@refsrc

Advisor to founders and VCs; angel investor. Formerly a reporter with TechCrunch, CNBC etc.

 Bengaluru
indiadispatch.com/about
Joined October 2012
  • Tweets3.1K
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882Media
India Internet now has enough buyers to absorb lock-in expiries and block sales.
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IT giant Wipro expects its AI deflation problem to be over soon -- provided the technology stops improving
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Bernstein: Many of India's large caps represent a "bygone economic era" Foreign institutional investors will return to trade, but have "little reason" to invest in India
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India's biggest and fastest wealth creators have been disproportionately promoter-led
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The next 25 years of Indian consumption, according to HSBC.
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Manish Singh retweeted
Rajan Bajaj
@rajan_bajaj
Sep 17
Go @nikhilsachdev 🚀🚀🚀
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UPI's new merchant fee is a $2.2 billion a year business for the industry, per Goldman.
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UPI is free if you take out some of the MDR stuff.
Polymarket
@Polymarket
Sep 15
JUST IN: Anthropic says they’re highly profitable if you take out some of their biggest expenses.
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India and the U.S. sit at opposite ends of global beer consumption forecasts to 2030
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Manish Singh retweeted
M.G. Siegler
@mgsiegler
Sep 15
Something, something, Apple TV is the new HBO...
DiscussingFilm
@DiscussingFilm
Sep 15
Most awarded networks at the 2026 Emmys: • Apple TV - 28 • HBO/Max - 21 • Netflix - 16 • Prime Video - 10 • NBC - 8 • Peacock - 7 • Disney+ - 6 • CBS - 6 • FX/Hulu - 3 See the full winners list... bit.ly/EmmyWins26

Emmys 2026: Full Winners List

The complete Emmys 2026 winners list, which includes the final tally of wins for shows like The Pitt, Hacks, Pluribus, and DTF St. Louis.

discussingfilm.net
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The U.S. now imports about half its smartphones from India, up from almost none 8-9 years ago
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Two ends of India's internet barbell
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Toing, Swiggy's 1-year-old affordable food delivery offering, now matches Zomato in weekly active users.
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India is the second largest solar PV manufacturer in the world, but the gap between #2 and #1 is quite something.
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HUL splits Indian consumers into three cohorts, benchmarked to household incomes in France, Indonesia and parts of Africa
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Every unhappy fiscal year is unhappy in its own way.
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Ten years after Jio introduced unlimited data plans in India and forced rivals to match the offering, Airtel's chief executive tells HSBC such plans need to be removed.
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Tier 2 cities in India have overtaken tier 1 on the electric share of two-wheeler sales.
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India has reached the income level at which the U.S., Europe and China all went on chain-hotel building sprees.
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A bull case for Meesho is ... a recession?
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