India’s traditional Dahi Handi festival offers a useful framework for understanding today’s AI economy. In the festival, a human pyramid relies on a broad, stable foundation to support a single climber at the top. Today, that balance is shifting. While infrastructure providers continue to benefit from sustained investment, AI software companies face growing pressure to … More The AI Economy: A Structural Rebalancing
Copper is the metal that runs through every chapter of human civilization. From the first tools and weapons to modern AI infrastructure, it has been the driving force of human progress. And today, as the world races to electrify everything from cars to factories to entire cities, demand for copper is surging at a pace … More Copper Wired the World. Glass Will Run It.
For more than a century, the structure of industries has been shaped by two strategic forces: vertical integration and horizontal integration. Both strategies pursued the same objective: control over supply chains, competitors, and markets. From oil companies controlling refineries and distribution networks to tech giants acquiring competitors and locking in markets, the strategy was always … More AI: The Next Chapter in Vertical and Horizontal Integration
Capitalism has always come at a cost. While profits and innovation fueled growth, the cost was often borne by the environment, society, and human lives, alongside political compromises and shifting geopolitical landscapes. Today, these costs are no longer abstract; they directly threaten markets, supply chains, and long-term profitability. In this era, capitalism cannot thrive without … More Why Capitalism Needs Sustainability More Than Ever
VEDANT INSIGHTS 