The Lazy Lion's
AI Brief

Nebius just showed Wall Street that sometimes, the AI arms race is less about who has the flashiest bots and more about who can fuel the AI engines behind the scenes. With a $3 billion pact inked with Meta and revenue skyrocketing by 355%, Nebius is clearly playing in the major leagues of AI infrastructure — and seems destined to be the quiet powerhouse that powers the AI future. Their rapid capacity buildout is like watching a rocket booster ignite, gearing up to meet an insatiable demand from tech giants hungry for AI muscle.

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India’s defence tech scene just got a major confidence boost as the Kaal Bhairav drone, a homegrown AI-powered marvel, clinched a silver medal at ARCA 2025 in Croatia. This isn’t just another trophy for the shelf—it’s a global signal that India’s drone ambitions are no longer just about catching up, but about leading the pack with innovation, autonomy, and cost efficiency. The Kaal Bhairav’s blend of swarm warfare, adaptive targeting, and a price tag that makes Western rivals blush is a recipe for disruption in the global UAV market.

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Lenskart entered the stock market spotlight with much fanfare, boasting a ₹7,278 crore IPO that was oversubscribed by over 28 times. Yet, the expected fireworks on listing day fizzled into a subdued debut, with shares opening at a 3% discount and slipping further below the issue price. The steep valuation and mixed market sentiments made the post-IPO trading more of a cautious waltz than the anticipated listing frenzy. It seems Lenskart's blockbuster fundraising was a victim of its own hype — robust business metrics notwithstanding, investors opted for restraint, reflecting deeper concerns about premium pricing and thin margins after adjusting for one-time gains.

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Tech stocks threw a lifeline to Wall Street this week, staging a dramatic comeback after last week’s bruising losses. Nvidia, Palantir, and Tesla led the charge, proving once again that when AI and big tech rally, the whole market perks up. It’s like watching the Avengers assemble—except instead of saving the universe, they’re saving investors’ portfolios. But let’s be real: if the government shutdown drama hadn’t eased, we might still be stuck in a bear market movie marathon.

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Well, the World Bank's investment arm just decided that throwing $100 million at a Singapore-based PE firm wasn't enough of a vote of confidence, so naturally they're committing even more capital to Everstone Capital's fifth fund. Apparently, when you've already backed mid-market bets across India and Southeast Asia with two prior $50 million commitments, the logical next step is to go all-in on a fund targeting an $800 million raise. Nothing says 'we believe in your strategy' quite like consistent, escalating capital deployment.[1][3]

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India's housing market has discovered the ultimate loophole: if you can't sell more homes, just make them exponentially more expensive. While sales volumes have flatlined (or nosedived 14% depending on your mood), developers are laughing all the way to the bank with a projected 19% surge in total sales value to Rs 6.65 lakh crore in FY26—proving that in real estate, less is literally more when it comes to price tags.

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North Dakota just claimed the title of America's hardest-working state, and honestly, the results are hilarious—New York ranked 46th, proving that even hustle culture's supposed epicenter can't out-grind a state famous for, well, not much besides work ethic. Meanwhile, the real plot twist is that workplace culture and work intensity are completely different beasts; DC tops the culture rankings while North Dakota dominates the grind metrics, suggesting that working yourself to the bone doesn't necessarily equal job satisfaction or good management.

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Well, it seems the ESG industry has finally found its venture capital darling—a startup that's managed to convince investors that automating compliance theater is worth $2 million. GreenFi's AI-powered approach to ESG risk management is less about saving the planet and more about saving corporations from the paperwork nightmare of proving they care about the planet. It's a bold move in a landscape where ESG has become simultaneously the most coveted and most derided investment thesis.

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