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The Great AI Land Grab Reaches Peak 'Free Lunch' in India
Perplexity's partnership with Airtel to give premium offering to 360 million customers is the largest distribution deal of its kind
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The 500 Million Worker Problem
Mar 28
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Manish Singh
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The 500 Million Worker Problem
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The Penny Economics Driving Meesho's 5 Million Daily Orders
Apr 25
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Manish Singh
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The Penny Economics Driving Meesho's 5 Million Daily Orders
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Client Caution Weighs on India's $280 Billion Tech Services Industry
Apr 17
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Manish Singh
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Client Caution Weighs on India's $280 Billion Tech Services Industry
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GenAI Leaves Indian Outsourcers Fighting For Value Capture
Apr 15
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Manish Singh
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GenAI Leaves Indian Outsourcers Fighting For Value Capture
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India's Quick-Commerce Boom Built a Very Expensive Speed Trap
The 4,000-store network that was supposed to conquer the subcontinent is discovering brutal economics outside the top cities
Jul 15
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Manish Singh
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India's Quick-Commerce Boom Built a Very Expensive Speed Trap
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India's Battery Ambitions Run On Borrowed Volts
New EV battery plants risk entrenching the same old technology dependence
Jul 7
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Manish Singh
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India's Battery Ambitions Run On Borrowed Volts
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Why India's Retail King Needs Shein
India's fast-fashion segment grew 30-40% in the year through March
Jul 3
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Manish Singh
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Why India's Retail King Needs Shein
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The Indian Retailer Beating Zara and H&M at Their Own Game
Zudio, the Tata-owned retail chain, generated $1 billion in sales across 765 stores — three times Zara India's $330 million in revenue.
Jun 25
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Manish Singh
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The Indian Retailer Beating Zara and H&M at Their Own Game
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Blinkit Leaps Ahead as Zepto's Dark Store Engine Sputters
Zepto’s once-aggressive quick-commerce drive is losing steam.
Jun 13
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Manish Singh
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Blinkit Leaps Ahead as Zepto's Dark Store Engine Sputters
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The Case For and Against Rapido's Entry To Food Delivery
Indian startup Rapido to test food delivery, leveraging its 3 million two-wheeler fleet and 8-15% take rate to pry at Zomato-Swiggy grip.
Jun 11
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Manish Singh
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The Case For and Against Rapido's Entry To Food Delivery
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Why India's Food and Quick Commerce Might Escape China's Perpetual Disruption Spiral
Morgan Stanley raises India's quick commerce TAM forecast to $57 billion by 2030, up from previous $42 billion estimate
Jun 3
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Manish Singh
5
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Why India's Food and Quick Commerce Might Escape China's Perpetual Disruption Spiral
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