i said no at 12:17 AM
his AI SDR pitched me again 147 minutes later
that’s why so many AI SDR deployments don’t make it to renewal
11:11 AM in India right now, already done with 2 GTM job interviews
1) agency owner looking for someone to join and scale their outbound (we are meeting again tomorrow)
2) agency owner, looking for a Fractional GTM Engineer. everything went well but their budget was a bit less
i have a job interview with a founder in next 30 minutes
already done first 15 days of work that I would have done after joining their team
trying the value first approach, lets see how it goes
Everyone’s at #Sculpt2026 tomorrow.
I’m 12,800+ km away
Not making it to SF either? Let’s hang out here and break down every Clay announcement together.
@clay team, any chance of a livestream for the rest of us? 👀
#gtm
Kavish Lodha retweeted
“Find your competitors’ best-performing videos and copy them.”
That’s the YouTube strategy a lot of business owners get sold.
It’s called outlier theory.
And using it as your entire business strategy is stupid.
You can see how many views a competitor got.
You can’t see how much money that video made, who booked a call, or whether anyone watching could afford their service.
You’re copying a result without knowing whether it’s a result worth copying.
Here’s where I’d start instead.
Write down your best customers’ fears, desires, and specific problems.
What keeps coming up on sales calls?
What expensive mistakes do you help them avoid?
What do they need to understand before hiring you?
Build videos around those questions.
Use your experience, your examples, and your way of solving the problem.
That gives people a reason to choose you and gives everyone else something to copy.
Then measure the path to a sale:
Video → landing page with a sales video → application → booked call.
For a focused B2B channel, we aim for 5%+ of views to generate a link click. For broader channels, our target is 1–3%.
Then we target:
50% of people who start the application completing it.
80% of approved applicants booking a call.
80% of booked calls showing up.
Those are targets. We track the actual results, including how many calls become customers.
Views and retention help us understand whether the video gets attention and holds it.
Clicks, applications, and sales tell us whether that attention is moving the business forward.
Study other creators. Understand why their ideas work.
But build your strategy around the problems your customers pay you to solve.
Your competitor’s view count doesn’t tell you much
If you're pre-PMF, outbound beats inbound. Every time.
Not because it scales better. It doesn't, yet.
Because:
→ You pick when the conversation happens
→ You hear objections live, not in a dashboard 3 months later
→ It forces you to say exactly who you're for and why they
Kavish Lodha retweeted
It's so painful as a foreigner to start a business in India
Trying to set up an entity and it took me 3 months to open a bank account and yet we are still stuck to get the starting capital to issue shares.
West Indies is playing so damn good, can we see 260 today?
#ICCMensT20WorldCup2026 #WestIndies
It's so painful as a foreigner to start a business in India
Trying to set up an entity and it took me 3 months to open a bank account and yet we are still stuck to get the starting capital to issue shares.
Eli Lilly becomes first pharma group to join $1tn club
Quite excited where these weight loss pills are gonna go in the next 5 years.
🚀
Kavish Lodha retweeted
Experts have a habit of warning about financial crises a few years too early, but then giving up or even joining in the complacency, in time to be brought down with everyone else. #bubble #DotCom #AIBubble #USMarkets
We may be in 1996 and not in 1999 .
There may still be a year more of higher levels for US markets.
But Bubble Speak and Warnings are Peaking.
All the perma bears are coming out of the woodwork, talking of the coming US financial crash, which will be bigger than anything we have seen.
Some of these will be proved right, at some point of the cycle.
We just cant predict the path of the markets.
Especially for the short term.
The best action is to relook at your own risk appetite, financial goals and time horizon and asset allocate according to these into various investment pools.
Fund managers will largely be optimistic.
Economists will prove we should not have survived this long, given the post 2008 debt binge globally.
We as investors have to fund our future goals through all this noise and confusing narratives.
Diversification through a well though out asset allocation plan is the only free lunch in finance.
Dont use the 0.01% investor Maestros as an example. They are Maestros for the ability to succeed in investments.
For the rest of us, the slow stready compounding in a diversified asset allocation is the best route to success.
Warren Buffet won the Index Fund vs Hedge Funds bet.
But the slow steady compounding diversification asset allocation route is boring, simple, common sensical, without any flash or Hero-worship, does not make for great media or story telling .
The crash may be coming in 1 month, 12 months, 24 months or 36 months.
It will certainly come.
But not at a time or pace convenient to most of us .
So fill in the emergency reserves, buy copious life and health insurance to cover eventualities and for the rest, trudge down the boring, slow steady compounding diversification asset allocation route.
Dont believe the Gods of Finance who say concentration is the way to make serious money, yes for 0.01% it worked well, for the rest of us, diversification it is.
Remember you see only the Success Stories, all the Failures are Airbrushed out of the Public Adulation Gaze.
So you seldom meet them, never remember them and dont see their follies/track records.
Diversify and Prepare.
#OnlyFreeLunch of Markets.








