If you need an investor that can put on their big boy pants and lead your round, call me.

@RahulSanghi1

Thank you, @RahulSanghi1, for the feature in the Tigerfeathers 2025 roundup! This year crystallised our core thesis & clarified what we're actually backing: AI as India's missing management layer. Indian MSMEs have ambitious owners and willing workers, but lack two critical

Missed out Robinhood Presents: YES/NO? Here's a replay for you.

You can only automate what you can clearly define. Most of us sign up for AI tools and expect magic. But until you know your workflows, tasks, and patterns inside out, you can't train AI to handle them - because AI can't learn from watching you think. The problem isn't that AI

Orange Health has always been committed to six-hour reporting. Not "as fast as possible" but specifically six hours, no exceptions. This one constraint made them build everything differently. They couldn't use standard labs designed for average daily volume - they had to build

The new Indian labour codes require gig platforms to contribute 1-2% of turnover to worker benefits. Sounds simple. But look at this chart: "Turnover" varies wildly by business model. Same worker earning ₹500 generates ₹0.4 contribution from ride-hailing but ₹8 from food

"America's Final Supply Chain" - United States Antimony: Securing America's Critical Future Episode 1: "The Forgotten Frontier - Alaska's Antimony Awakening" $UAMY Grateful to @calebjhull for helping us bring this story to life in a way that does justice to the mission. The

This is going to be very interesting to watch – India Tech Startup Index versus Nifty 50!

IndiaMart has survived for over 25 years by refusing to get fancy - no AI recommendations, no complex bidding systems, no trying to own transactions end-to-end. Instead: "Here are suppliers for what you're looking for. Contact them." While competitors tried building full-stack

"Indian businesses prefer relationships over products" - people say this like it's a bug, not a feature. It's not, it's an adaption to reality. Think about it, your accounting software crashes during GST filing season. In the US, you submit a ticket and maybe get a response in

The secret behind Meesho’s moat Arjun Malhotra (General Partner, @GoodCapitalVC) says Meesho didn’t win by accident- it won because it rebuilt e-commerce from first principles: an ultra-lean cost structure, deep local supply, and a TikTok-style discovery engine that learns your

We spent the entire last week playing with this on Claude and holy shit, the visuals it can generate are stunning.

Meesho is public and they did it by consistently understanding what works for India. They noticed that WhatsApp doesn’t just build the trust layer, it is the trust layer. Think about it - for small business owners, WhatsApp represents zero CAC, zero app download friction,

As President Lyndon B. Johnson said at our University's dedication in 1964: "Time is the most valuable thing you have-be sure you spend it well!" Spend it building. Spend it learning. Spend it helping others find their opportunity. And most importantly, spend it making a

First seed-to-IPO! What a feeling and what an exciting morning!! This is just the beginning.

Thanks to pollution, India's air purifier market is expected to hit $1 billion by 2030, up from $160 million in 2022. From an investor lens, air purifiers are fascinating: guaranteed demand growth not from innovation, but from deterioration. But this is TAM expansion through

The companies that survive won't be the ones with the most funding, they'll be the ones who figure out real unit economics before capital runs out

IndiGo cancelled 400 flights and blamed "minor tech glitches, weather, congestion, and new crew rules with compounding effects." Every operator knows this feeling - you optimize for efficiency (minimal slack in pilot scheduling), then when normal disruptions hit (weather delays,

Hey, CT. It's been a minute. We've been listening, building, iterating, testing. Your feedback has shaped every decision. We all truly can't wait to show you what comes next. Until then, please enjoy this photo of Doggy Daddy living his best life.

AI reduces creation costs, which paradoxically increases distribution costs. A Bangalore cafe can now build a professional website, menu, and online ordering system in under an hour using AI tools. So can every other cafe in the city. A D2C brand can generate product

Meesho's AOV is roughly between 220 and 270 rupees. Unpopular opinion: I hope that the AOV would settle at the lower end (around 220 rupees). For Meesho's specific audience, frequency is more important than basket size. Unlike premium shoppers who consolidate 5 to 10 items

We're witnessing the first generation entering the workforce where the apprenticeship model has collapsed. Previous generations had uncertainty about where they'd end up, but the how was clear: spend years doing grunt work that gradually taught you the craft. Junior consultants

The Meesho bell rings soon Arjun Malhotra (GP, @GoodCapitalVC) wrote the cheque when it was just a deck. The idea-to-IPO journey, covered live at 7 PM Tune in. @BadCapitalVC

.@GalaxyOneZac sat down with @kristinaayanian at @Nasdaq to discuss how GalaxyOne is defining what growth-minded investors can expect from a modern wealth platform — competitive yield, multi-asset access, and private-client-level service, all backed by the institutional strength

Social media influencers will be the first to deploy their own AI twins at scale. And I don’t think it’ll be for vanity, but because they've a fundamental supply constraint that creates a massive whitespace opportunity. Once influencers prove this works at scale, I believe every