Sparsh Sehgal
@sparsh_sehgal
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Ex VC: All In Capital | talk about tech, investing and humans. figuring out what's next.
Joined March 2013
RT @sparsh_sehgal: The humility to look at new info dispassionately and update previously held beliefs is a superpower. In social media ag…
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I need to study this in depth and how it impacts 'traditional' telecom businesses and their ground infra like towers, etc.
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Uncleocracy - well put
The reason that cop shut down Ed Sheeran wasn't to prevent pandemonium on church street or maintain order on a busy sunday or anything. It's the same reason we can't read in cubbon park or visit any public park outside of morning walk hours or hold hands anywhere. Because we live in an uncleocracy. And there's nothing uncles love more than to stop young people from having fun.
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forty days into 2025 and its already more eventful than entire 2024
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The humility to look at new info dispassionately and update previously held beliefs is a superpower. In social media age we rush to defend any views we've previously expressed so as to save face, even if fresh evidence tells us otherwise.
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too many pretenders shit-posting lengthy paras using gpt; optimize your writing for 'insights per word' to maintain authenticity
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Attention is getting harder and harder to acquire, companies that enable distribution are sitting on a goldmine
Back in 2021/early 2022, a ROAS of 8 was considered great, now it's ~3.5. Making money in d2c isn't easy :)
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deregulate, deregulate, deregulate. The activist in me wants a market driven society in India, the analyst in me knows that the babudom + masses will take decades in reforming.
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@vinodchendhil @cm3positive Genuine doubt, would it perform better if you wrote 'gut' instead of 'tummy' aka made it more health focused? (assume rest of copy/creative remains same)
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Like there's panic selling in markets during negative events, I wonder if politicians will panic and exit AAP in haste, for relatively 'safer' avenues.
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TIL: Counting day is a dry day, everything's closed.
Dad & I will celebrate with a drink if Saturday's election result comes in our favour
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You can fool some people some of the time but not all people all the time. I'm a happy Delhi resident today.
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Made me physically laugh
If $PLTR maintains its current trajectory, it will soon start moving backwards in time target $150 by September 2024 🎯
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Every nation that has an independent foreign policy is encouraging home grown foundational AI companies - USA, China, now France and even India to some extent.
Vive Le Chat ! 🇫🇷
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@dishen2609 Yes sure, genuinely impressive if you have, esp if you've beaten the market too DMed you
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@dishen2609 That's a tall claim, less than 1% F&O traders have been profitable for 20 quarters consecutively, as you're claiming. Would you be willing to share your verified P&L for the last 5 years for F&O? I know it's achievable, just statistically unlikely. Hats off if you've achieved
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I cannot really process that people as early as 9600 years ago had pottery, walled houses and organized community living. Human tech dev was mostly linear across millennia until it saw an inflection point after printing press + later industrial revolution + later the transistor.
9,600 Year Old City Discovered in India Archaeologists in Bhirrana, Haryana, have uncovered multi-phase settlements and pottery fragments carbon-dated to 7570 BCE, pushing the origins of the Harappan Civilization back by thousands of years. Indian Liberals and White Supremacists: "We forbid you to dig up settlements older than before European Steppe Dwellers came down from the trees. It punctures our Aryan Invasion, sorry, Aryan Migration Theory, which we cooked up to steal your Sanskrit. Plus, it proves our Bible is utterly fake."
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Ola Electric saw degrowth both on YoY & QoQ basis. Even tho this quarter was tepid for auto cos, a smaller co like Ola facing degrowth is a huge negative. Earlier I've said that if Ola falls to 50s, I'd consider buying. Now I have to rethink.
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