After getting good feedback on yesterday's thread on #routemobile I think it is logical to do a bit in-depth technical study. Place #twilio at center, keep #routemobile & #tanla at the periphery & see who is each placed.

#LTI is getting ready..Need a strong close above 6530 & then arc BO level of 7566. Take these 2 out & get ready for rally of at least 1948 pts

One segment I have been absolutely upbeat is IT/Tech. Tech has always been the hidden moat for many companies - AP/BFL to name a few. Tech is no longer a vertical in market. It has become horizontal that cuts across every single vertical.

Be it Pharma/API, Finance, Insurance, Manufacturing, Retail, CD, or any other segment, Tech is going to give you edge over peers.

The spend on IT/Tech is going to increase stupendously in coming 4/5 years to levels we haven't even imagined. The investment in tech is going to help big get even bigger and put very hard survival barriers to new entrants.

BFL/HDFC Life from Fin/Insurance segment have one of the best tech platforms. IndiaMart relies on customer data monetization, Dmart has a very small but extremely strong team of data scientists

Even Nestle has very strong data scientist pool, Asian Paints story is well knows to everyone now. Not investing in IT/Tech is going to be your biggest mistake in investing journey.

As promised I am now posting details on #RIL #JIO stack. I shall discuss some advantage that #JIO stack has over peers. Pl do not take this as reco to buy stock. This is purely for information purpose

Unfortunately, majority of market participants only see the deal value #RIL has managed to clock & there is entire segment of investors who hate #RIL stock.
Those who understand the technical/business depth of #RIL #JIO #RelianceRetail know the scale and future ahead

Talking first about #JIO stack from telecom PoV, it has tons of advantages over likes of Airtel/Idea-Vodafone that #JIO is pure 4G VoLTE network.

Airtel/Idea-Vodafone are forced to maintain 2G/3G network as more than 50% of their customer base is on old network that is cost intensive & burns into profits

Because #JIO is pure 4G VoLTE, they do not have to maintain separate networks, no need to maintain switching function for calls, reducing costs, giving pricing power

1/ Thread: "A Silicon Valley Ponzi Scheme"

Thanks to @chamath for laying this out in Social Capital's 2018 annual letter.

I've always appreciated his outspokenness.

2/ The hardest thing for most startups today is the path to market: first finding product-market fit & a way to reach customers, then building a ruthless machine to acquire, monetize & retain them.

3/ Because of this, when the VC industry invests capital into fast growing startups today, the plurality (if not majority) of invested capital will go into user acquisition and ad spending, for better or worse— usually worse.

4/ Todays massive venture-backed advertising, sales, and user acquisition playbook has morphed into one that champions growth at any cost.

This is creating a big bill that will soon come due...

5/ Ad impressions and click-throughs are bid up to outrageous prices by startups flush with venture money, and prospective users demand more and more subsidized products to gain their initial attention.

“Why are Tumblr and Facebook cracking down on sex so much? And why is Facebook in so over zealous about it? It’s all Apples fault!” Etc etc

I can explain all. It is largely the fault of a set of US laws called SESTA and FOSTA.

Today we’re going to talk statistics and semantics. I’m going to do so via the medium of one of Twitter’s favourite stats 1.7% (aka “intersex is as common as red heads.”). The statistic comes from Fausto-Sterling’s work, which you can see a review of

To understand the statistic, we have to drill down into what the meaning of the word intersex is. Most people think of hermaphrodites. Let’s stress at the beginning there has been no example ever of a human being with both sets of working reproductive organs.

There is a very tiny percentage of people who are born with both testicular and ovarian tissue (what Fausto-Sterling calls “true hermaphrodites”). And when I say tiny, we’re talking intersex tiny, as in 0.0117/1,000 live births, or one in 1,000,000. These are very complex cases.

So, how do we arrive at 1.7%? What Fausto-Sterling does is apply a wider scope. Instead, she argues that intersex is anything that doesn’t fit into a platonic ideal. The platonic ideal, in this case, being a phenotypically perfect XX female and a phenotypically perfect XY male.

This means that intersex, used in the context of the 1.7% statistic, includes people for whom there is no sexual ambiguity. Take for example Klinefelter syndrome (XXY males). As Fausto-Sterling acknowledges, many males can go their whole life and not realise they are XXY.

A long time ago I coded up a feature for SocialCoder which converts a link - any link - to a short URL. I use it all the time for sharing links to volunteer profiles and to volunteer opportunity listings.

The feature doesn't care what the link contains, it just hashes the URL, including any query params, and returns a shortened code.

More recently, around Christmas time, I added another feature where I can click a button to send a template notification to a charity that their new listing has been reviewed and published. I call it a next-steps email.

For the past few weeks, its all been working well. Its nice to keep automating things that previously were done by hand.

Fast forward to today.

A new opportunity listing is posted by a charity.

I review and publish it, tweet about it, then click a button to send the charity an emailed notification of next steps.

⚡️🧠Impact = Environment x Skill

A framework for making big career decisions by @iambangaly (Reforge Partner, Former Instacart, Instagram)

Full post -> https://t.co/dU0l7e0BWR

🧵 Thread...

1/ Career decisions about your next role/opp are the most impactful decisions you might make in your career. As an operator, all of your eggs are in one basket at a time, and we get a limited number of swings at the plate. So getting good at these decisions is important...

2/ At FB, Bangaly managed Rotational PM's. At the end of a rotation, he'd have the same convo: How are you going to choose your next rotation/role?

As a result, Bangaly got a lot of reps guiding this type of decision and created a framework to help with it...

3/ The framework is Impact = Skills x Environment

The goal is not to try and boil this type of decision down to a spreadsheet of inputs that spits out the answer, but rather it helps with 4 things...

4/ It can help with:

- Identify individual variables that are inputs into the decision.
- Evaluate each individual variable in a structured way.
- Understand the relationship between each variable.
- Narrow the decision down to the most important variable

...