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Behind Meesho’s IPO | Arjun Malhotra (Good Capital) | Episode 36 Today’s show puts Meesho’s IPO at the center — what a social-first marketplace listing signals about unit discipline, product–distribution fit, and the durability of India’s intermediary rails. 𝐓𝐡𝐢𝐧𝐠𝐬 𝐰𝐞 𝐬𝐚𝐰: Garry Tan vs Zoho on “vibe coding” vs bundled SaaS; reports of an OpenAI “Code Red” to sharpen ChatGPT and ship a new reasoning model; and Travis Kalanick’s eXtremeGammon “re-founding” CEO hunt. 𝐆𝐮𝐞𝐬𝐭: 𝘈𝘳𝘫𝘶𝘯 𝘔𝘢𝘭𝘩𝘰𝘵𝘳𝘢 (𝘎𝘰𝘰𝘥 𝘊𝘢𝘱𝘪𝘵𝘢𝘭) on Meesho as an early win, picking AI-native over AI-wash, and why India’s low-trust, high-touch economy rewards intermediaries.