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Writing
From The Glasserie.
I write about AI product management, AIOps, and the craft of shipping enterprise software. Most of it lives on Medium, some on Substack.
Where I write
Featured on LinkedIn
Blinkit turned EBITDA positive in Q4 FY26 while Instamart lost ₹858 crore. The same market, the same macro, the same consumer. Different unit economics.
Read on LinkedIn →177 million AI app downloads in India in 2024, but consumer spend: $12 million. Just $0.07 per download. The product decisions three AI leaders made in response are now visible.
Read on LinkedIn →The soundbox: an audio-first payment interface built for merchants who cannot look at a screen. Before it existed, a vegetable cart merchant had no reliable way to verify a UPI payment at peak hours.
Read on LinkedIn →Groww: ₹1,505 crore revenue, up 88% YoY. Zerodha: brokerage revenue down 40%. Both faced identical SEBI regulation. The product composition explains why the outcomes diverged.
Read on LinkedIn →Latest from Medium