November 13, 2025
1 min read
The global venture capital world has clearly zoomed in on Indian AI startups, and it’s not just casual interest—funds like Insight Venture Partners, Iconiq Capital, and Sierra Ventures are making significant early bets. This trend underscores a strategic recognition of India's emerging AI ecosystem as a fertile ground for innovation and disruption, especially as startups build AI-first models to challenge traditional industries like IT services. The international VC influx is setting the stage for India to become a major player in global AI development, propelled by early-stage funding and growing momentum.
November 13, 2025
1 min read
Well, it turns out the future of AI isn't powered by ambition and venture capital alone—it's powered by electricity, and we're running dangerously low. Morgan Stanley just dropped a reality check that makes all those $400 billion tech investments look like they might power nothing but expensive paperweights by 2028. The irony is delicious: we've solved the computing power problem, only to realize that electricity is the new bottleneck, and nobody's got enough of it.
November 13, 2025
1 min read
Well, turns out the real AI arms race isn't about who can build the fanciest chatbot—it's about who can keep the lights on. Morgan Stanley's new report is basically a neon sign screaming that tech titans are about to hit a hard power limit, and spoiler alert: it's not pretty. While Microsoft, Google, Amazon, and Meta are collectively throwing nearly $400 billion at AI infrastructure in 2025, they're discovering that computational muscle means absolutely nothing when your data centers are sitting idle because there's literally no electricity to run them.
November 13, 2025
1 min read
If you thought the Indian auto classifieds space couldn't get more consolidated, CarTrade is about to throw a wrench—well, a steering wheel—into the mix by negotiating to absorb its fierce rival CarDekho. With the deal reportedly valued at over $1.2 billion, this merger isn't just a clash of the titans; it's a move that could redefine how millions buy and sell vehicles online in India. Think of it as the automotive version of a blockbuster merger, combining CarTrade's robust platforms like CarWale and BikeWale with CarDekho's market clout, possibly generating a powerhouse that could outpace competitors like CARS24 and Spinny with newfound bargaining muscle and user scale.
November 13, 2025
1 min read
Well, well, well—the Dow and S&P 500 decided to throw a party while the Nasdaq was apparently nursing a hangover. Nothing says "balanced market" like watching the blue-chip crowd celebrate record highs while tech stocks stumble and individual securities perform like they're auditioning for a roller coaster. Welcome to Wednesday's Wall Street circus, where optimism about ending the government shutdown apparently works better than any earnings report.[1]
November 13, 2025
1 min read
Well, well, well—Juspay finally stopped burning cash and decided profitability was the move. After bleeding Rs 97 crore in FY24, the payments orchestration platform just executed a financial mic drop with Rs 62 crore in net profit for FY25, proving that sometimes the best business strategy is actually... making money. The Bengaluru fintech's turnaround is impressive precisely because it didn't require miraculous growth—just disciplined execution. Revenue climbed a sensible 61% to Rs 514 crore, daily transactions jumped 71% to 300 million, and their total payment volume hit $1 trillion annualized. What's really fascinating is the dual revenue model: half comes from merchant payment orchestration (routing transactions through multiple gateways to minimize failures), while the other half flows from bank infrastructure services like UPI and card acquiring. With partnerships spanning Amazon, Flipkart, Google, Swiggy, and fresh agreements with HSBC and Agoda, Juspay transformed from a loss-making startup into a profitable fintech powerhouse—and that $147 million in total funding (including a $60 million Series D led by Kedaara Capital) suddenly looks like brilliant capital allocation rather than desperate fundraising.
November 13, 2025
1 min read
The Indian smartphone market just reminded us that even in a segment dominated by affordable gadgets, the allure of Apple's iPhone can still light up sales charts like Diwali fireworks. With a five-year high in sales, largely powered by Apple's record-breaking 5 million unit surge and festive season deals, this push has reset expectations about premium demand amidst a sea of budget alternatives. Meanwhile, brands spar over inventory and pricing, reminding us that the smartphone battlefield is fiercely competitive and price-sensitive.
November 13, 2025
1 min read
Amjad Masad isn’t just building coding tools—he’s building a future where anyone with an idea can become a developer. In his recent sit-down for 'ET in the Valley,' Masad dropped the mic on how AI is turning software creation into a playground for product managers, designers, and even lawyers. Forget waiting for a dev team; now you can spin up an app faster than you can Google a syntax error. The real kicker? The bottleneck isn’t coding anymore—it’s imagination.
November 13, 2025
1 min read
Well, turns out the best time to buy stocks is when America's job market decides to take an unplanned vacation. Nothing says 'economic strength' like weak payroll data sending traders into a Fed-rate-cut feeding frenzy faster than you can say 'recession fears.' It's the market equivalent of celebrating a bad report card because it means fewer homework assignments—technically good news wrapped in a pretty bow of economic malaise.[2][4]