Arjun and Amani 9/10/26 Arjun and Amani 9/10/26

Monetising the most valuable app in India

WhatsApp became the operating system for the informal retail economy, and a wave of startups built vertical workflows on top of it that Meta couldn't. Meta's new global Business Agent commoditizes the routine plumbing, but the real value sits with vertical AI operators who build the domain-specific judgment.

Radika 8/6/26 Radika 8/6/26

India’s most attempted market is still unsolved

India has ~80M MSMEs and yet, barely a handful of companies› have cracked selling to them. This is one of the most attempted but startups have either failed to scale or to sustain that flight.

Shreyans Salecha 7/29/26 Shreyans Salecha 7/29/26

Cred without Kunal, WhatsApp with him

Cred’s potential future as a tech-led bank for wealthy Indians following recent funding, while analysing the "identity crisis" facing WhatsApp.

Amani Chowdhry 7/10/26 Amani Chowdhry 7/10/26

The experience economy is now the proof-of-experience economy

There's an increasingly thin line between doing the thing because it counts everywhere and doing it because it counts to you. I just think it's worth staying on the right side of it, even as that line gets blurrier than I'd like to admit.

Amani Chowdhry 6/5/26 Amani Chowdhry 6/5/26

India didn’t wait to get rich

The desire was never India’s problem. It never needed to be manufactured. It was always there, pressing against whatever constraint existed, looking for the unit of purchase or the payment structure that would finally let it through.

Arjun Malhotra 4/3/26 Arjun Malhotra 4/3/26

237mn Indians, 1 expired patent, a different kind of opportunity

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

Amani Chowdhry 2/27/26 Amani Chowdhry 2/27/26

Your app is dying, but your business might be fine

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."

Arjun and Amani 1/14/26 Arjun and Amani 1/14/26

The cascading insights behind Meesho’s zero-to-multibillion journey

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.

Radika 10/13/25 Radika 10/13/25

Why Voice AI is India’s real OS

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.

Arjun and Amani 9/29/25 Arjun and Amani 9/29/25

The AI-Human collaboration behind our content (Part 2)

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

Arjun and Amani 9/16/25 Arjun and Amani 9/16/25

The AI-Human collaboration behind our content (Part 1)

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

Arjun and Amani 8/22/25 Arjun and Amani 8/22/25

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.

Arjun and Amani 8/8/25 Arjun and Amani 8/8/25

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.

Amani Chowdhry 8/1/25 Amani Chowdhry 8/1/25

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..

Arjun and Amani 7/25/25 Arjun and Amani 7/25/25

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.

Radika 7/11/25 Radika 7/11/25

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?

Arjun and Amani 7/4/25 Arjun and Amani 7/4/25

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.

Arjun and Amani 6/27/25 Arjun and Amani 6/27/25

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.

Kopal Srivastava 6/20/25 Kopal Srivastava 6/20/25

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.

Arjun and Amani 6/12/25 Arjun and Amani 6/12/25

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.