Pixxel is a startup that makes Satellites....

Satellite making is on its way to becoming commoditised. But it is the Camera that they built separates them from the rest.

What stuck me was the cost advantage they have vs the developed world . 3x to 5x cost advantage and in some

'When a measure becomes a target, it ceases to be a god measure' - Goodhart's Law.

Happens in companies as well. Revenue is booked before hand etc. Smoothening happens. That's the way it is....

Incentives guide behavior, always.

Creators wanting to become entrepreneurs and entrepreneurs wanting to become creators.

One of the reasons for population degrowth.

Companies are also like living entities. They too evolve.
The people running it and the culture there determine it's DNA. Things change when people at the helm change. When external environment changes, it sometimes have an impact.

The issue is many investors look at it like a

Should SEBI Chief Madhabi Puri Buch comment on Market levels.....

The point that a few market participants are making is that it is not SEBI's role to decide or guide people where to invest or make comments on market levels. Let the markets decide their own fate. SEBI is suppose

Apple has a regulatory risk.

Someday, don't know when there will be counter action.

For an enduring business, it is important for all stakeholders to believe that there is value for them. Or else its unsustainable beyond a point.

My 2 (and then some) cents on the RBI and the Fintech Fallacy:

1. RBI's actions over the years have generated a wave of passionate responses from the community. Here are my 2 cents on the challenges related to the fintech landscape and the role of the RBI

ReserveBankOfIndia ReserveBankOfIndiasays

Hardware is hard.

That’s why Elon is by far the greatest founder of all time.

Remember — countless startups die just while trying to put stationary beige boxes on desktops. Very smart people get crushed by supply chain disruptions, or China tariffs, or lockdowns, or shipping

HEICO would dispute the idea that “you get what you pay for”.

They’ve sold over 80 million parts to airlines since entering business in 1957. Typically, HEICO parts sell at a 30%+ discount to the competition.

But unlike their competition, they have never had an issue. 0 service

Bill Ackman on dealing with disaster: “Make a little progress every day”

After losing $4 billion in Valeant Pharmaceuticals, other Wall Street investors started betting against his firm, Pershing Square, to further compound its catastrophic 30%+ loss and force a liquidation.

To

As a curious bloke I have always ask, 'Why is this Industry or company located here? Why not someplace else'

It's usually not some top down plan, but a confluence of various factors that come together. It's kind of evolution. Evolution is blind.

Hadn't it be for Stanford