Not ‘okay.’ Proud.

JUST IN: Representative David Taylor just filed new stock trades. He bought stock in the defense contractor Parker-Hannifin, $PH. Full trade list up on Quiver.

@Suhelseth After reading your message , he fixed it 😂

The idiot can’t even spell which. Spelt it witch, which given his evil temperament is just about right!

@PolitlcsGlobal It’s fake Look at grammar and spellings

🚨🇮🇷 BREAKING: President Trump has announced a temporary pause on all strikes against Iranian energy infrastructure

@WeekendInvestng It’s fake Look at grammar and spellings

BIG