Mesha

Their pitch was 'learn investing through social discovery' — which worked until AI tutors became infinitely patient, never wrong about basic concepts, and incapable of pump-and-dump schemes. The community aspect survives; the educational justification for following random traders' portfolios does not.

Content moderation, investment research curation, and beginner education — all automatable with current LLMs that don't need salaries and have never posted a screenshot of their Zerodha gains to build credibility.

Network effects in social trading only work when the social part adds value — but when AI provides better analysis than most retail traders, the network becomes a liability of noise rather than an asset of wisdom. No switching costs when users can just ask Claude 'should I buy this stock?' instead.

Their recent pivot attempts toward 'AI-powered portfolio insights' feel like trying to bolt ChatGPT onto a dying social network — the AI might be good, but it doesn't need the community layer that was supposed to be their differentiator.

Investment education survives. Learning it from unvetted social media traders when you can get it from AI that has read every finance textbook and can't legally give you bad advice for engagement? That question just answered itself.