Joined October 2012
818 Photos and videos
Payments/fintech valuations are near the lowest they have ever been
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At two hours from the city, the airport was always a destination.
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Manish Singh retweeted
Jun 10
NEW MEDIA is INSIDER MEDIA Rooted in Silicon Valley, but really a meditation on the moment. A theory of culture, taste, prestige, of TBPN, Mafia, Feed Me, and why a small audience of the right people beats a massive one of the wrong ones. Working Theory #100 Essay link below
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A paper in Singapore Economic Review this month finds BSE 500 stocks that split between 2008 and 2021 did most of their rallying in the 15 trading days before the announcement -- while the news was still private -- and turned negative in the 15 after.
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Manish Singh retweeted
i look forward to our chinese brothers liberating the knowledge from within fable-5 and selling it to me at 5% the cost & 2x the speed
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Pinduoduo customers order over 100 times a year.
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An anti-competitive case is gridlocked because the distributors federation doesn't know how to use a scanner properly.
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Bloomberg: "Amazon occupies an awkward middle ground in India. It's too large to pivot quickly and too constrained to match rivals' agility. [...] Across the company's myriad businesses, local rivals have challenged Amazon to a degree it hasn't experienced outside of China."
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Bloomberg says Hotstar is working on a slate of TV shows that would be "written, animated, voiced and edited entirely by artificial intelligence"
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Smartphone sales are now shrinking in every major region
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Manish Singh retweeted
Imagine enshittifying a service nobody even uses
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Manish Singh retweeted
(1/5) After months of research and iteration, I couldn’t be more excited to announce, our SOTA memory system - Rune, built for our use case of long multi-turn, personal conversations that evolve into relationships. There’s been a lot of chatter around memory systems but for us, the problem wasn’t just reducing context bloat, it was about our agents delivering a truly human-like experience. Humans are special and the human memory system was our benchmark; We remember important things no matter if they are recent or not. We don't always have recency bias. If someone tells you they had a bad breakup, and months later they hesitate about dating again you understand why, without being told. We somehow know what’s important and what’s not. We know how to connect the dots. Rune is our attempt to get there. A memory system built not just to store conversations — but to preserve context, continuity, and meaning across time. Built for Vaya, by Anuvaya.
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Notwithstanding all the problems, the India story is intact - Morgan Stanley
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Reliance has invested over $165b across its businesses in the past decade.
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Three decades of the Economic Complexity Index, which ranks economies by how diverse and sophisticated their exports are
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Average monthly active user growth across select e-commerce apps in India, YoY
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New Lenskart stores opened in Tier 2 cities and beyond during the first nine months of FY26 earned higher average monthly revenue per store than its new metro stores.
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Dish TV's paying subscriber base has more than halved in six years, while the industry's base has fallen to 51m from a 2015 peak of about 85m
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While India has made progress on infra and logistics, it still trails leading manufacturing destinations on overall logistics efficiency
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