What I read this week...

Week 110

Photo by Jeremy Bishop on Unsplash

STRATEGY & MANAGEMENT

• A Few Short Stories (Morgan Housel)

• How Walmart, Amazon, and other retail giants are using AI to reinvent the supply chain—from warehouse to checkout (Fortune)

• The ad agencies are staring down the barrel of AI (Sherwood)

• Netflix starts using GenAI in its shows and films (TechCrunch)

  • “Sarandos said that using AI, the scene was finished 10x faster than it would have with traditional visual effect tools, and that it cost less.”

• The Race to Control Our Brains Is Heating Up (ColdFusion)

INDIA

• Groww’s New Formula: Be Everything To Everyone (Inc42)

• Can 7,500 Cr Turtlemint Help India Trust Insurance Better? (AJVC)

• A Playbook for Consumer Products Multinational Corporations in India (Bain)

• Can Zepto beat the coffee curse haunting Starbucks, Blue Tokai? (The Ken)

  • “Despite the industry’s growth, sustainable profitability remains elusive for most players. The successful brands have generally followed one of two strategies: premium positioning with high margins but limited scale (Blue Tokai, Third Wave)—still leading to losses, or ultra-low-cost operations with minimal infrastructure (delivery-only players like the now-struggling Zepto Cafe)…”

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Strategic Musings

“Things may come to those who wait, but only the things left by those who hustle.” — Abraham Lincoln

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Caught my eye…