india.
Anant Ambani's wedding will generate a revenue of 1,000 Cr, which is just 0.1% of the Ambani net worth
Revenue from the wedding would put it at the ~450th largest public company by revenue this year, bigger than Barbeque Nation
Power law is extreme all the way to the top
Aviral Bhatnagarx.comIndia just needs 4% of land to house its entire population with 1 floor buildings
Yet, real estate prices in cities are abnormally high, with houses in Mumbai going upwards of 50 Cr, 10x per sq.f.t versus even US
Regulation, zoning, corruption has artificially inflated price
Aviral Bhatnagarx.com1.5L/month is more than enough to live well anywhere in India
If you want more than being in the top 1% and add luxuries like foreign vacations, take it to 2L/month
You can cover this with 5% each year on a ~4.8Cr corpus, the remaining returns compound
More is... See more
Aviral Bhatnagarx.comIndia’s next big export may not be in SaaS or consumer tech, but 2,000 Cr quiet deeptech SEDEMAC
SD’s founder returned from the US to teach in India. Vanishingly few have heard of SEDEMAC. SD is 17 years old. SD struggled to raise money for years. Potential customers were large OEMs like Bajaj, Kinetic, which ignored... See more
Aviral Bhatnagarx.comIndia’s largest cash exit for a founder may not be in consumer tech or fintech, but 3,500 Cr bakery Theobroma
Theobroma could not raise for 10 years. The bakery stayed stuck at 1 store for six years. Theobroma sold brownies in the 2000s, more luxury than mass. TB struggled with loans for a decade till it started. Far... See more
Aviral Bhatnagarx.com
India tech investor: “Large outcomes in India consumer are limited, if at all any”
Haldiram’s: Hold my bhujiya https://t.co/7f2ANGwLpV

Zara was paying ₹30 crore/year for this store i.e. approx 8 Lakh/day. Mumbai real estate FTW. https://t.co/68RTWehB4g
Okay putting some facts together for you:
[1] India's population will peak in 2065
[2] Right now India's real estate (Eg. Mumbai) is more costly than in Dubai (this makes no sense)
[3] If you are retiring in 2040s, 2050s, 2060s, you will witness a high inflation world (especially in... See more
Akshat Shrivastavax.com