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.
Category
GVI World
Macro, markets, central banks, and the global economy.
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 World
The Case for Conglomerates
Specialists define the frontier; conglomerates increasingly own the rails. A look at why scale wins now.
GVI World
Progress vs Distribution
Two ways to create enterprise value — and what changes when distribution of good ideas becomes free.