STRATEGY & MANAGEMENT
Paradigm Shifts and the Winner’s Curse (Stratechery)
“The best way to have analyzed what would happen to the market would have been to assume that the winners of the previous paradigm would be fundamentally handicapped in the new one, not despite their previous success, but because of it. Nokia and Microsoft pursued the wrong strategies because they thought they had advantages that ultimately didn’t matter in the face of a new paradigm…”
Walmart Ditched Groceries For Ads...Now It's Priced Like Nvidia (Logically Answered)
“Walmart’s key strategic choice was shifting from a traditional retailer to a data-powered tech player. By tapping into their massive customer data, they built a high-margin advertising business and a subscription service—opening up new revenue streams beyond the low-margin retail model…”
How AI Conquered the US Economy: A Visual FAQ (Derek Thompson)
INDIA
India Deeptech Report 2025 (Kae Capital)
Powering India’s EV Future: The Charging Infra Playbook (Redseer)
Why Maruti Suzuki Dominates The ₹12,000 Crore Taxi Vehicle Market (GrowthX)
“Maruti Suzuki captured the taxi market by selling its older, reliable models as affordable "Tour" variants to commercial fleets… This strategic separation allowed them to dominate the high-volume taxi segment without devaluing their newer cars for private buyers”
How VCs make billions - explained by a VC (Breakdown)
Strategic Musings
“Have the courage to follow your heart and intuition. They somehow already know what you truly want to become. Everything else is secondary.” — Steve Jobs
Caught my eye… What do you notice?
