Category: Strategy
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Musk: The Ultimate Influencer and $44B Follow Button
When Elon Musk paid $44 billion for Twitter in 2022, the math didn’t work. The company was burning cash, advertisers were fleeing, and Musk himself reportedly admitted he’d overpaid. Wall Street chalked it up to a rich man’s tantrum — a chaotic, ego-driven purchase of a media company that couldn’t turn a profit. Every spreadsheet…
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Omaha 2026: Berkshire’s Tim Cook Moment
A lot to unpack from the weekend in Omaha! From a chance encounter with Li Lu to meeting all the bright minds at various events. The who’s who you randomly run into at this place is mind boggling – Bill Ackman, Mohnish Pabrai, Guy Spier, Li Lu, Chris Bloomstran, Tim Cook – are regular attendees.…
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Meta Compute Today, Meta Cloud Tomorrow?
Meta’s launch of Meta Compute is easy to read as just another big tech company investing in AI infrastructure. But that would miss the bigger shift happening underneath the cloud market. For most of the last decade, cloud computing meant one thing: large, horizontal platforms like AWS, Azure, and GCP offering an ever-growing suite of…
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I Finally Cancelled My Spotify Subscription — Here’s Why I Switched to YouTube Music
My heart ached every month when I saw my credit card debited with $11.99 for Spotify Premium in addition to $13.99 for YouTube Premium (which includes YouTube Music). The math was simple, yet somehow I’d been ignoring it for years. To me, audio has always been a subset of video. So, as a consumer, I…
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ChatGPT India Launch – What Could go Wrong, did go Wrong
When OpenAI announced ChatGPT Go for India earlier this week, the launch looked like a masterstroke. At ₹399 per month, users were promised extended access to GPT-5, improved image generation, and premium features at a price point tailored for India. Even better, OpenAI added support for UPI payments—a move that showed it understood how Indians…