SachinVats’s Newsletter on Markets
Sachin SharmaSaying the QUITE part LOUD about DISRUPTION i.e. lost in corporate echelons due to reasons other than shareholder value
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 18 | Founded | 5 years ago | Last Issue | a month ago |
| Active | |||||
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sachinvats.substack.comLatest Issues
Who Owns Intelligence?
Something important has changed in the AI debate.
For the first few years after ChatGPT, the central competitive question appeared straightforward:
Who has the best model?
OpenAI, Anthropic, Google and a handful of other frontier laborat...
Before the 100x in Indian Markets: How Small Companies Become Extraordinary Stocks
Disclaimer
I am not a registered investment adviser, financial adviser, broker, analyst, portfolio manager or investment professional. I am a retail market participant conducting independent research for my own learning and decision-mak...
AI Isn’t Destroying SaaS. It’s Exposing the Weak and Punishing the Lazy
For months, the tech world has been chanting the same mantra:
“AI is killing software.”
“SaaS is finished.”
“Agents will replace everything.”
It sounds revolutionary.
It sounds fearless.
It sounds smart.
It isn’t.
It’s intellect...
GRAB at the Crossroads!
Executive Summary
GRAB operates Southeast Asia’s leading superapp platform across deliveries, mobility, and financial services. Revenue model centers on transaction-based fees and commissions from driver-partners, merchant-partners, an...
Anthropic’s Quiet Masterclass: How Strategy, Not Hype, Is Winning the AI Race
When you ask people what AI assistant they use, the usual suspects dominate: ChatGPT from OpenAI, Gemini by Google, or Perplexity. In India, Airtel users get free Perplexity Pro; Google One bundles Gemini; Twitter Premium includes Grok; eve...
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Authors
The writers behind this newsletter.
Investor | 21+ yrs in Energy Industry | Geophysicist Once Personal Views & Opinions only (No Financial Advice | Do your own DD | Don't fall for SCAMs)
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