Varun Bhalla retweeted
I was fascinated by the idea of migrating abroad when I was in middle school. I had heard so many “wow” stories about the sons and daughters of my father’s colleagues who had gone overseas.
I wrote the SAT way back in 2003. Got multiple admits, including NUS and NTU. Everything was ready for me to migrate.
But I also got admission to CEG, then among the best engineering colleges in Tamil Nadu. And I did the unthinkable. I chose Mechanical Engineering at CEG over NUS/NTU.
Dad went wild!
At the end of my undergraduate years, I had two choices: GRE or CAT. Dad wanted me to take the GRE and leave India at the earliest. I chose CAT. I stayed back.
I eventually started a venture in one of India's most heavily regulated industries.
And the regulators nearly killed my venture thrice. Closing down MSE. Slashing commissions at their whims and fancies. Arbitrarily increasing net-worth requirements and questioning the very viability of my business.
There were moments when I wondered whether staying back had been a mistake. The system certainly gave me enough reasons to feel that way.
Yet, by God's grace, I survived. Seventeen years of running a company in India.
And despite everything, I still love this country. I don't entirely know why.
Perhaps it is the mananimmathi I experience when I travel through her countryside. Perhaps it is the atma tripti her temples give me. Perhaps it is the inexplicable happiness I feel in Malnad, in my Pandya desam, or in my beloved Travancore whenever I set foot on that soil and walk its paths.
Priceless. Absolutely priceless.
Look at where India was in the 1960s and 1970s and where she is today. She has come a long way.
From confiscatory 97% marginal income-tax rates to a much lower peak rate today. From a hopelessly Fabian socialist model to a mixed economy. From waiting endlessly for a Bajaj Chetak to being able to buy a Toyota in minutes. From waiting years for a telephone connection to becoming one of the world's cheapest mobile-data markets. From mud roads to expressways. From extreme poverty — remember Kamal Haasan eating an apple that had fallen into a gutter in Varumayin Niram Sivappu — to Shimla apples being available even in village markets.
India has travelled an extraordinary distance.
Of course, she could have done much better. She could have become another Singapore in terms of civic infrastructure, public services and urban planning. We have squandered decades and opportunities. There is no denying that.
But she remains India.
I take comfort in how far she has travelled despite decades of socialist policies and political mismanagement, rather than spending every waking moment complaining about everything that is wrong with her.
I can criticise India. I can demand better governance, better infrastructure and better public services. I can be frustrated with her bureaucracy and regulations.
But my affection for her runs deeper than my frustrations.
And perhaps that is what people who constantly compare India with the West fail to understand. A country is not merely the quality of its roads, the efficiency of its bureaucracy or the size of its paycheques. There is also a sense of belonging, a civilisational connection and a peace of mind that cannot be measured on a spreadsheet.
I would rather be a small soul in a country I love than spend my life as an indentured servant in a soulless system.
I had my opportunities to leave. I chose to stay.
Seventeen years later, with all the scars, setbacks and struggles, I still feel it was worth it.
She is far from perfect. But she is mine. She will never ditch me. She will not ask for a VISA to accommodate me as she has soul and I am her son.
And that makes all the difference.
Varun Bhalla retweeted
Kotak Mahindra Bank reported 23.2% deposit growth for the September quarter.
Axis Bank reported 22.7% loan growth. IDFC First Bank reported 29.9%.
It looks like a credit boom. I would hold that thought until the next tweet.
Varun Bhalla retweeted
Can the internet do its job of finding, naming and shaming this BJP leader?
The absolute levels of shamelessness some people have. Disgusting. First spat huge fountains of paan straight out of the window. Then opened the door and didn’t same WHILE MOVING. Then did this…. Disgusting. The sticker on the car says it all.
Yuck @BJP4Mumbai - YUCK! 🤡
Varun Bhalla retweeted
I was just in Mumbai, and I have to give them credit for the progress they’re making on infrastructure. The new Aqua Line metro is phenomenal. But the amount of work India still has to do on basic cleanliness and sanitation and it is hard to understand until you see it yourself. Would love for more westerners to go just to understand how wealthy they are, but that's a different point.
Mumbai is completely surrounded by water, yet there are almost no places where people can actually enjoy the water. The beaches are filled with trash, the water is badly contaminated, and almost nobody swims, even when it’s brutally hot outside. Walking on the beach is just mud and trash meeting filthy water on the horizon.
There are much poorer places around the world where people can still use the beaches. This is not just about money. India has gone decades without adequate trash collection, sewage treatment, or enforcement for a population of more than a billion people. At this point, the scale of the problem feels almost impossible, and the oceans around the world are paying the price for Indias garbage output as well.
I like the direction Modi is taking the country, but India needs to treat cleanup like a national emergency. Stop with the small campaigns and organize a full scale blitz.
Offer unemployed people paid work picking up trash, clearing drains and waterways, cleaning beaches, and maintaining public spaces. Give them proper equipment and supervision. Then build the collection and waste processing systems needed to stop everything from becoming filthy again a week later.
India has shown that it can build metros, airports, highways, and digital infrastructure. Clean streets and usable water should be treated as infrastructure too.
Mumbai should have one of the greatest waterfronts in the world. Instead, it's has basically an irrelevant feature of the city and feels surrendered to sewage and garbage.
This quoted post is unavailable.
Varun Bhalla retweeted
Corruption in Redevelopment: Bribe deals happen between Select Residents & the Builder in a murky environment. Managing Committees are generally the prime beneficiaries. It’s big, it’s rampant. Others need to be vigilant to ensure they aren’t collateral damage. @TheMumbaiMirror
Varun Bhalla retweeted
My conversation with Marc Andreessen (@pmarca), co-founder of @a16z and Netscape.
0:00 Caffeine Heart Scare
0:56 Zero Introspection Mindset
3:24 Psychedelics and Founders
4:54 Motivation Beyond Happiness
7:18 Tech as Progress Engine
10:27 Founders Versus Managers
20:01 HP Intel Founder Legacy
21:32 Why Start the Firm
24:14 Venture Barbell Theory
28:57 JP Morgan Boutique Banking
30:02 Religion Split Wall Street
30:41 Barbell of Banking
31:42 Allen & Company Model
33:16 Planning the VC Firm
33:45 CAA Playbook Lessons
36:49 First Principles vs. Status Quo
39:03 Scaling Venture Capital
40:37 Private Equity and Mad Men
42:52 Valley Shifts to Full Stack
45:59 Meeting Jim Clark
48:53 Founder vs. Manager at SGI
54:20 Recruiting Dinner Story
56:58 Starting the Next Company
57:57 Nintendo Online Gamble
58:33 Building Mosaic Browser
59:45 NSFnet Commercial Ban
1:01:28 Eternal September Shift
1:03:11 Spam and Web Controversy
1:04:49 Mosaic Tech Support Flood
1:07:49 Netscape Business Model
1:09:05 Early Internet Skepticism
1:11:15 Moral Panic Pattern
1:13:08 Bicycle Face Story
1:14:48 Music Panic Examples
1:18:12 Lessons from Jim Clark
1:19:36 Clark Versus Barksdale
1:21:22 Tesla Versus Edison
1:23:00 Edison Digression Setup
1:23:13 AI Forecasting Myths
1:23:43 Edison Phonograph Lesson
1:25:11 Netscape Two Jims
1:29:11 Bottling Innovation
1:31:44 Elon Management Code
1:32:24 IBM Big Gray Cloud
1:37:12 Engineer First Truth
1:38:28 Bottlenecks and Speed
1:42:46 Milli Elon Metric
1:47:20 Starlink Side Project
1:49:10 Closing
Includes paid partnerships.
Varun Bhalla retweeted
In a big new update, the city officials website now includes data for Mumbai, Delhi, Chennai, Hyderabad, Kolkata and Pune 🕵🏻♂️
There's also many small new features like a share button, satellite view and more
Enjoy responsibly - cityofficials.bengawalk.com/
Varun Bhalla retweeted
I'm blown away at what ppl are using this for!!
I built it as a learning tool.
But people seem to really love using it as an AI interface that isn't chat that can work in their program of choice. Examples of usage so far:
- A Mom building her first app on Lovable
- A dentist debugging his OpenClaw setup
- A photographer getting feedback in Lightroom
- A person learning to animate SVGs in Framer
- Founders keeping track of their todos.
- Designers getting feedback in Figma
- A student outlining her thesis in G-Docs
- Traders analyzing live stock charts
And A LOT of people using it to advise them on how to best reply to messages in Slack/Email.
Super cool.
The people yearn for a non-chat interface haha.
Also, it's kinda crazy how as the founder you really don't know what the product is until you put it in the hands of users. The minute it's in the hands of others, it's theirs now! And that's really where you find out what it is.
Varun Bhalla retweeted
Introducing Website to App.
Turn any website into an native mobile app.
Just paste a URL.
Claude Opus 4.6 will code, design, launch and translate a mobile app inspired by the original website.
We’ve been using this internally a ton for iOS/Android apps.
Varun Bhalla retweeted
Ladies and gentlemen: India’s most moronic infrastructure project is happening. The pod-taxi in Mumbai - from Kurla to BKC.
₹1000 cr project. Service of 8.85km. Fare per passenger: ₹21/km.
We need to rid ourselves of the delusion that it has anything to do with infrastructure
Varun Bhalla retweeted
The mystery of Satoshi Nakamoto, the pseudonymous inventor of Bitcoin, has remained unsolved for 17 years. Not anymore. Read my 18-month investigation to find out who Satoshi really is. nytimes.com/2026/04/08/busin…
Varun Bhalla retweeted
Infrastructure in Maharashtra in recent years has become such a giant scam that when we look back - we will wonder how such a monumental fraud even happened.
The only reason it’s not assessed currently is because people are just happy that infra is being built.
Varun Bhalla retweeted
This blew my mind.
OpenAI just published the first comprehensive study of how 700 million people actually use ChatGPT.
The results destroy every assumption about AI adoption.
Here's everything you need to know in 3 minutes:
Varun Bhalla retweeted
This Sequoia chart has a quadrant where agencies die.
And one where they thrive.
They mapped $1T+ in services getting disrupted by AI agents. Four quadrants: is the work outsourced or insourced, and does it need judgment or intelligence?
Right side (autopilot territory)... agencies die here. Insurance brokerage, IT services, payroll. Work that can be fully codified. If you're here, you're competing against software that costs 99% less and doesn't sleep.
Left side (copilot territory)... agencies thrive here. Consulting, PR & comms, design, executive search. Still requires real judgment. AI can't replace the thinking.
I've been seeing this play out at The Narrative Company. We do comms work for Fortune 500 executives and honestly every decision requires human judgment. AI cannot do that (at least not yet). But the delivery underneath? We've built systems where AI handles what used to take a full team weeks. The thinking still comes from us. The cost to execute has just dropped massively.
I think this gap is about to become the new baseline. Agencies still hiring 20 people for what 5 can do with AI aren't just inefficient. They're going to price themselves out.
Five-person firms doing the work of fifty. Same price to the client. Completely different economics underneath.
If you're small enough to move fast, honestly this is probably the biggest opportunity in a decade.
Varun Bhalla retweeted
The Revenue AI Stack Is Broken. Here's What Comes Next.
Imagine you're a revenue leader who's all in on AI. You've read the case studies, and you believe the hype. You want to automate everything from outbound to lead scoring to forecasting.
But instead of feeling like you're in the future, you're stuck managing multiple tools, integrations, and contracts. You have a GTM stack that feels like it's stitched together with duct tape.
Here's a map of where things actually stand.
@sameeraculous (Sameera) from Blume's investments team created a BluPrint breaking down what's broken today and where founders should be building next in the revenue AI space.
For revenue leaders and founders, the thesis maps out how AI is rewiring pre-sales, post-sales, and RevOps and where the biggest gaps still sit.
Read the full thesis here: shorturl.at/TUeF3
@BKartRed @AshishFafadia @sajithpai @sanjaynath
@arpiit @riashroff @saritaraichu @mehtaalok @mitul_am @SeekingN0rth @DeepikaDakuda @gauthamsiv @ray_elton99 @vikramg05
Varun Bhalla retweeted
Melody Road: The 2nd Most Moronic Idea of Mumbai Infrastructure in the 21st Century.
Pod-Taxi remains the most moronic.
Mumbai Coastal road: Over a month after the city’s first melody road was inaugurated the BMC has decided to barricade it and keep. This comes after local residents wrote to the civic body, raising strong objections to the music being played through the day along the northbound stretch of the city’s Coastal Road, which cuts through residential neighbourhoods. timesofindia.indiatimes.com/…


































