Rushabh Shah

It's hard to stay on top of everything happening in your industry, and it's even harder to stay on top of all the information available today. But here's the thing: our ability to consume and process information quickly is what defines us. So, here's a list that can help you:

Tiger Global just valued a bagel shop at $300 million. And the math actually makes sense if you stare at it long enough. PopUp Bagels started in 2020 out of a kitchen in Westport, Connecticut. Adam Goldberg was baking bagels for neighbors during the pandemic. Five years later, Tiger Global closed a deal in late March that values the company at 5x what it was worth five months ago. The unit economics are what caught Tiger's attention. Average transaction over $24. Five bagel varieties. Three schmears. 55 total SKUs while competitors run 200-300. Stores are 1,000-1,200 square feet. Each location hires 10-15 employees instead of the 50-60 a typical QSR needs. No ice machines. No soda fountains. No fryers. They don't sell individual bagels. You buy packs of three, six, or twelve. You grip, rip, and dip. That constraint does two things simultaneously: it raises average order value above the threshold where a small-format store prints money, and it creates a ritual that photographs well. Every customer becomes a content creator. The franchise math: $330K-$810K to open, $35K franchise fee, 6% royalty. They've signed 300 franchise units with fewer than 15 operators. That's roughly 20 stores per operator. Experienced multi-unit franchisees running large territories, not first-timers buying a single shop. About 30 locations open now, targeting 100 by end of 2027. Celebrity investors include Paul Rudd, JJ Watt, Michael Phelps, Michael Strahan. Stripes bought a majority stake in 2023 and brought in a real CEO, Tory Bartlett, in late 2024. Adam Sandler has a dedicated phone at one of the New York shops to call in orders. They literally call it "the Sandler Phone." Here's what Tiger Global sees. The same firm that backed Meta, invested in OpenAI and Waymo, has been exiting 85+ companies from its most recent fund to concentrate on fewer, higher-conviction bets. They looked at a bagel company and decided it belonged in that concentrated portfolio. The $300 million number only works if you believe 300 franchise locations actually open and hit the projected unit economics. At an estimated $6M revenue per location and 18% margins, 100 operating stores would generate roughly $108M in systemwide profit. At 300, you're approaching the kind of numbers that make $300M look cheap. The real question is whether the hype survives national scale. PopUp Bagels built its brand on scarcity, long lines, and social media energy. Every franchise system in history has faced the tension between exclusivity and expansion. Levain Bakery, funded by the same firm Stripes, is the closest comparable, and it stayed small. Tiger's betting the ritual travels. That the 1,100 square foot format, the five-SKU simplicity, and the $24 average ticket create something that works in Tampa the same way it works in Greenwich Village. If they're right, this is the most capital-efficient restaurant concept of the decade. If they're wrong, it's a $300 million lesson in the difference between a brand and a business.

@SojitraHardik @BipinSingh this is quite brilliant @SojitraHardik loved the output

@BipinSingh, i feel, Claude is great to get started but mostly stitches together what's published and indexed.. Team at Rocket been working on that problem statements for months.. recently launched that capability.. Final deliverable is crafted from thousands of queries, 150+ sources, findings scored by confidence... Generation takes 60-90 minutes.. As you're already using Claude for intelligence and deep research, am sure, you'll appreciate the depth even more.. Would love to give you access.. If you can DM your email or even problem statement in a line or two, will share the final report.. Cheers :) Meanwhile, 80+ real reports here: rocket.new/see-it-in-acti…

Given the speed and quality of output generated by Claude for business intelligence and market research, it’s going to be very very tough for consulting companies to compete at cost and speed.

Use /schedule to create recurring cloud-based jobs for Claude, directly from the terminal. We use these internally to automatically resolve CI failures, push doc updates, and generally power automations that you want to exists beyond a closed laptop

Introducing the new @stitchbygoogle, Google’s vibe design platform that transforms natural language into high-fidelity designs in one seamless flow. 🎨Create with a smarter design agent: Describe a new business concept or app vision and see it take shape on an AI-native canvas. ⚡️ Iterate quickly: Stitch screens together into interactive prototypes and manage your brand with a portable design system. 🎤 Collaborate with voice: Use hands-free voice interactions to update layouts and explore new variations in real-time. Try it now (Age 18+ only. Currently available in English and in countries where Gemini is supported.) → stitch.withgoogle.com

@jamesclift I already shared that :)

@rushabhms @rushabhms Thank you for commenting! What's the name of your business, and what's it about?

Introducing Durable. The first AI business builder that replaces your 9-5 income. RT + comment “Durable” and we'll build your business for FREE.

@jamesclift LLP

@rushabhms @rushabhms I can build it right away. Please share your business type.

@jamesclift STIR Labs

@rushabhms @rushabhms I can build it right away. Please share your business name.

@jamesclift I am building an AI-native M&A deal engine for SMBs in India, which sits on the harness below big consulting firms. Just registering the company name

@rushabhms @rushabhms Thank you for commenting! What's the name of your business, and what's it about?

Introducing Adaptive Computer. We put AI inside of an always-on personal computer that it uses to get work done. Schedule agents. Create software. Automate anything. As part of the launch, we’re giving one free month of Adaptive to users. Retweet, like, and comment ‘Adaptive’ to get it.

@adaptiveai Adaptive

We trained a new flood forecasting model designed to predict flash floods in urban areas up to 24 hours in advance. To help address a flash floods data gap, we created Groundsource: a new AI methodology using Gemini to identify 2.6M+ historical events across 150+ countries. We’re open-sourcing this dataset to advance global research, and urban flash flood forecasts are live now in Flood Hub to help communities stay safe.

@deepakabbot This is so true The learning sources are becoming scarce and I am sure many others would also be feeling so

Finally muted words like perplexity & claude - not because I am not interested in it, it's because I am genuinely interested in learning and all I see on X is posturing and clout chasing. I prefer my timeline free of BS.

This is insanely powerful

Claude for Excel and Claude for PowerPoint now sync together seamlessly. When you’ve got more than one file open, Claude shares the full context of your conversation between them. Pull data from spreadsheets, build out tables, and update a deck — without re-explaining a step.

Hands down, the best stadium in India. 👏

This is the IPL dividend. We didn’t win any T20 WC in the 2010s. People always wondered, why is the country that hosts the biggest league, not able to get past West Indies or Australia to win the T20s. Only when IPL reached its adolescence. It’s adulthood. 16-18 years is when the IPL kids grew up to play for the nation with the same ruthlessness. It will continue. A team to beat. Which loses maybe once in 30 matches. The new Australia.

Ahmedabadis are facing a two-front war. As nationalists, they must fight Pakistani trolls. Through no fault of their own, they must also fight those visiting Indians who hate us, our city, our stadium, our culture, our breakfast, and everything else. Not to mention the Ahmedabad and Narendra Modi Stadium haters here on X.

Wankhede enthusiasts are not able to digest the fact that places other than South Bombay can also host world-class events. Their elite bubble is busting for good.