Tejeshwi Sharma 🇮🇳
@tejeshwi_sharma
Athlete @peakxvpartners, Racing against AGI, Racing against AGEing.
Sometimes the motivation to do good comes from experiencing the bad.
The Industrial Revolution replaced factory labor with machines. Manufacturing became CapEx-heavy, labor-light. AI will do the same in offices—replacing knowledge work with compute. Tech/services firms will become CapEx-heavy, labor-light. Offices will start resembling…
Joe Root closing in on Sachin in Tests but nowhere near him in ODIs. Virat Kohli closing in on Sachin in ODIs but nowhere near him in Tests. This is everything you need to know about how great Sachin Tendulkar was 🤌
🚨 India now supplies 36% of US smartphone imports.
India has 4 bowling centurions this test and not even 1 batting centurion. @ybj_19 @ShubmanGill time to change this.
🚨 Number of women employed in factories by state in India.
🇮🇳 India surged past Vietnam to become the world’s 3rd-largest mobile phone exporter, logging $20.5 bn in calendar 2024—a staggering ≈11,900% jump since $0.2 bn in 2017‑18. Local value-add hit 23%, supporting 1.7 m jobs. m.economictimes.com/industry/cons-…
Many sub-scale SaaS companies face a dilemma: continue to build SaaS (slower sales, higher stickiness) or fully pivot to AI (faster sales, less proven stickiness). In a world where product developmemt cost and time trends to zero, distribution is king. Any strategy that slows…
Asked the Head of AI at a Fortune 500 how he decides buy vs build, and his framework feels widely applicable: “we buy what accelerates us, and build what differentiates us”
One way to think about consumer AI: it’s like Telco/broadband, a utility. Global Telco revenue ≈ $1.5T. AI could be 2x or more that = $3T. At a 10x multiple → $30T market cap opportunity. That puts the ~$100B each CapEx by some of Mag7 in perspective.
As a company scales, its North Star evolves. Early stage → product usage & engagement Growth stage → monetization & revenue Scale → Economics, retention The hardest part? Knowing when to shift gears.
You know you’ve hit PMF when the content of a tweet you wrote comes back to you in a WhatsApp group - shared by someone who has no idea you wrote it. 🤦🏼♂️
Blinkit @letsblinkit at ~$6B GMV growing 140% annually is the fastest growing scale company EVER seen in India. This is extraordinary testament to PMF at scale. Wow!
"Everything should be made as simple as possible, but no more simple" - Albert Einstein
"The only thing we learn from history is that we learn nothing from history"
🚨India's electronics exports hit $40 bn, grow 8 times in 11 years: ashwini vaishnaw
Either @carlosalcaraz will break @DjokerNole record grand slam titles or he will flame out much sooner. Comparison with Federer is fair but he had a clean, almost unrivalled run between 2003-2009 when he won 75% of his career slams. Alcaraz unfortunately has a great rival in…
In the debate of who will end up with most Grand Slam titles between Alcaraz and Sinner, this is how I look at it: Basing this on five factors: age, surface advantage, consistency, potential longevity and H2H matchup. Age: Alcaraz is 2 years and 3 months younger than Sinner.…
🚨 India has exported 23.9 million iPhones in H1 2025 (Jan-June). A 53% yoy growth 👌 Nearly, 18.6 million units went to the US.