Semaglutide's Indian patent has expired. Everyone is celebrating cheaper access to the so-called miracle drug. That celebration is warranted, but incomplete.

In 2025, here’s what we’ve seen in consumer AI and what we think of them

Your "application" can now be diluted to an API that AI agents call on behalf of users. The interface layer hence becomes optional, or if I may say, “the interface is dead, long live the infrastructure."

The biggest risk is not moving too fast or too slow. It's moving at the wrong speed for where you actually are.

Serve unbranded products nobody else wants? Check. Incentivise housewives to become your salesforce instead of owning your own customers? Check. Embrace ₹200 average order values that would bankrupt competitors? Check. Each decision conventional wisdom said would fail became a defensible moat.

The driver navigating through WhatsApp DPs, the cook coordinating meal plans, the hotel owner managing operations - they don't need to learn new interfaces. They need technology that speaks their language, literally and culturally.

Today, we're pulling back the curtain to show you exactly how we communicate and build on ideas at Good Capital.

Today, we're pulling back the curtain to show you exactly how we communicate and build on ideas at Good Capital.

Unlike previous waves of automation that required businesses to adapt to technology, Integrated AI adapts to how professionals already work.

Productivity challenges can't be solved by tools alone - we need systematic thinking & coordination, which we're now starting to see via Orchestration AI. And nowhere is this more evident than in India's pervasive workflow vacuum.

India's most powerful conglomerates - Reliance, Tata, Aditya Birla - have everything you'd expect to win in e-commerce. Yet in online retail, these giants are consistently getting outmaneuvered by digital-first players..

We have the hands to build and the vision to dream, but we're missing the crucial middle that connects the two. While tech has digitised our businesses, it hasn't solved the core problem: software can track what happened yesterday, but can't design what should happen tomorrow.

When done right, internal rounds are one of the best ways to buy time, protect valuation, and keep building - without the fundraising circus (let's call it what it is).

Why is the world's most advanced AI company, which has achieved unprecedented success with software, suddenly interested in building physical devices?