Sequoia may no longer have offices in Europe or Asia, but their pivotal role in accelerating innovation around the world will be felt for decades ahead 🙌🏻 @sequoia @gradypb @Alfred_Lin
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@sjs_day1
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OpenCode monthly active users grew by 28% to 22M in OctoberView quoted post on X
That's the highest jump since March
(Sent from OpenCode)
India's e-commerce market has far more room to grow, and our Q2 FY27 performance continues to reinforce that conviction.View quoted post on X
Annual Transacting Users grew 21% YoY to 284 million, with purchase frequency increasing to 10.4 transactions per user annually. What's encouraging is that even as first-time buyers grew 16% quarter-on-quarter, existing consumers continued shopping more frequently.
This momentum extended into the festive season, with NMV growing 33% year-on-year on a festive-aligned basis, measured over the 90 days preceding Dussehra.
But growth isn't just about how many people shop. It's also about what they discover and buy.
Meesho Mall grew 81% YoY, as shoppers in smaller towns increasingly moved beyond everyday essentials to products like face serums, sunscreens and conditioners. Content Commerce NMV grew 160%, as more consumers discovered products through creators they trust.
These shifts reinforce something we've believed for a decade: every time we make e-commerce more accessible and relevant, the market continues to expand.
We're still early in this journey, and our focus remains on building the technology infrastructure to drive that expansion.
For a closer look at the quarter, we've shared a snapshot of key metrics below, a short video walking through the highlights, and the detailed Shareholder Letter on our Investor Relations website: static-assets.meesho.com/investor-relat…
In May, we had just closed our best quarter ever – and of course decided to re-build @hexanalytics from scratch.View quoted post on X
Today we're announcing two things: Hex 4.0, the first analytics platform truly built for agents; and a $100m fundraise at a $1.2B valuation, led by @peakxvpartners
The world is changing fast, and we're not slowing down! Read more here:
hex.tech/blog/hex-new-e…
@sequoia is leading our Series C at a $1B valuation.View quoted post on X
Since January, we’ve gone from running 5M CI jobs a week to over 90M. Agents are writing an order of magnitude more code, and all of it still needs to be built and tested before it ships.