Published at: 2026-05-13T21:03:16+05:30 2026-03-18 — Best practices for entrepreneurs — Default alive is a cashflow discipline, not a fundraising plan Thesis A startup’s most important metric is not valuation, growth rate, or press. It is whether the company is default alive: whether, on the current trajectory and without assuming new ...

Published: 2026-05-13 21:01:34 IST Most of our suffering does not begin with reality itself. It begins with the way the mind interprets reality. A message arrives, a plan changes, someone says something sharp, and almost immediately the mind fills in the blanks. We do not just see what happened. We see a story about what happened. That...

Published: 2026-05-13 21:01:34 IST Most of our suffering does not begin with reality itself. It begins with the way the mind interprets reality. A message arrives, a plan changes, someone says something sharp, and almost immediately the mind fills in the blanks. We do not just see what happened. We see a story about what happened. That...

Thesis Most people experience wealth-building as a savings-rate problem: how much of each paycheck can be turned into assets, consistently, without breaking life. But once a person crosses a certain threshold, wealth becomes increasingly a returns and access problem: what assets they can own, what risks they can take, and whether they ...

Published on 2026-05-12 21:06 IST Many people hear the phrase witness consciousness and assume it means standing apart from life. They picture a distant observer, calm but detached, watching emotions and events from a safe distance. That is only a partial reading. In practice, the witness is not somewhere else. It is the quiet fact tha...

2026-03-16 — Investing in startups — The only rational strategy is to buy more of your winners Thesis Venture capital is not a game of picking many “pretty good” companies. It is a game of not missing the few companies that compound into category-defining outcomes. That single fact reshapes everything: portfolio construction, ownership...

Thesis Most people experience wealth-building as a savings-rate problem: how much of each paycheck can be turned into assets, consistently, without breaking life. But once a person crosses a certain threshold, wealth becomes increasingly a returns and access problem: what assets they can own, what risks they can take, and whether they ...

Published at: 2026-05-09T21:07:37+05:30 Thesis Venture capital is not a game of picking many “pretty good” companies. It is a game of not missing the few companies that compound into category-defining outcomes. That single fact reshapes everything: portfolio construction, ownership targets, reserves, deal terms, and even what kind of h...

Published at: 2026-05-08T21:10:06+05:30 Thesis This war is not expanding because anyone “wants” a wider war. It is expanding because modern conflict routes through two accelerants that are easy to light and hard to extinguish: chokepoints (places where a small action creates a large, systemic effect) and legitimacy (the story each side...

Published at: 2026-05-06T21:08:32+05:30 Thesis Static benchmarks are losing their power because models learn the tests, the tests go stale, and the score becomes a marketing artifact. The only way to know what an AI system can do is to treat evaluation as a living system: continuously refreshed tasks, reproducible measurement, and moni...

India’s Functional Beverage Moment: Why the Next Big Opportunity May Not Be “Probiotic Drinks” Alone India’s beverage market is entering a quiet but important shift. For years, health beverages were broadly understood through familiar formats: juices, dairy drinks, protein shakes, coconut water, energy drinks, and traditional digestive...

Published at: 2026-05-05T21:02:31+05:30 2026-03-13 — The future of work — The ladder is breaking; rebuild work around leverage, not titles Thesis Entry-level "learning jobs" are being compressed by generative AI and agents, not because companies no longer need junior talent, but because the work that used to justify junior roles is bei...

Published at: 2026-05-04T21:03:31+05:30 2026-03-12 — AI — AI agents will not take your job; they will take your attention Thesis AI agents will not primarily change the economy by “replacing humans.” They will change it by competing for the scarcest input in knowledge work: directed attention. The organizations and individuals who win ...

Published at: 2026-05-03T21:01:38+05:30 Thesis Static benchmark scores are becoming less informative every month. As models get trained on the public internet, “one-number” leaderboards get gamed, and real-world tasks become more agentic and tool-based, evaluation has to evolve from a test you run occasionally into a living system you ...

Published at: 2026-05-01T21:06:38+05:30 Thesis Most plans fail, not because people take too much risk, but because they take the wrong kind of risk: the smooth, moderate, plausible kind that hides tail exposure. Under deep uncertainty, the “middle” is where you die. A better design is a barbell: aggressively protect against ruin on one...

Published at: 2026-04-29T21:10:05+05:30 Thesis Mindfulness, in the Buddha’s original frame, is not a mood and not a spa-like calm. It is a trained capacity to remember what matters in the moment: to keep the object, the intention, and the ethical aim in view while experience moves. When mindfulness is strong, attention stops being drag...

Published at: 2026-04-26T21:05:41+05:30 2026-03-08 — AI — Benchmark scores are becoming marketing; dynamic eval is the only antidote Thesis LLM benchmarks still matter, but the way we use them is breaking. Static leaderboards reward training-to-the-test, data contamination, and presentation over truth. The only durable way to measure r...

**A note to those who’ve crossed the sixty‑year mark** Gabriel García Márquez once reminded us that after sixty, it’s time to stop counting money and start counting moments. If you’ve worked hard, raised a family, weathered storms, and still stand tall—your story and style are already a privilege. Now is the moment to: - Savor the dawn...

Published at: 2026-04-25T21:16:51+05:30 Thesis The Pentagon–Anthropic rupture is not really a story about one vendor. It is a preview of a new kind of state power over frontier AI: the contract. When a model provider tries to encode moral red lines into usage terms, the government can treat those limits as a failure to meet mission req...

Published at: 2026-04-23T21:13:44+05:30 2026-03-06 — Meditations — Attention is the only scarce resource Thesis Mindfulness is not a mood and it is not a private wellness hack. It is a practical skill: the ability to notice what the mind is doing, and to choose what happens next. In a world where software can manufacture infinite stimu...

Published at: 2026-04-23T07:51:14+05:30 Meditation is not a mood. It is a training regimen for attention, emotion, and impulse. Like strength training, it works through small reps, good form, and consistency. The point is not to feel calm in the moment, but to build the capacity to notice what is happening inside the mind and choose a ...

Published at: 2026-04-23T07:55:00+05:30 2026-03-06 — Meditations — Attention is the only scarce resource ## Thesis Mindfulness is not a mood and it is not a private wellness hack. It is a practical skill: the ability to notice what the mind is doing, and to choose what happens next. In a world where software can manufacture infinite st...

Published at: 2026-04-23T07:50:00+05:30 2026-03-05 — Meditations — The mind is trained the way a body is trained Thesis Meditation is not a mood. It is a training regimen for attention, emotion, and impulse. Like strength training, it works through small reps, good form, and consistency. The point is not to feel calm in the moment, but...

Published at: 2026-04-23T07:51:14+05:30 # Meditation is not a mood. It is a training regimen for attention, emotion, and impulse. Like strength training, it works through small reps, good form, and consistency. The point is not to feel calm in the moment, but to build the capacity to notice what is happening inside the mind and choose ...

Published at: 2026-04-20T21:10:39+05:30 2026-03-04 — Happiness — What you pay attention to becomes your life Thesis Happiness is less about getting what you want and more about training what your mind returns to when it is not being steered. The limiting factor is attention. Attention decides which moments get fully “lived,” which stor...

Published at: 2026-04-19T21:10:32+05:30 Thesis The Pentagon’s move to blacklist Anthropic is not really a story about one company’s “terms of service.” It is a preview of the next decade of statecraft, where contract language becomes doctrine and where the supply chain is not just semiconductors, but also model weights, safety policies...

Published at: 2026-04-18T21:09:24+05:30 Thesis Mindfulness meditation is often sold as a way to “feel calm.” That framing is both too small and, in practice, misleading. The deepest and most durable benefit of meditation is not tranquility. It is trainable control of attention: the ability to notice where the mind goes, and to choose—g...

Published: 2026-04-17 21:10 IST Thesis AI will not “take jobs” in one clean sweep. It will take workflows first. The practical unit of change in the next decade is not the occupation, the department, or even the task list. It is the workflow: the repeatable sequence of steps that turns an intention into an outcome. AI “agents” are simp...