Nepal, once ranked the 2nd most peaceful nation in South Asia,

is now joining Pakistan, Sri Lanka & Bangladesh in crisis

Everyone thinks CIA is plotting against India

But protesters in Nepal waved Modi & Yogi’s banners

So who's really behind Nepal’s fall & should we worry?🧵 Nepal’s Gen-Z revolution started on TikTok with one hashtag: NepoKids.

It was clips of ministers’ children flaunting Gucci bags and Dubai holidays that went viral.

But this isn’t envy.

It is about how ordinary Nepali youth die abroad while trying to make ends meet.

From Hollywood to Bollywood, everyone is going crazy over weight-loss drugs like Ozempic

While some call them miracles, others see them as risky shortcuts

Either way, Indian Pharma is joining the race too

But why is India betting on one of the most controversial drug ever?🧵👇 Recently, you must have noticed.

Many actors, directors, comedians, and influencers who were slightly on the obese side are suddenly showing up super lean.

And not just a small 2-3 kg drop.

We’re talking about massive 15-20 kg weight loss, sharp jawlines — all within months 👀

Something weird is happening in the Indian housing market 🤨

We’ll be short of 30 million homes by 2030.

Yet, India is negotiating a $500B deal to build 1 million homes in Australia!

So, why is India building homes abroad instead of fixing the housing crisis at home first?🧵👇 It all starts with Australia’s desperation.

The Australian government has promised 1.2 million new homes in 5 yrs.

But construction is falling short by 25%.

Vacancy rates are just 1.2% which means only 12 homes are free for every 1,000 people looking for rental accommodation.

India just launched VIKRAM, its first indigenous 180nm semiconductor chip

And by the end of 2025, TATA will be rolling out 28-90 nm chips at scale

While everyone thinks we’re too late because the world’s already at 3nm,

India’s race to chipmaking dominance is just starting👇🧵 What makes Vikram-32 remarkable is its speed of development.

Chips that often take years to develop were designed & fabricated at ISRO’s Semiconductor Laboratory in Mohali in just 3.5 years.

But why did we use a 180 nm node size when the world has long advanced to 3nm nodes?

Everyone thinks Apple’s biggest enemy is Samsung or Microsoft.

But it’s not. The real enemy is Apple’s own greed.

The result? In just 4 months, Apple has lost $1.1 trillion, falling behind Microsoft and Nvidia for the first time in years!

Here’s how Apple is killing itself🧵 Remember 2007?

Steve Jobs walked on the stage in his OG black turtleneck and said:

“An iPod, a phone, an internet mobile communicator… These are not three separate devices. And we are calling it iPhone. Today, Apple is going to reinvent the phone.”

That was a revolution.

Last November, Honasa posted its first ever quarterly loss of ₹19 Cr

Naturally, investors panicked and the stock plunged 50% from its 52-week high

The Crazy Part? More than ₹3,500 crore in market cap vanished in just two sessions

THREAD: How Honasa LOST its unicorn status🧵 Mamaearth began with a sharp intuition about a shifting consumer psyche. 

Its founders, Ghazal and Varun Alagh identified a powerful trigger among millennial parents: the fear of toxins in baby products. 

So they built a brand that turned this anxiety into trust.

In the 1980s, Japan was on its way to beat the US and become a superpower

Major Japanese companies like Toyota and Sony swallowed the global markets

But then came a period of crisis known as THE LOST DECADE which broke its spirit

THREAD: Why Japan never became a superpower🧵 More often than not, we talk about the crisis that took place in the US, Europe and South Asian countries,

— but most of us are not even aware of the crisis that brought the economy of the land of the rising sun into darkness.

Donald Trump can crash India’s entire financial system 

Not with tariffs but with your CIBIL score

Because CIBIL is majority-owned by a US company

So why did India hand over its financial backbone to a private foreign firm?

THREAD: Is CIBIL India’s silent financial time bomb? Your CIBIL score isn’t just a number. It’s your financial report card.

It tells banks how trustworthy you are with money.

It decides whether you’ll get that iPhone on EMI, a car loan, a dream home, or sometimes even…

Until 1970, Europe dominated the shipbreaking market

But because it’s one of the most dangerous jobs, they dumped it on Asians

The crazy part? India now accounts for 50% of global shipbreaking activity

THREAD: What makes India the most profitable destination for shipbreaking🧵 Ships, the silent giants & guardians of our civilization, connect our entire planet & shape the course of our world.

From raw materials to finished goods, from refugees to medical supplies

— these vessels traverse the oceans & weave the intricate web of international commerce.

India is the 2nd largest consumer of tobacco on earth

In fact, it’ll become a ₹6L crore market by 2032 inspite of deaths

The crazy part? NorthEastern men are the highest consumers of tobacco, beating UP & Bihar!

THREAD: Why tobacco is growing & why the govt isn’t banning it🧵 “Shauq Badi Cheez Hai”? Is that why pan masala is being promoted as a mark of sophistication & style?

And yeah “Bolo Zuban Kesari”! Because ofcourse stained mouth is really a badge of honor for us!

Well, maybe this is the downside of being an aspirational population after all.

Colgate should've been history by now

CloseUp stole its youngest, Dabur its oldest & Sensodyne its smartest customers

And in 2015, Patanjali Dant Kanti almost buried it

Yet it still dominates the market

THREAD: Why no brand will be able to beat Colgate for another 100 years🧵 The Indian toothpaste industry has perhaps the richest history of rivalries after soft drinks.

But despite decades of attacks from gels to clove oil to Ayurveda, Colgate still rules.

Its share has slipped from 57% in 2015, but it still commands 54% of the Indian market today.

On Monday, the Supreme Court ordered all stray dogs to be removed from Delhi's streets

But when so many people are against it & shelters are not even ready to accommodate 10 lakh+ dogs,

then why are they doing this?

THREAD: Why Supreme Court’s stray dog order is important🧵 We need to understand that in India, stray dogs are not a simple administrative problem that a directive can solve.

They are a part of culture, our street life and shared spaces.

They might technically be strays but in many neighbourhoods,

The main reason for Trump’s outrageous tariffs on India is not a moral mission to save Ukraine

It’s a hidden agenda that no one’s talking about: forcing India to buy GM crops

But India is standing with its farmers

THREAD: How GM crops are at the centre of India-US tariff war🧵 On July 31, the US approved 25% tariffs on Indian exports. A week later, it raised them to 50%. The pressure isn’t random.

Washington wants India to open its doors to American GM seeds and crops in the name of a “mini trade deal”,

The biggest entertainment industry in India isn’t Bollywood or Cricket

It’s something you might have never thought of

— Gaming.

The Crazy Part? It generates $3.8B in revenue, which is more than the BCCI & 2x Bollywood

THREAD: How Gaming broke Cricket & Bollywood’s duopoly🧵 Back in the early 2010s, gaming in India was just a side hobby.

People (mostly boys) played in cyber cafés or on old computers, for a few hours here and there.

There were a few early mobile games too, but nothing really took off.

BRICS wants to create a new currency to rival the US dollar, which Trump calls anti-American

But here’s the twist: India won’t back that idea, even though Trump has been targeting India lately

THREAD: Why India is saying NO to the BRICS currency🧵 Brazil, Russia, India, China, and South Africa, also known as BRICS, have been toying with a big idea: building their own financial system.

But not every member is equally excited.

Especially not India.

CM Yogi was sad that F1 came to India & left after just 3 yrs

This despite having a world-class Buddh Circuit left rusting

So, he created conditions for motorsports to thrive in UP

The Crazy Part? F1 is thinking to comeback after 12 yrs

THREAD: Why F1 should return to India🧵 In the late 2000s, the Jaypee Group, the real estate and infrastructure firm, decided to bring F1 to India.

They spent over ₹1,800 crore building a new sports city in Greater Noida, which included the Buddh International Circuit – India’s first and only F1-grade race track.

Indian skincare industry thinks Minimalist will die in 3-5 years!

But when it’s been profitable since Day 1 and HUL just spent ₹2,706 Cr betting it’ll grow even faster,

why do they think it’ll fail?

THREAD: Will HUL’s boldest bet turn… minimal?🧵 Even Shantanu Deshpande, founder of Bombay Shaving Company, publicly bet that Minimalist may die in 3-5 years under HUL.

But we think he might be wrong 👀

In 1995, Nike entered India after beating Puma globally

But Puma crushed Nike here by selling lifestyle over performance

The Crazy Part? 30 years of bleeding but Nike still hasn’t changed, because it’s all a plan & Puma fell for it

THREAD: Why Nike India is losing on purpose🧵 During the 80s & 90s, fitness was not something that was commonly discussed in most Indian households.

Our parents did not have gym memberships or drink protein shakes.

Their idea of physical activity was walking to the market or playing gully cricket & luka chupi.

During 1950s to early ‘80s, Tamil Nadu was poorer than Bihar

But to everyone’s SHOCK, not only did Tamil Nadu beat Bihar,

today it’s even richer than the whole country of Pakistan!

THREAD: How Tamil Nadu is now coming for China’s global manufacturing crown🧵 From assembling iPhones and EVs to powering India’s auto and textile exports, Tamil Nadu isn’t just growing industries, it’s building an industrial machine.

Before we understand what shaped Tamil Nadu’s rise, first let’s take a look at its scale.

Tomorrow, Tesla’s 1st store is launching in India

Everyone in US thinks Elon is dumb to launch in a 3rd world country like India

But The Crazy Part? Lamborghini had to pause bookings till 2027 in India, because the demand was too high!

THREAD: Here’s how Tesla will win India🧵 Let's take Lamborghini, for example.

They had to stop taking bookings for their ₹4 crore Urus SUV.

There was just too much demand and not enough supply.

In fact, they’ve sold more Lambos in India than ever before, and most interestingly, most of their buyers are under 40.

In 2023, Deepinder Goyal showed a loss-making food-delivery industry how to make a profit

Now, he’s disrupting another such industry: Aviation

Not by running airlines, but by replacing Boeing and Airbus

THREAD: Here’s what Deepinder Goyal is building at LAT Aviation🧵 Currently in India, we have 450+ airstrips, but only ~150 see regular flights.

That means over 2/3rd of our potential goes unused while millions of people in Tier 2 and Tier 3 cities have no choice but to spend hours or even days relying on slow trains or long-distance buses.