Deepsekhar Choudhury

🚨🚨The Mega #NarayanaMurthy Interview in the February edition of @outlookbusiness 🧵🧵 He talks about: -IT majors vs AI age -India's status in the AI race -Founder ESOPs -Building culture in #startups -The true test of corporate governance ...and much more (1/n)

Social media addiction trial: a Los Angeles jury finds Meta and YouTube were negligent and failed to warn users about the dangers of using their platforms (@jonathanvanian / CNBC) cnbc.com/2026/03/25/met… #a260325p34" target="_blank" rel="nofollow noopener">techmeme.com/260325/p34#a26… 📥 Send tips! techmeme.com/contact

“An official from an Asian or African country who needs urea before the monsoon does not discuss the Ukrainian question. He calls the Kremlin, and the Kremlin picks up,” she said. On how the US war with Iran is strengthening Russia on global food markets: ft.com/content/615309…

FT Exclusive: The tie-up would be the highest-profile example yet of the German car industry, where profits have plunged amid rising Chinese competition and a stuttering transition to electric vehicles, seeking partnerships with the defence sector. ft.trib.al/VdiIFhp

This @TheEconomist graphic is telling and shows India’s heavy reliance on the Middle East for LPG imports. #IranWar‌

Financial Times I didn't know you had this kind of game.

HUL has not scaled a single organic brand over the past decade, leaving its growth dependent on an ageing portfolio.

Whenever the Middle East is in peril always good to remember how once an Indian president and a Bengali accent almost led to a diplomatic crisis…

This a reflection of the state of governance in New India, that too about probe into an aircrash where so many people died.

If we are now looking at an average of $85 a barrel for oil for 2026 then that could shave off around 0.3-0.4pp from global growth. Headline inflation could rise by 60 bps. Before the Iran conflict global growth was projected at 3.3% for 2026 on the assumption oil would average $65 a barrel.

🚨Snabbit in talks to raise $70 million from Mirae, SIG as quick services wars heat up Quick home services startup Snabbit is in advanced talks to raise about $60-$70 million in a fresh funding round from Mirae Asset and Susquehanna International Group (SIG), according to people familiar with the matter. The round, which is currently being negotiated, is expected to value the company at around $350–$400 million, the sources said. Existing investors Bertelsmann India Investment (BII), Lightspeed Venture Partners and Elevation Capital are expected to join the round. By @AryamanGupta_ moneycontrol.com/news/business/…

Mumbai built its best public transport where people own the most cars. Its worst? Where people have no other option. New IIT Bombay study explains why your commute is the way it is. 🧵 @IndianExpress (1/10)

The size of the @nytimes newsroom: Publisher AG Sulzberger says it’s now 2300 journalists, doubled from 10 years ago.

New evidence suggests India misestimated annual economic growth rate during the past two decades. Growth in boom years 2005-2011 may have been underestimated by ~1–1.5 percentage points, & growth from 2012-2023 overestimated by ~1.5-2 percentage points. piie.com/publications/w…

Rapido now has more monthly active users than Uber and Ola combined

BREAKING: Amazon reportedly holds mandatory meeting after “vibe coded” changes trigger major outages.

Mark Zuckerberg posted a photo with Alexandr Wang to on Threads to shut down the rumors, but because it's Threads, no one has any idea who it is or why he's posting it

A preponderance of fund managers now thinks US tech firms are overinvesting in AI. More on this in the Chartbook Top Link today.

OIL DEMAND DESTRUCTION ABOVE $155/BBL Oil demand would likely only fall if prices surge to around $155 per barrel, according to AllianceBernstein analyst Irene Himona. That level would match the 5.2% oil burden last seen in 2007, when high prices began to curb consumption. The spike in Brent crude oil benchmark—from $80–$85 to about $100–$110—reflects a “war-price discovery” phase after the Strait of Hormuz closed, disrupting supply in Iraq, United Arab Emirates, and Saudi Arabia. Bernstein estimates that losing 20% of global oil and LNG supply could push 2026 Brent averages above $90 with a three-month disruption and above $110 with six months, with spikes higher. Prolonged conflict could eventually trigger recession risks and pressure energy stocks.

"The Pentagon is moving parts of a THAAD system from South Korea to the Middle East...The military also is drawing from its supply of sophisticated Patriot interceptors in the Indo-Pacific & elsewhere to bolster its defense against Iran’s attacks" washingtonpost.com/national-secur…