Two by Two

Three things happened in eleven days. The US ordered Anthropic to cut off its most powerful models for foreign users. HCL Tech put $150 million into Sarvam. And Mukesh Ambani told Reliance shareholders that India cannot...

In the 48 hours since Meta announced it was putting $900 million into Cred and taking Kunal Shah to run WhatsApp globally, you've probably read a dozen confident explanations of what it all means. Praveen and Rohin...

The newest way to build a new AI product is to say, “X is broken, and we fixed it using AI”. Well, hiring was probably broken, but AI didn’t change the outcome. Instead, it made it into an arms race where candidates are...

Everything around the Indian economy looks shaky, i.e., a months-long conflict, a sliding rupee, and a government telling people to stop buying gold. Except for one important caveat: India’s market continues to hold on...

There are two ways to tell the quick commerce story in India. The first, and the more conventional way this narrative exists is that quick-commerce is a three-way race between Blinkit, which has pulled ahead with 2,200...

These days it’s fashionable to have an AI story, no matter what you do. But in December 2024, Bajaj Finance took it a few steps further. Instead of calling itself "a lender investing in AI," it started to describe...

In 2017, four ex-Flipkart engineers made a bet to build a company that let anyone buy mutual funds directly, with no commissions or hidden fees. Nine years later, Groww is India’s largest stockbroker by active clients...

<p>The old way to grow as a product designer meant doing the grunt work (button variants, banner sizes, edges cases) until your instincts calibrated.</p><p>In the new world, AI does the grunt work, faster and cheaper...

<p>Eighteen months ago, Hyrox did not exist in India. Last month, 8,200 people paid Rs 9,000 each to do a sled push at the Bangalore International Exhibition Centre. Attendees described the event as a “carnival”, and...

<p>“There is no pride in this. Kya karoon (what can I do), I’m just a delivery boy.”</p><p>Every time someone raises the topic of gig economy in India, the conversation follows the same script. Side A: this is...

<p>What happened to the company that once understood India better than anyone else? </p><p>For decades Hindustan Unilever has dominated kitchen pantries and bathroom cabinets across the country: Surf Excel in the...

<p>"Of course BHIM is giving crazy cashbacks. That's where I pay my bills."</p><p>That's not a BHIM fan but a product head at a competing UPI app.</p><p>After demonetisation hit in 2016, India desperately needed a way...

<p>"This is our Frankenstein. We made it. And now it's left the room." <br><br></p><p>A cricketer said this about the IPL and our guest, Sharda Ugra, India's most respected cricket journalist with thirty years of...

<p>Last week, Rapido launched Ownly, its zero commission food delivery app and went straight for Swiggy and Zomato's throat.</p><p>This is the same company that dismantled the Uber-Ola duopoly with just a simpler model...

<p>Last year, when Trump's tariffs blindsided the world, we called Mohit Satyanand. He made sense of the chaos before most people had even figured out what to panic about.</p><p><br>This time, we didn't...