Strategy Notes
How I see
companies and governance.
Businesses, institutions, and public systems, diagnosed through a strategy lens. Updated regularly.
GTM & DistributionSimplismart: From Inference Cost Rescue to the AI Deployment Control PlaneNew
Strategic InflectionSarvam AI: Can Sovereign AI become a product business?New
Strategic InflectionHealthifyMe: When AI makes the human coaching layer expensiveNew
Business ModelFirstclub: Building the Costco feeling before the membership modelNew
Growth StrategyAtlys is building the trust rail behind cross-border mobility
Operational ModelYes Madam- The Operational Complexity Behind Hyperlocal Beauty at Scale
Market EntryAnthropic in India: Why the US playbook won't work
Growth StrategyHow Snabbit wins the next 24 months
Business ModelZepto: The retention economics behind Q-commerce's stickiest app
Strategic InflectionWispr Flow: Voice input at an inflection point
GovernanceProcurement is Where Reform Goes to Die: The case for boring infrastructure
GovernanceInclusion is a Placement Rate, Not a Program: Rewriting the metric of social policy
GTM & DistributionLovable: Why AI-native tools win on distribution, not features
GovernanceThe Briefing Note is the Decision: How power actually flows inside Indian government
Operational ModelUrban Company: How trust gets manufactured at scale
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Open to full-time roles and consulting engagements.
Based in India · Open to relocate globally.