All writing
The archive.
Long-form pieces on competitive strategy, product leadership, and how AI is rewriting the economics of building software.
From Ghee Idlis to Generative AI
What Bangalore's hottest eateries teach us about building in a crowded AI market, the moats they have that you don't, and the one risk no restaurant will ever face.
The Ground Transport Blind Spot
Why corporate travel platforms that solve only ground transport are missing the bigger opportunity, and how unified mobility, including the daily commute, creates switching costs at the employee level.
Kia in India: A Strategic Autopsy
Kia India market entry strategy: what de-risked the greenfield investment, the four transferable lessons, and what Kia got that an independent challenger never would.
The Architecture of Inevitability
Corporate travel strategy: why incumbents like SAP Concur survive, the four interlocking decisions a challenger needs, and how AI rewrites the moat.
The Multi-Homing Trap
Mobility-as-a-Service business model analysis: why ride-hailing platforms multi-home, what actually fixed Uber's economics, and the two opposite bets for 2026.
The Future of Travel Distribution
A strategic teardown of the GDS oligopoly and a blueprint for the AI-native challengers. Technology is the entry ticket. Trust and data are the moat.
Zero to One
Why thin AI wrappers collapse, what the top 1% do differently, and the 39-week curriculum to become an Applied AI Architect, built in public.
The Blueprint for a Blue Ocean
How Juno reconstructed the T&E market by ignoring the saturated employee segment and owning the uncontested space of Guest Management.