Insights
How we think about deep tech in India
We write about the markets we're building in, the founders we admire, and the ideas shaping India's technology future. No fundraising narratives. No hype. Just thinking we'd want to read ourselves.
Formats
Market thesis, founder stories, policy and ecosystem writing, and technical breakdowns rooted in industrial reality.
Market thesis
2026-03-08
Why power electronics is India's most important technology bet right now
China controls 90% of the global power electronics value chain. Here's why that is India's biggest industrial opportunity, and what it will take to capture it.
Founder stories
2026-02-14
Three engineers from Gujarat and the motor they're building for India
Naxatra's founders did not come from IIT or a VC-backed startup. They came from a deep conviction that India's EV future could not run on Chinese motors.
Policy & ecosystem
2026-01-26
Atmanirbhar Bharat needs more than policy. It needs a different kind of capital
The problem is not ambition or talent. It is that the Indian startup ecosystem, its capital, incentives, and infrastructure, was built for software. Deep tech requires something fundamentally different.
Technical
2025-12-11
What the global EV supply chain actually looks like, and where India fits
A breakdown of the power electronics value chain, who controls each layer, what percentage of value each layer captures, and where Indian companies can realistically compete in the next five years.