The India Opportunity

From Cost Arbitrage to Core Engineering: The New Architecture of India Tech Pods

Jul 31, 2026

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6 min read

From Cost Arbitrage to Core Engineering: The New Architecture of India Tech Pods

Week 31 | Issue 8A

The Origin Shift: Indian Payment Rails, Silicon and Founders Are Now Running the Global Stack

Jul 14, 2026

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7 min read

The Origin Shift: Indian Payment Rails, Silicon and Founders Are Now Running the Global Stack

Week 29 | Issue 7B

The Race Within the Race: Amazon's $48 Billion and the States Competing to Build India's AI Backbone

Jun 30, 2026

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6 min read

The Race Within the Race: Amazon's $48 Billion and the States Competing to Build India's AI Backbone

Week 27 | Issue 7A

From Cloud to Concrete: India Builds the Infrastructure Case That Cannot Be Argued With

Jun 14, 2026

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6 min read

From Cloud to Concrete: India Builds the Infrastructure Case That Cannot Be Argued With

Week 25 | Issue 6B

The Infrastructure Is Closed: Sovereign Compute, Stable Macro, and the Companies That Are Moving Now

May 31, 2026

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6 min read

The Infrastructure Is Closed: Sovereign Compute, Stable Macro, and the Companies That Are Moving Now

Week 23 | Issue 6A

Ahead of Schedule: India's $98 Billion Innovation Economy Rewrites the 2030 Playbook

May 14, 2026

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8 min read

Ahead of Schedule: India's $98 Billion Innovation Economy Rewrites the 2030 Playbook

Week 20 | Issue 5B