Sajith Pai @sajithpai
VC @BlumeVentures, an early stage Indian tech fund. Writings on venture, PMF, India tech etc., at https://t.co/eqQ9bnkDwL. DM me at https://t.co/LeNrPIenmG linktr.ee/sajithpai Delhi Joined May 2008-
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Latest issue of my very irregular newsletter drops. I look back at the making of the Indus Valley Report, the books i read (with short notes) and my fave podcast episodes. (If you are into venture nerdery then you should subscribe - there is a fair bit of obsession with venture…
The best consumer AI hardware product is severely underhyped: The Ray-Ban Meta smart glasses. If you wear glasses, you should try them. The most useful product is the one that is with you. Mine cost ~$350 with transitions rx lenses.
This is one of the best examples of the strategic use of working capital i have read. Getting your customers to pay your early, and then using that neg working capital / float to get crazy good deals from your vendors. I believe Trader Joe's does similar stuff too. This is…
I like this format of comparing / analysing other strategy frameworks / reads to his own Playing to Win by @RogerLMartin - Would love one for 7 Powers, which is what Silicon Valley loves, but which i think is a far more complicated framework than Roger Martin's Playing to Win.
I like this format of comparing / analysing other strategy frameworks / reads to his own Playing to Win by @RogerLMartin - Would love one for 7 Powers, which is what Silicon Valley loves, but which i think is a far more complicated framework than Roger Martin's Playing to Win.
An hr before! With @bbharadwaj and @gupsho
Finally met @deepakshenoy in 'Luru - we have followed each other on twitter and DMd occasionally but had never met till today. Such a fascinating eclectic convo - Gurgaon and algo trading, venture-backed startups and SME IPOs, investing podcasts etc., and a lot of market(moving)…
Such a good piece by my colleague @SeekingN0rth on IPO marketing best practices as shared by CMOs at RateGain and MamaEarth. Every founder and CMO of a late growth stage co should read this. For a founder has only two products to sell - there is the customer product, and there is…
Such a good piece by my colleague @SeekingN0rth on IPO marketing best practices as shared by CMOs at RateGain and MamaEarth. Every founder and CMO of a late growth stage co should read this. For a founder has only two products to sell - there is the customer product, and there is…
From @sajithpai’s 2018 post: “If engineers from IIT Delhi & IIT Bombay were the team behind Flipkart and Ola, the poster boys of startups catering to India 1, it will likely be engineers from IIT Kanpur & IIT Kharagpur who will find the definitive India2 startups.”
From @sajithpai’s 2018 post: “If engineers from IIT Delhi & IIT Bombay were the team behind Flipkart and Ola, the poster boys of startups catering to India 1, it will likely be engineers from IIT Kanpur & IIT Kharagpur who will find the definitive India2 startups.”
Ritesh Banglani @banglani
51K Followers 3K Following Startups, jokes, kids and cricket (my cricket tweets are tagged #Cricket, so please mute that if you don't like the sport)Rahul Mathur @Rahul_J_Mathur
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47K Followers 119 Following investing @lightspeedindia, past: @a16z prod/engg @Google @AMD; @supabase @pixxelspace @gorattle @sarvamai @solana @pintuID. Poetry, physics & 🎹Harsh Upadhyay @upadhyay_harsh1
32K Followers 3K Following @Entrackr | Startup | Infomaniac | #Fintrackr | #Snippets | Follow @thekredibleSidu Ponnappa @ponnappa
28K Followers 1K Following building @realfastai - AI for IT services. once and future hand-eye coordinator. 🖖✨λ h+Vivek Raju @vivekraju93
25K Followers 2K Following Helping growth-stage founders articulate investor/sales positioning @ https://t.co/3l2rOBA6a9 Past: ✍🏽 https://t.co/XuthrnXHfB | 💼 Goldman Sachs | 🎓 IIM BangaloreAmrish Rau @amrishrau
40K Followers 98 Following Building Fintech & @PineLabs. All investments thru White Venture Cap. CEO/Co-founder Citrus Pay, PayU, FDC. Squash father...Seen a million balls hit the wall.nandiniv @nandiniv
17K Followers 3K FollowingKarthik Reddy @BKartRed
33K Followers 470 Following Co-Founder @BlumeVentures | Blume Investment Team | (try DM’ing on https://t.co/zw0f9ueOwc)Dharmesh Ba @dharmeshba
19K Followers 3K Following Indian consumer insights | Building @1990labs and The India Notes 🇮🇳, a newsletter on Indian psychology. Subscribe 👇Prashant Singh @pacificleo
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32K Followers 852 Following always climbing a steep learning curve. ai explorations @StoaHQ.Adithya Venkatesan @adadithya
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14 Followers 489 FollowingSangam CM @SangamCm1
3 Followers 933 Following talks about Education,business, geopolitics, cricket,Ashish Aingh @ashish_ain38385
0 Followers 19 FollowingAmber Washington @AmberWashi72675
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1 Followers 4 FollowingVishal Sahariya @SahariyaVi16830
0 Followers 85 FollowingIrfan Shaikh @IrfanShaik75826
1 Followers 131 FollowingSunil kumar @Sunilku76336340
0 Followers 44 FollowingChootumurali2@gmail. @Chootumurali2g2
4 Followers 48 FollowingDivyansh Singh Aneriy.. @d_aneriya
1 Followers 9 FollowingJackie Ratliff @RatliffJac44486
0 Followers 3 FollowingShankr @Shankr1111111
13 Followers 169 FollowingShiva Rapolu @shivarapolu01
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0 Followers 4 FollowingDs, Barde @barde_ds60657
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26 Followers 159 FollowingMelissa Wilson @MelissaWil11943
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51 Followers 218 FollowingKeerthana Reddy Panya.. @keerthanapreddy
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0 Followers 3 Followingmanik @maniacfromchd
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2 Followers 61 FollowingMuhammad Suleman Asif @msulemanas57411
251 Followers 6K Following Current :-Senior Analytic Consultant @wellsfargo. Previously :-Founder of WIFC (Without Internet free Call). I go by Muhammad.Bahadur parmar Parmar @parmar_bah72507
0 Followers 10 FollowingG Tarun @GTarun33
0 Followers 35 FollowingVidya Bhushan @vidya__bhushan
46 Followers 193 Following Founder of FocusFlow (Prev MPYG) https://t.co/yjrsyW0jsZ | IIT BHU | Zupee Join me on my journey to explore the limitless potential of the human mind and body!1AM23EC148 @1Ec14874334
0 Followers 23 Followingdenger boys @DengerB40062
1 Followers 33 FollowingMelinda Johnson @MelindaJoh65091
0 Followers 3 FollowingNupur Goel @NupurGoel89
86 Followers 664 FollowingSmriti Patr @thought_pool
0 Followers 207 Following thought is whr u wil fynd me n my thots abt u...Mihir @mihirg008
109 Followers 423 Following Exploring and Learning @_groww | Fintech | IIT KharagpurMaria Spiva @MariaSpiva16503
0 Followers 3 FollowingJaishree Garg @GargJaishree
9 Followers 77 Following Associate Director Design HealthifyMe , Director YoseAid FoundationRitesh Banglani @banglani
51K Followers 3K Following Startups, jokes, kids and cricket (my cricket tweets are tagged #Cricket, so please mute that if you don't like the sport)Rahul Mathur @Rahul_J_Mathur
83K Followers 2K Following Now: On a short break || Prev: Founder @VerakInsurance (acq. by ID) || Kindly DM on https://t.co/OWyPJw7hrU || Views are my ownHemant Mohapatra @MohapatraHemant
47K Followers 119 Following investing @lightspeedindia, past: @a16z prod/engg @Google @AMD; @supabase @pixxelspace @gorattle @sarvamai @solana @pintuID. Poetry, physics & 🎹Sidu Ponnappa @ponnappa
28K Followers 1K Following building @realfastai - AI for IT services. once and future hand-eye coordinator. 🖖✨λ h+Karthik Reddy @BKartRed
33K Followers 470 Following Co-Founder @BlumeVentures | Blume Investment Team | (try DM’ing on https://t.co/zw0f9ueOwc)Dharmesh Ba @dharmeshba
19K Followers 3K Following Indian consumer insights | Building @1990labs and The India Notes 🇮🇳, a newsletter on Indian psychology. Subscribe 👇Prashant Singh @pacificleo
12K Followers 3K Following Flaneur, Fallibilist, Product @JarAppHQ, Past: VP-Product @Paytm, Co-Founder @getshifu (acquired by @paytm), Glass half full kind of guy.Raj Kunkolienkar @kunksed
32K Followers 852 Following always climbing a steep learning curve. ai explorations @StoaHQ.Adithya Venkatesan @adadithya
12K Followers 378 Following Building Brands 🖖 Sipper of fine whiskies. True blood hedonist. Cenosillicaphobic. Logophile. Curious. Scuba diver, paraglider, adrenaline junkie 😊Dr Ritesh Malik @drriteshmalik
38K Followers 3K Following Founder @innov8cowork (sold to @oyorooms) @wef @YGLvoices 2022 @fortuneindia 40Under40 Founder & Trustee @plakshauniv @IndiaToday Next 100 @ycombinator alumVinay Singhal (stage... @vinaykrsinghal
11K Followers 3K Following Co-founder & CEO @STAGEdotin - Netflix for Bharat; previously built WittyFeed. #BoliyonKiKrantiBlume Ventures @BlumeVentures
53K Followers 444 Following Backing the next wave of revolutionary ventures! Newsletters : https://t.co/1FSQSIFrz5 and https://t.co/HVtA6HTWM4miten sampat @miten
33K Followers 1K Following engineer, inventor, migrant | building @CRED_club | lesser half to @monagandhi | @virginia_tech alum | 🇮🇳Osborne Saldanha @os7borne
7K Followers 982 Following 💸 Investing in fintech @EMVC ✍🏼 Writing on fintech at https://t.co/iSLVNJ4UCV & https://t.co/0bHqxA6hqO 💼 fintech community in IND and SEAtherealjpk @therealjpk
29K Followers 7K Following Startups. Myth making. Bangalore. Optimist. Newsletter: https://t.co/4jJ9p37SB8 Author of 2 books @harpercollinsin.Akshay Chaturvedi @Akshay001
9K Followers 639 Following building global citizens of tomorrow / founder, CEO @ https://t.co/PqFptngLHy | Higher Education, International Finance & Foreign Policy nerdMarmik Mankodi @mar_kodi
96 Followers 173 Following I like sports& ice cream. consumer apps + education investments @BlumeVenturestidemark @tidemarkcap
679 Followers 113 Following Tidemark is a growth equity firm purpose-built to help companies win and scale. We give 10% of our profits to the Tidemark Foundation.Ted Gioia @tedgioia
87K Followers 4K Following Ted Gioia is author of 12 books, including The History of Jazz and Delta Blues. Follow me on Substack at https://t.co/F6G8RrzTIu.Nachu @llnachull
557 Followers 868 Following Investment Team @BlumeVentures | Master in Digital Business & Innovation, IE Universitypm @mapmeaning
344 Followers 984 Following notes to self. exploring markets, myth, meaning & meditation.Oddly Satisfying @OddlySatisfyimg
77K Followers 6 Following For those little things that are inexplicably satisfying.Jatan Mehta @themoonmehta
2K Followers 101 Following Independent Space Exploration Writer ~ Author of Moon Monday ~ Web Wonk ~ Human | Active on my blog instead of Twitter → https://t.co/Su7cu8h6iLAnurag Pagaria @anurag_pagaria
1K Followers 295 Following VC @BlumeVentures, Insights & Playbooks on India, Startups and TechnologyDeedy @deedydas
68K Followers 4K Following Investing at @MenloVentures. Formerly founding team @glean, @Google Search. @Cornell CS. Tweets about tech, immigration, India, fitness and search.rohit @krishnanrohit
19K Followers 2K Following Building God at https://t.co/frWeoc7IVB - buy the book, it makes me happy! | essays weekly at https://t.co/TbCaC6VaaMShashank Joshi @shashj
199K Followers 2K Following Defence editor at @TheEconomist, Visiting fellow at @warstudies King's College London.Kinza Haq @kinza_haq
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64K Followers 1K Following 🇮🇱 World’s 🌍 largest community for B2B founders, execs & VCs. ➡️https://t.co/NfsL3JAj5w. Learn to scale faster at ▶️https://t.co/waF8ZjGE1yBrijesh - Segwise.ai @bbharadwaj
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42K Followers 88 Following Internet besserwisser; pedantic, mean reply guy. 𝘞𝘢𝘵𝘢𝘴𝘩𝘪 𝘬𝘪𝘯𝘪𝘯𝘢𝘳𝘪𝘮𝘢𝘴𝘶! (Follow requests ignored due to terrible UI.)Arindam Paul @arindam___paul
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3K Followers 400 Following Woman-led Independently-owned bookshop located in Kolkata, India | Selling books since 1991 | Open daily 10AM-8PM | We ship globally✈️| 🌈 🐶🦿👩🦽friendly|derek guy @dieworkwear
798K Followers 964 Following Menswear writer. Editor at @putthison. Creator of @RLGoesHard. Bylines at The New York Times, The Washington Post, The Financial Times, Esquire, and Mr. PorterCamille Ricketts @camillericketts
11K Followers 1K Following Helping tell great stories at @EmergenceCap ✨ Formerly of @NotionHQ & @firstround. Fan of all things original.Buitengebieden @buitengebieden
2.8M Followers 74 Following Welcome to the positive side of 𝕏. I’m Sander from the Netherlands. All copyrights belong to their respective owners! DM for credits/removal/submission!First Round @firstround
218K Followers 2K Following First round, first hires, first product, first customers — we’ve helped @NotionHQ, @Roblox, @Uber, @Square, and 500 others tackle these firsts and more.Uday Bhatia @yooday
9K Followers 459 Following Film critic, Mint Lounge Author, 'Bullets Over Bombay: Satya and the Hindi Film Gangster' https://t.co/Eds9jVjSAODwarkesh Patel @dwarkesh_sp
54K Followers 699 Following Being pretrained Host of Dwarkesh Podcast https://t.co/3SXlu7fy6N https://t.co/rEhnfYywXY https://t.co/hQfIWdM1UnSriram Krishnan - sri.. @sriramk
219K Followers 859 Following “Only advance” // optimism for all things tech and UK // GP @a16zcrypto // podcast: @aarthisrirampodSaloni @salonium
29K Followers 2K Following Thinking & writing about science. Research @OurWorldInData. Co-founder @WorksInProgMag. 🇭🇰🇮🇳🏳️🌈Arvind Subramanian @arvindsubraman
150K Followers 63 Following Senior Fellow, Peterson Institute for International Economics; Former Chief Economic Adviser, Govt. of IndiaMihir Sharma @mihirssharma
158K Followers 2K Following নাগরিক. Fellow at @orfonline. Columnist at @bopinion, Bloomberg Opinion, & @bsindia, Business Std. Author of 'Restart: the Last Chance for the Indian Economy'.anshul gupta @anshgupta64
33K Followers 441 Following Co-founder & Chief Investment Officer @WintWealth || @iitroorkee alumIndia in Pixels by As.. @indiainpixels
219K Followers 603 Following Founder, https://t.co/fzeWKl15Bk (22000+ users) ✨ 500k+ subs on YT | https://t.co/gu3TE4YsCATomas Pueyo @tomaspueyo
333K Followers 548 Following Understand deeply how the world works today to navigate the world of tomorrow. Join 80k ppl in my free newsletter:Shirin شیریں श.. @shirinmehrotra
11K Followers 2K Following Food Writer | Anthro of Food @SOAS @SOASFoodStudies | Ghalib head | Film Buff. Work in @whetstone_mag @bethejuggernaut @CNTraveler @htbrunch @httweetsBrian O'Malley @omal
5K Followers 666 Following GP @forerunnervc. Previously partner @Accel & @batteryventures. Seeker of network effects & taquerias.Humans Being Bros @humansbeingbro
163K Followers 8 Following A place for sharing videos, gifs, and images of people being total bros.It’s hard not to feel inspired when you’re working with a brand like @BlumeVentures. Every day, thanks to the nature of my work, I come across such incredible and seemingly impossible stories about entrepreneurship from the early 2010’s in India. And I’m glad people are…
Current Morning Ritual Some @fredagainagain1 🎵 + this new book by @BlumeVentures (love it so far) Kudos @BKartRed 🙌
We are thrilled to announce that Lambdatest has made it to the Global 100 list and ranked 25th in the top development products! This recognition is a testament to the hard work and dedication of our team, and we couldn't have done it without the support of our customers. We are…
From 1840 to 1850, private Britons cumulatively invested 40% of British GDP into the country’s first rail network Does anyone else find it weird how nobody ever writes about this? This would be the equivalent of US VCs spending like, $10 trillion dollars on a single thing today
@sidin @sajithpai @humanipo_app if you need more inspiration mike-merrill.com but be careful of the drag rights and the hostile take overs :)
@fahdananta @chudson, @rrhoover, Morning Brew, @firstround Review, @sajithpai, Capital Call, @pmarca. Also really like @PitchBook’s reports but they’re not exactly newsletters.
The point of a tech company is not to write code. It is to convert that code into $$$.
Normal people: listen to music when they work out in the gym Me: listening to Indus Valley Report while working out at the gym Neighbor: watching IPL while working out at the gym 🙄 Have one weird little Gym 1, Gym 2 and Gym 3 happening here 😉 @sajithpai @BlumeVentures
@sajithpai @firstround Such a valuable piece on PMF, for #B2B Saas companies....
I learned this late in life: Being confident doesn’t come from being tough and persevering. It comes from feeling safe to explore failure. Knowing you have a physical home to come back to - that there is enough - and an emotional home - that you are enough.
Mercedes India in Nov, 2022: SIP's are my biggest competitor! in Apr, 2024: best month, best quarter, best year, ever! FWIW: total amount invested through SIP grew 28% YoY.
@sajithpai Precisely what we have been experimenting lately. We pay suppliers in advance and incentivise our customers for early payment (1.25% discount per month of early payment) i.e. more than what they could get a line of credit for (approx 1%). Greatly increases ROCE if done right!
@sajithpai @firstround Thanks for sharing this. Diving into it straight away. Grateful for chat offer. Definitely writing to you with specific ask.
@sajithpai @firstround Genuinely one question, Sir Why are you not writing a book; Your long form essays are banger; Just compile and publish; keep it open source though.🙌 Nice read this one, as usual ☝️
Interesting chart from the India Rises conference @ColumbiaSIPA
Delhi only has meet-ups when I’m back?? 💅💁🏻♀️
hello friends me and my brother @pingrishabh will be playing OUR FIRST EVER CLUB GIG in a back-to-back this Thursday at Bira Taproom, CyberHub. we'll be opening for some incredible DJs and while we're nervous asf, we couldn't be more excited about this. please do come
@sajithpai Another good example is Symphony in India upto mid 2010s - 50%+ gross, 20%s PAT, -ve WC for a mfg co. It's a shame a lot of things went wrong post