Category

Strategy.

5 pieces on strategy. Long-form analysis on competitive strategy, product leadership, and the business models AI is making possible.

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.
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 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.
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.