Gold look-alike jewelry at 1/10th or 1/20th the price: Thesis

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insights

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From Airport Look to House Party, Fashion for Every Micro-Occasion: Why we invested in Outzidr

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Rise of Online-First, Mass-Market Brands

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From Honasa Consumer to HONASA (NSE): A journey has just begun

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Voice AI Thesis: Building defensibility against commoditization

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Vertical Quick Commerce for Pharmacy

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From Point-and-Shoot to DSLR: Potential for compounding intelligence for LLMs via RL

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