How Shadowfax Became the Horse Behind India’s 10-Minute Habit – Link here Lex in depth: Anthropic at $2tn isn’t far-fetched – There are several ways to crack the valuation nut. Some suggest the company may be worth far more – Link here The Week in Charts (9/21/26) – Link here (Twitter) India Is Inevitable by …
Read More Read, Learn, Improve – 26-Sep-2614 Reasons Robotics is Hard – And why you should ignore demo videos – Link here Why Pokémon cards are selling for more than $1mn – Link here Fallacy of Using Index Price Earnings Multiple as a Valuation Benchmark – Link here Hollywood fears an AI future. China is already living it – Link here …
Read More Read, Learn, Improve – 19-Sep-26Jaapa: India Has One Of The Oldest Postpartum Traditions, But It Is China That Has Built An Industry – Link here Research: AI-Generated Ads Perform Worse Than Human-Made Ones—Even When Customers Can’t Tell Them Apart – Link here Kotak MF monthly outlook – Sept’26 – Link here ‘HDFC Merger Contributed To HDFC Bank’s Troubles’ – …
Read More Read, Learn, Improve – 12-Sep-26How much commission do indian mf distributor earn – Link here Bata bids farewell to agency retainers after handing creatives to AI – Link here How the drug-outsourcing industry works – Link here AI at 70: 14 lessons from a lifetime of boom and bust – Link here Norway vs the world’s favourite chicken – …
Read More Read, Learn, Improve – 5-Sep-26Two Years of Return in Two Months – Link here The Week in Charts (8/25/26) – Link here Why I Was Wrong to Be Bearish on U.S. Stocks – Link here Meta Is Dying. It’s About Time – Link here How the Iranian Shahed Drone Transformed War—With China’s Help – Link here From Cancer Ward …
Read More Read, Learn, Improve – 29-Aug-26A Fund Manager Managing ₹10,000 Crore Taught Me This Lesson Yesterday – Link here On one side there is his > Something weird is happening in Indonesia… – Link here and other side is this > India Stocks Top Indonesia as Asia’s Least-Favored in BofA Poll – Link here How Rogue AI Agents Could Blindside …
Read More Read, Learn, Improve – 22-Aug-26(YouTube) Su-30MKI: The Fighter India Designed for Russia – Link here Elon Musk is building a form of capitalism that Adam Smith would hate – Link here How to Disappear: Shopping Online – Link here Seven years on : what our mistakes taught us – Link here The Future, Made in China – Link here …
Read More Read, Learn, Improve – 15-Aug-26The UAE’s bold gambit on Iran – Link here (twitter) Mental models tell you where to point the flashlight – Link here (YouTube) The ₹100 hack that built NoBroker – Link here How Low Valuation Can Be a Trap — Lessons from the Semiconductor Industry – Link here More Top Horses Are Being Cloned, Rattling …
Read More Read, Learn, Improve – 1-Aug-26The AI Bubble? – Link here Artificial Intelligence Is a Mania, and I Expect a Severe Implosion – Link here Chapter Seven – The Three Suns – The rupee stopped falling, but it was bought time, not victory. Chapter Seven follows what India does with three years: Three suns. Each one lit by something India …
Read More Read, Learn, Improve – 25-Jul-26Who cleans up after the vibe-coding party? – Link here O’ Bubble, Where Art Thou? – A prequel to “The AI Cost Problem Nobody Has Priced In” – Link here The Week in Charts (7/14/26) – Link here How Yogi Adityanath Broke The Liquor Cartel And Built UP’s Finances On It – Link here The …
Read More Read, Learn, Improve – 18-Jul-26