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When the monsoon fails, India's AI dreams fail with it
Episode 774
India's southwest monsoon is running 35% below normal. Mumbai's reservoirs are at 12% of capacity. And the rain that should have arrived by June 11th…
4 months ago
Zepto's DRHP underlines the inevitable cost at the heart of quick commerce
Episode 773
Zepto just filed its DRHP. It wants to open 1,900 new dark stores, on top of the 1,139 it already runs. Blinkit, the only profitable player in the se…
4 months ago
Sovereign AI, American law
Episode 772
India is spending over 10,000 crore rupees building what it calls sovereign AI. The servers are going up in Mumba and the ministers are saying the wo…
4 months ago
Why Amazon seems so calm about being awfully late to quick commerce
Episode 771
Amazon Now launched in September 2025. It was already two years behind Flipkart, and well behind Blinkit and Zepto.
Nine months later, it's doing 450…
4 months, 1 week ago
Can Adani do with apples what Mahindra did with grapes?
Episode 770
Adani started buying apples in Himachal Pradesh two decades ago. Not because it wanted to be in the fruit business — but because it wanted to own the…
4 months, 1 week ago
India's mango paradox
Episode 769
This week, Nepal sent Indian mango shipments back to the border after inspectors found excessive pesticide residues . A few weeks earlier, Japan had …
4 months, 1 week ago
Analysts say gas prices are about to crash. India still can't afford to celebrate
Episode 768
India just found natural gas off the Andaman coast. The energy minister called it "an ocean of energy opportunities." Considering India's energy vuln…
4 months, 1 week ago
LIC has lost its throne to SIPs. It’s still the smartest investor in the room
Episode 767
Every month, millions of Indians pay their LIC premium without a second thought. What they don't realise is that money is quietly buying up India's m…
4 months, 1 week ago
NEET’s switch from pen-and-paper to computer: damned if you do, damned if you don’t
Episode 766
Two million students. One lakh twenty thousand seats. And a paper that leaked before anyone sat down to write it.
This is the second NEET leak in two …
4 months, 2 weeks ago
Why Big Tech is tokenmaxxed out
Episode 765
Amazon built a leaderboard to track how much AI its engineers were using. Employees gamed it. Costs exploded. Last week, the leaderboard was gone.
Ube…
4 months, 2 weeks ago