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Peak Exits, Peak Anxiety
It was the best of times, it was the worst of times.
Jan 8
•
Manish Singh
32
2
1
December 2025
The AI Revolution Needs Plumbers After All
How Indian IT learned to stop worrying and sell the AI shovel
Dec 26, 2025
•
Manish Singh
20
3
2
Groww Has To Find More Ways To Get Paid
India's largest broker has to figure out more ways to get paid.
Dec 19, 2025
•
Manish Singh
9
1
1
The Inevitable Shape of Cheap Online Retail
Why platforms in China, Southeast Asia and India ended up as ad-and-credit businesses disguised as marketplaces.
Dec 8, 2025
•
Manish Singh
17
November 2025
The Silence of the Classics
Saregama, India's oldest music label, missed the 1990s. Now it's paying to catch up.
Nov 25, 2025
•
Manish Singh
30
1
1
The Nine Indias
The headline number describes 82 million people while 1.2 billion others live on a fraction of that amount
Nov 19, 2025
•
Manish Singh
181
12
27
Weighing the Cost of Smaller Appetites
As GLP-1 drugs go generic in India, the same consumers who made food delivery profitable might start skipping meals.
Nov 12, 2025
•
Manish Singh
21
3
2
Paying 230 Times Earnings
India trades like nowhere else.
Nov 5, 2025
•
Manish Singh
32
5
October 2025
A Tale of Two Indias and Three E-commerce Models
Quick commerce conquered the cities, Meesho captured the heartland, and the old giants are squeezed between both.
Oct 22, 2025
•
Manish Singh
62
5
8
Is India the Global Anti-AI Play?
Follow the money.
Oct 17, 2025
•
Manish Singh
15
2
Delivering Different Things Entirely
Quick commerce has become a retail-media play in India and a platform weapon in China.
Oct 14, 2025
•
Manish Singh
15
1
1
India's Grid Cannot Keep Up With Its Ambitions
The digital economy is arriving faster than the physical grid can adapt to handle its demands.
Oct 7, 2025
•
Manish Singh
30
1
3
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