Summary

The Offline Network Episode 36: Health Food & Wellness (aired 2025-11-21). Guests: Bhuman Dani from WickedGud. Arjun: "So if you're going unbranded long tail, you need a discovery led experience rather than an intent driven experience So it was very unclear and actually in my original emails." Arjun: "So the cost structure is built around value every step of the way and you know like Flipkart makes its money largely in electronics and The AOVs on those platforms are much higher than they are on Mishu." Topics: venture capital and funding, AI and LLMs, consumer brands and D2C, health tech. The Offline Network is India's live show on startups, tech, and venture — streaming M/W/F at 4 PM IST on YouTube.

Full Transcript

Dhruv Sharma: We are Hi there listeners and welcome to the Wednesday live stream of the Offline Network. Meshow is finally going public and as it turns out we have one o the guest we have today for you. In fact we are- the only guest we have for you today happens to be an early investor IT10 Great to see you. How you doing?

Utsav Somani: All well Excited. I mean a bunch of things happening on the internet as well. So let's quickly run them For our listeners run through this to it. We're listeners USD. I know is touching 90. Have you seen that?

Dhruv Sharma: Yeah, I'm not surprised

Utsav Somani: We're also gonna stay away from some controversial things Governments asking to preload this app called Sanjar Sati on the phones being made and sold in India

Dhruv Sharma: Sanjar literally translates to what it's a Communication It's your comms buddy on your phone

Utsav Somani: But the kind of permissions that they're asking you for your Android phone I think they're absurd like they're basically I mean, it's surveillance state at scale So there has been pushback on Twitter on this. I don't have a particular opinion on the specifics So I think we'll save that for another time We'll do that. Yes, but let's jump to this elaphra which was happening Elaphra is a term that you also learned recently from our colleague Ash as well, right? Gary Tan is from YC has been posting with Zoho where he says that Zoho's business would be the first to be competed away by people building their own apps using white coding So why pay $30 a month for over bundled sass and then bamboo says that let me make a bet with Gary Tan We will outshine and outlast his white coding companies. What's your take on this whole thing?

Dhruv Sharma: Vibe coding so you remember we had the city of innovation We asked him this question that can someone wipe code your you know data platform and what I think his answer was quite telling which is at least Right now white coding week works great for sidequests experimental projects consumer apps But let's be clear Zoho doesn't sell directly to the consumer In fact, most of Zoho's customers a large enterprise customers who care about security. They care about privacy They care about things like that. Think about it this way, right? So, you know, I work out maybe three or four days a week in my home gym If I were training for the Olympics, I wouldn't be doing this Right.

Utsav Somani: And so I think that's that's what I think about this You can have both opinions right now, but technology moves very very fast also, right? I mean four years back We couldn't even imagine what chat GPT can do right now and all the image editing video editing All of these are like cute nice things to have but I think eventually this might morph in my Evolving to a place where you can literally build your own as we keep talking often

Dhruv Sharma: I think we have to hold both of these thoughts in our minds simultaneously and that's baffling I would remind you one thing though, you know like five years ago if you were pitching to VCS and they asked you Hey who's developed the product and you said if you didn't have an inhouse development team if you'd outsource it you could forget all about the check now the same crop is You know is talking all about all about by coding

Utsav Somani: Yeah, all right Let's talk about the LLMs power and the models powering all of this Sam Ortman has declared a code read in an internal memo He wants to focus delay the ads which I think was found online that he's trying to do ads in chat GPT as well But it wants to allocate more resources in improving chat GPT They of course fear that Google is catching up fast as well Gemini now has over 650 million in monthly actives. Yeah, I'm Projecting 1 billion weekly active in 2025 crazy.

Dhruv Sharma: Almost 1 8th of the world population I don't know if you saw this but thrive and opening.

Utsav Somani: I also announced some kind of a partnership Yeah, they're doing thrive holding. So it's one of the I mean tech bees, right? I mean we were talking discussing about bending spoons also in the morning and we'll probably do a longer set I mean sort of segment on them as well, but fascinating company out of it Italy, which is raised 2.8 billion in a debt and Some equity at 11 billion valuation and the bought event bright recently and I'm guessing some of this I mean they bought a well and like other old I mean these 20 year old Silicon Valley companies where I think you'll try to sprinkle it with AI So that I think is what thrive is also planning to do with sort of buying these small businesses and I think trying to do AI powered Efficiency improvements in those companies.

Dhruv Sharma: Did you finally get around to reading that the peace and thrive and Josh?

Utsav Somani: Kushner that came out Yeah Do such nice ones they did one on green oaks Neil as well and that was great to read I Think their approach has been very interesting.

Dhruv Sharma: They do these capstone pieces In other words, they'll bring out someone who's not yet come and spoken about their you know Their journey and and then they go really really deal. It's an interesting approach.

Utsav Somani: It's it's different from ours But one we can definitely get behind All right, Travis has come out of his Twitter break He's posting about a new side quest that he's doing backgammon. Have you played the game?

Dhruv Sharma: It's it's Chinese checkers or something, right?

Utsav Somani: I haven't really but it's very popular in China China from what I know All right I haven't played as well But I think he's posting and trying to find somebody last time somebody who picked up on this ended up becoming a billionaire So I think good for folks to pay attention to this those Shackleton kind of posts that they put out right like men wanted.

Dhruv Sharma: Yeah Interesting.

Utsav Somani: All right, let's welcome our first and only guest for today Arjun Arjun welcome to the show.

Arjun Malhotra (Good Capital): You must really be scraping the bottom of the barrel dude to have me here Oh, yeah, we wanted somebody from the Bollywood industry to come on the show.

Utsav Somani: All right It's tricky out there for me if I want to chat to you I have to show up on the podcast to do it Not at all, we're looking for I mean IMDb and first-degree connections or you came up by the way for the listeners or Hearing about this for the first time Arjun has been on a movie with Alia Bhatt called highway. So check it out Yeah, it makes me look really bad. So let's start from there. How was that experience?

Arjun Malhotra (Good Capital): Honestly, it was amazing. Like I was blown away by the quality of organizational the organization the professionalism of all of it like You show up to the set and it's kind of interesting because every little department is its own Independent unit and they're all confident. They're all like freelancers contractors. The job is so well-defined So like the lighting team is the silo that's just doing lighting sound team is just doing sound Yet they work together. So incredibly well the one thing I learned that kind of surprised me I always thought that when you shoot movies, you'll have like, you know, if you look in scenes There's generally a view over someone's shoulder. That's showing the other person that they're talking to So I always figured there's one camera here like looking over the shoulder that way that I'm talking to and one over the other shoulder But it's not like it's single camera shots and they do the whole scene with the lighting set up that way and then they do like a 20-minute break move the lighting rigs around and shoot The entire scene from the other side so quite surprising But surprisingly like professional and well managed and efficient was awesome

Utsav Somani: What's next on your Bollywood roster? When are you coming?

Arjun Malhotra (Good Capital): Man, I'm losing my hair now. I'm 35.

Utsav Somani: This is well past my peak Hello, but I mean good news for you Micho's going public and I read just now that 78% of the retail Subscription has happened as well. And I think in the first hour itself, so congrats to the company with it and everyone in the team That's awesome.

Arjun Malhotra (Good Capital): That's awesome.

Utsav Somani: No, I haven't followed the news today, but that's awesome to see and I think it's an IP You were already excited about so let's do a history recap like I remember Rohan With it in 2016 Over this email, which I still have very fresh in my memory because that email said that here's with it Please bring what's a man? I know you're over subscribe at 8 million cap and also will be helpful and all of that stuff But that investment didn't materialize so it counts as my biggest Portfolio as well would have been a good multi-million dollar payout as well But tell us your story on how did you meet with it? And what did you like in the very early days? Go back to 2016.

Arjun Malhotra (Good Capital): So, you know, it was twice firstly. We met him when he was starting fashion You know, which was a hyper local on-demand fashion style what these guys did was I mean, I wouldn't recommend to anyone They made a spreadsheet and they put every single space on one side and every single business model that caters to it on one side So like on-demand and then you guard fashion or electronics or something else and they found that in the spider It was doing basically It's funny because we talked about being bottom-up investors and these guys did the one thing that I wouldn't like Advise anyone to do but anyway, they felt that on-demand Hyperlocal fashion was the space that Like no one had really done anything. It was literally that simple and You know, it didn't work out so it was an app through which you'd order clothes from stores near you But what did work is over the next six months. He sat inside these local stores He saw that the guy now had a smartphone He was taking pictures of the clothes sending it on whatsapp to his customers starting to do a lot of business with customers who weren't Even walking in anymore. And so it was only four or five months later that the product was rebuilt as me show to cater to these people to help with whatsapp distribution actually and Like what excited us about it was just it's a really clunky experience So if you're going through that then there's got to be a latent pain point Where people are really kind of going like looking for discovery of these fashion items and not getting it on jabong, myntra snap deal at the time And like when we put that behavior together with the fact that you realize that in India Fashion and actually most industries are mainly unbranded long tail industries you realize that a Flipkart type of a myntra day of experience doesn't work because those things are more like a Google like you search for something you never Go beyond the first page. So if you're going unbranded long tail, you need a discovery led experience rather than an intent driven experience So it was very unclear and actually in my original emails. I've introduced Me show to a bunch of people Describing it as a product suite for resellers So it was almost more like a sass description, but I think really what pulled us was just the latent pain point And seeing people like seeing it solve a problem for people without knowing what the business model would be What was it like though?

Dhruv Sharma: Do you think the business would be misunderstood by people if you introducing them to someone in the valley? Arjun is a Shopify clone.

Arjun Malhotra (Good Capital): Yeah, honestly people in the valley had a better grasp of it Say then they did over here. And I think part of the reason for that is We like the people who are investing are too close to a tier one type of like Metro audience and They were laughed out of a couple of VC offices over here because people looked at the chats on whatsapp and said this thing is Spam like it's not actually a business Whereas people in the valley like kind of had this romanticized idea of India and the hinterlands and like they were very open With having no idea how things worked. Whereas over here.

Dhruv Sharma: We know enough to be dangerous, you know And we get back to what so I'm gonna ask one question of Waiting to ask so we'll get back to me sure in a second Arjun But is this a big is this the first IPO coming out of your portfolio or have there been others?

Arjun Malhotra (Good Capital): It is the first IPO you think this is when you rebrand

Dhruv Sharma: I think you can go up a notch in terms of which superlative you use bettas already taken Maybe this is time to be the best

Arjun Malhotra (Good Capital): But I'm hoping we have an IPO every year now to be honest every 18 months I've got the next four lined up so

Dhruv Sharma: Maybe you change names every year you go from being good to excellent capital and

Utsav Somani: Eventually, like goat capital like the greatest of all time No, congrats. I think what you and Rohan have built at good capital. I think it's phenomenal and I think I mean So much is said about having conviction and founders and Nisho's gone through so many pivots and you guys held your ground Like I think you're double down across towns as well.

Arjun Malhotra (Good Capital): You supported him You've spoken about Nisho in such a positive light all this journey as well I sort of want to say why right because I think this bit that you just said that Nisho has been through so many Pivots in my opinion is one of the biggest misconceptions like to me It's just been a natural evolution of the business model every step of the way. And so Vidit has just been Incredibly foresighted about knowing where value can be created next and being able to move to those things and there is a little bit of a narrative Right now that Nisho went from this pivot to that pivot to that pivot But really it's like the equivalent of backward integration in the typical business Once you have power over suppliers and you kind of move up the value chain That's exactly what's happened over here. And I think he's just his foresight is a lot more than usual So it's been easy. In fact through him being able to articulate where the problems are where? Listeners described that evolution like from 2016 till the IPO we show Yeah, so like I forget the fashion year to me show one from me show it was just a thing where you could add products You'd take the images on whatsapp. You'd upload them to your shop. Maybe shop was me show and you'd have your own page So I had one actually at the time me show.com slash a young RGZ Which was my Twitter handle at the point at that point and you could just upload pictures and they become individual products cues And you can put a price on them Description on them and on one product you can have four or five images and you get a share to whatsapp button So you could use that and we'll just be like a beautifully well Organized whatsapp message with the payment link as well and size and inventory updated and all of that So we felt that okay. There's this general pain point. This is where it's going to be then what he realized There was obviously a lot of engagement, but no no real money being made What he realized was that the best resellers were running out of things to sell so his power users were actually the most underserved by him And so then the next natural step was create a supply like get them good supply. So he created a supply marketplace He went to contract manufacturers wholesalers tied up with them Got good quality supply and started listing it on a different app at the time called me show supply It wasn't me show ultimately He shut the me show app down and me show supply became where everyone went to get really high quality fashion products Then over time they integrated from working with Wholesalers, they were working with contract manufacturers So they moved up the value chain that way and then I think there was just a big understanding that Michaud is very clearly a value play for Buyers, it's you can get the cheapest possible price and people don't care so much about convenience They don't care about return so much and normally when you buy something on Amazon the price Bakes in the unit economics, which include a certain return rate You've got guys who have like 50% return rates You still pay the tax on that by having a higher price Next day shipping for instance, even if you don't care about you're paying a general premium across the market So that got satirized where there's a basic level price and then there's a price for all these premium add-ons which actually it turns out most of this audience doesn't really care about and so that was like the next evolution to bring down prices even more and Then Valmo came about as well because logistics is such a large part of cost And so if you can do it cheaper part of the reason Valmo works is if I'm shipping a 200 rupee product to you You're sitting in Delhi if I'm shipping it from Kerala or something The cost of shipments are going to be prohibitive for you to buy So actually the demand that you should look at should be more local it should be maybe more Punjab stuff maybe more Haryana stuff, but not stuff that you're seeing down there and So their supply chains were incredibly localized So products wouldn't have to go to a central hub and then get moved down now when you're dealing with such fragmented logistics ecosystems Being able like it was new for even a lot of the 3PLs So if they could just give their own software to do it and enable smaller contractors to take on deliveries and handle like first my last mile And the middle then you can actually lower cost as well. So it's been a pretty natural evolution I think in that sense

Utsav Somani: Ecom Express, do you remember I think I mean Mishu was like 40% of the business Yeah, when they filed for IPO I think they didn't go through successfully right and they ended up selling to delivery because of that like huge concentration risk

Utsav Somani: Yeah, I mean a good play by Mishu right I think to bring it in house

Dhruv Sharma: Yeah, I'll try and summarize the evolution for for myself and for our listeners Let me take a crack at it You say you said it started with discovery enabling discovery for resellers then solving inventory problems then in a sense contracting the Compressing or contracting the supply chain you can get stuff from closer Than further away and then eventually built an entire ecosystem around this. Am I getting this right?

Dhruv Sharma: Yeah, exactly

Arjun Malhotra (Good Capital): Exactly and look it's not nice to see guys like Ecom Express go out of business But I think part of what happened was Mishu came a little bit out of nowhere For this audience and so a lot of the logistics players trying to serve this audience Necessarily had to have huge concentration risk on Mishu I think that's a point-in-time thing as we have other players maybe like smaller brands even cater to this segment

Dhruv Sharma: You see the supply chains build out a little bit more in the other question to ask would be why was it so hard for? Anyone else to be able to replicate what Mishu did?

Arjun Malhotra (Good Capital): Yeah, I mean it is even now. I think a big part of that is well now it's changed for a long time It was that your suppliers were local your So you had products that weren't available on other platforms Today I think it's more That Mishu as a brand has become so synonymous with value So it's got to that kind of scale, but it took a long time to get there And it's totally different business models like a Flipkart and Amazon have a such a different cost structure The size of Mishu as like in terms of number of people is something like 1 15th The size of Flipkart. So the cost structure is built around value every step of the way and you know like Flipkart makes its money largely in electronics and The AOVs on those platforms are much higher than they are on Mishu. So you have to make money in different ways I mean another like one of the evolutions we didn't talk about was Monetization going to zero commission was a big move that delivers value being able to serve at a low AOV So again, you monetize that through seller advertising and again That's now touching upon something that other platforms are not being able to compete with like I said Flipkart, Amazon Intent driven, search driven, first page, you don't go past it. Mishu is totally algorithmic discovery of products And so given how it's almost like TikTok used to be incredibly good at showing you the perfect reel It's applying that to e-commerce now and that's just not the experience that a lot of these other guys are going for so they managed to Replicate the discovery experience you had earlier You were going through someone who knew you, a reseller who was like a friend of a friend or something So they had a sense of your taste. There were a lot of proxies. Now the algorithm does that very well So it's a very different interface, I mean we had another company do something like this called SimSim which was video based E-commerce and again that was more reseller led So they gave video tools to the resellers to do that personalization but Mishu successfully got to a point of doing it algorithmically now

Utsav Somani: And do you know the numbers for Mishu like in terms of AOV, what are the unit economics there like Average like I mean cost structures and stuff if you want to like share with our listeners

Arjun Malhotra (Good Capital): I don't have a lot of it handy in a while Like I do my analysis every 18 months and then I put my hope and faith in with it But I know AOVs were around 220 or so I think and

Utsav Somani: 270 I think was the number that we have with us

Arjun Malhotra (Good Capital): Hopefully they'll get to 220 because actually the cheaper they get and this is the other interesting thing is That this or you and I will do basket shopping. We'll add 5-10 items to a basket and shop Frequency is really really important for Mishu and so Because that audience will go out and just get one thing so that's what you need to be replicating rather than going to a mall going to like a Consolidated shopping center. So the lower you can bring AOVs and reduce the friction of buying You actually want to be able to see people Shopping 15-20 times a year

Utsav Somani: And has with it shared his views on quick commerce publicly anywhere or with you privately

Arjun Malhotra (Good Capital): I just don't know how much quick commerce applies to this segment today, you know, it'll evolve but I just don't know how much that is a value Today because maybe that's ask a people question Arjun. Oh, sorry You are no, I think like the value to this audience is assortment rather than speed So you need a lot of supply And obviously at a really good price, but not you don't want it tomorrow Yeah, I agree.

Dhruv Sharma: I mean i've heard this from another close founder friend and seen it for myself The the onground behavior is people will just you know Saunter around their neighborhood stores walk in and say Or you know, what's they want to see novelty in the in the store? I was going to ask you people questions. What's what are Vedit and Sanjeev like what are the other leaders in? Misha like maybe that's at least for me. That's my final question Misha.

Arjun Malhotra (Good Capital): We talk about a bunch of other things Well, they're incredibly Vedit firstly is like a once in a generation type of entrepreneur and I know that phrase gets thrown around But he's really really and you know that the first time you met him or no Over time. No, he's developed and he continues to develop like he's someone who's really deliberate about putting time aside to spend it outside the business thinking about Like if i'm hiring leaders over here Then how do I even know that they are they might to me be the best possible leaders I know But I need to be spending time with say fortune 100 cxos to know what the benchmark for a certain Cxo is and like how they go about their thing um and I think he's an incredibly critical thinker, which means he will step out and Seeks feedback a lot like thinks about his own actions his own leadership, um, and I think A big reason why these natural evolutions of me show have happened so much earlier than people would expect is because He's really deliberate about taking this time to step aside and think about the bigger picture where the business should be going rather than being Totally caught up in the operations which in the business like this is tricky and sanjeev is fantastic too The amazing thing is how complimentary they are um, because they've been together from day one they have very different roles and I mean Sanjeev has obviously done a ton on the product and the fact that you've been able to replicate discovery Led buying through an algorithm instead of through resellers is a powerful thing but also He's a fun guy to be honest And so when you've got one leader who's really charging things ahead having a guy who's uh, who's also like the one um getting people to Have a fun time while doing it is important.

Dhruv Sharma: So very complimentary That's been important to you as well.

Utsav Somani: Right personally keeping things fun as you build good capital and Dhruv was uh mentioning that diwali video that we did in 2015, which i'm not uh, very keen to do but Benefits. Yeah, the benefits the style diwali video That's amazing.

Arjun Malhotra (Good Capital): I need to find the segment with you in it I need to get you to do like a little bit more stuff that embarrasses you Uh, what's up?

Utsav Somani: So this show is this is it like I mean, honestly We were not comfortable stepping in front of camera But you guys have done a good job in terms of content Like I think your content engine is solid In terms of just what you're doing putting our thought pieces on your blog or your newsletters and everything Thanks.

Arjun Malhotra (Good Capital): Yeah, we've got that, you know, one of the things we've done well to do it is Marketing is always thought of as a separate activity often like a bolt-on We have internal forums where we're talking about really interesting things And exploring bigger ideas talking about why business models work and don't work So we have obviously a weekly investment meeting. We have a weekly ideas meeting where the agenda is different every week, but Basically everyone on the investment team comes in and like pitches everyone else on the three four really interesting articles they've read and why uh, they're compelling over to read and Then once a month we work on a longer form uh type of content or idea and then tackle that in one of the monthly ideas meetings, so Being able to have these specific forums and then plugging them into our content engine Has meant that rather than standalone thought pieces or throwaways they're coming from stuff We're actually talking about and applying day-to-day and our current the downside is we're out of the news cycle somewhat um, and i'm not like so plugged in on a dayto-day basis with what's happening, but It comes up I have no I have no willpower So for me, I end up blocking all of these social media apps most of the time to be honest

Utsav Somani: You should just tune into t1 and get all your news download from here. We're trying to Trying very hard and our team has been doing a great job as well to help us curate these pieces For people to know in a quick five seven minute snapshot and then we bring these two founders into I mean operators founders investors Twice a week monday wednesday friday And then we just chat about their business snapshot of the industry and I think just casually catch up on news as well

Arjun Malhotra (Good Capital): I mean, unfortunately, that's the only access I have to the offline network because you say as a founder as an investor i'm not allowed to do it, even though i'd argue that i'm a founder because This firm didn't come into existence spontaneously

Utsav Somani: All right You'll get the next invite you'll get the next invite and dude our mutual friend karan kumar tells me that you use a lot of ai and you've Posted about whisper flow, uh being one of your favorite tools as well.

Arjun Malhotra (Good Capital): So tell us your full stack I think you posted on on expert for our listeners like whisper flow is i'm an idiot firstly whisper flow is the reason i'm an idiot because The co-founder was my intern nine years ago And he he was always a genius like he was always going to go on to do incredible things um and Anyway, so he's incredible uh Flow whisper flow something that I use all the time granola. Obviously I use all the time you know what i've been using a lot of recently is just And everything's collapsing into this is just cloud code and i'm figuring out what my workflows are For how to use it. Well um There's A guy called daniel misler who has a personal ai infrastructure project called pai Uh, and what it does is it has a series of cloud skills and workflows Which make your interactions through cloud code with basic tasks that you're trying to do It takes them through really comprehensive long-term workflows. So for instance if I'm writing an article about something and I want to illustrate the idea I can throw it that text and say hey, I need your help using Uh, I need your help visualizing this It triggers an art skill Which within it will take everything that we've written Put it through another Uh, they call it a pattern Where they read it they try and understand in a 24 step arc What is the narrative that is trying to be conveyed so it outputs that story explanation Then it takes that And there's another skill which is chained to it Which talks about how to visualize it Then it takes that pushes all of that along with the ideas to nano banana And finally gives you back an image that explains the entire idea So all of that for me to do is not something that I could prompt. It's something that Requires like an entire workflow of stuff to happen so i'm I'm, just spending a lot of time on cloud code. I actually built a little game, uh called venture lord Uh, I think it's on venture lord.vc or something There used to be a thing called drug lord. I don't know. Did you ever play this when you were younger drug lord, too? No, no as far as you're a drug dealer, basically Like there's a market price of drugs You can only buy four or five at a time and then you pick next day and then the price goes up or down and there's external fluctuations so like The dea might do a raid and if they do a raid and capture a lot of the drugs on the market Then the price of those drugs will go up. So suddenly you can sell what you have Or if you're crossing customs like your inventory might get confiscated So I took those ideas applied them to venture capital building a portfolio and so it's quite a fun little strategy game That's literally what venture capital is like Nice amazing venture lord.vc. Yeah, check it out Amazing and what else is up with you?

Utsav Somani: Like I mean at good capital like you've recently uh closed fund to a 30 million.

Utsav Somani: Yeah, and you shared some stats as well previously about the fund one

Arjun Malhotra (Good Capital): Yeah, so well, there's fund zero which is the which was like a personal portfolio Which we did me show out of fund one the big early outcome in the first year actually was sim sim Which was acquired by google And now the ones that i'm most excited about or that are furthest along is solar square as well Which is doing really well, so the rooftop solar business we seeded them Um orange health is another I don't know if you've used them for diagnostic

Utsav Somani: I love it Like I think that's one of the best ones and the cleanest and fastest and quickest most reliable and that app also is Improved significantly where you can have that visual uh this thing and you can upload your pdfs also now

Arjun Malhotra (Good Capital): If you're into this and I know you are because we talked about this the last time you were here There's an app called nori.ai Okay Which takes all your analytics from whatever devices you've got Or apple watch and you can also upload these lab reports And most of these apps will give you like analytics that I actually know that useful. This gives you a really deeply written A weekly report that's consistent about what your longterm health issues are what your trend on major areas is It's kind of it's it's pretty incredible. Check that out

Utsav Somani: Nice right now I have a private uh project on chat gbd to do all of this where I just keep feeding in like I mean separate ones for my family members

Dhruv Sharma: In in another episode also said he trusts that more than his physician and his physician unsubscribed the channel right there and then

Utsav Somani: but arjun, do you do you trust like say a ca or a lawyer or I mean, do you trust chat gbd more than a ca lawyer or say even a doctor right now for most basic stuff? Firstly, I hate chat gbd and I use claude and anyone who uses chat gbd should do the same It's like so annoying and that's changing for me Like I am now a gemini user and for real-time use I do grok So it's a combination of tools but chat gbd of course is like I mean painting everyone under the same brush Uh, by the way, do you use command mode on whisper flow?

Arjun Malhotra (Good Capital): I don't Command mode is cool. So it's normally you press like the glow button and you're dictating For me this the shortcut is globe and like fn and option when it's always on it's listening in your stream of consciousnesses It can transcribe it. No, this is not transcribing This takes whatever you say and it searches it through perplexity and outputs it immediately, which is quite cool But to your question, what's up? Yeah, I mean I would I think you need to get like a second and third opinion from a couple of these ais at a time You can't fully trust them um, but I think Because they make stuff up and they'll generally agree with you on something what I like about cloud is it pushes back more, but you've got to Definitely like push things Push questions to them Uh as much as possible and I mean like you i've got the same setup as well. Like i'm going to cloud project um Nori is really good though All right, we'll check it out.

Dhruv Sharma: I've had an old personal rule about this It's which is your your pilot your surgeon your ca your lawyer earlier. You didn't want them self-taught And self-licensed and now you don't want you know Ai versions of them like other than these four like everything else is good

Arjun Malhotra (Good Capital): You know The problem is that these are supposed to be professional services and I have things like there's such a demand supply mismatch for all Of these services you look at doctors You look at education And you look at even lawyers ca's all of that. Yeah, there's we just don't have enough qualified people to do it There's such a demand supply mismatch and as soon as there's that kind of demand supply mismatch The clearing price equivalent, which is like how you need to be in the market Just goes down completely And so there's no incentive to be fantastic or like the median is just a lot lower, you know, so It's no wonder that these things are better

Utsav Somani: All right, I think we can go on and on with arjun about very Various topics drove closes out

Dhruv Sharma: All right arjun. Uh, if you're okay with this, maybe um, let's uh, let's raise a glass to rohan Tell us, uh his favorite drink and for all of rohan's friends who are watching this, uh, you know, they they raise a class too Yeah And they groan typically even if it's noon.

Utsav Somani: Yes Man I miss him and he was such a great friend to so many people in the startup ecosystem. I'm sure Many of them still reach out and remember him every day Yeah, yeah.

Arjun Malhotra (Good Capital): Yeah. I hope you're doing okay I'm doing i'm doing um, but yeah, no, thank you. Appreciate that guys and thank you for having me here as well I can't typically get a text back from whatsapp by the way And so my last four messages have gone out to him and then it's a message being like hey misha's i'm feeling Can we do a podcast? So i'm not gonna let that slide.

Utsav Somani: I will come to you next week. We will grab lunch whenever you're free I will personally come to you and grab lunch with you All right, good to see you guys. I'll go arjun. Thank you. All the best. Thank you. Bye. Bye Very nice speaking with you, by the way, are you selling anything in the ofs? You're not selling but are you selling anything after that or lockdown? This is just don't suddenly go on hold till the grave. Yeah All right.