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Business Breakdowns

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Substack
PricingOnly free issuesPublishesWeekly
Issues392Founded5 years agoLast Issue4 days ago
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Latest Issues

Your next hospital bill can cost ₹0.

A hospital on Race Course Road in Bengaluru offers eligible insured patients free blood tests, X-rays, and CT scans. 12 kilometres away, a new clinic is being planned to catch health problems before they become serious.

The hospital be...

4 days ago
25

Why Jio gave away the internet

Before we begin.
Bored of automating workflows with AI but too scared to build a real product? Imagine launching your first product in just 2 weeks, alongside your day job.

That’s Build Sprint. A live cohort that gives you the right...

18 days ago
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Is Apple Pay after UPI’s ₹29 Lakh Cr. market?

When Apple Pay launched in the US in 2014, its proposition was simple: keep using the same card, but make checkout buttery smooth. Tap the iPhone, authenticate with Touch ID and move on. Apple bet that when every alternative added friction,...

a month ago
23

Jio, the final boss of SaaS distribution?

On September 16, 2026, Jio and Canva launched a partnership that puts Canva’s paid products inside select Jio recharge plans.

It already has 260 million monthly users and $3.5 billion in revenue. Plus, its product was already available...

a month ago
40

NVIDIA’s $100B AI loop.

NVIDIA just had their best quarter. $96.2 billion in revenue. Over $59.7 billion in profit.

Take a look at their 10-Q filing: $99 billion in equity stakes — mostly in AI companies, most of which are losing money. It looks like NVIDIA i...

2 months ago
19
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