Weekend Notebook #2608 – India’s AI Moment: Capital, Compute, Confidence
Published on LinkedIn and amitabhapte.com — 22nd February 2026 This Week in AI — India Moves from Talk to Build Most global AI events feel like the same conversation, recycled. The India AI Impact Summit, from the coverage and announcements this week read differently. Less vision decks. More committed capital. Less safety debate. More infrastructure.…
Weekend Notebook #2607 – The SaaSpocalypse
Published on LinkedIn and amitabhapte.com on 15th Feb 2026 One word defined markets this week (and to be fair, last week too), SaaSpocalypse. Coined by Jefferies traders as software stocks entered freefall, the term captures Wall Street’s sudden realization that an entire industry’s business model might have become obsolete. Then, just as quickly, the narrative reversed.…
Weekend Notebook #2606 — When Infrastructure Inflates and Software Deflates
Published on LinkedIn and amitabhapte.com on 8th Feb 2026 This week, the AI economy revealed its deepest contradiction. Not through a single event, but through the violent collision of two opposing forces: infrastructure inflation and software deflation. What emerged was a market in the midst of repricing who wins, who loses, and what value actually…
Weekend Notebook #2605 – Industrialization of Intelligence
Published on LinkedIn and amitabhapte.com on1stFeb 2026 We spent the last two years treating AI like a sophisticated search bar. You ask, it answers. But the signals this week suggest we are moving past the “chatbot” phase and into something much more structural. We are moving from tools that wait for us, to systems that…
Weekend Notebook #2604 – Davos 2026 Highlights
Published on LinkedIn and amitabhapte.com on25th Jan 2026 Every January, the world gathers in a Swiss ski resort to talk about the future. Often, that conversation lags reality by a few quarters. Davos 2026 felt different. Two years ago, AI discussions revolved around existential risk. Last year, they fixated on generative possibility. This year, the…
Weekend Notebook #2603 – Retail, FMCG / CPG & Ecommerce Highlights from NRF 2026
Published on LinkedIn and amitabhapte.com on18th Jan 2026 NRF is where retail reality shows up. If CES is about what could happen, NRF is about what’s already being rolled out. Under margin pressure. With labour constraints. At scale. This year, the message was clear. Retailers are done talking about AI as a concept. They are…
Weekend Notebook #2602 – Retail, FMCG / CPG & Ecommerce Highlights from CES 2026
Published on LinkedIn and amitabhapte.com on11th Jan 2026 CES used to showcase device & gadget-based innovation. The signal this year from CES 2026 was about industrialization of intelligence across the FMCG supply chain. Homes and stores are becoming computational environments where the ‘shopper’ is increasingly an algorithm, not a human eyes-on-glass participant. If you’re a…
Weekend Notebook #2601 – Scale vs. Substance
Published on LinkedIn and amitabhapte.com on4th Jan 2026 As we enter 2026, the AI industry remains gripped by what feels like scale fever. The prevailing assumption is that enough capital, energy, and hardware will eventually resolve into utility. The pipes are being laid at extraordinary speed. The open question is whether repeatable business value will…
Weekend Notebook #52 – Enterprise AI grows up and narrative still matters
Published on LinkedIn and amitabhapte.com on 28th Dec 2025 This week in AI – The State of Enterprise AI, 2025 The State of Enterprise AI 2025 from OpenAI report offers a timely and necessary reality check. AI adoption is no longer the challenge. Delivering consistent, repeatable business impact is. Most large organisations now deploy AI…
Weekend Notebook #51 – when AI stops advising and starts acting
Published on LinkedIn and amitabhapte.com on21st Dec 2025 This week in AI – from Intelligence to Agency Something subtle but decisive shifted this week. Not in capability.Not in valuation.But in intent. Across security, payments, software creation, and capital allocation, AI is no longer being positioned as a decision-support layer. It’s being designed as an execution…
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Amitabh Apte 