From the Founder's Desk

What I'm thinking about AI, business, markets, and power, written down, with a source for every claim.

What I'm Watching · Episode 5

11 October 2026 · 3 min read

AI labs brace for disaster, and everything costs more

  • →AI labs are planning for the day an AI disaster turns people against them. Are they scared, or lobbying?
  • →Ten minutes of ChatGPT made people give up faster. Is the study even fair?
  • →Oil, rates, the Rupee, even your iPhone. Why is everything getting more expensive?

Read my answers →

What I'm Watching · Episode 4

3 October 2026 · 3 min read

The week everyone launched an AI agent

  • →Meta, OpenAI, and a startup worth $10 billion all want to be your AI agent. Who wins that seat?
  • →The RBI decides on Wednesday. Your EMI could go up for the first time since 2023.
  • →The Rupee is at 96. How long before it hits 100?

Read my answers →

What I'm Watching · Episode 3

26 September 2026 · 4 min read

The week the AI giants asked for a speed limit

  • →Big AI labs are writing their own safety rules. Indian gaming companies tried the same thing.
  • →Two doors carry the Gulf's oil to the world. Both are under attack.
  • →America pays 5 percent on safe money. Why would a fund take India's 7?

Read my answers →

What I'm Watching · Episode 2

19 September 2026 · 3 min read

The week borrowing got costly and a model just decided

  • →The Fed made money expensive for the first time in three years. What slows first?
  • →A new AI model that doesn't write, it decides. And it's spreading fast. A real shift?
  • →Apps that quietly get worse while the price climbs. The tell of a top?

Read my answers →

What I'm Watching · Episode 1

14 September 2026 · 7 min read

The week the AI race asked for a speed limit

  • →Three bitter rivals agreed to slow AI down. What do they gain, and who loses?
  • →The Fed may raise rates for the first time since 2023. What breaks when cheap money ends?
  • →India's tech giants admitted AI is taking the work. What happens to everyone who sells time?

Read my answers →