Dhruv Mehrotra
@DhruvMehrotra
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Husband (trained-ish), New Dad (beta), Product/Tech/Biz leader, Marketplace fanboy, Amateur farmer. Alum: @MITSloan, @UTAustin. Opinions mine (for better/worse)
SF Bay Area
Joined April 2009
hey @Replit @ReplitSupport feels a bit unfair that you don't roll over unused credits from one month to another but gladly charge for overages? if you're moving to a usage based billing, then make it clearly so. don't just go half way - part subscription, part usage
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I'd be curious to see the correlation between IPO dates and Ad spend. Fascinating how there's often a flood of ads for companies about to IPO and how that changes soon after ;-)
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Fascinating to see a convergence of svc companies becoming product cos and vice versa. Historically VCs tried to steer clear of service (given low multiples) but agentic AI era is forcing a re-think. Horizontal platforms/products cant get adopted w/o svc and ROI on svc is rising
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Hey @Citibank - feels fairly short sighted to start charging $40 yearly for lockbox fees & increasing min deposit requirements to avoid it as $200K. At current safe interest levels, that deposit levels implies $8K in yearly interest. Fairly sure this will backfire for deposits
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Wild how quickly mindshare shifts in the AI world w the pace of innovation. Just got a Pixel10 notification to delete a less used app: Manus AI. It was one of the most hyped agentic AI app earlier this year. I'm sure its still good, but don't hear about it in my circles often
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Fascinating development - #ChatGPT gets to soak in info quicker and gets paid regardless doing so. Have your cake and eat it too =) Very impressed by the ambition and execution
Sources: OpenAI is proposing a "sign in with ChatGPT" feature for websites, letting startups charge OpenAI model usage costs to users' ChatGPT capacity limits (@steph_palazzolo / The Information) https://t.co/eGtcbrCGAD
https://t.co/Jhx1YovcpU
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Hey @YouTube is there a way I can stop shorts hogging up my home feed? I may be a minority, but don't like watching the short form clips. No amount of my actual behavior (to avoid short form) is helping you personalize the experience to my behavior. Feels like a low hanging 🍓
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Agentic commerce's impact on merchants / platforms / Googl / payment ecosystem. The new digital tax: Convergence of ads expense (ads) & take rate (e-commerce). 1⃣ The new digital tax: Convergence of ads expense (ads) & take rate (e-commerce): This is a really interesting (and
$Googl vs. the OTAs/marketplaces - Unit Economics of “Top of the Funnel” & the Concept of "Effective Take Rate" Roughly half of OTA's bookings and traffic are direct, and the other half indirect (mostly through $Googl). For the indirect portion, the companies basically just
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tad frustrating that tier 1 support agents often add so much friction in escalating to tier 2, so much so that they say that they have the same info as their supervisor does & will have the same guidance (when frequently that isn't the case). hope AI supt solutions do better here
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Correction: you did not say some of these facts; they were implied in the article cited above ("suggesting possible over saturation. There is a full-service Walmart in Livermore....")
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I would encourage you to do a diff of the inventory between the 3 stores and you will see a HUGE gap with the Livermore location and a reasonable gap with the Pleasanton Rosewood location.
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Spent time at a public library today. I found it interesting how almost everyone was glued to a screen and yet surrounded by physical books. Should libraries be re-thought?
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Oh credit companies - once I've given you instructions to prevent sharing my info (my right in California), why do you think it's worth it for me to give you updated guidance every year? And who gives long a$$ urls in a surface mail -you sure want to make it super hard to opt out
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My bet: in 2025-26, transshipment will be one of the fastest growing professions in many coastal towns of developing countries lower in the tariff list
visualcapitalist.com
Trump’s latest tariff push hits over 80 countries. See which U.S. trading partners face the steepest new rates in this global breakdown.
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When companies share notifications/emails stating "we have updated our terms and conditions" I wish they would also state what they changed. it's not like customers go about keeping the old T&Cs handy and are eager to do the diff.
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I wonder how much money LLM providers have lost in electricity costs from people trying to be polite (eg: saying "please") to their models :-)
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Friendliness isn't always a sign of trustworthiness. Warmth is easy to fake. The foundations of trust are reliability and integrity. What counts isn't courtesy in the moment—it's keeping commitments over time. The best way to inspire confidence is to consistently walk our talk.
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"We need to fix technical debt" If you say this in executive meetings, you've already lost. I learned this the hard way after 7 years as a Technical PM. My background was actually making these conversations worse. Here's the exact playbook that changed everything:
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