Teardowns
Company teardowns from a PM lens — the reframe, the moat, the threat, and the metrics I would want before funding the roadmap.
Country Delight
Country Delight never sold milk. It sold a 6 AM habit.
A ₹1,380 Cr subscription business built on solving a trust problem, not a delivery problem — and quick commerce is now buying into it.
Zerodha
Zerodha never sold trading. It sold the absence of a salesperson.
India's largest stockbroker by profit, built with zero venture capital, now defending its moat as pricing stops being a differentiator.