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These days it’s fashionable to have an AI story, no matter what you do.  But in December 2024, Bajaj Finance took it a few steps further. Instead of calling itself "a lender investing in AI," it started to describe itself as a "FinAI company" - a category of one, which it committed to in a five-yea…
Emergent, the vibe-coding startup, has a $100 million annual run rate and 6 million users across 190 countries. Plus, it’s backed by the biggest names in the industry—Khosla Ventures, SoftBank, Google, Lightspeed, and Y Combinator. By most conventional measures, Emergent is the most successful cons…
Everything around the Indian economy looks shaky, i.e., a months-long conflict, a sliding rupee, and a government telling people to stop buying gold. Except for one important caveat: India’s market continues to hold on. The Sensex and Nifty have barely moved.  The reason why that seems to be happen…
There are two ways to tell the quick commerce story in India. The first, and the more conventional way this narrative exists is that quick-commerce is a three-way race between Blinkit, which has pulled ahead with 2,200 dark stores and a roughly half-market share lead, Zepto, which has packed 21 sto…
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