Arjun Malhotra
@BadCapitalVC
Investing in companies that don't make money @GoodCapitalVC
If you need an investor that can put on their big boy pants and lead your round, call me.
Arjun has summarised well in a single sentence the challenge and opportunity for unorganised India - Abundant workforce, lack of workflows. We’ve built an entire company around this simple insight!
To put it in perspective: We have abundant workforce, but lack workflows. We have people who execute well, but not enough who design WHAT to execute. We have hands to build and vision to dream, but we're missing the crucial middle layer. And tech hasn’t been a failure so far..
🎯 AI project manager. India is a low labor cost market. There's very little value in using AI to improve efficiency. Selling such solutions even in the US is a race to the bottom with deflationary raw material. The value is in using AI to do what was not possible without it.
Rajesh runs a textile factory in Surat. By 9 AM, he's already handled 3 issues: delayed fabric delivery, missing worker, angry customer complaint. He does what millions of other MSME owners do everyday - everything. This is the reality for 63mn Indian MSMEs employing 500mn+…
In India business happens across hundreds of phone calls and thousands of WhatsApp groups. With AI we have a golden opportunity to bring method to the madness without forcing them to move to a new system. AI will be the middle manager for millions of Indian MSMEs!
Rajesh runs a textile factory in Surat. By 9 AM, he's already handled 3 issues: delayed fabric delivery, missing worker, angry customer complaint. He does what millions of other MSME owners do everyday - everything. This is the reality for 63mn Indian MSMEs employing 500mn+…
bet this was an awkward conversation
It was a pleasure meet @sama at his office …we discussed “Secret Mountain”, our virtual global band, and to empower and uplift Indian minds to use AI tools to address generational challenges and lead the way forward. EPI @chatgptindia @OpenAI #arrimmersiveentertainment…
Everyone's saying "You won't be replaced by AI, you'll be replaced by someone who uses AI." That's nonsense. When Netflix launched, Blockbuster could have hired the best streaming engineers and built its own platform. Wouldn't have saved them. Netflix wasn't just using better…
Trend-first fashion is set to grow 4x by 2028 in India. While this is achievable because we can churn out trendy products super fast, what we're slow at is making people actually want them. India’s influence ecosystem is still catching up to the micro trends, so even if we can…
DMart succeeded because they're super picky - they only sell stuff that definitely moves. With the new inventory model, Blinkit is trying to be picky while being generous - that too with hundreds of locations. It's like they're trying to be both a specialist and a generalist.
joining another pitch where the TAM slide shows they're targeting 'everyone with a smartphone'
me opening Teams every morning
There’s a shift from "one person broadcasts, everyone else watches" to these interactive spaces where the audience is half the show. Livestreams, chats, voice rooms - the comments are often more fun than the main thing. I think we've gone full circle. There aren’t that many…
