Thesis
- 01 // RoboticsSector thesis // October 2026 // 14 minutes
- 02 // Nuclear EnergySector thesis // October 2026 // 17 minutes
- 03 // Industrial heatForthcoming // Process heat and what electrifies it
- 04 // QuantumForthcoming // What India's quantum mission can buy
- 05 // DronesForthcoming // Indian drone manufacturing past assembly
- 06 // SpaceForthcoming // Indian private space after the opening
Company theses //
One company each, read from the founding belief to the projections and what happened.
Working theses on the sectors I invest in: where the cost sits, what still does not work, and what an Indian company could credibly supply. Each one keeps its sources and says what would change my mind.
Written as a working position rather than a published view, so it is specific enough to argue with.