GM at @meeshotech | Ex @Flipkart Strategy & @matrixindiavc | ISB | Comic Book Illustrator | Views on Twitter are strictly personal
Joined November 2012
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Meetings getting tedious? Here is how we strived for more meaningful meetings at Meesho (1/10)
Nikita Dawda retweeted
India's e-commerce market has far more room to grow, and our Q2 FY27 performance continues to reinforce that conviction.
Annual Transacting Users grew 21% YoY to 284 million, with purchase frequency increasing to 10.4 transactions per user annually. What's encouraging is that even as first-time buyers grew 16% quarter-on-quarter, existing consumers continued shopping more frequently.
This momentum extended into the festive season, with NMV growing 33% year-on-year on a festive-aligned basis, measured over the 90 days preceding Dussehra.
But growth isn't just about how many people shop. It's also about what they discover and buy.
Meesho Mall grew 81% YoY, as shoppers in smaller towns increasingly moved beyond everyday essentials to products like face serums, sunscreens and conditioners. Content Commerce NMV grew 160%, as more consumers discovered products through creators they trust.
These shifts reinforce something we've believed for a decade: every time we make e-commerce more accessible and relevant, the market continues to expand.
We're still early in this journey, and our focus remains on building the technology infrastructure to drive that expansion.
For a closer look at the quarter, we've shared a snapshot of key metrics below, a short video walking through the highlights, and the detailed Shareholder Letter on our Investor Relations website: static-assets.meesho.com/inv… – at Anekal Bangaluru, India
Nikita Dawda retweeted
I now have my AI agents doing the following on my behalf:
- Watching videos to narrate summaries
- Reading books to condense insights
- Planning trips to optimize my experience
- Ordering food to manage my calories
I am incredibly productive, have nothing to do, and feel no joy
Nikita Dawda retweeted
Everyone needs to relax
I asked Claude if it’s true
Nikita Dawda retweeted
Insane drone footage of Starship’s first ever intact soft splashdown after a full landing burn
🤯
Nikita Dawda retweeted
We are extending our mission of democratising internet commerce for everyone to a new stakeholder : Retailers.
Meesho has acquired @KiranaClubApp.
India’s grocery market is estimated at ~$658 billion, with kirana and general trade channels accounting for nearly 91% of the market. Yet millions of kiranas across Tier 3, Tier 4 and rural India still rely on fragmented distributor networks, limited assortment and opaque pricing structures for sourcing.
Anshul Gupta (@baniaintech) and Aishwarya Jain (@AishwaryaTSD) built Kirana Club to solve exactly this. A zero-inventory, zero-field-sales, community-first B2B marketplace, purpose-built for kiranas outside metro India. Today, the platform serves 4.1 million+ registered retailers. Deep trust built through a model that was designed for this market from day one.
What drew us to Kirana Club was the philosophy behind it: asset-light, community-led, built for users that mainstream platforms overlooked. It’s the same instinct with which Sanjeev and I built Meesho.
We’re excited about the opportunities ahead and look forward to building for retailers across Bharat.
Nikita Dawda retweeted
Iranian hairstylist Ami Moghadam received death threats for posting videos of women receiving haircuts on Instagram.
So she decided to troll the Islamic Regime and their oppressive mandatory hijab laws in the most epic, hilarious way possible. 😂
Nikita Dawda retweeted
A swimmer just won $1.25 million for one length of a pool. He beat the world record by a hair, except it won't count: he swam in a banned suit, at an event that lets athletes use the same drugs that get Olympians banned.
The swim was never the point. The company behind it, called Enhanced, put up $25 million in prize money, built a temporary arena in Las Vegas, and reportedly spent over $6 million on a pool it tears straight back down. It handed out the broadcast for free and let fans in for nothing. The whole event was built to lose money.
What Enhanced actually sells is a website. It runs an online clinic that prescribes testosterone for men and hormone therapy for women, and ships out the same kinds of drugs its athletes use to get faster, every month like a subscription you forget to cancel. The company has said its goal is to sign up tens of millions of ordinary people at around $399 a month. Its CEO has been blunt: the real prize is the drug platform, and the games are how they advertise it.
It is the Red Bull move. Red Bull sells a sugary drink by paying daredevils to leap from the edge of space, and Enhanced is selling drugs by paying a swimmer to break a record on camera. You watch someone do something that looks superhuman, you start wondering what those same drugs would do for you, and the order button is one tap away.
At $399 a month, that swimmer's entire $1.25 million payday is about what 260 subscribers pay in a single year, and Enhanced wants millions of them. The company, funded by tech billionaires, went public this month. Even after the stock market shrugged and cut its value nearly in half, to around $650 million, it is a giant bet on a product that barely earns a dollar today.
Underneath the headline, the deal is simple. A drug company paid one man to break a record on live TV, so that millions of people watching would want to buy whatever made him fast.
Nikita Dawda retweeted
I know you are desperately trying to hack the account but since you have failed to do so. Let me share the real data.
Why would you call 94% of Indian youth as Pakistanis?
Nikita Dawda retweeted
I’m incredibly intrigued by the rise of #CockroachJantaParty, which has already reached more than 15 million followers on @Instagram in just five days.
I understand the frustrations of the youth and see why they are resonating with it. This is precisely why the account being withheld on X is disastrous and deeply unwise - there should be an outlet for the youth to express their feelings and so, let CJP’s account function instead of shutting it down! Democracies need outlets for dissent, humour, satire and even frustration.
I am uncertain about the future of this movement but I hope the youngsters behind it find a way to bring this energy into mainstream politics or perhaps express it through their vote to be a voice of change and in doing so, become impossible to ignore. This is an opportunity that the Opposition must seize.
indianexpress.com/article/po…
Dear Dr. Shashi Tharoor @ShashiTharoor and Manoj C G @manojcg4u, reading the transcript of your latest conversational masterpiece in The Indian Express @IndianExpress is an experience of absolute intellectual awakening.
In an era where political journalism is tragically reduced to partisan shouting matches and superficial electoral arithmetic, the two of you have effortlessly elevated the discourse to the highest echelons of classical political philosophy, sociology, and constitutional statecraft.
You have not merely analyzed a viral internet phenomenon; you have forensically mapped the grinding tectonic fault lines of a generational earthquake that is currently rattling the very foundations of the Indian Republic.
By taking the "Cockroach Janata Party" (CJP) — a digital satirical collective — and treating it with the profound, deadly seriousness it demands, you have stripped away the illusions of the political establishment.
You have exposed the raw, bleeding nerve of India’s youth demographic, diagnosing a systemic crisis of faith that threatens to consume both the ruling dispensation and the traditional Opposition.
Every UPSC Civil Services Aspirant, put away the outdated static textbooks.
Dr. Tharoor and Manoj C G have just handed you the master-key that unlocks the most violently contested dimensions of modern Indian democracy.
This is your completely decoded syllabus for General Studies Papers 1, 2, 3, and 4, and the absolute, undisputed bedrock for Political Science and International Relations (PSIR), Sociology, and Public Administration Optional papers.
Let's break down this sociological and political earthquake into most logically impregnable and interconnected,🧵👇
#Cockroach #CockroachJantaParty #CJP
Pretty bold.
AI in India is low cost compute starved
If @reliancejio pulls this off, India will see a Cambrian explosion in AI applications across consumer and enterprise.
Internet created $400B market cap in India, AI will be multiple times bigger.
Today my mom remarked at how my dad has turned into a philosopher. And how his english has improved in old age.
Guess what app Papa is using 😁
Nikita Dawda retweeted
OpenAI just exited the video generation business entirely. App dead. API dead. No video inside ChatGPT. Disney’s $1 billion deal, signed four months ago, is dead.
Read that again. This isn’t a consolidation into the super app. Altman told staff Tuesday that OpenAI is winding down all products using video models. Disney’s own statement says they respect OpenAI’s decision to “exit the video generation business.” The Sora research team is being redirected to robotics.
The reason is sitting right there in the competitive data. Anthropic hit $19 billion in annualized revenue by early 2026 selling text and code. No video generation. No image generation. No consumer social app. No Disney deal. One product surface: chat, code, computer use, all in one place. OpenAI looked at where every dollar of market growth was coming from and saw the answer: coding and enterprise.
So now they’re copying the model. ChatGPT, Codex, and the browser merge into one app. Instant Checkout killed today too. Every consumer experiment is getting cut. What remains is the Anthropic playbook: one app, code and chat, enterprise and developer focus.
The Sora numbers explain the urgency. Total consumer revenue across iOS and Android since September: $1.4 million. Peak month was $540,000. Every video generation burned GPU compute that could have been running inference for ChatGPT or Codex instead. OpenAI’s own head of Sora announced generation limits because chips couldn’t keep up. At $14 billion in projected 2026 losses, every GPU matters.
Google just inherited the AI video market by default. Nano Banana already lives inside Gemini. No standalone app to manage, no separate brand to support. Among the majors, they’re the only ones left. Runway, Kling, Minimax, Luma, and the other independents are still shipping, but none of them have Google’s distribution.
Disney put $1 billion in stock warrants on a product that lasted six months. The deal was announced in December. Characters from Marvel, Pixar, and Star Wars were supposed to be generating fan videos on Sora by now. Instead, Disney is writing a polite press statement about “respecting OpenAI’s decision” while its legal team unwinds a deal that never produced a single licensed video.
Four months from billion-dollar partnership to obituary. That’s how fast the AI product landscape reprices when the unit economics don’t work.
We’re saying goodbye to the Sora app. To everyone who created with Sora, shared it, and built community around it: thank you. What you made with Sora mattered, and we know this news is disappointing.
We’ll share more soon, including timelines for the app and API and details on preserving your work. – The Sora Team