How Forest Essentials chose ‘anti-growth’ to thrive in beauty and found a suitor in global major Estée Lauder.
@TechTwoSumit writes in this week's 'The Collection': https://t.co/tN6ix9XWIl
This is also what makes Sify Infinit’s IPO oddly refreshing:It’s not selling a fantasy of sovereign AI or a proprietary foundation model. It’s selling megawatts.
Read this week's edition of 'Make India Competitive Again' by @TechTwoSumit here: https://t.co/CS25mORDDn
Starlink secured commercial licences in nine countries across Africa in less time than it took to get one licence in India. How come? What can India learn from the African model?
Read this week's Make India Competitive Again by @TechTwoSumit here: https://t.co/WHrNBH5d7t
Starlink found a partner in Airtel Africa. In India, it found paperwork.
In Africa, a partnership gives Starlink scale, licences, and legitimacy. In India, it’s stuck navigating regulation, pricing, and politics… mostly alone.
Right brain: After a while, finally, we will get to see some innovation in hardware.
Left brain: Unless OpenAI gets some good product folks, the Ive-Altman computers are going to be super blah!
The best way to enter the iPhone club isn’t profitability. It’s geopolitical chaos. Trump’s tariffs (read: tantrums), Apple’s China jitters, and Tata’s willingness to lose hundreds of crores later… voilà: India now (almost) "makes" one in five iPhones.
This story has:
Mass attrition and hiring in Karnataka
Debt-fuelled asset explosions and operating margins that finally blinked green,
Apple’s 600-step quality checks and Tata’s automated screwdrivers,
And a fun little subplot where Tata could outlast PLI-era Foxconn.
Tata Electronics took a painful bet on the iPhone. Luck is doing the rest.
The Tata company is bleeding for scale, but its iPhone bet has turned into a geopolitical win—despite high worker churn, rising automation costs, and profit still being far off.
Historians will marvel at how the world ran out of ventilators just a few years before it mastered the crucial ability to turn selfies into Ghibli-style art.
Since Studio Ghibli is trending, worth noting the mind-boggling effort Hayao Miyazaki and his team put into a film.
Each has 60k-70k frames, all hand-drawn and painted with water color.
This 4-second clip (“The Wind Rises”) took one animator 15 months to do.
In the documentary “10 Years with Hayao Miyazaki”, the legendary Japanese filmmaker talks to one of his animators (Eiji Yamamori) after they complete the crowd scene.
The exchange is gold:
▫️Miyazaki: “Good job.”
▫️Yamamori: “It’s so short, though”
▫️Miyazaki: “But it was worth it.”
The animator gets a second of joy (he’s pumped) but on to the next.
***
Link to doc: https://t.co/z3F4oSQxZM
🚨 The Ken's first subscriber event is on 24 March!
What if the current market correction is the beginning of a long and dark winter? How should one plan for it?
Rohin Dharmakumar and @peegeekay will be discussing this with Zerodha's @Nithin0dha and Capitalmind's @deepakshenoy.
VCs and techies are turning India into a nation of hired hands.
Since 2010, VCs have poured nearly $20 billion into startups powered by gig workers—13% of all tech funding—fueling a vast ecosystem of odd jobs on demand.
Flat revenues, falling stock, struggling IT services—but HCLTech’s mostly hidden semiconductor bet might just save the day. The ties with TSMC, Samsung, and the GenAI boom could give it the much-needed silicon edge, write @abhiiswriting and @ShristiAchar. https://t.co/t6hpXJODdD
To all the students out there, we have some exciting news!
We're partnering with @TheKenWeb for their first-ever Case Study Competition, where students across India will compete to solve real-world business challenges over the next two months.
We love supporting initiatives that push young minds to think big and are excited to see the bold ideas this generation has to offer!
To apply, check out the link in the comments.