Kunal Bahl

Kunal Bahl@1kunalbahl · 3 天前赛道影响

This is an AI video. Fast forward just 2 years and we will surely have AI movie stars who will be seen in multiple movies or just once, ever. How the world of scarcity-led talent stardom shapes up in an era of infinite talent is going to be very interesting. https://t.co/gCyATjFEcu

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Kunal Bahl@1kunalbahl · 11 天前观点输出

.@ShipwayDotCom can help you with this optimisation in a seamless and automated manner, @_kaushalshah. @unicommerce_ @amanmehta26 @kapilmakhija

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Kunal Bahl@1kunalbahl · 16 天前观点输出

A quiet milestone every founder remembers: the day you can stop logging into net banking and generating OTPs to manually approve vendor payments and payroll line-by-line 🥹

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Kunal Bahl@1kunalbahl · 16 天前观点输出

@jmelaskyriazi @metrics_co @8vc Congratulations @jmelaskyriazi and the @metrics_co team. We are happy to be your partners!

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Kunal Bahl@1kunalbahl · 17 天前观点输出

RT @setia_achint: What does it take to build a scale value fashion business? At @themastersunion podcast, had a candid chat into the core l…

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Kunal Bahl@1kunalbahl · 25 天前赛道影响

Inspiring to see today Hon'ble PM Shri @narendramodi lay out a compelling roadmap for #ViksitBharat2047 - the "Shakti Ki Saptadhara" framework - manufacturing, tech, defence; semiconductor push & AI-skilling for youth. India's setting itself up strong for the new world order 🇮🇳

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Kunal Bahl@1kunalbahl · 29 天前赛道影响

This is the golden opportunity for AI startups. The ability for incumbents to change project/hourly billing to outcome-linked at mammoth scale is non-trivial. The PROFIT pools on offer here are orders of magnitudes larger than the cumulative SaaS REVENUES of Indian startups.🚀 https://t.co/UpUGAabsCW

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AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。

Kunal Bahl@1kunalbahl · 2026/08/11赛道影响

The overlooked consequence of a dramatic demographic shift? Generational memory loss. In 2010, @snapdeal's current core customers were kids. So when Snapdeal pivoted to a value fashion destination, we didn't have to convince them to forget our past. To these millions of customers, we are a novel platform solving a real need for them today by providing high quality, value priced fashion (similar to Zudio, Style Union, etc). A changing audience gives you the rare chance to introduce yourself all over again. Don't waste it trying to preserve the old narrative. @setia_achint @rohitkbansal

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Kunal Bahl@1kunalbahl · 2026/08/03赛道影响

Calling SaaS companies "AI companies" changed nothing, outside of faster code writing. Here's the reality: Beyond model & IP-heavy builds, most "AI companies" aren't going to look/price like software They will look/price like hyper-efficient, outcome-driven services companies.

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Kunal Bahl@1kunalbahl · 2026/07/22赛道影响

That's crazy! Now fast forward 5 years and imagine what can happen. AI agents are escaping contained environments, attacking systems in their quest for solving "their" problems.

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。