Saket Mehrotra
Publishes 1 feed
Beta to Alpha
On a mission to help Investors make informed investment decisions. Long India 🇮🇳
22 posts · theirs
Lately
The new-age PE joke was never the point.
Indirect expenses are where new-age tech hides its losses
The AI power buildout has a bottleneck, and one Indian company sits on five of them
All Growth Titans session sit in a unified portal
The UPI fee isn't about Visa, It's about a subsidy running out
Session 1 has scans over 148 companies
The word "displaced" is doing a lot of hiding
Power is the mitochondria of the AI value chain
Nothing changes. You don't need to read this
You cannot rate-hike a monsoon
Growth Titans of Q1
Beneficiaries on the Demand side of AI
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