Balaji critiques tariffs as blunt, instant taxes that destroy margins, and proposes data-driven industrial policy that maps supply chains to build domestic capacity.
Modi details the massive scale, innovative logistics, and technological infrastructure that enable free and fair elections for nearly a billion voters.
The founders compare the rapid‑growth of quick‑commerce platforms (Zepto, Swiggy) with the high‑cost, high‑rent reality of brick‑and‑mortar cafés, highlighting the trade‑offs in margins, logistics and brand exposure.
The founders debate the trade‑offs between cheap Chinese bottling lines, reliable Indian manufacturers, and premium European equipment, emphasizing service, spare‑part availability and scalability.
Fast delivery (under 2 hours) is becoming a decisive factor for beauty purchases, especially in Tier‑2 cities where convenience outweighs price sensitivity.
China's rapidly ageing population is eroding its manufacturing edge, creating openings for India and other low-cost producers. The shift reshapes global supply chains and could accelerate a re-balancing of industrial power.