In the run-up of tranformative discoveries such as AI, it is not so hard to set bubbly excess apart from sensible investment opportunities. By scrutinizing chokepoints and toll-keepers, risk exposure and competitive strengths will stand out
Amidst the brouhaha and the excitement, the AI supply chain offers insights about dependencies between the links, about drivers of unabated optimism, and about business models, both solid and flimsy ones
The New Umbrella Entities (NUEs) for retail payments - the new Indian regulatory framework - bring together the titans of global social networks, e-commerce and Indian conglomerates - a billion dollar contest (many times over)
Beltway tidbits - How the lobby industry, backed by tech firms, blunts regulatory efforts by recruiting the Congressional staffers on most attractive terms
Far reaching and ambitious in the breadth of its digital sweep across India, the plan portends to be inclusive, leaving no Indian behind, fair in treating all businesses on an equal footing, competitive and compelling for domestic challengers
If demography is any guide, India will dominate the Asian theater within a few years, but to act responsibly in the geopolitical power play, its economic performance must be up to the challenge and digital revolutions heighten expectations
Forever human dreams, space conquests are closer at hand than ever before, with more diverse satellite configurations, a range of rocket launchers to chose from and huge data demand requiring the build-out of communication infrastructure
Seeking to expand on the strength of sales for its own account (and not only as platform for third parties), Amazon proves reluctant to adapt its global business model to the social and economic reality of developing countries such as India
Amazon India's costly consumer-driven venture is floundering on the rocks of the country's exceptionalism, its democratic aspirations swayed by the pressure of its immense population and the weight of its troubled history
