Building TATA Neu; Prev at Shopee, Bain. Curious about tech, economics, and geopolitics.
Mar 18, 2026
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7 min read
Resilience, PN 3, PIGS vs SNIFD, and US Dollar
Mar 15, 2026
10 min read
China vs U.S. for Indian Investors: Valuation Analysis, Policy Risks, and How Much Exposure to Chinese Equities Makes Sense in 2026
Mar 11, 2026
Killer Instinct, COBOL, Walled Gardens, and Consumer AI
Mar 8, 2026
12 min read
India’s Rise in the U.S.–China Rivalry: Can the World’s Fastest-Growing Major Economy Become a Great Power Despite Low Per Capita Income and Strategic Constraints?
Mar 4, 2026
8 min read
Humour, Introspection, AI Biz Models, and Learning
Mar 1, 2026
11 min read
Big Tech’s $650 Billion Agentic AI Investment in 2026: What Agentic AI Is, Why Amazon, Google, Meta, and Microsoft Are Spending Big, and What the Risks Are.
Feb 25, 2026
Exceptional, Four Burner Theory, Arctic, and AI Slop
Feb 22, 2026
PhonePe IPO Valuation Analysis: Can India’s UPI Leader Justify a $12–15 Billion Listing Amid Profitability Concerns and Paytm Comparisons?
Feb 18, 2026
Happiness, Prediction Markets, Africa x China, and Founders
Feb 15, 2026
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
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
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
