GVI World
The Productivity Paradox, Again
Solow said you could see the computer age everywhere but in the productivity statistics. AI is no different — yet.
GVI Weekly
When Atoms Finally Compound
SpaceX's $2 trillion debut is the first serious test of whether physical technology can compound the way software has.
GVI Weekly
Understanding Customer Acquisition in the Modern Age
CAC measures the transaction. The trust ledger measures what follows. Platforms that confuse the two tend not to last.
GVI Weekly
What AI Feels Like
The Gutenberg Press democratized knowledge. AI is doing the same for intelligence. The pattern is worth examining.
GVI World
How to Build a Big Tech Firm out of India
India has the talent. It hasn't produced a globally dominant tech company yet. The gap is structural, not inevitable.
GVI World
Why Software Ate the World but Rockets Didn't
Computing power has compounded for fifty years. Airplanes still fly at 1970 speeds. That asymmetry needs explaining.
GVI World
The Elephant's Tryst with Capitalism
In 1991, India pledged its gold to avert a payments crisis. Three decades on, it is the world's fifth-largest economy.
GVI World
How Nations Capture Economic Value
The countries that design things earn more than the countries that build them. Here's why that gap compounds.
GVI Money
The Investing Conundrum: Where to Park Your Savings
Most financial news is noise. A simpler frame for thinking about where your savings should sit.
GVI World
The Case for Conglomerates
Specialists define the frontier; conglomerates increasingly own the rails. A look at why scale wins now.