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12 essays // 02 theses // 2021 - now

Writing

I write at abruzzispur about technology markets, mostly Indian ones: semiconductors, nuclear, data-centre wiring, specialty hospitals, e-waste. Each piece takes one sector and works out who pays for what, and where the money is likely to go next.

// everything lands at abruzzispur.substack.com ↗

// thesespublished here

// researchbefore venture

Peer-reviewed and institutional work from before venture, mostly on India's power sector.

  1. 01A New Global Business Case: Neoclouds[October 2026]
    Neoclouds are the companies renting out GPU compute, and they have quietly turned into landlords: what they sell is a place near the front of a queue. The piece works out whether the lease, rather than the chip, is the asset that holds its value.
    3,300 words//read on substack ↗
  2. 02The building blocks of a humanoid robot[September 2026]
    More than fifty motors sit in a pair of robot hands, and most of a humanoid's parts bill is decided in its joints: gears, motors, magnets and the small boards that drive them. It counts those parts and asks how many of them India already makes.
    3,600 words//read on substack ↗
  3. 03The New Frontier for Global Energy Production[September 2026]
    Nuclear is being rebuilt in several places at once, and every design is an answer to one local constraint. A guide to the new fuels, the new magnets and a newly open Indian market, ranked by what is actually being built rather than what has been announced.
    3,700 words//read on substack ↗
  4. 04The Wire Between the Chips[August 2026]
    The AI buildout is running into a limit measured in metres: copper cable works up to about a metre and then stops, and glass decides the pod, the network and the power draw. The piece follows which layer of that chain actually earns money.
    3,100 words//read on substack ↗
  5. 05India Is Building Hospitals That Do Less[August 2026]
    Specialty hospitals skip most of what a general hospital carries, and that focus shows up directly in the margins. It walks through eye care, dialysis, oncology, fertility and mother-and-child, and asks which of them is still worth backing.
    4,500 words//read on substack ↗
  6. 06India's E-Waste Sector Is Two Different Investments[August 2026]
    One listed recycler kept a 48% net margin in a business most people file under commodities. The piece splits the sector into the half that lives on metal spreads and the half that charges clients to take their waste away, then asks what to actually track.
    2,600 words//read on substack ↗
  7. 07Conflict Today, Hunger Tomorrow: The Hormuz Blockade and the Global Chemicals Crisis[May 2026]
    A blockade in the Strait of Hormuz repriced fertiliser for a farmer in Baden-Wurttemberg, and the shock is still travelling through petrochemicals and phosphates. It follows the part of that chain which has not reached an earnings report yet.
    3,000 words//read on substack ↗
  8. 08How to Approach AI Investments[April 2026]
    Most AI frameworks start with the model and are out of date by the time they are published. This one starts from production instead, and uses voice AI in banking, financial services and insurance as the worked case.
    1,600 words//read on substack ↗
  9. 09Semiconductors and its Indian reception[February 2026]
    Generative AI chips are approaching half of industry revenue on a fraction of a percent of unit volume. The piece sets out what India is actually targeting: mature nodes (chips built on older, cheaper processes), packaging before new fabs, and the segments incumbents left unentrenched.
    4,600 words//read on substack ↗
  10. 10India's Industrial Decarbonisation: Building the Future While Fighting Carbon Lock-In[August 2025]
    India is building its industry and decarbonising it at the same time, which is a different problem from retrofitting factories that already exist. On lock-in, efficiency, materials, and the motors and pumps nobody looks at.
    2,000 words//read on substack ↗
  11. 11The E2W Market Is Just Getting Started[July 2025]
    Electric two-wheelers are already the largest slice of India's EV market, and the interesting question is what rising incomes do to unit economics. It looks at where the cost sits and where the opportunity does.
    1,900 words//read on substack ↗
  12. 12What are we missing in the big Indian climate opportunity[July 2025]
    India's climate capital stacks up oddly: a thick wedge of small seed cheques, a thin middle, and a lot of money that prefers the shallow end. On the distance between where the capital sits and where the carbon is.
    1,800 words//read on substack ↗

Earlier work

Pieces I wrote before the Substack, three of them with Dhruvaraj Gambhire at EnergyBits.

1 human is watching the fireworks

// click the field to set one off