EQ Saturday Sapience #197
Equity Intelligence 14th November 2026
“Understanding that cycles are eventually self-correcting is one way to maintain some optimism when bargain hunting after large market drops.” —Joel Greenblatt
The ₹1,000 Crore Business Blueprint! India's Leading VC on Building, Funding & Scaling Brands... In this interview from Think School, host Ganesh sits down in Singapore with Deepak Shahdadpuri, Managing Director of DSG Consumer Partners and early backer of iconic brands like Sula, Veeba, and Epigamia. The conversation lays out a strategic blueprint for building and scaling direct-to-consumer (D2C) brands to ₹100–1,000 crore as India's consumption economy expands. Shahdadpuri details essential brand-building frameworks, from identifying untapped white spaces to protecting day-one gross margins and navigating the shift from unorganized to organized retail. Watch here
Why you should expect an AI crash... With Anthropic’s IPO days away, Nvidia caught in a scandal and a Democratic-controlled Congress taking aim at data centres, The Economist asks whether the AI boom is heading for a bust. An equity crash on the scale of the dotcom one could well happen, since the top ten AI-exposed stocks now make up nearly 40% of the S&P 500. Read more
How startups are rewriting the defence industry... Governments used to pay contractors to build weapons and then owned them outright. Now SpaceX, Palantir, Anduril and Big Tech fund their own development and rent software, cloud and satellite links to militaries. This Finshots piece argues that the shift brings speed but raises a harder question: who actually controls a country’s defence? Read more
Is childlessness contagious?... As birth rates decline worldwide, a provocative question emerges: is childlessness becoming socially contagious? Beyond economics and the rising cost of parenthood, changing cultural attitudes, peer influence and lifestyle choices may be quietly reshaping the future of families and societies. Read more
Can Waste Heat Make Green Hydrogen Cheaper?... Producing green hydrogen requires large amounts of electricity, making its cost a major barrier to wider adoption. But could industrial waste heat help change that? Australian clean-tech company Hadean Energy is developing an electrolysis technology, originating from CSIRO research, that uses waste heat from industrial processes to reduce electricity consumption by around 30% compared with conventional electrolysers. If successful, it could make green hydrogen more economical for industries such as steelmaking, where reducing emissions is particularly difficult. Read more
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