Building TATA Neu; Prev at Shopee, Bain. Curious about tech, economics, and geopolitics.
Jan 14, 2026
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7 min read
Senses, Bira, Indian IT, and Trader Joe's
Jan 11, 2026
11 min read
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
8 min read
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
12 min read
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
Nov 26, 2025
Growing Old, Handshakes, AI Mega Deals, and Stop Hiring
Nov 23, 2025
The world’s biggest banks are quietly rebuilding themselves in India — turning Bengaluru and Hyderabad from back offices into the new nerve centers of global finance.
Nov 19, 2025
Fools, Relationship Compounding, Top 100 Tech Companies, and Degeneracy
Nov 16, 2025
10 min read
LG built an empire of trust in India — a slow, generous, human model that defied modern capitalism. Now, the question is whether that same trust can survive the pressure to go premium.
Nov 12, 2025
Progress, Theory of the Firm, Google AI, and Blueprint
Nov 9, 2025
OpenAI doesn’t just want to browse the web — it wants to be the web. Atlas is the next move in a plan to make every click, search, and habit orbit ChatGPT.
Nov 5, 2025
Actions, AI, E-commerce spend, and Viral Loops
Nov 2, 2025
The trillion-dollar AI boom is starting to look fragile — beneath the hype, the promised revolution is stalling, and the real reckoning may not be financial but moral.
Oct 29, 2025
Money, Trading, Ships, and Winning
Oct 26, 2025
How the Big Four consulting giants are using generative AI to stay relevant — and why the race for speed could cost them the trust they built their empires on.
Oct 22, 2025
Bears, Airplane Leasing, Cycling, and AI Chatbots
