Thank you Nuseir for the feature, & thank you @leverageedu for giving me and team a mission that inspires us to do better everyday 💙👊🏽 Repost @nasdaily .. He is India's Biggest Matchmaker He built Tinder for Life! He'll find you everything except love: a university, a loan, and an apartment. It's a very interesting idea for people like me 10 years ago. Good luck Akshay Chaturvedi and team from Leverage Edu

Japan has decided to bring in 1.23 MILLION immigrant workers in the next 2.5 years, by March 2029. Its massive. So here I am. Finally. And gobsmackingly in love with everything this country is! 🤍 • 805,700 under the Specified Skilled Worker system over 3 years from fiscal 2026 across 19 fields. Yes, AI and productivity gains from it taken into consideration and this number revised down to this 800k+ now. • 426,000 under the new Employment for Skill Development Program, which replaces technical intern training from 2027, for its first two years. ⭐️ Nursing ⭐️ Industrial Manufacturing ⭐️ Food Manufacturing ⭐️ Construction I heard a few scary stories from the dozens of meetings I was in. The issue is very acute now, hence the urgency. Healthcare leads given how critical it is in an ageing population. Plus, we have the population is shrinking by more than 900,000 a year. To combat it all, while gaining an upper edge on all things physical AI & Robotics, Japan is choosing selective immigration with language and skill filters. PS: while there is good precedence on SE Asia to Japan, much more to do but decent tailwinds, the India to Japan corridor will take a lot of work from this point onward. As I think about it, we @leveragecareers are going to play it very differently, focusing a lot more on the journey of skilled immigrants all the way through. The assimilation is key. Somebody needs to come and take a long view at this, play the long game, show serious commitment to ground-up building. That means, do this as a mission! PPS: all Japanese meetings start at 730 am 🥱, and not even a minute’s slack is ok, so ….

Happy surprised to see overwhelming Indian staff in hotels across Tokyo these last couple days.

Have never got to the “why it always feels awesome” to see Zomato / Eternal win. Probably this is a potential reason. Of an underdog winning. Of someone written off again and again and again by folks in every room (been in them), writing his own playbook @deepigoyal. Of daring greatly. And perhaps, also, of Delhi / NCR coming through ;)

Random late-night tinkering. 100 companies above $100 billion in the US 🇺🇸, and then a couple here in India. What other markets as dense? China 🇨🇳, but it’s yet to be proven if it can build truly mega-mega international companies. Had Alibaba and TikTok been let to 🚀 , this would have been very different, perhaps. Japan 🇯🇵, will take a lot to make a gigantic comeback, super hard policy interventions. That only leaves you with looking at Europe as a bloc 🇨🇭 🇫🇷 🇩🇪 🇬🇧 , and then, India. (& maybe UAE & Saudi spring a surprise in the next decade? But they’ll still need a larger TAM, massive talent inflow, and then well-trusted financial markets that don’t struggle with thin float) Hopefully our 🇮🇳 mega-mega-caps will arrive soon. Atleast 10 companies between $200 billion & $500 billion. Can see Reliance/Jio+ & Adani ++ getting there. After that, Bajaj finance? Some pharma companies? And after that, it’s down to all of us new-age companies that need to grow up fast and build the country!

Wow, what fantastic margin profile. If they can continue to find large groups like Adani or the dozens of family offices as they are right now to do capex, then they get to push much faster growth too. Premiumisation 101 continues to win 🇮🇳 🏆

Super articulate @vikaskhemani Sir👌

Dear Delhi, Think before you bring in a dog, think 100x more than you’d for a human kid, & only then have one come home. And then if an unforeseen scenario you can’t take care, leave everything and find them a better home first, then go about life. Please 🙏🏼 Thank you 🐕

1. Started playing in non-competitive territory (read: new corridors), it was hard but paid off; built from scratch new destinations & got to market leadership there, @leverageedu now not just a winner but the only platform operating 360-degree across a bunch of new options 2. Massive AI-fication of business. For universities and agent partners last year. Now doing it for 2C customers, hospital partners et al @leveragecareers ++ the most exciting stuff is what we are building in-house for our teams @leverageedu to do better. AI analysis after every single counselling available to our Coaches now, like a Partner that makes you do better, every day and every moment. Lot lot lot to do here. 3. Brand caught up. Referrals caught up. Many years of work here. CACs saw decline. But we still prominent only in a few markets, 95% still fragmented and local peers do a better job. 4. Attachment rates of financial services and housing and insurance and other ancillary services went up, > leading to much better LTV on the same cost base, while also improving NPS. More productisation to do here. Not even halfway there. The past 6 months / this FY, have seen us: - focus 10x more on tech, LE-AI (our AI suite) starting to come into its own, right now interacting with P&L row by row; Vasu & Anna, agents at @leverageedu & @leveragecareers, are senior members of the exec team - focus 100x more on customer experience; building new categories, new destinations / corridors in our case, is very hard, as a marketplace, with Universities, Housing Providers, Banks, and even Sovereign Bodies on the other sides, negotiating with them, learning how they work across thousand of nuances, hard but once you do it >> big moat - efficiency on marketing; come to our HQ and you will see 100s of ad creatives x copies splattered all over, we experiment SO MUCH, mad effort here, that CPQL >>> is v imp to us; when we made significant wins, we pass a lot back to the customer - deep meaningful enterprise relationships, hard-won trust, now we are launching / co-creating programs of tomorrow with Universities around the world - get much better on our cash cycles, creating delight here is very important to us, the path to improving FCF will help - people; we are going through a period where we double down on folks that have given @leverageedu everything, have hard conversations with others where necessary, & also bring to the floor new senior talent that knows a bunch of stuff better than all of us - experimenting with some new GTMs, some new TAMs, early days but it’s keeping the nights busy! Right at the starting line. ONLY BEGUN.