Health is your own; money belongs to others; power is temporary; and reputation is eternal. 🌻
Mumbai, India
Joined August 2009
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AI hasn’t replaced software engineers, & won’t, as writing code isnt the bottleneck. Real bottlenecks: 1. specifying what to build, 2. being acountable for wat is delivered, 3. deep human understanding of the codebase, business, & environment.
1/5 #Merger The Walt Disney Company has pumped in an additional ₹123 crore into JioStar India via fresh Foreign Direct Investment (FDI). This comes just months after the massive Reliance-Disney mega-merger went live. Let’s break down the strategy. 👇
4/5 The strategic direction in India is shifting from solo competition to collaborative scale. Disney recognized that winning India’s hyper-competitive digital landscape required combining forces with Reliance’s massive distribution network (Jio) to efficiently monetize content.
3/5 Why keep pouring capital into JioStar? The strategic priority is clear: scale and dominance. By backing JioStar (the combined power of Reliance & Disney across TV, streaming, and premium sports), Disney secures a massive piece of the world’s most explosive media ecosystem.
2/5 This ₹123Cr infusion isn’t an isolated move, it’s part of a steady stream of capital. Past April, Disney put ₹306 Cr into JioStar. This follows a colossal ₹3,847 Cr total investment into Star India across FY25 via its US subsidiary.
To understand others, watch what they reward. To understand yourself, watch what you envy.” - James Clear
1/ Ever wonder what happens to unsold $3,000 bags or $20,000 watches? 👜⌚
2018, Burberry admitted to destroying $36M unsold goods to protect its brand value from resale. The public backlash was immediate, forcing them to pivot entirely to recycling, circular initiatives. 🧵👇
4/ LVMH (Louis Vuitton, Dior) built "CEDRE," an infrastructure to dismantle and recycle unsold perfumes, cosmetics, and fashion.
Chanel followed suit in 2025 by launching "Nevold," an independent circularity platform that dismantles excess stock and production offcuts into yarns.
3/ Rolex and Cartier found a highly profitable fix: owning the secondary market themselves.
Rolex launched a Certified Pre-Owned program. They take unsold watches, authenticate them, resell them at a 30% premium over the grey market. They capture the margin and control the price.
2/ For luxury houses, exclusivity is exactly what customers are paying for.
Take Richemont (Cartier, IWC): From 2016-2018, they bought back $567M in unsold watches from retail partners. To keep them off the discounted grey market, they dismantled and recycled them.
A true champion knows when to drop their guard, letting a child win the match but stealing the show with grace. 😎
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5/ The real lesson here:
When the rules stop protecting your moat, the smartest companies don’t blindly defend the old game. They redesign the board entirely. ♟️
#APxSwatch #AudemarsPiguet #RoyalOak
4/ The strategic genius is in the execution:
🛡️ The pocket watch format protects the main Royal Oak.
🏛️ Every viral post = free consumer-association evidence for future trademark arguments.
🤝 Donating proceeds neutralizes the “luxury sellout” narrative.
3/ Enter a new CEO from Procter & Gamble bringing a completely different “brand portfolio” mindset into Swiss luxury.
Instead of fighting an unwinnable war against clones after the courts weakened their protection... AP flooded the accessible market themselves. 🌊⌚
The Perfect Storm for AP:
⚖️ They lost trademark protection for the Royal Oak design in multiple courts.
📉 Over 90% of revenue still depends on one watch family - RO.
⚠️ Code 11.59 failed to become the diversification engine they needed.
🥶 Secondary market hype is cooling.