writings
Substack Articles
SubscribeThe Cloud Stock Nobody Is Talking About
AWS and Azure trade at 45x earnings. DigitalOcean trades at 23x. Same industry, very different story.
The Gold Price Volatility Paradox
How Jewellers Thrive Even as Gold Prices Surge Beyond Buyers’ Reach
Shriram Pistons
Exploring the technical and fundamental tailwinds for one of India's leading piston manufacturers.
Margins, Missiles & Monsoons
A deep dive into how geopolitical tensions and weather patterns are impacting corporate margins.
DATA talks
The Future of Data Engineering
Predicting the shift from pipeline-centric to product-centric data architectures in the next decade.
Backfilling Made Easy
How SQLMesh saved our campaign analytics from the nightmare of manual backfilling and broken pipelines.
Productize your data platform with AI
AI is not just improving data platforms. It is reshaping what these platforms can do, who can use them, and how quickly they deliver value.
Hidden Partitioning in Iceberg
How we solved multi-granularity analytics at scale using Iceberg's powerful hidden partitioning feature.
What Makes a Data Management Platform Special
Beyond the "AI-native" marketing: the four pillars that actually define a modern data platform.
The N+1 Query Problem
A painful lesson from building FinBuddy: how one simple feature turned into a database optimization masterclass.
The Small Files Problem
Why your data pipeline is choking and how compaction can save your system from metadata hell.
Data Products: What, Why, and How
A data product is not just a dataset or a pipeline; it's a deployable, manageable, and trustworthy unit.