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- Indexed issues, last 90 days
- 9
- Latest publication
- Sep 28, 2026
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- Jul 10, 2026
Latest issues
Jio, the final boss of SaaS distribution? (opens the original)
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<img alt="" class="sizing-normal" height="773" src="https://substackcdn.com/image/fetch/$s_!LA-R!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F588851fc-f76d-47d0-afe0-0d7d115e3321_1672x773.png"
NVIDIA’s $100B AI loop. (opens the original)
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<img alt="" class="sizing-normal" height="755" src="https://substackcdn.com/image/fetch/$s_!DsaI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0b9b4745-e0f1-4ff9-b02c-bf90160c08da_1421x755.png"
Behind Perplexity’s $750M revenue. (opens the original)
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<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!NWyt!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcb37d078-d653-46c5-84ac-20d19f8aa890_1672x941.png"
Colgate hired ₹635 Cr. startup for D2C. (opens the original)
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<img alt="" class="sizing-normal" height="810" src="https://substackcdn.com/image/fetch/$s_!uWTk!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9f75479c-baf7-4dc1-9424-364a86207306_1536x810.png"
Behind Milky Mist's ₹3,145 Cr. business (opens the original)
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Milky Mist just opened what may be India’s biggest dairy IPO, raising ₹1,553 Cr on a business model no other dairy company uses.Every dairy company in India sells milk. Amul’s milk business is 96% of its revenue. Hatsun’s is 70%. Milk is a daily visit. It’s the reason the consumer opens the fridge. Paneer, cheese, and curd all ride that visit.Milky Mist sells no fresh milk and has built a ₹3,145 Cr. business out of it. But can the very model that got them here take them further?<a class="image-l
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