A second thesis for AI in India
Unlike previous waves of automation that required businesses to adapt to technology, Integrated AI adapts to how professionals already work.
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A thesis for AI in India: Solving the drudgery tech left behind [Part 2]
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.
Mo money, mo problems (and fewer customers)
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..
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A thesis for AI in India: Solving the drudgery tech left behind [Part 1]
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.
Internal rounds deserve more love than they get
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).
Open AI is now building…toys?
Why is the world's most advanced AI company, which has achieved unprecedented success with software, suddenly interested in building physical devices?
The AI-powered future of India’s long-tail economy
AI is creating an inflection point in India’s long-tail economy and enhancing the models that thrive in this fragmented setting, not by replacing human networks, but by giving them superpowers they never had before.
How tech is scaling India's retail long-tail
While Western retail consolidates around platform giants, India's $800 billion retail market remains beautifully fragmented - 90% unbranded products, relationship-driven, and distributed across millions of micro-retailers who form one of the world's largest consumer markets.
Brands are trying too hard, and Gen Z knows
Every few years, the startup world discovers a new generation and loses its mind. Right now, Gen Z is the target, and brands are acting like this generation has landed from Mars.
How tech is scaling India's manufacturing long-tail
In a world obsessed with consolidation and scale, India's manufacturing landscape tells a different story: one of specialisation, fragmentation, and resilience.
The curve that broke our feeds
What starts as a delightful connection inevitably morphs into commercial saturation. This pattern has played out so consistently in social apps that we’ve come to call it the "Feature-Monetisation-Engagement Curve".
India’s long-tail economy is a feature, not a bug
The question isn’t whether India will eventually consolidate, it’s why it hasn’t. And what does this tell us about building successful businesses in India? Let’s unpack the forces that make India’s long tail not just a quirk, but a competitive advantage.
Your website was optimised for Google. What about AI?
Back in 2015, nobody was thinking about what happens when the aggregator doesn’t just match supply and demand but actually becomes the supply. That's exactly what AI is enabling today.
How AI is supercharging India’s most misunderstood economic strength
Finding a house in India? That's a three-party deal. Booking a flight? Three-party deal. Even buying a SIM card often involves someone other than just you and the seller. Why are intermediaries so deeply entrenched in India's economic fabric?
TAM is unlocked bottom-up
Business models that thrive in India are often so distinct that they simply cannot be transplanted elsewhere, nor do they need to be. India itself represents such a vast and diverse market that there's ample room for innovation.
Inside the networks driving India’s next startup wave
Some investment themes are deliberate bets. Others emerge organically as a pattern, then a conviction, and eventually a portfolio pillar.
Friends, followers, and fictional companions
Social networking has evolved from simple connection tools to complex creation, performance, and AI ecosystems. This represents one of the digital era's most profound cultural shifts.
The evolution of search through AI
Exploring how AI search engines are changing user expectations, challenging business strategies, and potentially redefining our relationship with digital information.
Great products create their own market
We assume that successful technology companies build products that satisfy market demand. But the most transformative companies don't just solve current problems; they actively create new consumer behaviors that didn't previously exist.
Has digital abundance created human scarcity?
Who do you know more about today? Influencers who don’t know about your existence or your neighbours? If you had to think for even a second, then maybe this one’s worth the read.