Writing
Measuring the Business Value of AI Products
Traditional ROI models assume software performs 100% of the job it was built for. AI breaks that assumption, and most business cases haven't caught up.
Product Ownership: Outcomes Over Output
Are you the CEO of your product, or just its project manager? Real product ownership isn't defined by what you're responsible for on paper—it's defined by what you can't walk away from.
Why Your AI Investment Isn't Working
Many AI initiatives fail not because the technology is weak, but because silence, uncertainty, knowledge gaps, and system-level barriers prevent practical adoption at scale.
Market Reorganization, Not 'Platform Shift': Reframing the AI Debate
Generative AI is better understood as a market reorganization force that strengthens existing platforms through integration, rather than as a new platform layer in its own right.
The India Energy Stack: A Vision for India's Energy Future
India Energy Stack, a digital platform transforming India's energy landscape and paving the way for a sustainable future.
Platform Playbook: Essential Reads for Mastering Platform Business Models
A curated reading list for understanding platform economics, network effects, governance, and the strategic choices behind successful platform business models.
Musings on Product Strategy
A practical definition of product strategy built around diagnosis, guiding policy, and coherent action rather than roadmaps, buzzwords, or vague planning language.
China's Regulatory Blitz Shuffles Global Top 10 Platform Rankings
China's regulatory crackdown reshaped the global platform rankings in 2021, wiping hundreds of billions of dollars from the market value of Alibaba, Tencent and Meituan.
Platform Scalability: Local Networks
Local network effects make geographically constrained platforms fundamentally different from global digital networks. Uber's expansion in India illustrates how culture, regulations and geography shape platform scalability.
Platform-spotting: How to identify platform in your product?
Most successful platform companies began as products. This article introduces a simple framework—Identity, Moat, Interactions, Network Effects and Differentiation—to help identify platform opportunities within existing products and services.
2020's Top Platform Companies
Despite a devastating pandemic and a moribund economy, many platform businesses not only survived but also thrived, scaled and prospered in 2020.