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Shreyas Nair
@nair_shreyas
Learning growth investing ; studied . Views personal.
Bengaluru, IndiaJoined April 2012

Shreyas Nair’s Tweets

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Amazing time with at the @indiaconf2020. When asked how he kept a superstar team grounded, he said “Everyday I would push the guys on only one thing: Are you playing for the name in front of the shirt or for the one behind the shirt” #lifelessons
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What an amazing news!! Big congrats to the entire team. Well earned & very well deserved. Honoured to be a small part of this splendid journey & even more excited abt the future as Razorpay transforms the way payments are done in India!
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Humbled by the recognition of @Razorpay in one of the most renowned awards in the Indian startup ecosystem! Credits to our customers and team that has helped us get here. Thanks to the jury and @EconomicTimes. It’s still a long road ahead. twitter.com/ETtech/status/…
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Excited to be partnering with and Jasdeep at Privado whose mission is to shift privacy left into the hands of developers.
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Jasdeep Cheema, @AntilVaibhav & @prashantmahajan are ushering in a new era of #privacybydesign. @abhishek_mohan & @Sid_1_0 write about why we're excited to partner with @PrivadoHQ! sequoiacap.com/india/article/
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(7/7) These tailwinds coupled with local existing technical pharma know-how gives the industry a large base for tech-innovation. If you are a founder building tech solutions for this category, I would love to chat.
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(6/7) The chemical procurement for large enterprises continues to be fragmented. Supply is fragmented. India also has a large import and export footprint in this sector. Seeing plethora of cross-border marketplace and aggregation opportunities to streamline this
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(5/7) Investments: There is capital coming to support this growth. Expecting $150B infra investments over the next 4 years. Govt Push: Make in India policies such as 100% income tax exemption for export sales from SEZ for 5Y, 100% FDI allowance on most chemicals, and PLI schemes
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(4/7) macro shift: We are seeing a reallocation of global demand in specialty and fine chemicals making its way to India. This shift represents 30% of the total chemicals market. We are already the 6th largest producer globally, this will push us up further in the leaderboard.
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(3/7) Good quality companies in this space have rich margins (10-15% EBITDA) and high fixed asset turnovers (4-5x). The story gets better with more tailwinds likely to play out over next decade: i) macro shift, ii) incoming infra investments and iii) govt push
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(2/7) The market is large and growing ($150B with 11% organic growth). The industry has produced the second most IPOs in India (since 2010), with 38 listings which created an additional $15B of market cap.
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A common mistake founders (esp technical ones) make is assuming: 1) Selling is something magical that only sales people can do 2) Just hire a sales person → sales problem solved! I made both these assumptions running . Came back to bite me!
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The amount of $$$$ wasted on hiring full-time sales bodies before commercial validation is completed must be looked at closely for startups. Sales doesn't figure itself out. If you, Founder, haven't found market pulse there's a 99.9%, your sales leader/sales team won't.
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The modern world is managed by bureaucracies staffed with average people. Bureaucrats pile on rule after rule to keep the below-average from hurting themselves or others. Smart & capable individuals need to either opt-out of society or win big before the system suffocates them.
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Was a privilege to witness the Chennai SaaS ecosystem energy in person :)
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1/n Spent the last 2 days in Chennai. The energy of the Chennai ecosystem is infectious. Folks really love SaaS, geek about it, dream about it. There is a full SaaS ensemble in Chennai - historians/philosophers/futurists/storytellers/builders/evangelists/enablers/role models.
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#Bengaluru #startup peeps if you ever wanted to hang out and meet more folks come off for this ! and also so we can show what the fuss is all about :)
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. @RajanAnandan may feel that Delhi is the startup capital of India, but we know it's #Bengaluru ;) So we're making sure he meets the best early-stage #founders & #startups in the city this Thurs. Limited slots, so apply here by 10 pm IST today👇🏼 get.surgeahead.com/surge-open-hou
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Looking for six young people who want to change the world. Leverage to drive the change in Health, Education, Environment that you have always wanted.
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We’re stoked to announce launch of the ACT Fellowship Program - an incredible opportunity for young professionals to contribute towards creating social impact at scale while building their own leadership skills and entrepreneurial abilities!
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Tired of working on models that never see the light of production? 😤 That stops now!... Data Science is front and center at ⭐️ DM , , or me to get in on some of the hottest machine learning action 😉
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#DataScience team catchups at @Toplynehq are fun. They work on some really cool stuff man🤯🤟🏻! Drop-in a DM to @vivekkapoor @Ruchin_Kulkarni or me if you want to be in the next DS catchup frame. #HiringforDataScientists
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We need to normalise talking about the issues that our founders face. It’s so inspiring to see these women crushing it in the face of adversities. Super proud for all of us in Sequoia Spark team to finally launch #SheBuilds!
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Partner Content | She Builds unravels the powerful stories of female founders who have redefined what it is to be a woman & an entrepreneur in 21st century India. Watch this space to see how they’re dreaming big & challenging norms. #SheBuilds #SequoiaSpark #NatGeoIndia
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Wow.. didn’t know that many of the startups we revere today followed such creative GTM tactics to survive and even thrive in their competitive worlds. Yet another great read !!
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The goal of any startup is to turn “default alive” 🚀 And “brute force” plays a HUGE role in getting there 💪 Whether its the Collisons personally setting up Stripe on laptops, David Hsu cold emailing Retool or Atlassian giving out free beer A collab with our fav substacker ❤️ twitter.com/abouelatta_ali…
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Wohoo ! Yet another sweet milestone 😊👏 All the best !! Can’t believe it’s been less than a year since all this began
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It's time to @_surgeahead🌊 The plg WAVE is undeniable. Just look at the RIPPLES its created in the Forbes Cloud 100 list🔗👇🏻 Super excited to join the TSUNAMI of... alright we're out of surge metaphors 🙈 @RajanAnandan @singh_sequoia @dvbydt topofthelyne.co/p/why-plg-comp
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~10% of US unicorn founders were born in India vs. 55% who were born in the US. This is staggering! ~For every 5 American unicorn founder, there is 1 Indian unicorn founder in the US. #Talentcapitaloftheworld
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Where Were Unicorn Founders Born? New result on immigrants & US economy For 1,078 founders of 500 US unicorns, I identified founders' countries of birth. Conclusion: Over four out of ten unicorn founders are first gen immigrants. @StanfordGSB #startups #immigration #unicorn
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