internal thesis on why exa will be $100 billion company:
exa is no more a websearch company, it is a data company now!
(just like tesla is not a car company, but an energy company)
and the biggest data company in this ai world could be extremely huge
This is why japan giving a loan at 0.1% for a bullet train makes sense. Japanese companies benefit, cos you just can't source from India.
We should build our own stuff!
Dubai-it.
It means delivering something exceptional with excellence, speed and impact, transforming bold ideas into reality, ambition into achievement, and vision into results the world can see.
Inspired by the vision of His Highness Sheikh Mohammed bin Rashid Al Maktoum and Dubai’s remarkable development journey, Dubai-it has become a philosophy of action that drives innovation and progress.
Today, we launch the Dubai-it Award, an annual recognition of individuals, projects, companies and institutions that embody this approach. The award celebrates achievement while inspiring the next generation of transformative success.
Narayana Health does heart surgery for $2,000 that costs $100,000 in the US with comparable outcomes
FY26 revenue grew 44% and they did 727 robotic cardiac surgeries last year, The tacit knowledge of how to run 25 to 35 open heart operations per day at those costs is not in any textbook.
It lives in the process, If Narayana encodes that into a model it controls, no hospital chain in the world can replicate it
A firm real sovereignty is its ability to embed tacit knowledge into weights it controls. Narayana Health is a living example.
Devi Shetty built a system where surgeons move between operating tables with assembly line precision, in house doctors work on fixed salaries instead of per case commissions, and supplies are negotiated directly with manufacturers.
That operating method took 25 years to build, No amount of money buys you 15,000 surgeries worth of institutional memory
Many models as firms in the world makes more sense when you look at Narayana Health than any tech company.
Their Cayman Islands hospital charges American patients a fraction of US costs and still runs 21.7% EBITDA margins That gap is not technology alone.
It is the compounded knowledge of how to buy supplies cheaper, schedule surgeries tighter, and train teams faster across 40 facilities and 5,800 beds
Silo AI give an edge, every business company people will have their own Silo AI, Agents, Super bot, Schedule tasker
One of the largest companies in the world is not only trying to reduce cost on Anthropic but ALSO trying to look for cheaper alternatives to Palantir
Cost and context have never been so back
CRED's business model is actually pretty easy to explain.
India has about 8 crore credit card holders. Out of those, CRED only lets in people with a credit score above 750. That filters it down to roughly 1.3 crore members today.
These are people who earn well, pay bills on time, and spend a lot. The kind of audience every premium brand in India desperately wants to reach but cannot find easily.
Now here is how their business works;
First, brands pay CRED to advertise inside that room.
If you are a luxury watch company or a premium hotel or a high-end credit card, you cannot just run a random Instagram ad and hope the right people see it.
CRED charges brands to place offers directly in front of these specific people.
Second, CRED knows exactly how much money its users earn, how much they spend, and whether they pay on time.
That is some of the richest financial data available anywhere. They use it to give out personal loans to these same users through partner banks.
CRED sits in the middle and earns a cut every time a loan goes through. Lending is now more than 50 percent of their revenue.
Third, they have added rent payments, UPI, vehicle management, insurance, travel bookings.
So, every new feature keeps the user inside CRED for more of their daily financial life. More time in the app means more chances to sell them something.
So to put it simply.
CRED built a club where only creditworthy people get in. Then they sold access to that club to brands and lenders who cannot reach these people any other way.
Basically, I have 1.3 crore rich, financially responsible Indians sitting in my app. Who wants to sell to them?