Building TATA Neu; Prev at Shopee, Bain. Curious about tech, economics, and geopolitics.
Feb 22, 2026
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11 min read
PhonePe IPO Valuation Analysis: Can India’s UPI Leader Justify a $12–15 Billion Listing Amid Profitability Concerns and Paytm Comparisons?
Feb 18, 2026
7 min read
Happiness, Prediction Markets, Africa x China, and Founders
Feb 15, 2026
10 min read
How regulation, fragmentation, and risk aversion left Europe without a single global consumer tech platform—and why rules alone may not be enough to regain digital power.
Feb 11, 2026
8 min read
Excel, SaaS Meltdown, AI Mafia, and Vibe Coding
Feb 8, 2026
Why K-pop, Korean film, and streaming hits haven’t peaked—and how algorithms, not governments, now decide Asia’s global cultural power.
Feb 4, 2026
Advertising, AI Travel, American Wealth, and AI Borrowing
Feb 1, 2026
OpenAI’s move to ads reveals the brutal economics of AI assistants—and why trust, not technology, is now the real battleground.
Jan 28, 2026
Pressure, KFC Japan, Student Protest, and Modi
Jan 25, 2026
As OpenAI and Anthropic push AI into medicine, India’s fragile healthcare system becomes the ultimate stress test—for accuracy, trust, and accountability.
Jan 21, 2026
Defeat, AI Boom, Chinese Auto, and American R&D
Jan 18, 2026
12 min read
Why AI now accounts for the majority of U.S. growth, stock market gains, and consumer spending—and what happens if the bet doesn’t pay off
Jan 14, 2026
Senses, Bira, Indian IT, and Trader Joe's
Jan 11, 2026
A New Year’s Eve strike exposed the weakest link in quick commerce—not delivery speed, but the fragile economics of gig labour behind 10-minute promises.
Jan 7, 2026
6 min read
Soviet Union, Venezuela, Indian Judiciary, and Chinese Social Media Apps
Jan 4, 2026
A tiny Lanzhou workshop is rewriting China’s gold market, proving that extreme craftsmanship—not scale—can become the strongest moat in modern luxury.
Dec 31, 2025
Karma, 2026, Gold, and Boy Throb
Dec 28, 2025
A $3,300 micro-EV built by Wuling is outselling Tesla and BYD in China — revealing the real future of electric mobility: affordability, utility, and radical simplicity.
Dec 24, 2025
Wonder, J.R. Simplot, India's Investment Journey, and Shein
Dec 21, 2025
As Indian fashion gets commoditised, delivery speed is emerging as the industry’s last real moat — and Myntra’s M-Now and AJIO Rush are turning logistics into the new battleground.
Dec 17, 2025
Me, India, Japanese Empire, and Indian Rupee
Dec 14, 2025
As PhonePe pushes toward a 2026 IPO, India’s UPI king is racing to prove it can turn scale into margins — and evolve from a payments backbone into a real fintech business.
Dec 10, 2025
Lehman Brothers, Red Bull, Chinese AI, and Japan
Dec 7, 2025
As AI valuations stretch and SoftBank retreats from Nvidia, global investors are quietly searching for stability — and many now think India is where the post-AI capital rotation begins.
Dec 3, 2025
9 min read
Reality, Foxconn, Crypto Adoption, and Brain-rot
Nov 30, 2025
Inside the logistics overhaul that helped iMile survive Mexico’s 2023 collapse and emerge as one of the fastest-scaling delivery networks in LATAM