Structure, Not Conspiracy
Regulatory compliance, protest movements, and poverty data all point to the same conclusion about India's political economy since 1991.

Essays and articles across technology, business, ideas, and learning.
Regulatory compliance, protest movements, and poverty data all point to the same conclusion about India's political economy since 1991.

India's top 1% holds 40.1% of national wealth. A data-first look at wealth concentration, tax incidence, and household debt.

77-90% of Indian household wealth sits in real estate and gold, not financial assets that beat inflation—access, not literacy, is the real barrier.

The RBI targets 4% inflation, not zero. Why that target exists, who bears the cost, and what CPI vs CFPI reveals.

India's unemployment rate fell from 6.0% to 3.2% between 2017–18 and 2023–24. Real wages barely moved. A data-first look at why.

A strategic analysis of where autonomous AI systems actually are, the capability gaps that remain, and what the trajectory implies for organizations.

Semiconductor concentration, energy constraints, and water scarcity are physical limits on AI progress that most analysis overlooks.

Closing a 10-week series on Indian institutions, I drop the hedging and say plainly what I believe about reform, timing, and the decade ahead.

India's top 1% income share now exceeds colonial-era levels. This essay examines the specific economic costs of that concentration.

Money has no inherent value—it's a collectively maintained story. Here's what makes some monetary stories durable and others collapse.

Modern economies run mostly on symbolic value, not survival. A look at what the numbers reveal about status, belief, and coordination.

Trust functions like infrastructure, not just culture. Why India's low generalized trust raises transaction costs, and how institutions—not culture—can fix it.

Baliyatra draws record crowds and revenue, yet traditional Odia crafts are vanishing from its stalls. Here's the economic logic behind why.

Six months of deep research into India's institutions reveals interconnected systemic failures, real successes, and six high-leverage reforms.

I used Claude to run an honest capability assessment on my last project before planning my next SaaS build — and let the findings shape the spec.

Why designing a WordPress theme for AI agents instead of humans produced a cleaner, faster, more honest architecture.

What the numbers actually say about Bitcoin's shift from experiment to global store of value.

A structural comparison of India and China's economies from 2000-2025, examining inequality, surveillance, and industrial policy.

Not because the tools were bad — because I kept skipping the step where you decide what you're actually building.
