Over the weekend, I was reading about the Ellsberg Paradox, a thought experiment from 1961 that reveals something about how we weigh risk and uncertainty. The setup is simple: imagine two urns filled with red and black balls. From the first urn, you know there are exactly 50 red and 50 black. From the second, […]
Congratulations to Aravind Srinivasan, Co-founder and CEO of Perplexity, on being recognised by HURUN INDIA as the country’s youngest billionaire at just 31. From Chennai to the global AI stage, his journey is not only a personal milestone but also a reflection of India’s growing confidence, moving from managing global companies to building them. What […]
There are seasons when outcomes are uncertain, but intent still feels clear.This verse returned to me during one of those times. “nehābhikrama-nāśho ’sti pratyavāyo na vidyatesvalpam apyasya dharmasya trāyate mahato bhayāt” – Bhagavad Gītā 2.40 “In this path no effort is ever lost, nor is any harm ever done.Even a little practice of this dharma […]
My association with Manoj goes back more than a decade, when he was exploring the renewable energy space. Since then, we’ve met every couple of years, often crossing paths lately at Pavilion Restaurant in DLF Golf Club. What has always struck me is the ease of peerhood and mutual respect in our conversations. One personal […]
I came across a story from the Chandogya Upanishad, wherein a father teaches his son through a simple experiment.He asks him to dissolve a lump of salt in water and return the next day. By the next morning, the salt is gone, no longer visible.The father then asks his son to taste the water: from […]
Six years ago, I met Aanan Khurma at The Quorum Club, Gurgaon. He was introduced to me by Sanil Sachar to explore an investment in his company. In that short meeting, I listened to his story of struggle and resilience. His clarity of thought, sense of purpose, and strong values were so powerful that I […]
Last week at the DLF Golf Club, I met Eklavya , founder of Saathi. We first connected last year to understand his journey, and this lunch only deepened my respect for what he is building. Eklavya’s career reflects courage and clarity. He was part of a founding team that scaled from fewer than 10 people […]
One of the earliest lessons I learned in public markets was the difference between price and value. Price is what the market is willing to pay at a point in time influenced by factors such as momentum, sentiment, and liquidity. Value is what the business is actually worth, based on its ability to generate cash […]
During my MSc in Finance, Richard Thaler’s works were one of the few that left a lasting impression on me not just because they challenged how we think about decisions, but because they revealed how often context matters more than the choice itself. One idea that stood out was choice architecture, introduced in Nudge. It’s […]
We have lived too long in survival and scarcity mindsets, ever since the evolution of humanity some 300,000 years ago. For the first time, we are presented with a once-in-a-generation opportunity to create true abundance. And all it really needs is a mindset shift. The real measure of AI’s success is not productivity, valuations, or […]