Discussion about this post

User's avatar
Gaurav Rekhi's avatar

Very solid framing. And the right one, in my opinion. The only real solve I see is scale manufacturing everywhere - right now it’s very concentrated in a few south (and a bit west) pockets.

Kishore's Notes's avatar

Completely agree that we need to talk about the deeper structural problem. The main issue seems to be the immense speculative capital at the disposal of these loss making companies who are incentivised to privatise profits and socialise risk.

The gaslighting by the platform owners needs to be called out like Vivek Kaul has rightly done in this piece https://www.newslaundry.com/2026/01/03/when-privilege-pretends-to-be-economics-why-deepinder-goyal-gets-it-royally-wrong

We need to bring to the center the question of value creation and innovation as you say. Aggregation has its place, but it's neither innovation nor core value creation.

4 more comments...

No posts

Ready for more?