Essays, research notes, and things I'm reading. Filed by topic as they accumulate.
Personal
How I Work
A personal operating manual — the principles I return to on decisions, communication, leadership, conflict, and what I'm still working on.
Strategy
The Hidden Architecture of Incubation
What building a technology development center in India taught me about strategy, talent, and execution — and why the hardest part of incubation inside a large company is not inventing the technology, but building the hidden architecture around it.
The Real M&A Value Isn’t in the Deal — It’s in Everything Around It
Value in M&A is rarely created in the transaction itself — it is created before the deal, around the deal, and especially after it closes. Lessons from advising on acquisitions and living through them as an operator.
Introducing the India TAM Model
An open tool for sizing the Indian market by district, income group, and tier — for entrepreneurs, investors, and researchers.
Long Term Planning — Crystal Ball Bash
What actually happens inside annual planning — the C-suite cast, the theatre, and what good leaders do differently.
Quantum
From Markowitz to QUBO: Teaching Quantum Computing Through Portfolio Optimization
A course at the Chennai Mathematical Institute that started with an ordinary financial optimization problem and arrived at quantum computing only at the end — and what teaching it taught me about sequencing, validation, and when an emerging technology actually changes the game.
AI
Notes on agentic computing coming soon.