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Pradip K. Saha

@sahaprd.bsky.social
45 followers 24 following 40 posts

Dad | Author: The Learning Trap

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Pradip K. Saha @sahaprd.bsky.social · 28/07/2025
Aadit Palicha is young, smart, and confident. He has the data points and growth numbers. But successful businesses need more than metrics. We know Zepto can grow bigger. Can it grow sustainably? I write for @themorningcontext.bsky.social themorningcontext.com/internet/aad...
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Pradip K. Saha @sahaprd.bsky.social · 16/07/2025
Ola Electric wants you to believe it's turning around. It will show you Q1FY26 numbers to back its claims. It's as far from the truth as it can be. I write for @themorningcontext.bsky.social themorningcontext.com/internet/ola...
themorningcontext.com
Ola Electric posts ‘better’ results, but deeper problems persist
A bounce in margins and stock price hides a serious crisis at the Bhavish Aggarwal-led EV maker, where volumes have stalled, rivals are gaining and product trust is breaking down.
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Pradip K. Saha @sahaprd.bsky.social · 23/06/2025
Rapido’s entry into food delivery is good news for them. But what about Swiggy, which is an investor in Rapido? This detail has been overlooked so far. Conflict? Plot twist? Hiral Goyal and I write for @themorningcontext.bsky.social themorningcontext.com/internet/rap...
themorningcontext.com
Rapido’s food delivery bet puts investor Swiggy in a tight spot
The bike taxi company learned the ropes in food delivery while working with Swiggy. Now it wants to compete directly.
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Pradip K. Saha @sahaprd.bsky.social · 18/06/2025
You’d think entrepreneurs would evolve, that mistakes would become lessons. But in Bhavish Aggarwal’s world, history repeats itself, line for line, flaw for flaw. Krutrim’s struggle mirrors Ola’s past. I write for @themorningcontext.bsky.social themorningcontext.com/internet/kru...
themorningcontext.com
Krutrim is a mirror of Bhavish Aggarwal’s broken dreams
Inside the AI startup, where ambition runs high, the culture is broken and the fallout may just be fatal.
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Pradip K. Saha @sahaprd.bsky.social · 30/05/2025
Ola Electric's Q4 revenue fell 62% and net loss rose 109% over Q4FY24. The recent announcement to raise Rs 1,700 cr via debt, 9 months after the IPO, should be seen in that context. Together, they paint a grim picture. I write for @themorningcontext.bsky.social themorningcontext.com/internet/ola...
themorningcontext.com
Ola Electric is in an existential crisis
A more than 50% drop in revenue and twofold increase in net loss, combined with a Rs 1,700 crore debt raise, signal deepening troubles for the EV company.
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Pradip K. Saha @sahaprd.bsky.social · 14/05/2025
#Exclusive From family to faceless operatives, a rotating cast of insiders helped Anmol Singh Jaggi build, bend and buffer his business empire. The fixers and floaters of BluSmart. I write for @themorningcontext.bsky.social themorningcontext.com/internet/exc...
themorningcontext.com
Exclusive: Anmol Singh Jaggi’s cast of dubious characters
Ghost directors, family members on the payroll and shadow operators—inside the tangled web of power and money at BluSmart and Gensol.
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Pradip K. Saha @sahaprd.bsky.social · 12/05/2025
Swiggy is going all in with Bolt, its 10-minute food delivery service, even as Zomato retreated. Swiggy is hoping Bolt can help it rewrite its economics. Can Bolt deliver? I write for @themorningcontext.bsky.social themorningcontext.com/internet/can...
themorningcontext.com
Can Bolt become Swiggy’s trump card?
As food delivery plateaus and Instamart bleeds cash, Swiggy is banking on its 10-minute service to revive growth and rewrite its economics.
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Pradip K. Saha @sahaprd.bsky.social · 17/04/2025
Editors, how do you edit 15,000-25,000-word pieces in one go? Are there more efficient online tools than G-Doc, Pages?
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Pradip K. Saha @sahaprd.bsky.social · 11/04/2025
#EXCLUSIVE Gensol's house of cards is falling. Shadow companies closed. People left stranded. These are the ghosts walking in broad daylight. How many skeletons remain buried in the graveyard of corporate governance? I write for @themorningcontext.bsky.social themorningcontext.com/internet/exc...
themorningcontext.com
Exclusive: The silent shutdown of Gensol’s shadow empire
From Wayo Logistics to All Things Luxury, several startups have collapsed abruptly because of the financial crisis facing Gensol, leaving hundreds of employees stranded without salaries.
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Pradip K. Saha @sahaprd.bsky.social · 29/03/2025
🎨 Is OpenAI's Ghibli-style art copyright theft? When AI recreates Miyazaki's iconic style without permission, where is the line between inspiration and infringement? @akm1410.bsky.social asks pertinent questions in his piece for @themorningcontext.bsky.social themorningcontext.com/internet/ope...
themorningcontext.com
OpenAI’s Ghibli-style art output should be challenged for copyright theft
Copyright protection is a negative right. Nobody can copy your work without getting your permission. If OpenAI did not get Studio Ghibli’s nod to train its LLM on the studio’s original, hand-drawn art...
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The Morning Context @themorningcontext.bsky.social · 28/03/2025
#TMCExclusive: In the face of a severe liquidity crunch and CXO exits, BluSmart is exploring the option of trading its brand equity for survival. @sahaprd.bsky.social writes: themorningcontext.com/internet/blu...
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Pradip K. Saha @sahaprd.bsky.social · 28/03/2025
#TMCExclusive BluSmart is trading its brand for a lifeline in a desperate attempt to survive. Capital crunch, management exit, angry customers—and now this. Is this the last resort? I write for @themorningcontext.bsky.social themorningcontext.com/internet/blu...
themorningcontext.com
BluSmart’s desperation could be Uber or anyone else’s gain
In the face of a severe liquidity crunch and CXO exits, the electric ride-hailing company is exploring the option of trading its brand equity for survival.
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The Morning Context @themorningcontext.bsky.social · 25/03/2025
BluSmart in crisis.The EV ride-hailing startup, backed by Gensol Engineering, faces financial turmoil after its benefactor’s struggles. With Dubai ops shut & funding scarce, a fire sale may be its last hope. @sahaprd.bsky.social reports: themorningcontext.com/internet/blu...
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Pradip K. Saha @sahaprd.bsky.social · 25/03/2025
#Exclusive BluSmart is facing a mass exodus at the CXO level. I write for @themorningcontext.bsky.social themorningcontext.com/internet/blu...
themorningcontext.com
BluSmart’s CEO, top executives exit amid a financial crisis
The electric ride-hailing company, propped up by the listed Gensol Engineering, has been left reeling after the crisis at its benefactor. A fire sale of assets could be its only ticket to survival.
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The Morning Context @themorningcontext.bsky.social · 25/03/2025
Exclusive: BluSmart’s ambitious ride-hailing disruption is crumbling under financial mismanagement and unsustainable growth. With key execs exiting—voluntarily and forcibly—is it the first casualty of Gensol’s chaos? What’s next? @sahaprd.bsky.social probes: themorningcontext.com/internet/blu...
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The Morning Context @themorningcontext.bsky.social · 19/03/2025
#UnlockedFor48Hours BluSmart’s taking on the Uber-Ola giants, aiming to shake up ride-hailing. No huge fleet, no deep-pocket backers, and a foggy business model—tough odds. @sahaprd.bsky.social writes: Free to read for 48 hours—sign up now! themorningcontext.com/internet/blu...
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The Morning Context @themorningcontext.bsky.social · 20/03/2025
#UnlockedFor24Hours BluSmart’s fundraising has stalled well below its $250 million goal, with investors backing out and fresh funding looking unlikely. @sahaprd.bsky.social reports. Free to read for 24 hours—sign up now! themorningcontext.com/internet/blu...
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The Morning Context @themorningcontext.bsky.social · 18/03/2025
BluSmart, India’s first all-electric ride-hailing startup, is shutting down its Dubai operations. The move comes as the company faces financial constraints and struggles to secure additional funding. @sahaprd.bsky.social explains: themorningcontext.com/internet/blu...
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The Morning Context @themorningcontext.bsky.social · 15/03/2025
#PublishedThisWeek Gensol Engineering’s credit rating hit default by two agencies. Post Care Ratings’ downgrade, stock crashed ~50% this month. @sahaprd.bsky.social & @cynicalujval.bsky.social probe: themorningcontext.com/business/gen...
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The Morning Context @themorningcontext.bsky.social · 13/03/2025
Gensol is funding the backbone of BluSmart’s operations without any direct financial upsidefrom the business. Is this a fair and sustainable arrangement? What does this mean for Gensol’s shareholders? @sahaprd.bsky.social writes: themorningcontext.com/internet/anm...
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Pradip K. Saha @sahaprd.bsky.social · 13/03/2025
BluSmart wanted to paint Delhi ‘Blue’. Today, it is deep in red, going deeper in the abyss, dragging Gensol Group down. How did a company, once a rising star of India's mobility ecosystem, become a black hole? I write for @themorningcontext.bsky.social themorningcontext.com/internet/anm...
themorningcontext.com
Anmol Jaggi’s private dalliance with BluSmart is bringing down Gensol
Marred by multiple challenges, BluSmart, once a star of the Gensol universe, has become a black hole.
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The Morning Context @themorningcontext.bsky.social · 13/03/2025
BluSmart, once Anmol Jaggi’s rising star, is now a black hole—bleeding cash and pulling the listed company down with it. As Gensol unravels, one question remains: Why should BluSmart still exist? @sahaprd.bsky.social takes a deep dive into this crisis. themorningcontext.com/internet/anm...
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The Morning Context @themorningcontext.bsky.social · 12/03/2025
Under Anmol Jaggi’s leadership, Gensol is on a troubling path. Repeated filing modifications consistently improve its numbers—without clear explanation. @sahaprd.bsky.social & @cynicalujval.bsky.social write: themorningcontext.com/business/gen...
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Pradip K. Saha @sahaprd.bsky.social · 12/03/2025
As Gensol's tangled web unravels, it reveals restated financials, questionable loans, & a maze of related firms. Is Anmol Jaggi's empire built on sand? For @themorningcontext.bsky.social, @cynicalujval.bsky.social and I dug deep and found a host of red flags. 🚩 themorningcontext.com/business/gen...
themorningcontext.com
Gensol Engineering’s blunders hide in plain sight
Anmol Jaggi has led Gensol to disaster. As investors face the brunt of his mistakes, the only question to answer is: is he incompetent or is there malice in his actions? For any answer to emerge, he m...
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The Morning Context @themorningcontext.bsky.social · 12/03/2025
Gensol Engineering’s credit rating hit default by two agencies. Post Care Ratings’ downgrade,stock crashed ~50% this month. Gensol blames it on a"short-term liquidity mismatch"&denies falsification claims. @sahaprd.bsky.social& @cynicalujval.bsky.social probe: themorningcontext.com/business/gen...
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The Morning Context @themorningcontext.bsky.social · 06/03/2025
Larsen & Toubro is scaling up launch vehicle and satellite manufacturing. The infrastructure giant is building the PSLV in partnership with state-owned Hindustan Aeronautics and supplying other equipment for ISRO’s space programs. Disha Acharya writes: themorningcontext.com/business/lt-...
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Pradip K. Saha @sahaprd.bsky.social · 06/03/2025
🔌 Ola Electric’s ‘groundbreaking’ flat cables for the Roadster sparks debate over safety risks. Engineers predict trouble ahead, triggering a sense of Déjà vu. @cynicalujval.bsky.social and I write for @themorningcontext.bsky.social #OlaElectric #EVInnovation themorningcontext.com/internet/ola...
themorningcontext.com
Ola Electric’s motorcycle, Roadster, has many problems
Bhavish Aggarwal announced various Gen 3 “innovations” at Roadster’s launch event. Far from innovations, these changes could put the Roadster, and its buyers, at substantial risk.
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The Morning Context @themorningcontext.bsky.social · 24/02/2025
As Ola Consumer heads for its public listing, a reality check: Revenue is down 5.5%, with ride-hailing shrinking 11%. Bhavish Aggarwal’s high-risk strategy makes Ola Cabs a risky bet for investors. @sahaprd.bsky.social writes: themorningcontext.com/internet/bha...
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The Morning Context @themorningcontext.bsky.social · 28/02/2025
Byju’s is over. A $5B lesson in startup hubris. But who’s holding the investors accountable? They hyped it, cashed out, and left the mess behind. @harveen-ahluwalia.bsky.social and @sahaprd.bsky.social write. Free to read for 24 hours—sign up now! themorningcontext.com/internet/byj...
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The Morning Context @themorningcontext.bsky.social · 01/03/2025
#PublishedThisWeek As Ola Consumer heads for a public listing, investors should brace for Bhavish Aggarwal’s latest high-stakes bet. Poor numbers, no clear direction, and an uncertain path to profitability make this a risky ride. @sahaprd.bsky.social explors: themorningcontext.com/internet/bha...
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The Morning Context @themorningcontext.bsky.social · 06/03/2025
Ola Electric is replacing traditional wiring harnesses with flat cables in its Gen 3 motorcycles,claiming better efficiency. But experts warn of safety risks.Innovation or another reliability concern? @cynicalujval.bsky.social and @sahaprd.bsky.social explain: themorningcontext.com/internet/ola...
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Pradip K. Saha @sahaprd.bsky.social · 24/02/2025
Shrinking revenue, mounting debt, and drivers ditching the app. Ola Consumer has no direction or focus. After Ola Electric’s post-IPO crash, Ola Consumer is a worse bet for Investors. I write for @themorningcontext.bsky.social themorningcontext.com/internet/bha...
themorningcontext.com
Bhavish Aggarwal’s latest desperate gamble with Ola cabs
Ola Consumer is gearing up for an IPO, but poor numbers, lack of direction and an uncertain path to profitability make the company a particularly risky bet for investors.
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The Morning Context @themorningcontext.bsky.social · 24/02/2025
As Ola Consumer heads for a public listing, investors should brace for Bhavish Aggarwal’s latest high-stakes bet. Poor numbers, no clear direction, and an uncertain path to profitability make this a risky ride. @sahaprd.bsky.social uncovers the full story: themorningcontext.com/internet/bha...
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Pradip K. Saha @sahaprd.bsky.social · 06/02/2025
🤔 Edtech experts hail AI as the next big thing - but conveniently forget their role in Byju's collapse. Same room, same hype, zero accountability. I write for @themorningcontext.bsky.social themorningcontext.com/internet/is-... #edtech #startup
themorningcontext.com
Is AI the new hype in edtech?
At the ASU+GSV & Emeritus summit in Gurugram, even as experts rallied behind AI, everyone seems to have forgotten the significant failures in the last five years.
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Pradip K. Saha @sahaprd.bsky.social · 06/02/2025
🏃‍♂️The quick commerce race is getting brutal. Instamart burns 5.6x more cash than Blinkit, but still trails in sales. @cynicalujval.bsky.social, Hiral Goyal and I decode Swiggy's Q3 earnings for @themorningcontext.bsky.social themorningcontext.com/internet/swi...
themorningcontext.com
Swiggy is on the defensive
Quick-commerce burn is Swiggy’s Achilles heel. It is unlikely the company can burn its way through to market leadership or defend its share. Unless Blinkit or Zepto make a mistake.
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The Morning Context @themorningcontext.bsky.social · 28/01/2025
Ever since Zomato's underwhelming performance, all eyes are on Blinkit. The burning question: What does Blinkit bring to the table to justify Zomato’s current share price and valuation? @sahaprd.bsky.social explores: themorningcontext.com/internet/a-c...
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Pradip K. Saha @sahaprd.bsky.social · 28/01/2025
🚨Blinkit is racing to 2,000 dark stores as rivals speed up. Can it outrun them? How long can firms sacrifice profits in pursuit of growth? Hyper growth meets hyper competition in India’s rapidly changing quick commerce market. On @themorningcontext.bsky.social themorningcontext.com/internet/a-c...
themorningcontext.com
A competitive analysis of Blinkit after Zomato’s poor showing
With the food delivery business at a near standstill, Zomato needs its quick commerce arm to best the competition—no easy task when the top three players are neck and neck and more look to join the ra...
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Harveen Ahluwalia @harveen-ahluwalia.bsky.social · 16/01/2025
Exclusive: Mumbai Angels is winding up its operations. Angel investing troubles in India seem to have pushed its owner 360 ONE to restructure. In @themorningcontext.bsky.social today. themorningcontext.com/internet/ang...
themorningcontext.com
Angel investing troubles force renowned platform Mumbai Angels to wind up
The nearly two-decade-old investment platform will not make any angel or pre-seed investments anymore. Its closure tells the larger story of the state of angel investing in India.
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David M. Perry @lollardfish.bsky.social · 15/01/2025
me: I don't want to write this piece, I'll work on the other piece (5 min) me: I don't want to write this piece, I'll work on the other piece (5 min) me: I don't want to write this piece, I'll work on the novel (5 min) me: I don't want to write this novel, I'll work on the academic writeup (5 min) m
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The Morning Context @themorningcontext.bsky.social · 13/01/2025
In December, Ola Electric’s market share plummeted to 18.7%, a 24-month low. For the longest time, market leadership wasn’t just a slide in Ola’s pitch deck—it was the entire pitch. Can it reclaim its leadership position? @sahaprd.bsky.social dives in: themorningcontext.com/internet/ola...
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The Morning Context @themorningcontext.bsky.social · 13/01/2025
Ola Electric's sales plunged 53% in December 2024, with market share losses in 9 of the top 10 EV states. Bhavish Aggarwal faces mounting pressure to deliver a turnaround. But can the CEO stop the slide in time? @sahaprd.bsky.social explores: themorningcontext.com/internet/ola...
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Pradip K. Saha @sahaprd.bsky.social · 13/01/2025
Ola Electric's market share decline isn't just about numbers. Quality issues, high attrition, no new products & leadership crisis raise bigger questions. Can Bhavish Aggarwal pivot from storyteller to business builder? I write for @themorningcontext.bsky.social themorningcontext.com/internet/ola...
themorningcontext.com
Ola Electric shareholders and Bhavish Aggarwal need a miracle
In the face of lost market share, mounting operational challenges and leadership problems, Ola Electric faces a race against time to come up with anything that can stem its decline.
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Pradip K. Saha @sahaprd.bsky.social · 02/01/2025
Are third-party data providers steering India’s startup story? How did their role morph from independent arbiters to validators? Byju’s saga unveils a blind spot in India’s startup ecosystem. I open 2025 with this story on @themorningcontext.bsky.social themorningcontext.com/internet/how...
themorningcontext.com
How top consultants failed the Byju’s test
As the beleaguered edtech company fights bankruptcy, a deeper look at how reports by leading consulting firms—meant to serve as independent assessment—instead became a tool to drive up valuations and ...
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C. Robert Cargill @crobertcargill.bsky.social · 17/12/2024
A single page of a novel or script comes to about 300 words or ~1650 characters. So if you can write 6 skeets in a day, you can put 1 page into your dream project. After about 100 days, you’ll have a script; after ~166 days, you’ll have crossed the threshold of being a novel. Just 1 page at a time.
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Pradip K. Saha @sahaprd.bsky.social · 15/12/2024
Eenie meenie miney mo, Where did Byju's assets go? Epic, Osmo - changed hands thrice, Sold for just a quarter slice! Only on @themorningcontext.bsky.social themorningcontext.com/internet/dis... #EdTech #ByjusSaga
themorningcontext.com
Dissecting the Byju’s fraud: Who owns Epic and Osmo?
The Bengaluru-based edtech company seems to have flogged its US assets multiple times over the years, putting a question mark on the ownership of the entities that stood guarantee for its $1.2 billion...
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Ashish K. Mishra @akm1410.bsky.social · 11/12/2024
Two Byju’s companies, Epic and Osmo, have changed hands three times now, in what is looking like a fraud. Byju Raveendran is cooling his heels in Dubai while lenders and a gent called Vellapalath fight over who owns Epic, Osmo. By @sahaprd.bsky.social. themorningcontext.com/internet/dis...
themorningcontext.com
Dissecting the Byju’s fraud: Who owns Epic and Osmo?
The Bengaluru-based edtech company seems to have flogged its US assets multiple times over the years, putting a question mark on the ownership of the entities that stood guarantee for its $1.2 billion...
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Pradip K. Saha @sahaprd.bsky.social · 11/12/2024
Bought for $620M >> assets pledged for a term loan >> stock pledged for another $100M loan >> loan transferred >> bought for $25.5M. Now, multiple owners claiming ownership of two Byju's firms. Who's telling the truth? I write for @themorningcontext.bsky.social themorningcontext.com/internet/dis...
themorningcontext.com
Dissecting the Byju’s fraud: Who owns Epic and Osmo?
The Bengaluru-based edtech company seems to have flogged its US assets multiple times over the years, putting a question mark on the ownership of the entities that stood guarantee for its $1.2 billion...
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Pradip K. Saha @sahaprd.bsky.social · 06/12/2024
When did 'growth hacking' become customer manipulation? Inside the murky world of dark patterns, where digital convenience meets deception. Fair business or foul play? @harveen-ahluwalia.bsky.social & I report for @themorningcontext.bsky.social themorningcontext.com/internet/dar...
themorningcontext.com
Dark patterns: Fair play or a tool of mass deception?
The recent controversy over Zepto’s differential pricing and lack of transparency trains the spotlight on the deceptions and trickery that digital companies resort to in the name of innovative busines...
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Harveen Ahluwalia @harveen-ahluwalia.bsky.social · 06/12/2024
The recent controversy over Zepto’s differential pricing and lack of transparency trains the spotlight on the deceptions and trickery that digital companies resort to in the name of innovative business practices. themorningcontext.com/internet/dar...
themorningcontext.com
Dark patterns: Fair play or a tool of mass deception?
The recent controversy over Zepto’s differential pricing and lack of transparency trains the spotlight on the deceptions and trickery that digital companies resort to in the name of innovative busines...
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Ashish K. Mishra @akm1410.bsky.social · 06/12/2024
Are you too seeing different prices for similar grocery items on different phones? We put the spotlight on the deceptions that digital companies resort to in the name of innovative business practices. Is it fair or trickery? themorningcontext.com/internet/dar...
themorningcontext.com
Dark patterns: Fair play or a tool of mass deception?
The recent controversy over Zepto’s differential pricing and lack of transparency trains the spotlight on the deceptions and trickery that digital companies resort to in the name of innovative busines...
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