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High Context Is a Head Start, Not a Guarantee
A pattern has become increasingly visible across the ecosystem: people with unusually high exposure to company-building are choosing to build companies themselves. The default reaction is predictable: if you have seen enough businesses up close, surely you will build a great one.
How To Manufacture Luck
Most of us can name one person who seems to be perpetually in the right room at the right time. They meet the future co-founder in a queue. They stumble into an opportunity just as it inflects. They get the warm intro the week they decide to switch roles. From the outside, it looks like fortune keeps choosing the same people.
2025 Wrapped: Fewer Bets, Deeper Conviction, and a System That’s Finally Maturing
If 2021 was about speed and scale, 2025 felt very different on the ground. It was about signal over noise and substance over storytelling.
The AI Bubble: Power, Hype, and the Machinery Behind It
Every few decades, a new technology convinces us that this is the one that will change everything. The internet did it. Crypto did it. Now, it’s AI’s turn. What makes this moment different is not the excitement, but the scale of it.
The Rise of Secondaries in India: How the Quiet Market Became the Smartest Game in Town
Remember when selling your private holdings was seen as taboo - almost like admitting you’d lost faith in the startup dream?
Well, that stigma is officially dead.
India’s RMG Ban: The Rise, the Rupture, and the Reckoning
In the span of a decade, India’s real-money gaming (RMG) industry went from being one of the country’s fastest-growing consumer internet bets to being wiped out by the stroke of a pen.
The ban, formalised in August 2025 through the Promotion and Regulation of Online Gaming Bill, was as abrupt as it was sweeping.
The Matrix is Glitching, and Your Privacy is the Code It's Stealing
I’ve been watching the world lately, and I can’t shake this feeling… the Matrix is glitching.
You know that quiet, humming confidence we all have? The one that tell us…
The Life of a Deal: From First Glance to Final Wire
Every deal begins quietly.
An email in the inbox. A pitch deck over coffee. A founder’s name dropped in a late-night WhatsApp. Sometimes it’s a company we’ve seen before–now with sharper traction or simply better timing. And just like that,
GEO Over SEO: The Future of Consumer Brand Marketing
As digital marketing evolves, consumer brands are finding new ways to engage their audiences. While SEO (Search Engine Optimisation) has long been a go-to strategy for driving organic traffic, Generative Engine Optimisation (GEO) is rapidly…
The New VC Playbook: How Startup Capital Is Getting an Upgrade
Remember when Starbucks changed how we ordered coffee? No longer limited to “coffee, tea, or lassi,” suddenly you could walk in and order a half-caff, oat milk, sugar-free vanilla latte,…
When Public Markets Dip, Where’s the Smart Money Going?
The Sensex is on a rollercoaster, inflation remains sticky, and global tariff tensions are spooking portfolios. In moments like these, cash feels like the only seatbelt. But smart capital doesn’t…
The Myth of Exponential Growth
The notion that high-growth companies experience exponential growth is a pervasive myth, even for companies labeled as "viral" or exhibiting…
The Valuation Conundrum
Is the price of a company’s stock indicative of the company’s business potential, management quality, financial strength, future prospects, etc? Can one say that a private company’s valuation is a true reflection of…
The Divine Digital: India's Faith Tech Revolution Transforms Spirituality
To a country where 97% of the population believes in God and digital adoption has surged due to affordable data tariffs, add the COVID-19 effect and you will have…
WealthTech: The Money Multiplier
“Can you suggest a few shares and mutual funds where I can invest this money?” A question like this is becoming more common in Indian households, but…
“You Invested in Edtech Recently? Hmm…Interesting!”
At a recent industry event, I had the opportunity to connect with many peers from the investing ecosystem. Every time I mentioned Equanimity’s latest edtech investment …
The World As We See It
The year 2024 saw global economies begin to find their footing amidst persistent geopolitical uncertainty and supply chain disruptions. Governments and central banks navigated a delicate balance…
Future Outlook
As the current slowdown in the digital economy and funding appears to be nearing its nadir, the prospects for the future seem…
The World As We See It
The global economy expanded modestly in 1QFY25, with the J.P. Morgan Global Composite PMI at 52.9 in June 2024 , marking eight consecutive…
The World As We See It
The global economic outlook remains clouded by headwinds. Uncertainty persists, from China's property woes to Europe's inflation…
