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Plus · Sector deep dive

The second wave of quick commerce is being written by its earliest believers

8 min read · Jun 26, 2026

Plus · Company analysis

Why CRED is quietly rebuilding its product around a single screen

6 min read · Jun 24, 2026

Plus · AI

Krutrim's infrastructure thesis is starting to look like its real business

7 min read · Jun 22, 2026

Plus · Investor watch

Peak XV's post-Sequoia year reads like a thesis, not a transition

9 min read · Jun 20, 2026

Plus · Operator

What founders are actually paying themselves in 2026

5 min read · Jun 18, 2026

Plus · D2C

The D2C playbook is being rewritten in public, one IPO filing at a time

8 min read · Jun 16, 2026

Plus · Fintech

What Razorpay's reverse-flip actually cost, and what it bought

9 min read · Jun 28, 2026

Plus · Ecommerce

Reading the Meesho DRHP carefully, before the analysts do

11 min read · Jun 27, 2026

Plus · Quick commerce

Swiggy Instamart's older cohorts are starting to look like a real business

7 min read · Jun 25, 2026

Plus · Investor watch

Inside Blume's Fund V: smaller cheques, sharper conviction, more bets

6 min read · Jun 23, 2026

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