Manish Singh @refsrc

https://t.co/yIVIXoenpc Bengaluru Joined October 2012

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Manish Singh @refsrc

a hour ago

CRED founder Kunal Shah appointed as WhatsApp’s new leader. Meta separately invests in ~$1b in CRED.

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"Heads of many leading Institutions have argued that India does not need its LLMs, but can focus on AI applications. These views are more reflective of the path India has taken to stand where it is today, rather than a deliberate strategic choice."

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Manish Singh @refsrc

a day ago

Push to add MDR to UPI is gaining momentum again

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Manish Singh @refsrc

3 days ago

Daily active user base of top e-commerce apps in India (Myntra and Blinkit, not in the picture, are at 22m and 14.3m)

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Manish Singh @refsrc

5 days ago

@catdaddyissues CLSA’s LG India initiation report from today.

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Manish Singh @refsrc

5 days ago

India in 2024 owned a quarter of the ACs China did in 2007, at the same income.

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Manish Singh @refsrc

6 days ago

Brand awareness is rising, but brand loyalty may be falling

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anmol maini @anmolm_

7 days ago

quick services have quickly reached the 100k orders per day mark! proud to be backing the fastest growing co in the space that's burning the least SHEESH 25% of the market share and only 16% of the total industry's burn

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Manish Singh @refsrc

a week ago

Daily active users on Swiggy's budget food app Toing have climbed sharply since March to close in on Swiggy and Zomato. JPMorgan: "We are surprised to see this done by an incumbent as it preempts the Innovator's Dilemma."

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Manish Singh @refsrc

a week ago

Payments/fintech valuations are near the lowest they have ever been

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Manish Singh @refsrc

a week ago

At two hours from the city, the airport was always a destination.

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anu @anuatluru

2 weeks ago

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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Manish Singh @refsrc

2 weeks ago

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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Tulip King 🌷 @tulipking

2 weeks ago

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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Manish Singh @refsrc

2 weeks ago

Pinduoduo customers order over 100 times a year.

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Manish Singh @refsrc

2 weeks ago

An anti-competitive case is gridlocked because the distributors federation doesn't know how to use a scanner properly.

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Manish Singh @refsrc

3 weeks ago

bloomberg.com/news/features/…

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Manish Singh @refsrc

3 weeks ago

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."