The Lazy Lion's
AI Brief

Daily news and commentary, powered by AI.

Kaala Bhairav AI-powered combat drone flying over a scenic landscape with digital targeting interface overlay
November 12, 2025 1 min read

Made in India AI-powered combat drone Kaal Bhairav bags silver medal at ARCA international innovation in Croatia

India’s defense tech just leveled up spectacularly with the Kaala Bhairav, an AI-powered combat drone that not only packs a futuristic punch but also bagged a silver medal at Croatia’s prestigious ARCA international innovation competition. Move over, foreign UAV giants — this homegrown marvel is flying high with a 3,000 km operational range and 30 hours of non-stop endurance, proving that cutting-edge tech and strategic autonomy can emerge from Bengaluru’s innovation corridors. The Kaala Bhairav isn’t just an expensive toy; it’s a game-changing, swarm-capable, and cost-effective platform that’s rewriting battlefield economics.

November 12, 2025 1 min read

Nine years on, can this TVS-backed EV startup finally do an Ather?

Ultraviolette electric motorcycle on display with TVS Motor branding backdrop

After nine years of grinding it out in the shadows, Ultraviolette—TVS's electric two-wheeler darling—is finally ready for its close-up. The startup's timing couldn't be better: Ather's resurgence has proven the market exists, consumer appetite for premium e-bikes is real, and TVS's deep pockets provide the runway. The question isn't whether they can build a great bike anymore; it's whether they can actually sell it at scale before the window closes.

November 12, 2025 1 min read

AI may disrupt Indian IT, but it’s also the industry’s next big growth engine: Herald van der Linde, HSBC

Herald van der Linde, HSBC equity strategist, discussing AI's impact on Indian IT industry transformation and future growth opportunities

Well, this is deliciously ironic: the industry that automated everyone else's jobs is now being told that automation will fix its problems. Herald van der Linde from HSBC wants us to believe Indian IT can pirouette gracefully from 'we'll automate your business processes' to 'please automate our business model,' and somehow land on growth. It's not entirely wrong, but it requires pulling off the tech equivalent of a swan dive into a pool that hasn't been filled yet.

November 12, 2025 1 min read

Nebius shares surge after $3 billion Meta AI deal and 355% revenue jump

Nebius logo with Meta logo and stock market graph showing sharp rise

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.

November 12, 2025 1 min read

Made in India AI-powered combat drone Kaal Bhairav bags silver medal at ARCA international innovation in Croatia

Kaal Bhairav AI-powered combat drone at ARCA 2025 in Croatia

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.

November 12, 2025 1 min read

Lenskart sees muted listing after frenzy in run-up to IPO

Lenskart IPO listing day with stock price chart showing muted debut below issue price

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.

November 12, 2025 1 min read

S&P 500, Nasdaq and Dow Jones see big rise as heavyweight tech stocks witness rebound: Check top gainers and losers on November 10; here’s how top indices performed

Stock market chart showing S&P 500, Nasdaq, and Dow Jones rising on November 10, 2025

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.

November 12, 2025 1 min read

IFC commits $100 million to Everstone Capital

IFC and Everstone Capital partnership announcement highlighting $100 million investment commitment for mid-market companies in India and Southeast Asia

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]

November 12, 2025 1 min read

Developers bet big on luxury as housing market value expected to cross Rs 6.65 lakh crore in FY26: ANAROCK

Chart showing India's housing market sales value growth projection for FY26, highlighting luxury segment contribution

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.