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Why is India’s leading IT services sector suddenly under pressure, and what does it mean for jobs and investors?
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Read more ↗Is platform dominance (Amazon, Google, Apple, Tencent) limiting space for new startups to grow?
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The Platform Giants' Emergence Amazon, Google, Apple, Tencent (and meta-entities such as Meta, Microsoft, and Alibaba) are not merely companies — they're digital platforms. Amazon is not merely a shop; it's the infrastructure for e-commerce and cloud computing…
Read more ↗Will subscription fatigue push companies back toward one-time purchases instead of recurring revenue models?
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The Endless Universe of Subscriptions Consider your life: Netflix, Spotify, Prime, your cloud storage, your fitness app of choice, even your toothbrush or blade razor subscription. Modern business is obsessed with recurring revenue because it's predictable, st…
Read more ↗Can AI co-founders or autonomous agents run companies better than humans?
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The Emergence of the AI "Co-Founder" Startups these days start with two or three friends sharing talents: one knows tech, one knows money, someone else knows marketing. But now think that rather than having a human co-founder, you…
Read more ↗How do tariffs on critical minerals (like lithium, cobalt, and rare earths) affect the clean energy transition?
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Why critical minerals matter (quick primer) Clean-energy technologies — batteries, electric motors, wind turbines, PV inverters, and many grid technologies — depend on special metals and compounds (lithium, cobalt, nickel, graphite, rare earths, etc.). The Int…
Read more ↗Should digital tariffs on AI models, cloud services, and data flows replace traditional tariffs on physical goods?
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What we mean by “digital tariffs” By “digital tariffs” I mean taxes, levies or customs-style duties applied to cross-border digital activity — things like data flows, remote cloud/AI services, digital advertising, streaming or the commercial use of foreign…
Read more ↗Do tariffs on food imports help farmers or hurt consumers struggling with inflation?
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The Case for Tariffs: Defending Farmers and Food Security The largest reason to impose tariffs on imported food for most governments is to protect homegrown farmers. Farming is not just another sector — it's rural livelihood, heritage, and…
Read more ↗Could AI-driven dynamic tariffs (adjusted in real time by data) replace static trade policies?
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What I refer to as "AI-driven dynamic tariffs" Consider a system that takes in real-time data (imports by HS code and country, supply-chain flows, world prices, carbon intensity, domestic employment indicators, smuggling/evasion alerts, etc.), executes automat…
Read more ↗Can AI-powered diagnostics truly replace human doctors, or should they only be used as support?
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Where Human Physicians Remain Ahead Yet here is where the human element in medicine cannot be ignored. Diagnosis is not necessarily diagnosing an illness—it's hearing, comprehending, and assembling a patient's history. A physician doesn't merely read pictures…
Read more ↗Will tariff-free digital trade zones emerge as an alternative to fragmented global trade policies?
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A Divided World through Tariffs We are living in a time when tariffs are being used like chess pieces in a game of geopolitics. From steel and aluminum to semiconductors and clean tech, nations are slapping tariffs on…
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