In challenging times, many investors tend to create negative stories — anxiety is heightened and inv judgment is clouded. In these times, I find it even more important to go back and rely on the operating and financial data. See if the numbers answer your questions or concerns.
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Tejeshwi Sharma 
@tejeshwi_sharma
Athlete | Global SaaS | India Fintech | lover | Married to | fanboy | Eclectic Taste in Music
Tejeshwi Sharma 🇮🇳’s Tweets
See plenty of vanilla views floating on twitter based on quick google. Classic content arbitrage.
I like the facts and ignore the views in such tweets
could leverage GPT to rate every account on content originality.
Love folks who put original stuff.
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Till the time new champions start winning, Tennis should just get to be in the audience for all big matches.
Will drive more viewership than Djoker winning his 100th grand slam :)
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#AusOpen finals ratings way down, particularly on the men’s side, where Djokovic winning his 10th was “the least-watched men’s final in at least a decade” per @AustinKarp.
Not just an American phenomenon; TV numbers in Australia were majorly down, too.
sportsbusinessjournal.com/Daily/Issues/2
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SaaS ke ache din aa rahe hain :)
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Monetization in India is 5% of that in the US.
So, we have to make the same sources (say AWS cost, developer cost) go farther, especially in businesses where global resources are a large part of the cost structure.
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Indian tech start ups need deep value engineering (philosophy borrowed from manufacturing)
Key ingredients of a tech co. are increasingly global with global pricing: cloud/software, remote talent, sometimes even marketing.
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In the process of revaluing unprofitable software cos, investors may have lost sight of the fact that digital transformation is only in its infancy. Cos that focus on execution and become highly profitable can then spend time reminding investors of the big opportunity.
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Indian SaaS companies ARR distribution:
1B+: 1
0.5-1B: 1
0.2-0.5B: 4
0.1-0.2: 4
Zoho is the first Indian SaaS company to cross $1B ARR in 2022.
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A founder tells me : "My company's profitability and my Oura ring sleep trends move with each other" :)
#peakbangalore
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Craigslist has less than 50 employees and is still doing OVER a billion a year in revenue.
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"Every founder deserves an investor who would think about their company on a hike" -
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Skydo is looking for a Growth Marketing leader.
Prefer someone with Engg background, having worked for at least ~3 yrs in Growth Marketing in a high-growth SaaS / B2B startup, and overall ~8 yrs experience. Past Consulting experience would be a plus.
Please intro / DM
Pls RT🙏
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"You can't have a great culture and be remote-first."
A lot of people believe that. And maybe it's harder - I don't know.
All I know is Gainsight has been a work-from-anywhere company for a LONG time and is now the #1-rated company on Glassdoor.
You can make anything work IMO.
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Indian co. in the DevTool of the Year running.
This is one segment India has a unique right to win. 6M developers will go to 20M this decade.
Go
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Dr. King gave the "I have a dream" speech, not the "I have a plan" speech.
It's dreams that change the course of history.
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Would Microsoft's investment in ChatGPT make it to a similar list 10 years down the line?
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Indian-Americans, 1% of US population, pay 6% of taxes: Congressman
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Consumption SaaS is hurting in a recessionary environment. NRR has deflated across the board.
Seeing companies focus on strengthening New ARR muscle.
In 18 months, growth will accelerate for companies as NRR bounce back meets strong New ARR muscle.
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India publics: MCAP = 30x PAT, at ~ $ 200 mil EBIDTA, the Co could be in the top 100 listed. Incredible, there could be 20 - 30 such co that can deliver such PAT from startup / new economy in the next 3-4 yrs. Go much growth ahead of us, golden time to be building from 🇮🇳
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We always wondered, what if we make the tools that helped Unacademy build a 1000-crore business available to everyone? What if you could build and scale your own online education business?
We have been working on building this under the Graphy Brand for the last few months.
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Comparison:
Remittance to India: $100B
IT services salary paid: ~$100B
Economic contribution of the Indian diaspora cannot be overstated.
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Zerodha:
Revenue: 5000 Cr.
Profits: 2000 Cr.
Employees: ~2000
Profit / Employee: ~1 cr.
World class!
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Time it took to get to $100M revenue
2010: 10 years
2017: 5 years
Insightful analysis by
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There was a time when India tech companies did not have revenue scale.
Now several are over $100M revenue.
But the bar has shifted from scale to quality. Not every $ of revenue is worth the same.
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Increasingly feel we might be witnessing one of the best all-time CEO runs w Satya Nadella's stint at MSFT: acquisitions of LNKD, Github, Minecraft, Activision + made it super competitive in the cloud services market + recent moves w OpenAI. He's made the company exciting again!
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Surya Kumar Yadav (SKY) has to be one of the most exciting sportspersons in the world today.
What a delight to watch his creative stroke making.
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In 2022, India is the 3rd largest car market in the world, ahead of Japan, Germany and the UK.
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India is forecast to grow at a blistering 7% in 2022.
India’s GDP is around $3.2 trillion, ahead of the UK ($3.1 tr) but behind Germany ($4.2 tr).
At this growth rate the size of the economy would double in 10 years
Cc:
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Demographics is destiny.
India 🇮🇳 will be twice the size of China 🇨🇳 by 2100, forecasts the UN.
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And I thought the year has just started.
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High Growth SaaS down -8% in 2023 
YTD Performance
-3% Braze
-4% Ncino
-5% Alteryx
-6% Zscaler
-6% Procore
-6% Samsara
-7% Cloudflare
-8% Crowdstrike
-8% Snowflake
-9% Sentinelone
-11% MongoDB
-11% Asana
-14% Bill
-15% Confluent
-16% Monday
YTD Performance
-3% Braze
-4% Ncino
-5% Alteryx
-6% Zscaler
-6% Procore
-6% Samsara
-7% Cloudflare
-8% Crowdstrike
-8% Snowflake
-9% Sentinelone
-11% MongoDB
-11% Asana
-14% Bill
-15% Confluent
-16% Monday
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As things stand today, it's clear that offline retail (products or services) is more profitable than online retail at similar scale.
Smart founders who started online foray into offline to build Omni channel that has the growth elasticity of online and economics of offline.
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Indian startups raised over $25 Bn in 2022: Annual funding report with via
Stats👇
1,327 startups raised
$25.2 billion across
1,556 deals
$21 billion from 330 growth stage
$4.2 billion from 1012 early stage
214 startups remained undisclosed
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Sharing a thread to throw some clarity on all the noise around valuations around our prospective IPO. (1/6)
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Large tech companies making $5B in digital ads in India. Which means market is $7B+
2.5x growth in digital ads market in India last 3 years.
economictimes.indiatimes.com/tech/technolog
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Anyone with reliable estimate of Indian digital ad market size? My back of the envelope suggests it is > $3B (best guess: Google $1.3-1.5B, FB: $1B, Gaming companies: $150-200M, News sites: $200-300M, E-commerce: $150-200M, Classifieds: $100M, Others: $100-200M).
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High quality revenue is always hard to come by. It takes time to build product or scale revenues or build a brand or a moat.
Rarely, it happens quickly, that's catching lightning in a bottle. But usually, easy growth is easy come easy go.
2023 is a year of high quality growth
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The joy of leadership comes from seeing others achieve more than they thought they were capable of.
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