Palmer’s M64 console moves from prototype to mass production, leveraging the original N64’s modest memory footprint to keep costs low while stockpiling inventory to avoid sell‑out cycles.
Balaji critiques tariffs as blunt, instant taxes that destroy margins, and proposes data-driven industrial policy that maps supply chains to build domestic capacity.
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.
India faces a double-edged trade environment: steep US tariffs, a newly signed EU free-trade pact, and a shifting Chinese manufacturing landscape that together reshape its export strategy.
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.