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Makes sense: I guess even in the US it hasn't crossed 15%? But too much value in this top 15%.

Founder

Makes sense: I guess even in the US it hasn't crossed 15%? But too much value in this top 15%.- Grapevine

I get that they are grabbing some eyeballs with their marketing but that should only count for so much?

https://bit.ly/3sUmVUu

$700M for a water brand?? Crazy startup valuations making a comeback?

Growth And Strategy

Welcome to Personal Finance's Private Community

🇺🇸 President Biden proposes a 44.6% capital gains tax, the highest in history. 

The proposal also includes a 25% tax on unrealized gains for high-net-worth individuals.

Indian markets - be prepared for the biggest rally of the decade 🔥🔥🔥🔥

HUGE POSITIVE FOR INDIAN MARKET

Indian Market

Product Owner

Welcome to Software Engineers's Private Community

I feel data science and analytics has glass ceiling in tech , maximum people can go is head of data and analytics and salary is max 1.5 cr for Indian startup and people will be laid with more experience for analytics .  I feel to have stable career in tech cto and engineering has better long term career as salary can be as high as 2.5 to 3 cr , more job opportunities and more market demand . Data science and analytics is a dead career even world is jumping for llm.

Long term career in tech

Data Scientist

This comparison is going viral, surprised to see our biggest AMC is just 1% of American AMC. To me, they are too big and can literally direct the world markets.

$$ Uncle Sam $$

Product Manager

As usual, Vivek Kaul covers all nuances. 
He argues that the current rally and GDP growth is attributed to the affluent consumers (<6Cr) whereas the broader economy is still struggling. If in case there is a demand shock, it will lead to a slowdown and inflation.

Insightful article

https://www.livemint.com/market/affluent-india-is-fuelling-the-equities-surge-but-that-story-has-gaps-11708257723485.html

Current euphoria on Stocks and Economy

Investment Manager

Spotify is late to the party, but they are letting go 17% which is huge compared to others in one go. 
be careful with similar type of industry. pocket fm, Kuku fm perhaps?

Spotify layoff - 17% workforce

17% is huge, especially this late in the doom cycle  
 It feels like Spotify must be losing market share heavily against Apple Music, YT Music, etc.  
  
 The bundling of different subscriptions always wins over just separate standalone subscriptions

Corporate Strategist

Lawyer

What percentage of Grapevine lies in the top 1%

India's wealth inequality is at a six-decade high with the top 1% owning 40.1% of wealth. Foreign investments led to a surge in billionaires post-1992. PM Modi's tenure saw a widening rich-poor gap amid rapid economic growth.

India's richest 1% has highest concentration of wealth in decades, study shows

Wealth inequality in India at it's highest. 1% of people control 40% of the wealth 🤔

Investment Associate

Any news on who is getting it, what's like an average payout for eligible employees? As per the news article, approx 19000 employees are getting it. Anyone has insider info?

Flipkart ESOP payout worth $700M

NVIDIA's market cap is bigger than Germany's entire stock market. NVIDIA, plus Apple and Microsoft's are bigger than China's stock market. The magnificent 7 (add in Facebook, Amazon, Netflix, and Google) represent about 1/3rd of the market cap of S&P 500. S&P 500 index funds represent a huge share of many people's retirement accounts. 

This will tumble in the next decade of course.

Why the US is still relevant. Tech companies in the last 20 years.

Software Developer

Welcome to Moving Abroad's Private Community

I'm currently working as a software engineer in India, with TC 45LPA and 2 years of experience. I'm thinking about applying for a Master's in CS in the USA for fall 2024. But I'm not sure if I want to settle there or not currently. Should I make the move considering things are going well in India? Getting a job directly in the US seems close to impossible. Any advice? Thanks!

MSCS IN USA or Stay in India

Software Engineer

Nifty again at ATH, 5% up since I last posted the update. 1000 point move in 11 days, already. How high will it go?

NIFTY50 at All Time High again! How's your portfolio looking?

Which stocks according to you are undervalued and why(Ind and US stocks)

For me - Meta, Weibo and alibaba are significantly undervalued.(All US listed)

Value Investors

Business Development Manager

Welcome to Indian Startups's Private Community

Looks like founders are mostly betting on a 10-20% appraisal for employees this year

Product Marketing Manager

14% of all iPhones is a significant number. If Apple grows mfg in India, I imagine more to follow soon.

Analyst

Recently I came across a report in ToI that said earning 80 K per month puts you at top 4% in India. Assuming that the stats is true, do you feel contended with what you earn?

Being in top 5% or 10%, I feel blessed.

Solution Architect

There are essentially four parties in the startup economy:

1. The Consumer
2. The Enabler(read, Startup)
3. The Service Provider
4. The Investor

Now let's look at Game Theory motivations:

1. The Indian Consumer wants to minimise money spent per unit value extracted, the Western Consumer wants to maximise value extracted per unit money spent. (There's a massive difference.)

2. The Startup depending on the stage wants to maximise User Growth and Free Cash Flows.

3. The Service provider wants to maximise financial incentives.

4. The Investor is wants to maximise the XIRR of their fund. For this they need to reach a multibagger liquidity event.

Now let's look at what happens when:

1. The Consumer gets f'ed over: 

The startup attains pricing power through deep competitive moats allowing for monopolisation. They can jack up the prices to ensure nice FCF, greater rewards for Service Providers and great returns to their investors. (Think, Uber can charge anything to you now)

2. The Startup gets f'ed over: 

The users get bang for their buck, the service providers get good incentives, the investors push for higher growth but unfortunately the startup does not have enough capital to service their Cost of Operations through their unit economics, so they will either run out of cash or investor patience. Either ways, they are doomed. (Think every legit startup that failed)

3. The Service Provider get f'ed over: 

This is the likeliest scenario as they have the least power in this dynamic. Rewards will be reduced over time or made harder to achieve. They have no option because they got no option for sustenance. (Think any on-demand service providing app)

4. The investor gets f'ed over: 

Now imagine there is a startup that can balance the act very well. They have a service that users are willing to pay a margin on. They pay their service providers fairly and have decent unit economics. Now, the investor will do halla about destruction of shareholder value from little growth. (Is this the case with BluSmart?)

Maybe that's why building in India is tough.

[Rant] Here's why someone usually ends up f'ed over, for a startup to get successful in India

Proud Moment: Bharat is world no. 1 in spreading fake news.

Senior Software Engineer

Do you guys feel that all these years of hardwork, getting best education & hustle to get decent/top job is no way remunerative to what people on SM(insta/yt) influencers make by simply sharing their life/cooking videos/GRWM/nutritionists etc, which we audience consume mindlessly.

Does this change in career mindset going to make children opt out of higher education? I see a lot of people below 18yrs to have below average scientific mind.

Ofcourse, there are people in the same age group doing amazing stuff, building startups etc but an average kid seems lost in the digital space.

Makes sense: I guess even in the US it hasn't crossed 15%? But too much value in this top 15%.

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