Behind Meesho’s IPO | Arjun Malhotra (Good Capital) | Episode 36

Today’s episode centers on Meesho’s IPO journey and what it says about India’s “intermediaries win” thesis — with the week’s AI discourse as backdrop. News Highlights Meesho IPO — why a social-first marketplace listing matters for Indian consumer internet, unit discipline, and founder playbooks. Garry Tan × Zoho — vibe coding vs bundled SaaS; Sridhar Vembu’s pushback on tech-debt and real productivity. “Code Red” at OpenAI — reallocating toward ChatGPT quality and a new reasoning model; ads/agents pushed back. Travis Kalanick’s sidequest — buys eXtremeGammon, hunting a “re-founding” CEO at the intersection of games, nets, and UX. Guest Segment Arjun Malhotra — General Partner, Good Capital: Meesho as the early win and what the listing validates; spotting AI-native vs AI-washed; and why intermediaries compound in India’s low-trust, high-touch economy. 🎧 Watch, subscribe, and tell us: What’s the single biggest lesson from Meesho’s path to public markets? Follow us for more:X → https://x.com/OfflineOnAir Instagram → https://www.instagram.com/theofflinenetwork LinkedIn → https://www.linkedin.com/company/offlineonair Website → https://www.theoffline.network #TheOfflineNetwork #IndiaTech #Startups #Meesho #IPO #GoodCapital #Intermediaries #Marketplaces #VibeCoding #ChatGPT #SaaS #D2C