Biz News+ | Jayant Mundhra
Jayant MundhraImportant Things on Business, Economics & Public Policy That People Aren't Talking About
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 233 | Founded | 2 years ago | Last Issue | 41 hours ago |
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biznewsbyjay.substack.comLatest Issues
#40: Why is a ₹12,000 crore GPU cloud making ₹31 crore?
I think almost everyone has read the L&T and E2E story exactly backwards.
The headline version is a gut punch. L&T, which paid to get into India's only listed GPU cloud, has just built a much bigger Nvidia cluster without it, and left E2E...
#39: Why is Varun Beverages' alcohol bet only ₹9 crore?
Here is a number that should stop you.
Varun Beverages is worth about ₹1.45 lakh crore on the market.5 Last quarter it earned ₹1,525 crore in net profit.4 It reaches somewhere between three and five million of India's roughly twelve millio...
#38: Why does India get the factories but China the $106bn?
Here is a number that should stop anyone who still thinks China's economy is quietly falling apart. In the first six months of 2026, Chinese biotech firms signed away the rights to their experimental drugs for $106bn.1
Not sold generics. N...
#37: Why does India import 100% of its solar-panel silicon?
Here is a number that should bother anyone cheering "Make in India" solar.
India can now assemble roughly 120 GW of solar modules a year.1 On paper, that is more than the entire country has installed in its history. It looks like a manufac...
#36: How did EdTech's exit drought break at ₹35,000 crore?
I think most people are reading the PhysicsWallah listing exactly backwards.
The story being told is a feel-good one: a teacher from Prayagraj builds a coaching empire on YouTube and rings the bell. True, and lovely. But it buries the more...
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Sharing data-deepdives daily 8.30am | Startup Investing at Dexter | Ex-Bain, Classplus | Author- Redemption of a Son
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