• BD Manager by day, podcaster by night • 470+ episodes hosted • Ex @oyorooms • 4.5K+ read my newsletter: https://xitter.cf/t.co/pAUnc2XHIK
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Joined September 2009
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Bajaj Finance Limited's journey is a story of growth and transformation:
- Founded in 1987, originally focused on vehicle financing for Bajaj Auto.
- Expanded into personal loans, SME financing, and mortgage lending.
- Reinvented in the 2000s, led by Sanjiv Bajaj and Rajeev Jain.
- Now one of India’s largest NBFCs, serving 88.11 million customers.
- A key player in shaping India's financial landscape across diverse sectors.
Rohit Malhotra retweeted
Anthropic $ANT IPO filing shows it now generates $2.08 in revenue for every $1 spent on compute which is up from just $0.40 in Q1 2025.
Whats wild is that revenue grew ~29x while compute spending rose only ~6x as products like Claude Code drive adoption and more efficient models make each AI task cheaper to run.
Rohit Malhotra retweeted
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Rohit Malhotra retweeted
when building gets 10x cheaper you dont build the same with fewer people
you build 10x more things
Rohit Malhotra retweeted
Never forget X's #1 rule:
Everyone has found the secret to riches.
Except you.
Stop Discounting: Price With Confidence in B2B Sales
Listen here - youtube.com/shorts/Zlh-i4FDI…
Rohit Malhotra retweeted
The MOST obvious (but REALLY good) STARTUP ideas right now:
1. Zestimate for company data (what your data is worth to an AI lab)
2. Google Analytics for agents (see which agents visit your site and what they want)
3. Y Combinator for 1 person companies (back solo founders running a team of agents)
4. Okta for agents (who each agent is and what it's allowed to touch)
5. Marie Kondo for your company's data (clean it up so agents can use it)
6. FICO for agents (a trust score before an agent can spend money)
7. Geico for agents (insurance for when an agent makes an expensive mistake)
8. Datadog for agents (see every step your agents took)
9. Twilio for agents (phone numbers and texting for agents)
10. Upwork for agents (hire an agent for a job instead of a freelancer)
11. ESPN for AI (every model launch covered like a big game).
12. Shutterstock for robot training videos (get paid to film yourself doing chores)
13. Credit Karma for what AI knows about you (see it, fix it, delete it)
14. Norton for AI scams (protect your parents from fake voices and emails)
15. PayPal Buyer Protection for agent purchases (fixes it when your agent buys the wrong thing)
16. Geek Squad for AI (set up personal agents for families and small businesses)
17. Dell for private AI (AI in a box for firms that won't use the cloud)
18. Carfax for used GPUs (a health report before you buy secondhand)
19. Airbnb for idle GPUs (rent out computing power you're not using)
20. Rotten Tomatoes for AI models (real reviews instead of benchmarks)
21. G2 for skills (find the best skills for your agent)
22. Dropbox for your AI memory (take what your agent knows about you to any agent)
23. Canva for physical products (design it with AI and get it made)
24. ADT for your personal agent (alerts when your agent does something it shouldn't)
25. Hertz for robots (rent one for a move, a deep clean or an event)
26. Harvard Business School for internet businesses (a real education in building online)
27. Workday for agents (onboard, manage and offboard your digital workers)
28. Getty Images for your face and voice (license your likeness to AI safely)
29. Meta Muse for older adults (and other high LTV niche)
30. Google Ads for agents (pay to be what the agent recommends)
31. Loom for agents (a walkthrough of everything your agent did)
32. Plaid for agents (approved access to banks, airlines and stores)
33. Jiffy Lube for vibe coded apps (quick fixes when your AI built app breaks)
34. Ancestry for datasets (where your training data came from)
35. The organic label for human-made content (proof a person made it)
36. Strava for builders (track what you ship every week)
37. Honey that haggles for you (your agent negotiates the price)
38. SEM Rush for personal agent platforms (like Muse etc)
39. Frequent flyer miles for agents (loyalty programs built for agents)
Rohit Malhotra retweeted
Holy moly... this new paper finds that 88% of VC-backed founders receive zero exit value 🤪🤪🤪
Rohit Malhotra retweeted
Someone asked what was the best way to get hired by a startup. I told him it was to start one and then hire himself.
Rohit Malhotra retweeted
Established companies will at best adapt to AI. Newly founded startups will be AI-native from the start. This is an interesting example of a company in the middle, which (by great effort) remade itself as an AI-native company.
We built a $150M ARR business twice.
The first time took 8 years. The second took 2.5.
Today, Podium crossed $150M in AI annual recurring revenue.
Three years ago, we already had a great software business. Well over $100M in revenue, tens of thousands of customers, and a product we'd spent nearly a decade building.
And we decided to start over.
The business was performing well. But we believed AI was going to fundamentally change the software industry and make much of traditional software obsolete.
As a founder, you pour your life into what you're building. An insane amount of time, sacrifice, and effort. The hard part is not getting too attached to it.
When we started building our first AI agents, we had to confront the possibility that much of what we'd built might not be that valuable in the future. That's a tough pill to swallow.
But we also realized those same 10 years had put us in a unique position to take advantage of what AI could do for our customers.
Instead of protecting what we'd spent a decade building, we decided to bet the future of the company on AI employees that actually do the work for our customers.
We massively underestimated what we'd signed up for.
We ended up building entirely new operating systems for the industries we serve, from the AI agents all the way down to the systems of record. Now customers run their entire businesses on Podium.
Reinventing our product wasn't even the hardest part. We had to reinvent how the entire company operated.
When you've been running a company for over a decade, the operational inertia is incredibly powerful. We had to rethink how we build products, how we sell, how we serve customers, and how we run the business.
We effectively started a second startup inside an already successful company. And we're still at the very beginning.
Today, we have 20,000 AI agents working for our customers. They've helped generate more than $13 billion in revenue for those businesses. And we're barely scratching the surface of what AI will be able to do for them.
And we've done all of this while becoming profitable and generating free cash flow. We're building Podium to be around for decades.
Huge credit to our team for having the guts to make this bet and the ability to actually pull it off. We still have a long way to go and tons of problems to solve, but it's so damn fun to be winning when the opportunity ahead is this big.
In the age of AI, you can either disrupt your own company or wait for somebody else to do it.
I'd rather do it ourselves.
If you sell to developers, generic intent tools miss.
Reo.dev, Common Room and Koala read what actually signals a technical buyer: GitHub, docs, package installs. Right channel beats more volume, every time.
Ethereum Smart Contracts Explained: The Future of Finance
Listen here - youtube.com/shorts/EYtVaCF0U…
Rohit Malhotra retweeted
7 THINGS I’D REMOVE FROM MY HOME IMMEDIATELY =
1. Glade and Air Wick plug-in air fresheners
2. Dryer sheets
3. Febreze fabric sprays
4. Plastic Tupperware
5. Soda
6. Vegetable oil
7. Polyester sheets
Rohit Malhotra retweeted
Invest in founders with a level of ambition that makes you uncomfortable.
I’ve sat at the table with a number of entrepreneurs who are raising seemingly back-to-back mega rounds every 3 months in the last year.
I’m an extraordinarily aggressive risk-taker, but in all these meetings I’ve felt physically uncomfortable.
To the point when I noticed I was gripping the chair in a meeting with a founder.
This is what it takes to win big and be truly venture-backable today.
Rohit Malhotra retweeted
3 suggestions for getting the most out of Gen Z
- Never tell them “that’s how it’s always been done”
- Show them a path forward for their future
- Expect they might be working their first job in their 20s
Current setup: Claude Code runs the enrichment, @instinct_inc sends the emails.
Two parts doing what used to take a tab full of tools. The stack keeps shrinking. What it still can’t do for me is decide who’s worth the email.