thoughts

'Why is my Twitter ‘For You’ timeline so full of s***?' A look at Twitter's algorithm.

On Coinbase, Cryptocurrencies and Existential Threats

“Grab, GRAB Holdings?” A look at the Southeast Asian Super App May 19, 2022 We often get asked for nuanced deep dives into businesses,...

A look at how a Metaverse Business Model might look like... Mar 31, 2022 This edition explores the idea of a Web 3.0 Metaverse Business...

How will Moats evolve in the Web 3.0 world; the Parent-Sub Framework Feb 15, 2022 This edition sheds light on the framework that we use...

SIPHER, Code and Game Theory Dec 7, 2021 As Web 3.0 gains traction, one of the most important skill sets is the ability to understand the...

An instance of how our engine drives decision making for customers. May 18, 2021 This edition does a deep dive into actual use cases of...

Will growth create value? May 7, 2021 India Delivery Tech startup Zomato Limited has filed papers to go public in India. This edition...

The Wizard of Odds was a master of probability. May 2, 2021 Our basic philosophy leans away from predicting future outcomes. We are...

The art of guesstimation in the face of uncertainty Apr 13, 2021 As an important cryptoeconomy infrastructure player approaches a Direct...

Directing our engine at Entertainment. Findings from sifting through 7 million titles for the Top 500. Apr 8, 2021 An example of how we...

Reflections on a cross-country road trip of a changing India. Jan 5, 2021 A framework for understanding India. Read at length here

When the unstoppable force of a Story meets the immovable object of Plausibility. Oct 16, 2020 We yearn for the warm cloak of certainty,...

Our engine identifies mispriced anomalies across markets. Oct 5, 2020 An example of how we use our engine to identify mispriced anomalies...