Since 2019, something quiet but profound changed in the global financial system. Foreign governments stopped buying U.S. debt at scale. For decades, the world absorbed America's borrowing habit, holding Treasuries as reserves. This allowed the U.S. to carry on with it's global and domestic agenda - project power, and maintain a lifestyle that was unsustainable… Continue reading The Financial Reckoning Is Coming
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India’s Urgent Need for Digital Sovereignty
A few weeks back, something important slipped under the radar. India scrapped the 6% Equalization Levy, a digital ad tax meant to ensure global tech giants like Google, Meta, and Amazon paid at least some tax on revenue earned from Indian users. On paper, it looks like a diplomatic concession to the U.S. in ongoing… Continue reading India’s Urgent Need for Digital Sovereignty
The Struggles of Coffee and Tea Chains in India: A Market Misalignment?
After a recent visit to Chaayos, where my wife and I noticed a severe lack of footfall, I became curious about its financials and how it manages to survive. A quick dive into the numbers revealed that Chaayos generated only ₹248 crore in revenue in FY24, with a mere 5% growth, while posting losses of… Continue reading The Struggles of Coffee and Tea Chains in India: A Market Misalignment?
Why I returned back to India
It’s been over a year since my wife and I returned to India after spending 7+ years in the U.S. I’m forever grateful for the incredible opportunity to be a part of the Silicon Valley ecosystem—it truly is a special place that fosters innovation, diversity, and excellence. The experience shaped me in countless ways, and… Continue reading Why I returned back to India
What’s in a language?
Whenever debates about language in South India surface, uncomfortable questions flood my mind—questions that few want to confront. Is language truly the core issue for people in Karnataka? Or did this so-called "language conflict" emerge because of North Indians moving to Karnataka, pushing up living costs? Let’s be honest—is it really about language, or is… Continue reading What’s in a language?
Think Big, Think Practical: Guide to Indian startup success
In the 21st century, so far, no country comes close to China for the economic miracle it has undertaken. While this miracle can be attributed to the policies of that era and being on the right side of the US, there is still a lot to be learnt from how they approached things. Deng Xiaoping,… Continue reading Think Big, Think Practical: Guide to Indian startup success
Yash Tambawala 