Kriti Gupta @kriti_kg Twitter profile

Last Seen Profiles

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@miquelputxet

@kovalyash

Kriti Gupta

@kriti_kg

11 months

Zudio might be the largest retail apparel chain in India with ~450+ stores by 2023 end. Other household names like Shoppers Stop, Lifestyle & Westside that started way before are ~150-250 stores. I realised that not many people in metro cities have even heard about Zudio, but

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Kriti Gupta

@kriti_kg

2 years

1 in every 4 web3 founders I met in Dubai last week were not living in Dubai but were in the process of moving. India needs to fix regulation asap or we’ll lose a lot of good talent.

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Kriti Gupta

@kriti_kg

5 months

People are having crazy new year parties and I'm nerding out on @deepigoyal and @albinder 's tweets 😬

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Kriti Gupta

@kriti_kg

2 years

Finally graduated for real this time! 🎓 @HarvardHBS

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Kriti Gupta

@kriti_kg

3 months

Nothing sells better than Aspiration in India

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Kriti Gupta

@kriti_kg

11 months

Oh, and btw Zudio is owned by Tata under the same umbrella as Westside - Trent Ltd. Trent overall grew ~60% YoY while Westside grew <20%, so Zudio is a HUGE contributor to the growth.

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Kriti Gupta

@kriti_kg

2 years

ESOP buyback in India 2021: $435M ESOP buyback in India 2020: $50M This is real number we should be talking about. Employees of an early-stage company are their very first set of believers. Wonderful to see the risk reward ratio work for the ones who dream with the founders.

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Kriti Gupta

@kriti_kg

11 months

Zudio spends 0 on ads and brand marketing and instead, they put all of that money back into giving the customers cheaper rates. Nothing in the store is more expensive than 999 Rs. They are focused on high volume sales vs high price sales.

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Kriti Gupta

@kriti_kg

11 months

They are primarily present in Tier 2/Tier 3 cities and this market is largely unbranded. Most big fashion retailers have shied away from this segment and Zudio has identified this gap and penetrated all the way in.

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Kriti Gupta

@kriti_kg

2 years

Without a doubt, highlight of my day - young 16 y/o from Indore currently in Kota preparing for IIT JEE. He had spoken to unicorn founders, done market research and made a business plan along with projections. LFG 🚀

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Kriti Gupta

@kriti_kg

2 years

Last week I met a founder who I respect a lot. He turned down an acquisition offer at a decent price because it wouldn’t make enough money for the employees. And then today, @dougleone said “As a founder you should aim to make your receptionist rich.” Great minds think alike.

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Kriti Gupta

@kriti_kg

6 months

NRIs come to India and rave about UPI. Metro City millennials go to Tier 2 cities and rave about the consumerism in real India.

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Kriti Gupta

@kriti_kg

11 months

Most importantly, Zudio has managed to create an aspirational brand. GenZ and Millenials account for ~50% of India’s population and Zudio has managed to be relevant to this user. Their Insta feed is as appealing as a HnM or Zara.

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Kriti Gupta

@kriti_kg

3 years

I remember being mocked for sleeping 8 hours during my undergraduate days. So good to surround myself with people who now talk about the importance of a good sleep to be productive. Productivity in a limited # of hours >>> # of hours

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Kriti Gupta

@kriti_kg

11 months

Unilever India vs Unilever Parent: CAGR over the past 5 year - 9.6% vs 2.2% Return on Assets - 11% vs 8% Profit Margins - 17% vs 13% Case in point for a high growth market and lower cost of distribution & production trumping over lower purchasing power.

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Kriti Gupta

@kriti_kg

11 days

Re-reading Zero to One after a few years. It hits you differently not matter how many times you think you've internalised it. What an absolute masterpiece @peterthiel !

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Kriti Gupta

@kriti_kg

2 years

Beginning to realise that Curiosity is the lowest common denominator between every outperformer

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Kriti Gupta

@kriti_kg

1 year

My Zomato order and Delhivery parcel were both delivered by female riders today. Happy Friday!

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Kriti Gupta

@kriti_kg

2 years

Anyone else who has signed up to SOO many newsletters that it takes hours everyday to go through?

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Kriti Gupta

@kriti_kg

1 year

Uber's India2022 report is fascinating 1/ 53% rides were 5 star rated (assume all else 4 star you get ~4.5). App on google play is rated more at 4.7 meaning Product > Service 2/ 400Cr rev from 4.5B kms of riding. ~25% take rate means 4.5 Rs/km revenue = cost/km for a diesel car

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Kriti Gupta

@kriti_kg

1 year

Your energy is infectious @VaibhavSisinty and listening to the amazing customer testimonials of @growthschoolio is a constant reminder of all the good work the team is constantly churning!

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Kriti Gupta

@kriti_kg

11 months

It’s Day 1 🚀🚀🚀

Peak XV Partners

@peakxvpartners

11 months

Sequoia India & Southeast Asia is now @peakxvpartners .

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Kriti Gupta

@kriti_kg

1 year

Ok is it just me or your feed is also full of @elonmusk tweets today? Is this a social experiment or he wants more eyeballs or what…

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Kriti Gupta

@kriti_kg

1 year

When we first thought of bringing consumer brands, enablers, incumbent leaders & platforms together, we imagined for it to be an evening of insightful discussion & community building. Yesterday was anything but magical! Thx to folks who came & made it a success. @SequoiaIndiaSEA

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Kriti Gupta

@kriti_kg

8 months

Every fun international travel plan starts with the pain of applying for a visa. Why shouldn't the visa process be as delightful as the travel? Why settle for long queues, opaque systems and a patchy Ux when @travelwithatlys can change the whole experience! So excited to see

Mohak Nahta

@mohaknahta

8 months

Today, we’re excited to announce that we’ve raised $12.5M Series A co-led by Elevation & Sequoia Capital India (Peak XV), with participation from a16z, SPC, Mantis, and Weekend Fund 🧵

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Kriti Gupta

@kriti_kg

2 years

Every early stage, pre-PMF company should ideally have designated people working full time on New initiatives and experiments. What looks like a random experiment might just be the key to PMF.

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Kriti Gupta

@kriti_kg

2 years

Gm NYC ☀️

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Kriti Gupta

@kriti_kg

4 months

This chart by @Redseer amazingly sums up the excitement in the Indian tech industry. The 1% to 10% jump will have to be on the back of 250-300 new-age companies going public in the coming decade. Might take longer, but we'll get there.

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Kriti Gupta

@kriti_kg

2 years

After 16 years of being in India and 10 years in Southeast Asia, this is another step in the direction of our ever growing conviction. It’s the time to build and nurture the next decades of enduring companies 🙏🏼✨

Peak XV Partners

@peakxvpartners

2 years

1/ Today, we are announcing that Sequoia India & Sequoia Southeast Asia have collectively raised $2.85B across a new set of funds, including India venture, growth funds and an $850M SEA fund - our first dedicated fund for the region.

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Kriti Gupta

@kriti_kg

2 years

Sunday morning thoughts

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Kriti Gupta

@kriti_kg

2 years

"It is not the strongest of the species that survive, nor the most intelligent, but the one most responsive to change." Charles Darwin Adaptability in these times of change is key.

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Kriti Gupta

@kriti_kg

2 years

Much like the rest of this part of the world, in #Dubai for the week. 🙂 Little bird app, help me find more kickass web3 folks in town this week? Would love to meet! 👋🏽

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Kriti Gupta

@kriti_kg

2 years

Investors want to become Founders. Founders want to become Investors. But these two roles have more in common than we think. Both as investors and founders, you invest in people and stick through the highs and lows to create value. 🙂

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Kriti Gupta

@kriti_kg

2 years

Merge, Surge, Verge, Purge, Splurge. Running out of words here.....

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Kriti Gupta

@kriti_kg

2 years

There is a bull market PMF and then there is a bear market PMF. And bull market PMF is not PMF.

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Kriti Gupta

@kriti_kg

9 months

It was truly one-of-a-kind feeling to be surrounded by such incredible energy and ambition. Forever grateful to be a part of this family and community @peakxvpartners

Peak XV Partners

@peakxvpartners

9 months

It’s been fantastic to connect with over 350 portfolio founders across India and Southeast Asia in our first set of community events since we became @peakxvpartners . We’re so grateful to be able to connect, learn and grow together with you. #togetherfortheclimb

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Kriti Gupta

@kriti_kg

2 years

Oh, also, he thought that the scope of an IIT degree wasn’t much. His startup had more potential 😄

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Kriti Gupta

@kriti_kg

6 months

My all time favourite Charlie Munger quotes: “I think that a life properly lived is just learn, learn, learn all the time.” “Take a simple idea, and take it seriously.” “Mimicking the herd invites regression to the mean (merely average performance).” RIP

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Kriti Gupta

@kriti_kg

7 months

Majority of Sellers on Amazon US are now not US-based.

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Kriti Gupta

@kriti_kg

5 months

FarFetch went from $23B in peak 2021 to $250M. Loved what their brand stood for, this is saddening but also a moment to learn: 1. Changes in core business model can be tough to navigate - FarFetch moved away from inventory-free logistics-focused strategy when they acquired New

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Kriti Gupta

@kriti_kg

1 year

Read this somewhere today: Return to the past only accentuates our limitations and undermines confidence. It encourages risk aversion and prevents exploitation of new opportunities. It's key to learn from your mistakes, but equally important to not let history define future.

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Kriti Gupta

@kriti_kg

2 years

Kudos to the program management team at @ycombinator . Honestly, its quite the task to pull off such a high number of pitches back to back seamlessly.

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Kriti Gupta

@kriti_kg

2 years

Shout out to all the builders in web3 India 🇮🇳 If you’re building something unique, exciting and game changing, we’re looking for you. Please apply! 🚀

BuidlersTribe

@BuidlersTribe

2 years

📢 Buidlers of India 🇮🇳 @sequoia_india & @BuidlersTribe are joining hands to look for the most legendary web3 startups. Pitch your project, get access to mentoring sessions, participate in AMAs & qualify for Belief DAO grants! Apply now:

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Kriti Gupta

@kriti_kg

1 month

Totally agree! Big believer of working together in-person. Serendipity doesn't happen over Zoom, and businesses stop being cutting edge in the absence of it.

Nithin Kamath

@Nithin0dha

1 month

All of us at @zerodhaonline went fully remote during the pandemic lockdown in 2020. While it's been great for some, it hasn't been for others. In this post, K explains why it didn't work for everybody at Zerodha. Work from home works well for support roles given the structured

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Kriti Gupta

@kriti_kg

2 years

So excited to reveal the first cohort of Sequoia Spark. 😄 Exciting companies being built in Fintech, SaaS, Web3, Consumer by bold, daring and incredible women. Can't wait to see you all #SparkTheFlame 🔥 @i_sakshichopra @prachipawaar @746watt @GayatriPYadav @Payalee

Peak XV Partners

@peakxvpartners

2 years

“These women are defying gravity, refusing to let anyone define who they are. They are all incredibly focused, hungry, ambitious, and resilient.” Presenting, #Spark01 . #SparkTheFlame #SequoiaSpark

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Kriti Gupta

@kriti_kg

2 years

There’s a transition for every founder from acting fast & closing things by yourself to gradually empowering other team members to lead initiatives. Enough people talk about how important it is, but not enough stress on how much more important managing this transition well is.

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Kriti Gupta

@kriti_kg

1 year

2022 was a year of shifting consumer behaviour in the post covid world dealing with a macro shift. India now has 800M+ active smart phones (95%+ android) and people spend 4.5+ hours on mobile per day! 🧵 on some insights from the @dataai report on the state of mobile

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Kriti Gupta

@kriti_kg

2 years

There is no reason why Bitcoin and Ethereum should be so highly correlated, or rather correlated at all. In the next 1-2 yrs, shouldn't these two crypto assets entirely decouple: Bitcoin becomes a store of value and ETH generates value from the network load.

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Kriti Gupta

@kriti_kg

2 years

ETH network can today take upto 2.5M transactions/day. Add zkRollups and other efficient L2 solutions to it, and the number can go to ~150M txns/day Add peak sharding efficiency to it, and the network is capable of ~150B txns/day So.Much.Potential.

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Kriti Gupta

@kriti_kg

2 years

People who are attending back to back conferences and events, please teach me how to keep up with everything else in parallel. Pleasee.

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Kriti Gupta

@kriti_kg

2 years

When everyone thinks it’s a good idea, it probably is not a great idea. When everyone think it’s a bad idea, it probably is a bad idea. It’s what’s not obvious to all, that makes it big.

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Kriti Gupta

@kriti_kg

2 years

Neighbourhood coffee shop that used to buzz with people on their laptops is almost empty today. Diwali is here ✨

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Kriti Gupta

@kriti_kg

1 year

What the last decade was to China is going to be this decade for India. 🚀

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Kriti Gupta

@kriti_kg

23 days

The first youtube video was uploaded 19 years ago, today. From there to becoming a platform of 2.7 Billion users and $30B+ revenues and how!

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Kriti Gupta

@kriti_kg

1 month

People are discussing who even needs a PS5 in 10 minutes, and meanwhile it is sold out already. 😅

Albinder Dhindsa

@albinder

1 month

We're working on restocking PlayStation® 5 at all our stores where it's gone out of stock already. Should be live soon 🙌

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Kriti Gupta

@kriti_kg

2 years

🙊🙊😂😂 Only happens in India.

The Times Of India

@timesofindia

2 years

Taxing cryptos does not mean it has been legalized, says Sitharaman

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Kriti Gupta

@kriti_kg

1 year

Kicking off Spark02 today! Loving the energy and enthusiasm in the room #Sparktheflame @i_sakshichopra @GayatriPYadav @Payalee @prachipawaar

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Kriti Gupta

@kriti_kg

2 years

Finallyyy I finished my day at the golden level, well atleast according to me. @UltrahumanHQ teaching me how to make small but important changes towards a better lifestyle. 😄

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Kriti Gupta

@kriti_kg

1 year

I have a @peakdelhi joke but it can’t breathe

Shubham Gupta

@shubg

1 year

I have a @peakbengaluru joke but its stuck in traffic

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Kriti Gupta

@kriti_kg

1 year

North Indian states and Gujarat have always had lower digital payments adoption than rest of India. But this @PhonePe chart really brings out the dominant offline retail consumption pattern and Dhandha economy settling B2B txns in cash in these regions.

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Kriti Gupta

@kriti_kg

7 months

New kinda three wheelers in town

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Kriti Gupta

@kriti_kg

2 years

Lovely hosting the Web3 crew in Bangalore today! Thanks everyone for coming and making it a success, we’ll do more stuff soon. @shaileshlakhani @KumShivam @snmishra311

Peak XV Partners

@peakxvpartners

2 years

Loved getting to know some of the coolest folks in Bangalore’s #Web3 community today! Thanks @paradigm for co-hosting our first web3 meetup in the city. 👊🏻 Folks watch this space if you want to join us for the next one. Will share details soon!

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Kriti Gupta

@kriti_kg

3 years

My dad asking me if I use @CRED_club so he can refer me and make 750 bucks is the cutest thing today.

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Kriti Gupta

@kriti_kg

1 year

10M Indians linked their phone numbers to Aadhar just in the last month, while the cumulative PAN Cards linked to Aadhaar are ~5M. India lives on mobile!!

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Kriti Gupta

@kriti_kg

7 months

Couldn't agree more. Still a long road to go, but it's never looked more promising. Exciting times ahead!

Balaji

@balajis

7 months

THE BASICS WORK IN INDIA Rohit is right about India. 1) First, the basic daily loop of a tech worker is now easy in India. Wake up, hit the gym, open laptop, get coffee, call an Uber, hang out with some friends, etc — that’s all there. Reliable power, internet, air

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Kriti Gupta

@kriti_kg

1 year

Very excited to finally announce the Spark02 cohort! Meet these incredible women solving real big challenges in Climate, Health, Productivity, Supply chain and so much more. So heartwarming to see the community come together and shine. #SparkTheFlame

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Kriti Gupta

@kriti_kg

1 year

Loreal's acquisition of Aesop, the Australian-origin Luxury Personal Care brand, is one of their largest acquisitions in decades ($2.5B). As a fan of the brand, not surprised that Aesop's sales increased by 20x in the last 10 yrs to $537M in 2022 - 35% CAGR vs <10% market growth.

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Kriti Gupta

@kriti_kg

2 years

The only choice you make on a daily basis - Whether you channel your energy to point out/crib about what’s wrong in the world or if you channel it to do what you can to correct it 🙃

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Kriti Gupta

@kriti_kg

1 year

This chart amazes me, classic land and expand. Amazon started off with referral fees, but fulfilment and advertising today constitute 70% of the total revenues from a seller. If not for Amazon, sellers would've spent on 3PL or Google/Facebook anyway.

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Kriti Gupta

@kriti_kg

2 years

My cab has literally moved 100m in the last 15 mins. Welcome back, Bangalore 😅

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Kriti Gupta

@kriti_kg

2 years

Amazing energy and hustle at the @CoinSwitchKuber event! Excited for what lies ahead 😀

Aditi

@Aditi723_eth

2 years

Met these power packed ladies at the Block by block event hosted by @CoinSwitchKuber Such inspiring and humble ideals :) Thank you @aashima_arora_ and @kriti_kg for gracing the path for us✨ #blockbyblock #Polygon #sequoia #Web3

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Kriti Gupta

@kriti_kg

2 years

Climate Change is going to be the biggest problem to solve in this century and everyone would need to do their part. @Climes_io is on a mission to democratise climate action by giving consumers the option of carbon neutral consumption - in just one click.

ClimateTech startup Climes raises $1.2 million in funding from Sequoia Capital India, Kalaari...

Climes to use the capital to expand brand synergies with fashion, food, travel, beauty, and personal care industries.

economictimes.indiatimes.com

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Kriti Gupta

@kriti_kg

1 year

All communication & texting apps should have conversational AI. If I could find a quick answer to some question by asking AI on WhatsApp, my Google Search volumes will drastically decline. Snapchat is piloting myAI along these lines, very keen to see what Meta will do!

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Kriti Gupta

@kriti_kg

2 years

Stopped on my way to buy some fruits and the lady who was selling seemed distracted on her phone. Turns out she was listening to a Crypto pundit who does regular sessions. She said her son has made 3x money, so she wants to learn too. @peakdelhi moment? 😅

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Kriti Gupta

@kriti_kg

1 year

3 things that stood out in the Amazon quarterly result for me: 1/ Even at a scale of $127B quarterly revenue North America grew at 11% YoY & reduced costs 2/ Comparatively, international markets have stayed flattish 3/ AWS could become bigger than international sales very soon

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Kriti Gupta

@kriti_kg

1 year

What are the best hacks to use the travel time productively? Calls, Podcasts, what else?

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Kriti Gupta

@kriti_kg

2 years

The Bangalore airport basics :)

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Kriti Gupta

@kriti_kg

2 years

My Uber driver's son is stuck in Ukraine. He went to do his MBBS as it cost him half of what it would in India. 17 y/o who landed in a new country 3 mths ago thinking he had a new life waiting for him is now stuck in the University basement waiting for a rescue bus Wars destruct!

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Kriti Gupta

@kriti_kg

2 years

In early stages of finding PMF, it’s so important to reduce the number of variables to solve for. Focused set of early design partners as the first few customers help reduce the scope and complexity of the problem significantly.

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Kriti Gupta

@kriti_kg

1 year

Amazon is making sales data public. This was something many analytics players tried to triangulate via different models. Having this available handy for buyers is big - it will give more legitimacy to small business and young brands. Let's hope they launch it in all geos soon.

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Kriti Gupta

@kriti_kg

2 years

Today Twitter is all about Twitter.

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Kriti Gupta

@kriti_kg

2 years

TIL: Roblox developers and creators earned over $500m in Robux during 2021 🤯

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Kriti Gupta

@kriti_kg

1 year

Another brand that has had a crazy feat in India is @UniqloIn - 63% YoY growth, recorded FY22 390 Cr sales and 21 Cr profits with just 9 stores! Zara & Uniqlo are interestingly both in the same ballpark of sales per sq. ft. Apparel may be a tougher biz, but if done right is HUGE

Suchita

@suchitasalwan

1 year

"Luxury (?) fashion brand Zara posted a net profit of Rs. 148.76 crore and revenue of Rs. 1,815 crore for the financial year ended 31 March 2022 in India." Zara has *only* 21 stores across 11 cities (Assuming this source is accurate 👇🏽)

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Kriti Gupta

@kriti_kg

2 years

So much chatter today about L2s being parasitic to L1s. Literally can’t think of one good argument in the favor of this statement. L2s scale up L1s, they only just make them more useful!!

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Kriti Gupta

@kriti_kg

3 years

It’s hard to unsee the revenue scale of @Apple

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Kriti Gupta

@kriti_kg

2 years

Marketing on Twitter >>> FB/Google ads to get the first few believers and early adopters

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Kriti Gupta

@kriti_kg

2 months

@my_mokobara is #goingplaces and we're very grateful to be a part of this journey! Excited to partner with @sangeet89 , Navin and the amazing team at Mokobara. Can't wait to see what the future holds! ✈️ @abhishekmohan @peakxvpartners

D2C startup Mokobara raises Rs 100 Cr in a Series B round led by Peak XV Partners

Bengaluru-based Mokobara plans to accelerate its retail and global expansions in FY24.

yourstory.com

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Kriti Gupta

@kriti_kg

2 years

I remember looking at and breathing AQI ~ 350 air in Delhi post Diwali and feeling optimistic. I mean 350 is severe and unacceptable to most, but I drew comfort from the fact that it could be way worse. And well, now, it is. 🥲

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Kriti Gupta

@kriti_kg

6 months

Many many congratulations @ashray_malhotra @_shivammangla Today it all seems plausible but staying strong through those 8 years of ups and downs sure must've been hard. Always rooting for you 🚀

Ashray Malhotra

@ashray_malhotra

6 months

After an incredible 8-year startup journey, I'm excited to share a significant milestone: is getting acquired by a leading tech giant! 🚀 #RephraseAI #Acquisition

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Kriti Gupta

@kriti_kg

2 years

Ran into an oddly high number of folks in the cafés of HSR and Indiranagar this week. Everyone’s out and about again. Bangalore is almost healed! 💚

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Kriti Gupta

@kriti_kg

1 year

Youtube shorts may have a real chance at success! YT has 2.5B daily active users and Shorts is already at 50B daily views in less than 2.5 years of launch. YouTube’s distribution is powerful, but their revenue sharing with creators is what can drive volumes against competition.

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Kriti Gupta

@kriti_kg

2 years

It's hard to not get bogged down by the day to day and keep an eye on the bigger picture. But all you can do is try. You can't control outcomes, you can only control your actions. Needed some #MondayMotivation today, so passing it on to others

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Kriti Gupta

@kriti_kg

9 months

Reliance’s answer to Zudio is finally here!

CNBC-TV18

@CNBCTV18Live

9 months

#JustIn | Reliance Retail launches new #fashion retail format ‘Yousta’, opens first store in #Hyderabad . All products will be priced below ₹999 ⭕️ Reliance plans to open 200 Yousta stores across India by end of this year #Yousta #RelianceRetail

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Kriti Gupta

@kriti_kg

2 years

Couldn’t be more excited for this! Category creation is hard, but you guys are just killing it. This is just another step in the direction. Super humbled to be a part of this journey. Congratulations @Toplynehq @Ruchin_Kulkarni @rishenkapoor @rrkhanna 🚀😄

Ruchin ツ

@Ruchin_Kulkarni

2 years

Topping off the most exciting, humbling, and fulfilling 10 months of my life... announcing @Toplynehq 's $15M Series A led by Tiger Global & @Sequoia_India 🚀 Bye-bye boring old B2B SaaS. Hello, product-led growth💯 @rishenkapoor @rrkhanna @TechCrunch #plg

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Kriti Gupta

@kriti_kg

6 years

Had a great discussion at NASSCOM Product Conclave today on the new trends in Fintech and Blockchain. Sanat, @sanjaynath , @nitinsharma1 , Sumit #NPC2018 @ChirataeVC

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Kriti Gupta

@kriti_kg

2 years

This is the 1st covid wave when I am with my family. During the first & second wave I was in the States. While it curbs my independence & forces me to be super careful, I am so glad that I am around. That I don’t feel helpless in case you-know-what. That’s my #covid crucible

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Kriti Gupta

@kriti_kg

2 years

What doesn’t kill you mutates and tries again 🤭

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Kriti Gupta

@kriti_kg

2 years

You know markets have massively over reacted when shit posting groups full of undergrad friends start discussing Netflix stock.

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Kriti Gupta

@kriti_kg

1 year

@banglani Scarcity sustains excitement for longer. The buzz in restaurant business fizzles out every 2 years, maybe this could keep the buzz for much longer.

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Kriti Gupta

@kriti_kg

2 years

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 ! @i_sakshichopra @746watt @prachipawaar @GayatriPYadav

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