# india macro
India macro: fintech, climate-energy, and the connecting threads
The India that does not get covered as one story. Macro shocks, fintech pricing tiers, climate-energy compounding, and the connecting threads Indian press tends to keep separated.
> essays in this thread
The two storms heading for India's kitchen, and the silence that should worry us
A warming Indian Ocean and the Iran war are colliding into the most compounding macro shock India has faced in over a decade. Almost nobody is connecting the dots, the data is public, and the cushion the country has to absorb both is narrower than the official narrative suggests.
The Super App Myth: Why Focus Wins in India
Every boardroom in India wanted to build the WeChat of India. Five years later, the data tells a very different story. A complete teardown with market data, case studies, and lessons for founders.
The 'India 2' Trap: A Case Study from Building Paytm Soundbox
Most Indian startups fail because they build for India 1 but price for India 2. A deep case study from my time at Paytm, with the framework for getting this right.
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