Bloomberg: “Bubbles are economic cycles defined by a swift increase in market values to levels that aren’t supported by the underlying fundamentals. They’re usually followed by a sharp selloff — the so-called pop. A bubble often begins when investors get swept up in a speculative frenzy — over a new technology or other market opportunity — and pile in for fear of missing out on further gains. American economist Hyman Minsky identified five stages of a market bubble: displacement, boom, euphoria, profit-taking and panic. Bubbles are sometimes difficult to spot because market prices can become dislocated from real-world values for many reasons, and a sharp price drop isn’t always inevitable. And, because a crash is part of a bubble cycle, they can be hard to pinpoint until after the fact.”
Ashish Dhir: “Bigger companies typically focus heavily on scale, gaining market share, and sometimes even creating entire categories. For a smaller player, it’s more of a day-to-day approach. While they want to grow, they also keep a close watch on the bottom line.”
Mint: “The paradox of India’s education system: high graduation rates from ITIs, yet low placements, because students want to work only within 20 km of home. The solution wasn’t a bigger job fair; it was a completely new digital infrastructure. Enter Dharwad’s Blue Dot project…The premise is simple to describe and hard to execute: What if jobs, candidates, and benefits could appear on a digital map, in an app? The way restaurants or petrol pumps do? A ‘blue dot’ on a screen, signalling not just where something is but also intent: who I am, what I have, what I want.”
FT: “Buying with the help of generative artificial intelligence is like having a personal shopper who knows exactly what I want…The next frontier for agentic commerce? Ordering what we need autonomously. You’d never run out of toilet paper, but would you really trust AI to spend money on your behalf? As someone who really enjoys shopping, I’m not sure that I’m ready to outsource this pleasure just yet. But if my personal shopping agent could check my bank balance and arrange delivery on a day I’m going to be working from home, I might change my mind.”
