![A thesis for AI in India: Solving the drudgery tech left behind [Part 1]](https://images.squarespace-cdn.com/content/v1/64e7035b6c1be702f6e4f0db/1753432740946-XSCVKG9RZAUFCC9VG8NK/Copy+of+Views+Covers+%281%29.png)
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.
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.
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.
Agentic AI is reshaping tech and trust in India
Amidst the excitement of everything AI, agentic AI systems offer perhaps the most tangible peak into the potential of this technology.
10-Minute Deliveries in India: The Healthcare Hurdles No One Talks About
To make quick commerce in healthcare a reality, we need to overcome the unique hurdles of managing inventories, handling prescriptions, and ensuring patient safety.
Notes from a Venture Analyst
My learnings from three years of being an Investment Analyst at Good Capital.
Trump vs Kamala: What’s at stake for India?
The US Elections are happening today - what are the implications of the potential incoming Presidents and their policies on India’s future?
How many Rupees is your Trust Worth?
Discover how trust forms the backbone of Indian commerce, from local kirana shops to tech startups, and explore how it drives business success in a vibrant, diverse marketplace.