Hype Cycles with Nitesh and Vineet
Today: #65 in Technology, India on our combined chart.
Chart positions today · Ireland
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Latest episodes
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Would you let AI agents run your life?
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The FCNR (B) Gambit: Did the RBI Intervene in the Wrong Crisis?
September 16, 2026 · 1 hr 10 minA few months ago, FIIs were exiting India, the rupee touched 97, and the hundred-mark loomed psychologically. The RBI stepped in - not with ordinary open market operations, but with a full revival of the FCNRB (Foreign Currency…
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MDR on UPI: Economic Formalization of Small Merchants is About to Start its Return Journey
August 9, 2026 · 50 minThe Lok Sabha just passed a bill approving merchant discount rates on UPI. Nitesh has thoughts. Many of them. UPI is the single most effective instrument of economic formalization India has ever produced, and it happened without anyone…
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AI Just Made Your Laptops and Gaming Consoles Much More Expensive
July 6, 2026 · 54 minApple practically doubled its prices overnight. Your PlayStation costs $900. Vineet's SanDisk SSD died and the company won't replace it because the replacement now costs 12,000 rupees more than what he paid. All of this has one cause, and…
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A Tale of Four IPOs
June 28, 2026 · 54 minFour companies. Four IPOs. Four completely different stories about what it means to go public in 2025 - and what that tells you about the state of capital markets, quick commerce, and the art of calling yourself a trillionaire. Nitesh…
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Zero Clicks, Zero Incentive: What Google's Move to Kill Link Results Means for the Internet
June 19, 2026 · 1 hr 3 minGoogle is going to Google for you, and tell you the results - rather than pointing you to a webpage. That changes the Internet...a LOT. Two Google stories this week that are really one Google story - about a company that has spent 25…
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The "Defective Magic Kit": What Does AI Even Mean, and How Inevitable is it Really?
June 15, 2026 · 1 hr 23 minThe word "AI" has meant nothing specific for 60 years. That's not a bug, it's the main feature. This week we have a guest: Jaidev Deshpande, ML engineer, vibe coding janitor, and chief code deleter, who joins Vineet and Nitesh to try and…
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AI Stock Mania Moves Downstream from Nvidia - and the Indian Consumption Shock That's Coming
May 25, 2026 · 56 minThe AI chip trade is moving downstream fast. And the Indian economy is moving somewhere nobody wants to talk about. Two stories this week that are bigger than their headlines suggest. Vineet opens with a tour of the AI semiconductor stack…
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Data Centers are Good for You. You Will Obey.
May 17, 2026 · 50 minThis week we get into the data center story properly. One upcoming facility in Utah will consume more power than the entire state does today. Data centers account for 0.01% of US jobs but 4.4% of electricity consumption. Anthropic is…
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Fear As a Hype Mechanism: Mythos, Margin Calls, and the AI Product Development Machine
April 26, 2026 · 1 hr 15 minAI companies want to create myths around themselves - and now they're literally calling a product "Mythos". Just in case, y'know, you miss the point. Anthropic announced Mythos - a new model capability so powerful it found multiple…
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From Cement to Cinema: The Aditya Birla Group's New Playbook
April 5, 2026 · 1 hr 6 minWe recorded this one live from Jayanagar, Bangalore, and as usual, we couldn't resist a few pitstops before the main story. In this episode: We open with a quick "financial year-in-review", even though no one invited us for any cool…
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IOUs on IOUs: How Private Credit Is Secretly Funding the AI Bubble
March 23, 2026 · 1 hr 8 minThe AI boom is being built on borrowed money - and not the kind you can easily track. This week, Nitesh and Vineet go deep on private credit: what it is, why it exploded after 2008, and how firms like Blue Owl are now sitting on billions…

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