FinFloww retweeted
We hear about funding rounds all the time, but what actually goes into the decision to invest?
Love that @Lightspeed is opening up its original memo with SuperLiving's founders, very interesting watch!!
🔊 The Investment Memo, Episode 1 🎙️
Every partnership at Lightspeed starts with an investment memo, where our team writes down what it believes about a company before we partner with it. In The Investment Memo, our new series, we open that memo with the founders it was written about and read from it, so you can see how an early investment decision is made.
Our first episode is with @SuperLivingApp, which is building an AI health coach for India, starting with users in tier 2 and tier 3 towns. People already ask AI about their health, but they rarely get someone who checks in with them the next day, and SuperLiving's coaches remember each user and follow up, at a price most families can pay.
We partnered with Manavdeep Singh Grover and Gurjot Kaur early at SuperLiving's Series A. When we wrote our memo, the app had 24,000 paid subscribers after about four months. Both founders came from Pocket FM, and they have shaped the product around what their users asked for.
In the episode, Lightspeed Partner @kumarharsha2212 and Vice President @PriyalMotw89880 read our memo to Manavdeep and Gurjot section by section, from the team and market to the risks we noted, and discuss what has shifted since.
Watch the full episode here: tinyurl.com/SuperLivingPodca…
FinFloww retweeted
the most dangerous career advice in 2026 might be telling someone to master a tool instead of mastering a problem.
imagine spending your entire 20s learning complicated software only for AI to make half of it unnecessary.
chatgpt can now generate interactive interfaces from a simple prompt.
the real advantage might be knowing what to build, rather than knowing how to build every part of it.
FinFloww retweeted
scaling vertically, as one does after an IPO hahaha
just saw this outside @AccelIndia's office and thought it was so cool
congratulations to the moneyview team on the IPO - love seeing celebrations like this :D
Shubman Gill, the poster boy of Gillette, is growing a beard.
But why is the face of India’s biggest shaving company refusing to shave?
Because the beard actually protects him from the biggest risk to his brand:
Being trapped as a youth icon.
Youth icons are valuable, but they are also replaceable.
Every few years, a younger, cuter, more explosive player arrives. And brands naturally start moving towards them.
Gillette itself did that by going after Abhishek Sharma while Gill was already their ambassador.
Which reveals the real problem.
“Clean-shaven young Indian star” is not an identity.
It’s a category.
And categories are replaceable.
This is the exact trap Gill wants to escape.
For years, Gill has been perceived as the future Indian captain. So much so that now when he’s actually entering that era, people don’t feel emotionally overwhelmed by it anymore.
Because audiences already consumed that fantasy years ago.
That’s why Gill cannot compete on freshness anymore.
Freshness is crowded.
There will always be another young batter with a viral innings, sharper social media presence, and newer aura.
Gill instead has to compete on stature.
And stature requires a completely different visual psychology.
The clean-shaven Gill looked like potential.
The bearded Gill looks like responsibility.
The beard adds so much authority apart from the visible visual difference.
For the first time, Gill looks less like Indian cricket’s “next big thing” and more like someone expected to carry Indian cricket itself.
And this transition matters far more than style.
Replying to @Bloke_Baz
Zero-posting is signalling higher status than someone who is too much out there.
When everyone is an influencer, nobody is.
That exclusivity and less posting is also being rewarded by the algorithm apparently. Someone who is posting a lot is getting okayish reach.
But someone who seldom posts is more sought after.
This goes against traditional thinking of consistency on socials.
Just a few insights we collected from our own Insta and our some of the brands we work with.
Replying to @hvgoenka
When asked about buying an IPL franchise in Nikhil Kamath’s podcast, Kumar Mangalam Birla said he’s not really into it because it’s a question of capital allocation. There’s better opportunities elsewhere.
Probably what changed is the fact that RCB’s brand at the $2 B mark might be a great value buy.
FinFloww retweeted
RCB might have to change its name.
Because the name Royal Challengers Bengaluru was supposed to promote the Royal Challenge Whiskey sold by its current owner Diageo.
But now RCB is on sale.
And whoever buys it next will end up in a dilemma.
It's the legacy trap Vijay Mallya set at the start of the IPL.
If the new owners keep the name Royal Challengers Bengaluru, they’ll basically be running a free marketing campaign.
That too for an alcohol brand they don’t even own.
But if they change it, they risk a steep collapse in brand value.
Because you can’t recreate the same connection fans built with the original name.
At least not that fast.
But there’s a way around this problem.
See, most people relate with the abbreviation RCB.
So why not retain that but change the full form to Royal Champions of Bengaluru.
It’ll take away the explicit connection with Royal Challenge whiskey.
And it's actually the perfect way to describe the team’s journey.
Because when they are already the reigning champions of IPL, there’s no better time for Royal Challengers to become the Royal Champions of Bengaluru.
Flipkart is sponsoring Namibia’s jersey in this T20 World Cup
But why is a local Indian e-commerce company sponsoring the jersey of a nation where it doesn’t even operate?
You see, 90% of cricket viewers are Indians.
Most people who’ll watch the T20 World Cup will be Indians, even if it’s some other country’s match.
So to be in front of them, you don’t need to buy the super expensive jersey slot of the Indian team.
You can simply buy any other country’s jersey slot which is much cheaper.
In fact, it’s better for Flipkart.
Indians are more drawn to companies that are global brands.
So when we see their logo on the Namibia’s jersey, it would cement a local brand as a global brand in our minds.
That’s brilliant because it’s like ek teer se do nishane.
This has actually happened before with Nandini Dairy sponsoring Ireland and Amul sponsoring USA’s jerseys.
And it's definitely not a coincidence that all of them very smartly sponsor teams that are in India’s group.
If you want more such pieces on your feed, follow @FinFloww for more.
FinFloww retweeted
A FinFloww thread? In this economy? 🥹
FinFloww retweeted
Aankhein taras gayi thi @FinFloww thread dekhne ke liye 🥹
FinFloww retweeted
The most successful politician isn't PM Modi, Indira Gandhi or Nehru
It’s Nitish Kumar who is taking the CM oath for the 10th time after serving Bihar for more than 20 yrs
What did he do right that Bihar keeps voting him again?
THREAD: How Nitish Kumar transformed Bihar🧵
FinFloww retweeted
Catch me on IG Live at 10 PM tonight 👀
I’ll be with @Simridhi_, taking questions on startups and also maybe life in general.
Drop your Qs 👇
FinFloww retweeted
I used to be the biggest analog watch hating techbro.
Now, I can’t live without my analog watch.
The right one definitely elevates the look 100x, but more importantly it gives me better track of time.
This happens because Analog watches slow your perception of time. The moving hands trigger temporal awareness, grounding you in the present.
This makes you sense time, not just read it. You see it move, so you can plan, pace, and act better.
Analog watches are killing smartwatch sales!
But when smartwatches were created to replace analog, how is the opposite happening?
Smartwatches are fighting a utility game against these old watches.
But watches were never seen as a utility product; they were a fashion product. And fashion products can’t be disrupted.
Otherwise, T-shirts should have killed shirts. Wearing something overhead is simpler and more convenient than buttoning something. But technology can’t kill fashion.
That’s the exact reason why Warren Buffett, who never invested in a technology company, holds Apple stock so dearly. He sees people buying iPhones more as a fashion accessory than a utility product.
So, no matter how technologically advanced Android phones may be, people just won’t buy them.
That’s real moat creation.
FinFloww retweeted
Happy Birthday @FinFloww!!
Thanks for giving us everything we could ever dream of. In the search for more and more I forgot about how God’s already been so kind. Forever grateful!!
Next step: level up!
God’s Plan only ☝🏻
FinFloww retweeted
For decades, UP was one of the POOREST states of India
Everyone thought it’ll FAIL since it’s crowded, chaotic and struggling with law & order
But to their SHOCK, UP went from the POOREST to being the 2nd LARGEST economy in just 7 years!
Here’s how UP plans to hit $1 trillion:
While India is chasing a $30 trillion economy by 2047, UP aspires to contribute $6 trillion of that.
Today, UP is about 9.3% of India’s GDP. By 2047, the goal is 16%, nearly doubling its share in the national economic output.
But ambitions are one thing. Numbers tell the real story.
👉 UP’s current economy is valued at roughly ₹35 lakh crore (≈ $414 billion), about the size of South Africa’s economy today.
It is the second largest state economy in the country, but with a large population of 24 crores, it ought to do more.
This gap is both a challenge and an opportunity.
Think about it: reaching $1 trillion by 2030 means more than doubling UP’s economy in just 5 years.
And by 2047, the $6 trillion target would require even bigger growth.
The bar is high.
So it helps to think of the journey in three natural phases:
👉Short term (2025-2030): Build roads, airports, logistics, startup hubs. Ensure law and order is predictable. Push capital expenditure and project execution.
👉Medium term (2030-2040): Urbanise, skill up, and connect districts to growth hubs.
👉Long term (2040-2047): Move into innovation, advanced manufacturing, tech exports. Aim for parity with developed sub-national economies.
To achieve this, the UP government is actively seeking public input and has laid out 12 key sectors as the pillars of its “Uttar Pradesh Vision 2047” grouped under three categories:
👉Arth Shakti (Economic Power)
👉Srijan Shakti (Creative Power)
👉Jeevan Shakti (Life Power)
Let’s go through them one by one.
Arth Shakti aims to boost the economy through modernizing agriculture, supporting industries and MSMEs, promoting tourism, and building IT and electronics hubs.
Srijan Shakti focuses on innovation and sustainable growth through education, skill development, research, infrastructure, and renewable energy.
Jeevan Shakti is about improving lives: better healthcare, social welfare, law and order, and balanced urban-rural development.
Together, these pillars form the roadmap for UP to become a $6 trillion economy by 2047.
But let’s take a step back. Let’s take a look at what’s changed since 2017.
In 2017, UP had only 2 expressways.
Today, it has 18: completed (7), proposed (8) and under construction (3). The state accounts for India’s largest expressway network.
And is rightly called the expressway state of India.
It also boasts 5 domestic and 3 international airports.
The government took the connectivity challenge head on and delivered impressive results.
And now, with a capital expenditure of ₹2.26 lakh crore, there will be massive investment in infrastructure and machinery.
Law and order also used to be a chronic complaint. Cases against women used to languish.
Today, charge-sheeting rates are higher than the national average, indicating that a larger number of cases are now being formally pursued through the legal system.
Why does this matter?
Because without law and order, investors don’t show up and tourists don’t stay.
And now, investors are showing up.
In May 2025 alone, UP State Industrial Development Authority (UPSIDA) allotted 113 industrial plots, worth ₹700 crore, with 4,800 jobs projected.
Gorakhpur Industrial Development Authority (GIDA) saw ₹2,251 crore of industrial project launches recently, including a ₹700 crore Coca-Cola bottling plant.
UP’s Defence Corridor, with 6 nodes including Lukhnow, Aligarh, Kanpur, Jhansi, Agra and Chitrakoot, is drawing in over ₹30,000 crore of proposals.
The state has the highest number of MSMEs in the country and ranks 2nd in Ease of Doing Business (EoDB).
It’s boots-on-ground capex.
But to get to $1 trillion, UP must convert potential into productivity.
That means more than roads and factories.
It means skilling youth, supporting entrepreneurs, sustaining law and order, and building public trust in governance.
The “how” matters just as much as the “what”.
So, how far has UP come?
👉Its economy has more than doubled since 2017.
👉Factory registrations are rising.
👉Startups are emerging from Tier-2 and Tier-3 cities.
👉Law and order is no longer the first worry of investors.
This is not the same UP that headlines once mocked.
And how far can it go?
If it continues on this path, with capital, credibility, and continuity, UP may not just meet its $1 trillion target.
It might just become the economic keystone of Viksit Bharat.
If you liked this read, do RePost🔄
and follow us @FinFloww for such reads every Monday, Wednesday and Friday!
FinFloww retweeted
Beautiful read 🪡















