Discriminating the real from the unreal.

We produce high-signal analysis and strategy for the next generation of Indian founders.

6 February 2026

The Shareholder Revolt: Why PB Fintech’s QIP Cancellation is a Win for Governance

6 February 2026

RBI’s ₹25,000 Safety Net: A New Standard for Fintech Responsibility

4 February 2026

2026-02-06-iit-madras-deeptech-fund.md

4 February 2026

The IPO Pipeline and the Maturity of Indian Deep-Tech

4 February 2026

J.K. Rowling’s Bewitching Rags to Riches Success Story

4 February 2026

2026-02-08-material-depot-funding-accel.md

4 February 2026

The ₹200 Crore 'Startup': When Does a Business Grow Up?

4 February 2026

2026-02-07-varaha-carbon-removal-series-b.md

4 February 2026

Fractal Analytics Slashing IPO Size: The End of the AI Hype Cycle?

4 February 2026

2026-02-08-varaha-climate-tech-profit.md

4 February 2026

The Silent Shift: Why the Heart of US AI Chips Now Beats in Telangana

4 February 2026

1.5 Degree: Why This Startup is Betting Big on India’s B2B Dairy Shift

4 February 2026

2026-02-08-edtech-english-learning-pivot.md

4 February 2026

2026-02-08-defence-tech-vc-gap-analysis.md

4 February 2026

WORK ART FUN: A Picture Yellow Pages for People to Share Their Work

4 February 2026

2026-02-08-the-whole-truth-51m-funding.md

4 February 2026

2026-02-07-anthropic-saaspocalypse.md

4 February 2026

2026-02-08-1-5-degree-plant-based-b2b.md

4 February 2026

2026-02-07-fractal-analytics-ai-ipo-analysis.md

4 February 2026

The Death of the Tutor: How GenAI is Solving the Bharat English Paradox

4 February 2026

2026-02-07-physicswallah-profitability.md

4 February 2026

The Deeptech Lifeline: India Swaps Blitzscaling for Scientific Patience

4 February 2026

Bharat Taxi: Can 'Sahkar' Unseat the VC-Backed Aggregators?

4 February 2026

SME IPOs: The New Venture Capital Frontier for Indian Founders

4 February 2026

2026-02-07-the-whole-truth-series-d-ipo.md

4 February 2026

2026-02-07-india-deeptech-startup-policy-expansion.md

4 February 2026

9 Life Lessons From Steve Jobs

4 February 2026

2026-02-08-the-whole-truth-clean-label.md

4 February 2026

2026-02-08-aye-finance-ipo-analysis.md

4 February 2026

Mankomb: Can AI Finally Solve India’s Household Waste Problem?