Summary

Episode 94 features Shreyans Sancheti and Darshil Rathod, co-founders of Linkrunner — India's first AI-powered Mobile Measurement Partner (MMP). Linkrunner competes with AppsFlyer by offering 6x-8x cheaper attribution at Rs 1/install, 4-hour integration vs 4 weeks, and deterministic (not probabilistic) attribution with 99% confidence. They serve 175 customers across 10 countries processing 3.8B API calls, using ClickHouse for real-time analytics. Their LinkAI agent acts as an AI CMO surfacing creative insights and campaign signals. The episode closes with an India economy segment: Reliance's record $10B annual profit, the AMCA (Advanced Medium Combat Aircraft) program inviting private players to build India's first stealth fighter, and the Bhavya scheme — 33,660 crores for 100 industrial parks to drive manufacturing exports.

Full Transcript

Dhruv Sharma: Hey there listeners, how is Monday going for you? Today Utsav and I are sitting, this is episode 94 by the way, we're streaming live. Today Utsav and I are sitting with Sriyansh and Darshal, who are the founders of a company called Linkrunner. Guys, welcome to the show.

Shreyans Sancheti (Linkrunner): It's great to be here, the real time.

Utsav Somani: So guys, MMPs are mobile measurement partners. If you are building an app and you want to scale your app from 100K to 100 million, chances are you're going to be running acquisition or marketing on hundreds of different sources. And it becomes really hard to track which user is coming from which source and what are they doing on your platform. That's where MMPs like Linkrunner come into play, unifying all data across all sources to help customers scale in a ROAS-positive, efficient manner.

Darshil Rathod (Linkrunner): Yeah, so we have our SDKs, any platform that you have built your app on, be it Flutter, React Native, Native Android, Native iOS. You put a small piece of code that we have written that helps us collect first-party data, and then we connect to all of our partners like AdNetworks, Google, Meta, TikTok, Snapchat, all of them.

Shreyans Sancheti (Linkrunner): It's deterministic. We only provide deterministic numbers to all of our customers and we give them a confidence score. We're at ninety nine percent for almost always for all of our installs. We charge roughly one rupee per attribute install. AppsFlyer charges 6.5 rupees per install. We are almost 8x cheaper than any of our competitors.

Shreyans Sancheti (Linkrunner): The goal is to build an AI CMO, right? Everything from surfacing specific insights to signals, fatigue, creative analysis, creative velocity, all of that stuff is surfaced by our agent LinkAI. You can expect Linkrunner agents to sort of be the cursor for marketing or the cloud code for marketing.

Utsav Somani: All right, Dhruv, let's some India positive news today for a Monday. 10 billion in annual profits, Reliance. Reliance revenue is 3 percent of India's GDP. 20,000 retail stores, 500 million mobility subscriptions. 600 million users in Jio Hotstar. Jio IPO upcoming, analysts projecting 130 to 180 billion in valuations.

Dhruv Sharma: Defense Ministry has invited private players to build the next generation of Indian fighter jets — AMCA, Advanced Medium Combat Aircraft. India's first fifth gen stealth fighter. First prototype ready in 2030, deliveries in 2035, 120+ jets ordered if trials succeed.

Utsav Somani: Last one, the Bhavya scheme. 33,660 crores for 100 industrial parks. India is literally just 1.8% of global merchandise exports right now. And China is 14%. Bhavya is going to be the infrastructure layer under Make in India. We'll see you on Wednesday at 4 o'clock. Thank you for tuning in, guys. Bye-bye.