Writing

Writing about the relationship between technology, business, and the people using both.

Start here: five essays

Intelligence Economy

How AI changes software, infrastructure, and the way we build.

  1. Google Just Validated SEO, GEO, AEO. But Nobody Read Past the First Line.

    · 14 min read

    Google published its first official AI optimization guide — 2,800 words that validate three out of four GEOReady layers and confirm crawlability as the foundation. The SEO community fixated on one sentence about llms.txt. Meanwhile, three other official documents from Microsoft, Princeton KDD 2024, and OpenAI got almost no coverage — and they matter more.

  2. The GPU Wars. Why Silicon Is the New Oil — and Who Controls the Pump.

    · 10 min read

    TSMC makes 90%+ of the world's advanced AI chips — all in Taiwan, 110 miles from China. NVIDIA's real moat is CUDA, not the hardware. India has 36 months. And the democratisation curve always wins.

  3. Nobody Is Telling the 40-Year-Old in the Room What AI Is Actually Doing

    · 10 min read

    Over 500,000 white-collar jobs cut since 2022 — by companies posting record revenues. A function-by-function breakdown for the Sales, HR, Finance, and Marketing professional nobody is having an honest conversation with.

  4. The Cloud Decade: How the $400 Billion Cloud War Is Being Refought

    · 13 min read

    Global cloud spending crossed $400B in 2025. AWS, Azure, and Google Cloud hold 63% — but neoclouds, developer platforms like Vercel, and APAC's data center boom are reshaping the landscape.

  5. The Vibe Coding Revolution: How AI Platforms Are Democratizing Product Development

    · 10 min read

    AI coding tools market exploding from $12B to $27B by 2032. How platforms like Replit, Lovable, and Cursor are enabling anyone to build software—no coding experience required.

Revenue in the Agent Era

Business models, distribution, partnerships, and growth.

  1. The Open API Revolution. Survival of the Crawlable.

    · 12 min read

    MCP grew from 1,200 to 9,400+ public servers in 14 months. 78% of enterprise AI teams have at least one MCP-backed agent in production. If an AI agent cannot call your product, you do not exist in the agentic economy. The context window is the new search index — and most Indian SaaS companies are not in it.

  2. The SaaSpocalypse. $2 Trillion Gone. And Everyone Is Explaining It Wrong.

    · 13 min read

    $285 billion in SaaS market cap erased in 48 hours. $2 trillion by end of Q1 2026. AI is not killing SaaS products — it is eliminating the humans who use them. The seat-based model is structurally compromised. And the split between deterministic and probabilistic software determines who survives.

  3. One Person. One Model. One Company. The Rise of the 1-Person SaaS — and Why Every Domain Expert Is Now a Software Business.

    · 13 min read

    Maor Shlomo built Base44 alone, during a war, with ADHD — $0 raised, sold to Wix for $80M in 6 months. The cost of training a domain AI collapsed 30,000×. Every domain expert is now a software business.

  4. $11.56 Billion. +30% Growth. Stock Down 25%. Shopify Is Winning and Losing at the Same Time.

    · 9 min read

    Shopify had its best revenue year ever in 2025. The stock is down 25%. These two facts are not contradictions — they are the whole story. A balanced look at the bear case, the bull case, and the real threat.

  5. The OnlyFans Phenomenon: How 42 Employees Built the World's Most Efficient Company

    · 10 min read

    How a London-based company generates $37.6 million per employee—crushing Apple, Google, and Microsoft. A masterclass in platform efficiency and business model innovation.

  6. Building High-Performance Sales Teams in Tier-2 Cities

    · 9 min read

    Lessons from scaling regional sales operations across Western India. Strategies for recruitment, training, and retention in emerging markets.

  7. Balancing Full-Time Leadership with Side Ventures

    · 7 min read

    Managing three products while leading sales. Time management, prioritization, and maintaining focus across multiple ventures.

  8. Partner-Led Growth: Scaling Without Scaling Headcount

    · 9 min read

    Building partner ecosystem to drive revenue growth. Framework for identifying, onboarding, and enabling channel partners in B2B SaaS.

India, Technology & Business

Markets, communications, and the business of culture.

  1. Money Wins the Olympics. Culture Wins the Football World Cup.

    · 13 min read

    30 years of Football World Cup winners and Olympic medal tables mapped against GDP. The three largest economies on earth have never won a Football World Cup. The pattern is clear — but the exceptions are more interesting than the rule.

  2. Why Your Bank's Biggest Tech Bet Isn't AI — It's the Platform Running Underneath It

    · 14 min read

    94% of financial institutions have an AI pilot. Only 6% have production results at scale. The gap is not a model problem — it is a platform problem. A deep look at the three layers banks confuse, the Forrester Wave vendor reality, and what to actually do in 2026.

  3. Cricket Is the World's Most Profitable Startup. And the Boards Running It Figured Out the Business Model Before Silicon Valley Figured Out Streaming.

    · 12 min read

    The IPL is valued at $18.5B — up 1,750% since its 2008 launch. BCCI paid ₹0 tax on ₹11,769 crore in IPL revenue. CVC made 350%+ returns in 4 years. The Glazers bid $1.8B for one franchise. A deep look at the world's most profitable startup.

  4. The Global Messaging Apps Landscape 2025: Who's Winning Where and Why

    · 11 min read

    WhatsApp dominates with 3B users globally, but WeChat rules China and LINE owns Japan. A deep dive into the $70B messaging market and what's driving regional champions.

  5. The State of CPaaS in India: 2025 Trends and Predictions

    · 8 min read

    Analysis of CPaaS landscape in India, covering WhatsApp Business API adoption, RCS messaging growth, and enterprise communication trends.

  6. WhatsApp Business API: From Experiment to Revenue Driver

    · 10 min read

    How enterprises monetize WhatsApp Business API, with case studies on customer support automation, marketing, and transactional messaging.

  7. RCS Messaging: The Future of Enterprise Communication Has Arrived

    · 9 min read

    Why RCS is positioned to transform business messaging in India. Technical overview, use cases, and adoption roadmap for enterprises.