Board

Clayton M. Christensen’s popular theory of disruption is founded on panic, anxiety, and shaky evidence.

Much of the Internet has been abuzz about The Disruption Machine, an essay by Jill Lepore in the New Yorker that seeks to refute Clayton Christensen’s Theory of Disruptive Innovation. From th…

in Two Maps

Some thoughts about Snap’s 2022 Partner Summit

By Means of Natural Selection

ONDC has been created to change the status quo in e-commerce dramatically. So why are all the incumbents rushing to cooperate with it? Read this edition online A paid 🔒 weekly emailer that explains fundamental shifts in business, technology and finance that happened over the last seven days in India.

An explainer on how Mahindra Holidays struggled to turn its fortune

An explainer on whether Sensex can actually hit 100,000 or is it?

Cicero once told the story of a tyrant king of Syracuse named Dionysius II. He had been king for 38 years – with significant wealth and fame. Yet, he lived in constant fear of those around him – he wouldn't trust a barber, he addressed the people not from a pulpit but a high tower, everyone near him was searched for weapons extensively. Damocles, a member of Dionysius's entourage, once told the king how wonderful it seemed to be king – that no one seemed happier. Dionysius replied, > Do you wi

An explainer on why many people are pronouncing the death of globalisation

Now things will never be the same in India Read this edition online A paid 🔒 weekly emailer that explains fundamental shifts in business, technology and finance that happened over the last seven days in India.

Apple and WhatsApp announced on Tuesday that the popular chat service has been rolled into Apple’s Move to iOS system, which allows Android users to migrate their data to the iPhone. Here&#82…

And whether there is a case for it Read this edition online Tuesday, 07 June 2022 A weekly newsletter about the biggest changes in commerce—focusing on shifts that matter to you.

An explainer on why Nickel prices rallied like crazy

What's the difference in the price of a barrel of oil delivered to your doorstep today vs. a contract that locks in a price and guarantees you a barrel of oil in 6 months? You'd need to think about what it costs to store a barrel of oil. First, you'll need a warehouse and safety gear to keep it (the fumes of a single barrel of oil can quickly kill you). Then there are insurance, financing, and other hidden costs to owning the physical commodity. When today's price ("the spot price") is lower t

As new users flatline and consumer spending freezes, e-commerce companies descend into the unknown to find growth Read this edition online A paid 🔒 weekly emailer that explains fundamental shifts in business, technology and finance that happened over the last seven days in India.

While partnerships with fintechs have helped SBM Bank’s fortunes skyrocket in a few short years, they are also its biggest risk

Plus! Not Enough Housing; Durable Network Effects; VPN Integration; Reserve Currency Problems; Movies ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌This is the weekly free edition of The Diff, now on Mondays rather than Fridays.

An explainer on how China is losing the tech war to the US

An explainer on ONDC - open network for digital commerce

We’re either the last generation to ever die, or the first generation to live forever. I’m not talking figuratively here. You, reading this, might have an eternal life.

An explainer on the PVR INOX merger

I want to try to explain part of why the world seems so crazy these days.

Cross-selling is one of the hardest problems that nobody knew existed. Except Flipkart. Read this edition online A paid 🔒 weekly emailer that explains fundamental shifts in business, technology and finance that happened over the last seven days in India.

Amazon and Vi have been in investment talks for many months now. With the telco close to raising Rs 20K crore, could the match finally be made?

With a new $50+ million funding round on the horizon, re-commerce leader Cashify is ditching the promise of profitability for the allure of

Redseer is commissioned by most IPO-bound internet companies. Can its international recognition avoid the scepticism around its methods?

After years of debate, FSSAI has chosen to go with a 5-star system to rate the nutrition in packaged foods. Now it must defend controversy.

Amazon is entering a congested AVOD market with its miniTV. It hopes to boost both engagement and advertising muscle with the offering.