Curious, first principles thinker. AMA Music, Tech and Product.
What I write about
Long-form explorations into topics I find fascinating.
Why reinforcement learning infrastructure is the next great platform opportunity — the AWS moment for RL, $7.5B today to $21B+ by 2032.
Mar 2026 Consumer TechThe unbundling of Urban Company — how India's $60B home services market is being decomposed by speed-first vertical startups.
2026 FintechHow the world's largest payment network is expanding from cards to a $200T money movement platform.
Feb 2026 Fintech × AIWhen fintech becomes a function call — the protocol stack being built for agent-first commerce.
Feb 2026 AI AgentsSeven context management patterns powering Claude Code, Manus, and Cursor.
Feb 2026 AI AgentsTool design, action spaces, and progressive disclosure from Claude Code.
Feb 2026 India E-CommerceHow Flipkart, Swiggy, Meesho, and Amazon India deploy GenAI across commerce.
Feb 2026 InfrastructureSix layers forced into simultaneous transition by Nvidia's GPU power density roadmap.
Feb 2026 Voice AIProduct capabilities, competitive moat, wrapper analysis for India's leading Voice AI platform.
Feb 2026 Voice AIFull-stack model-company analysis: proprietary ASR, LLM, TTS, and moat layers.
Feb 2026 Voice AIDistribution-first no-code voice platform: wrapper risk, GTM moat, and path forward.
Feb 2026Structured thinking on themes I'm obsessed with.
Every voice AI platform today ships call logs and basic metrics. None ships the product analytics layer that actually matters: conversation funnels, turn-level drop-off, barge-in rates, intent resolution heatmaps.
02The AI industry ran on static data for a decade. That era is ending. As RL scaling consumes environment interactions, not tokens, the companies building the gyms where agents train may capture more durable value.
03India’s $1.98B robotics market sits at the intersection of a manufacturing capex super-cycle, the world’s fifth-largest rare earth reserves, and 20% of global chip design talent.
Shorter thoughts, observations, and notes from the field.
Themes I track closely at the intersection of finance, regulation, and AI-native products.
Reading
Core machine learning areas I actively study, build with, and write about.
Mathematical foundations that shape how I reason about models and systems.
Visual artifacts — packaging concepts, interface explorations, and design systems.
A curated travel UI — editorial typography meets pastel cartography. Onboarding through empty states, designed for mobile-first exploration.