अर्थनीति Arthanīti. The economy.

What India builds, buys and exports next.

• India, Bharat, Hindustan — One passport carries three countries. India speaks English in Lutyens’ Delhi and South Bombay. Bharat is rising in the second cities. Hindustan lives in the villages and interiors, and that is where the next forty years of growth will be found. 25 October 2026
• Thorium Is the Key. Build Everything Else Now. — India sits on the largest thorium reserves on earth and has just lit the reactor that leads to them. That is the long game. The short game is solar with storage, hydro, wind and the factories that make them, built fast enough to beat 2070 and to answer Europe’s carbon tax on our terms. 23 October 2026
• Two Engines — China rose by making the world’s goods. India rose by serving the world in English. For forty years the two paths looked like a choice. AI ends the choice. A decade-old theory, tested against the data, and what it asks of India on the road to 2047. 22 October 2026
• Mend Before You Build — On 20 October 2026 a Maersk container ship went up on a shiplift near Chennai: the line’s first drydocking in India. India builds under one per cent of the world’s ships and pays foreign lines about 75 billion dollars a year in freight. The road to a developed India by 2047 runs through the repair yard first. 22 October 2026
• Tesla Built a Flying Car Before It Built the Roadster — On 15 October a Tesla Roadster drove up a ramp, hung upside down, flew and landed on its wheels. The car was promised for 2020. It is now promised for 2028. What a demonstration buys and what only delivery can. 17 October 2026
• The Phone Is the Easy Part — Smartphones are now India’s largest export, and three in four of them are iPhones. That is a real achievement and the easy half of one. What India builds next is the part inside the phone, and that is where a founder should be looking. 11 October 2026
• Runway: how many months you really have — Cash divided by burn is the answer to the wrong question. The right one is whether the company is default alive, and the date by which you must know. 10 October 2026
• Dilution: a cap table you can touch — Every round sells a share of the company equal to money raised over post-money, and everyone who was already there shrinks by the same factor. That one sentence, and what it does to founders over three rounds. 10 October 2026
• CAC, LTV and payback: the three numbers that decide whether you should grow — What it costs to win a customer, what that customer returns in gross profit, and how many months until the first number is repaid. Get these three honest before you spend a rupee on growth. 10 October 2026