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1/ At a flagship summit meant to showcase India’s AI sovereignty, a robotic dog named “Orion” became the most talked-about exhibit for all the wrong reasons. Within hours, the community identified it as a commercially available Chinese Unitree Go2.
February 19, 2026 at 10:52 AM
1/ At a flagship summit meant to showcase India’s AI sovereignty, a robotic dog named “Orion” became the most talked-about exhibit for all the wrong reasons. Within hours, the community identified it as a commercially available Chinese Unitree Go2.
1/ Stage’s ₹111 crore revenue milestone in FY25 is proof that Bharat will pay for its own stories. A 6.2x surge from ₹18 crore is a massive leap for regional OTT. But with marketing spend at ₹115 crore, the "purity" of this SVOD model comes with a high burn rate.
February 18, 2026 at 11:17 AM
1/ Stage’s ₹111 crore revenue milestone in FY25 is proof that Bharat will pay for its own stories. A 6.2x surge from ₹18 crore is a massive leap for regional OTT. But with marketing spend at ₹115 crore, the "purity" of this SVOD model comes with a high burn rate.
1/ If the next phase of Indian consumer internet is about depth over breadth, Kutumb just made its move. The Tiger Global-backed platform has quietly entered the dating space with Polo, a dedicated gay-first application.
February 17, 2026 at 11:58 AM
1/ If the next phase of Indian consumer internet is about depth over breadth, Kutumb just made its move. The Tiger Global-backed platform has quietly entered the dating space with Polo, a dedicated gay-first application.
1/ Pepperfry’s $18 million fundraise at a $185 million valuation is more than a down round; it is a structural reset. Repriced by nearly 50% from its previous marks, the pioneer of online furniture is navigating a landscape where the old vertical moats have vanished.
February 16, 2026 at 10:47 AM
1/ Pepperfry’s $18 million fundraise at a $185 million valuation is more than a down round; it is a structural reset. Repriced by nearly 50% from its previous marks, the pioneer of online furniture is navigating a landscape where the old vertical moats have vanished.
1/ Honasa Consumer’s (Mamaearth) Q3 FY26 numbers look like a comeback: revenue up 16% to ₹602 Cr and profit nearly doubling to ₹50 Cr. But a deeper look suggests this is a story of engineered stabilization rather than a structural breakout.
February 13, 2026 at 10:13 AM
1/ Honasa Consumer’s (Mamaearth) Q3 FY26 numbers look like a comeback: revenue up 16% to ₹602 Cr and profit nearly doubling to ₹50 Cr. But a deeper look suggests this is a story of engineered stabilization rather than a structural breakout.
1/ Indian agritech is not just recovering; it is being filtered. After funding collapsed from $800M+ in 2022 to just ~$160M in 2025, the "Agri-tech 1.0" dream of replacing mandis with venture-backed logistics has hit a structural wall.
February 12, 2026 at 12:22 PM
1/ Indian agritech is not just recovering; it is being filtered. After funding collapsed from $800M+ in 2022 to just ~$160M in 2025, the "Agri-tech 1.0" dream of replacing mandis with venture-backed logistics has hit a structural wall.
1/ Dream11’s FY25 numbers look brutal at first glance: a ₹479 crore net loss vs. a ₹1,295 crore profit in FY24. But this wasn’t a business collapse; it was a structural reset driven by domicile, governance, and a regulatory guillotine.
February 11, 2026 at 11:24 AM
1/ Dream11’s FY25 numbers look brutal at first glance: a ₹479 crore net loss vs. a ₹1,295 crore profit in FY24. But this wasn’t a business collapse; it was a structural reset driven by domicile, governance, and a regulatory guillotine.
1/ Fractal Analytics going public is a landmark event. It is the first time the Indian public market will put a clear price on a pure-play enterprise AI company. The "valuation fog" that has surrounded Indian AI startups is finally about to lift.
February 10, 2026 at 12:10 PM
1/ Fractal Analytics going public is a landmark event. It is the first time the Indian public market will put a clear price on a pure-play enterprise AI company. The "valuation fog" that has surrounded Indian AI startups is finally about to lift.
1/ Resonance was once the defining name in India’s offline test-prep industry. Today, it symbolises how a debt overhang can quietly hollow out a business. With group-level revenue at 160 crore rupees against 800 crore rupees in debt, the math has simply stopped working.
February 9, 2026 at 10:14 AM
1/ Resonance was once the defining name in India’s offline test-prep industry. Today, it symbolises how a debt overhang can quietly hollow out a business. With group-level revenue at 160 crore rupees against 800 crore rupees in debt, the math has simply stopped working.
1/ Union Budget 2026 just redrew the tax map for Indian tech. By lifting the safe harbour threshold to ₹2,000 crore and fixing a common 15.5% margin, the government has replaced transfer-pricing anxiety with multi-year certainty for large IT firms and GCCs.
February 6, 2026 at 7:29 AM
1/ Union Budget 2026 just redrew the tax map for Indian tech. By lifting the safe harbour threshold to ₹2,000 crore and fixing a common 15.5% margin, the government has replaced transfer-pricing anxiety with multi-year certainty for large IT firms and GCCs.
1/ Anthropic just rattled the foundations of the $280B+ Indian IT empire. The launch of Claude Cowork and its legal automation tools on February 3 triggered a brutal sell-off, wiping out ₹1.9 lakh crore in value from the Nifty IT index in a single day.
February 5, 2026 at 9:22 AM
1/ Anthropic just rattled the foundations of the $280B+ Indian IT empire. The launch of Claude Cowork and its legal automation tools on February 3 triggered a brutal sell-off, wiping out ₹1.9 lakh crore in value from the Nifty IT index in a single day.
1/ The departure of Ashish Agrawal, Ishaan Mittal, and Tejeshwi Sharma from Peak XV is more than a personnel update. It is a structural break in Indian venture capital, marking the move from the mega-fund era toward a landscape of specialized micro-funds.
February 4, 2026 at 11:13 AM
1/ The departure of Ashish Agrawal, Ishaan Mittal, and Tejeshwi Sharma from Peak XV is more than a personnel update. It is a structural break in Indian venture capital, marking the move from the mega-fund era toward a landscape of specialized micro-funds.
1/ Union Budget 2026 just blew up a decade-old liquidity strategy. By reclassifying share buybacks as capital gains and shifting the tax from the company to the shareholder, the government has fundamentally re-priced the cost of an exit.
February 3, 2026 at 10:28 AM
1/ Union Budget 2026 just blew up a decade-old liquidity strategy. By reclassifying share buybacks as capital gains and shifting the tax from the company to the shareholder, the government has fundamentally re-priced the cost of an exit.
1/ India’s Union Budget 2026 is a builder’s budget. It signals a major shift from selling services to building systems. The state is no longer just financing infrastructure; it is underwriting the scaffolding for AI, semiconductors, and energy sovereignty.
February 2, 2026 at 12:55 PM
1/ India’s Union Budget 2026 is a builder’s budget. It signals a major shift from selling services to building systems. The state is no longer just financing infrastructure; it is underwriting the scaffolding for AI, semiconductors, and energy sovereignty.
1/ Eternal’s (Zomato/Blinkit) push to electrify its delivery fleet is being sold as a climate move, but its real logic is pragmatic: it makes riders richer and the platform cheaper simultaneously. This is ESG as operating strategy, not just branding.
January 30, 2026 at 10:41 AM
1/ Eternal’s (Zomato/Blinkit) push to electrify its delivery fleet is being sold as a climate move, but its real logic is pragmatic: it makes riders richer and the platform cheaper simultaneously. This is ESG as operating strategy, not just branding.
1/ Shadowfax’s IPO debut wasn't just a weak listing. At a 9 percent discount on NSE and BSE, it was a structural repricing of the entire logistics sector. The market is moving away from tech-style multiples for delivery companies.
January 29, 2026 at 10:38 AM
1/ Shadowfax’s IPO debut wasn't just a weak listing. At a 9 percent discount on NSE and BSE, it was a structural repricing of the entire logistics sector. The market is moving away from tech-style multiples for delivery companies.
1/ India’s climate transition is no longer a moral project. It is a reordering of capital. Sustainability has moved from CSR to the operating core of the growth model. Decarbonization is no longer a sector; it is becoming infrastructure.
January 28, 2026 at 12:16 PM
1/ India’s climate transition is no longer a moral project. It is a reordering of capital. Sustainability has moved from CSR to the operating core of the growth model. Decarbonization is no longer a sector; it is becoming infrastructure.
1/ The Angel Tax was officially scrapped in 2024, but its ghost is still haunting Indian startup balance sheets. In January 2026, a fresh wave of legacy notices has revived a fight founders thought they had already won.
January 27, 2026 at 10:49 AM
1/ The Angel Tax was officially scrapped in 2024, but its ghost is still haunting Indian startup balance sheets. In January 2026, a fresh wave of legacy notices has revived a fight founders thought they had already won.
1/ For decades, India’s startup hero was the IIT engineer: solving hard problems with frugality and patience. But a new archetype has overtaken this model in unicorn creation: the BARBIE founder (Bachelors Abroad, Returned to Build in India).
January 26, 2026 at 12:38 PM
1/ For decades, India’s startup hero was the IIT engineer: solving hard problems with frugality and patience. But a new archetype has overtaken this model in unicorn creation: the BARBIE founder (Bachelors Abroad, Returned to Build in India).
1/ For years, AI startups sold opacity as a feature. If the model was too complex to explain, it was called sophistication. The "black box" wasn't a bug; it was the business model. That era ended this week.
January 23, 2026 at 11:04 AM
1/ For years, AI startups sold opacity as a feature. If the model was too complex to explain, it was called sophistication. The "black box" wasn't a bug; it was the business model. That era ended this week.
1/ On January 21, 2026, Eternal (Zomato) announced that Deepinder Goyal is stepping down as Group CEO, with Blinkit’s Albinder Dhindsa taking over the role effective February 1. This is not a routine succession; it is a structural reset for Indian tech.
January 22, 2026 at 10:20 AM
1/ On January 21, 2026, Eternal (Zomato) announced that Deepinder Goyal is stepping down as Group CEO, with Blinkit’s Albinder Dhindsa taking over the role effective February 1. This is not a routine succession; it is a structural reset for Indian tech.
1/ The software industry was built on a single assumption: code is scarce and developers are expensive. Emergent is attacking that head-on. Its $70M Series B led by Khosla Ventures and SoftBank is a bet on the end of traditional "development."
January 21, 2026 at 11:52 AM
1/ The software industry was built on a single assumption: code is scarce and developers are expensive. Emergent is attacking that head-on. Its $70M Series B led by Khosla Ventures and SoftBank is a bet on the end of traditional "development."
1/ For decades, Indian wealth was something you could touch - gold and real estate. This wasn't just conservatism; it was emotional security. But in 2026, the data is unambiguous: retail participation in capital markets has officially overtaken institutional participation.
January 20, 2026 at 10:44 AM
1/ For decades, Indian wealth was something you could touch - gold and real estate. This wasn't just conservatism; it was emotional security. But in 2026, the data is unambiguous: retail participation in capital markets has officially overtaken institutional participation.
1/ A quiet pact that governed four decades of foreign investment in India just ended. On January 15, 2026, the Supreme Court ruled that Tiger Global’s $1.6 billion Flipkart exit is taxable in India, despite the Mauritius treaty.
January 19, 2026 at 11:16 AM
1/ A quiet pact that governed four decades of foreign investment in India just ended. On January 15, 2026, the Supreme Court ruled that Tiger Global’s $1.6 billion Flipkart exit is taxable in India, despite the Mauritius treaty.
1/ For a decade, India’s home services felt like a closed market dominated by one player. But the recent Snabbit-Pync acquihire confirms a massive structural shift. We are no longer in the "Classifieds" era; we are in the "Big Three" utility era.
January 16, 2026 at 11:47 AM
1/ For a decade, India’s home services felt like a closed market dominated by one player. But the recent Snabbit-Pync acquihire confirms a massive structural shift. We are no longer in the "Classifieds" era; we are in the "Big Three" utility era.