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Turing CTO: not one Fortune 500 AI buyer has yet shown real revenue growth or cost cuts
14 arguments: why Notion's COO calls AI usage a bubble, how agents reached 30% of Notion's users, and why $100 a month now buys an AI that works without…
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Bharti Enterprises chairman on the Starlink queue: "I applied five years back"
8 takeaways: India's foreign minister on why the US is a partner but not an ally, Switzerland's 15% tariff deal, Brent at $106 and Goldman's 42 Indian…
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Selling 90% of an SK Hynix stake still left a 7% position — Platinum Asia PM
14 takeaways: why memory stocks on 4x earnings can still surprise, India's $85-a-head health spending, Indonesia at 10x earnings, and why Korea is his…
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Only 4 kinds of business in India keep making money for 20 years — OfBusiness CEO
31 lessons: Why his company makes about 60% of Uniqlo's belts, how SoftBank's Masayoshi Son offered more than he asked, and why staff shares have been…
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Hyderabad went from 50M to 160M sq ft of offices in a decade, says India's top REIT
8 insights: How Telangana engineered the talent before the tenants arrived, why Bharat Biotech's chairman wants the state to stay out of the way, and…
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"Any scarce resource has a premium to it": Royal Challengers' CEO on IPL value
8 arguments: Why a group including Blackstone paid $1.75B for one cricket team, the media-rights plateau a commentator sees coming, and why the players…
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India graduates 11M students a year, 800K of them engineers, Wall Street Week finds
8 takeaways: Blackstone's best private equity returns anywhere came from India, why a graduate's odds of a formal job keep falling, and the 30-day…
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Infosys' former CFO on India's tech boom: "60% of global outsourcing comes here"
7 numbers: Why Karnataka spends $8B a year on giveaways and about $30M on innovation, how the South could lose seats while gaining money, and…
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Zerodha's Weekly Tidbits: India's electronics deficit with China hit $43.1B in FY26
12 takeaways: why $30 LNG is closing Bangladeshi factories, what the RBI did with 2.23 lakh crore rupees, and who actually owns India's public EV…
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$20T sits in Chinese household savings and 7–10% own stocks, The David Lin Report finds
18 calls: why he credits China's import cut for oil below $120, where its Treasury holdings went, and the carmaker he doubts is still in China in 5…
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Founders who lived the problem beat opportunists 9 to 1, says Kae Capital founder
23 principles: The 10-slide deck he wants to see, why he rates India's appetite for risk at 4 against America's 9.5, and the seed round he passed on…
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HSBC gold analyst: central banks' gold is now worth more than their Treasuries
8 takeaways: Why gold sold off after the strike on Iran instead of rallying with oil, what 20 years of central bank selling explains, and the price he…
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