Manish Singh @refsrc
https://t.co/6u9FkfsEJE Bengaluru Joined October 2012-
Tweets3K
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Followers22K
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Following798
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Likes19K
Manish Singh retweeted
“Bernstein is not buying India AI story” The analysts point to an uncomfortable reality where every major digital platform in India — search, messaging, social media, and commerce — is already under U.S. control. They highlight what happened after the TikTok ban: “it wasn’t an…
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YouTube accounts for 35-50% of digital revenues for some of India's largest music labels.
Manish Singh retweeted
Got an opportunity to present what we are building in Jar at United Nations..
Singapore's GIC appears to be closing in on becoming the world's largest sovereign wealth fund - per FTAV estimates
HSBC explains India's valuation premium:
Streaming has already overtaken peak pay-TV (cable and DTH) penetration in most major markets, suggesting the land-grab phase is over.
This week's events will trigger massive ripple effects. Payment processors, among others, will take serious revenue hits -- what happens to their IPOs? How much of VCs' paper gains evaporated this week? How badly will Meta's, Hotstar's ad revenue suffer?
Manish Singh retweeted
#Exclusive: Dream11 set to shut its core real-money gaming biz ✍️ @upadhyay_harsh1 entrackr.com/exclusive/excl…
A familiar Substack on FT Alphaville today.
Rapido vs Uber, monthly active users in India on Android - Sensor Tower, Citi
Those are rookie numbers. Wait till you see what passes for reasonably valued on Indian stock exchanges.
Manish Singh retweeted
We just launched ChatGPT Go in India, a new subscription tier that gives users in India more access to our most popular features: 10x higher message limits, 10x more image generations, 10x more file uploads, and 2x longer memory compared with our free tier. All for Rs. 399. 🇮🇳
Goldman Sachs projects that Indian households will channel between $7 trillion and $12 trillion into financial savings instruments over the coming decade.
Manish Singh retweeted
India's blueprint to displace China as the world's electronics workshop relies heavily on Chinese companies' technical expertise and manufacturing know-how (@refsrc / India Dispatch) indiadispatch.com/p/china-plus-o… techmeme.com/250817/p5#a250…
India's blueprint to displace China as the world's electronics workshop relies heavily on Chinese companies' technical expertise and manufacturing know-how (@refsrc / India Dispatch) indiadispatch.com/p/china-plus-o… techmeme.com/250817/p5#a250…
Manish Singh retweeted
Good piece by @refsrc in his India Dispatch newsletter (have you subscribed?) on how India can't grow its exports without increasing imports from China. We roughly have the same relationship with China, as Cursor has with Anthropic. Lol.
Manish Singh retweeted
Over two dozen startup founders are accusing Foxhog of cheating them. Firm is run by a person, named Tarun Poddar. His accomplishments include, but not limited to: - Claiming about being associated with Sequoia - Duping an HR company - Claiming to be a Stanford alum and raising…
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