Plenty has been said and written about the unprecedented data centre capex boom but even if the end seems familiar, no one knows how or when. Enter Wall Street. If the incestuous deals between Nvidia, OpenAI, Oracle, etc seemed innovative enough, this piece in the WSJ throws light on three financing deals which shows Wall […]
In the recent past, we have featured pieces around issues plaguing society ranging from wealth inequality to social media driven envy to short video addiction to shortening attention spans to a growing penchant for instant gratification through punting on everything from options to prediction markets. This piece links all of it to conclude why humanity […]
Those of us in Marcellus who have been interviewing Indian university graduates over the past 20 years have seen a marked deterioration in the quality of these graduates. Part of the reason for this is the deterioration in the quality of India’s universities. This can also be seen in the declining global rankings of India’s […]
At a time, when the rest of the world is threatened by its reliance on American or now increasingly Chinese stranglehold on key technologies, this comes as an interesting case study of how a multi-polar world could collaborate to counter the might of the hegemons. Airbus, the European aircraft manufacturer is a result of one […]
Zoe Kleinman is the BBC’s technology editor and, in this article, she simplifies for non-experts like us what quantum is and why it can change the world profoundly for both better and worse. She writes: “….quantum mechanics – a strange and partly theoretical branch of physics – is a fiendishly difficult concept to get your […]
In this remarkable piece of science reporting, Sarah Neville of the FT reports on an alarming new mystery that scientists have stumbled upon, namely, the strong (and rising) correlation between warmer temperatures and higher risk of pre-term (or premature) births. She calls this “a scientific mystery that some experts believe is turning, almost unnoticed, into a […]
Those of us in Marcellus who grew up in the 1980s watching Doordarshan, find it hard to get to forget Jaspal Bhatti, not least for his satire of the IPO market of that era immortalised in this video of the mythical PP Waterballs IPO – see here. Tina Das of The Print reminisces about the legendary […]
At a recent Diwali family gathering, it was gut-wrenching to see one’s septuagenarian uncles and aunts who once enjoyed their banter in the real world, hooked on to their screens, doom scrolling on a short video app. As the subject of this piece suggests, some of us have been struggling to control our kids’ screen […]
Scams are not new. But whilst digitisation has brought in unparalleled transformation especially with financial inclusion, it has also resulted in financial fraud becoming rampant in India that many of us have been victims of, but few acknowledge. That in itself is sometimes the safety net for a fraudster. Snigdha Poonam whose first book ‘Dreamers’ told the incredible […]
By the time this hits your inbox, we may have heard more about the US-China trade deal as the leaders of two countries parley in Busan, South Korea. But the popular opinion for now is that China is winning the trade war as seen with the multiple rollbacks from Trump and most recently China flexing its might […]
Parag Khanna is a popular speaker in the conference circuit in Asia’s major financial centres. In this piece, he shares his take on what sort of world will emerge in the wake of America’s decline as a great power. He begins by saying that we should NOT use the present or the post-World War II […]
For over a decade now, a cottage industry has been built around researching what makes human beings happy. Plenty has been written on this subject and we at Marcellus have contributed our two cents to this body of work through our 2020 bestseller “The Victory Project: Six Steps to Peak Potential”. However, this piece in […]
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