Trilemma A trilemma is a choice among three favourable options of which only two are possible at the same time. Simply put, if you choose two of them, you have to sacrifice the third. In IT projects, the trilemma is that the output can be any two of these three – cheap, good or fast. … Continue reading Trade-offs and scenarios
The backlash? It took Boris Johnson to test positive for COVID-19 for Britain to get its act together in tackling the contagion. There’s lockdown, there’s increased testing, retired NHS workers are being called back to work and fines are being levied for anyone breaching the Coronavirus Act. But here’s the real deal. Britain has declared … Continue reading Chinese checked?
Things happen The lockdown is a giant social experiment. A huge amount of information on people’s choices and behaviour will be available with private players that can be mined for insights in future. But there’s enough anecdotal evidence to have some pertinent observations or hypotheses during this time. Off we go. Hoarding: Nobody is on … Continue reading About and Around
What If A view that’s not uncommon among research analysts and fund managers these days is about the ‘V-shaped/ recovery the economy will make when all of this is over. There are two reasons offered for this. One, what’s changed for a consumer between Feb 1 (pre Covid-19) and now in terms of underlying demand? … Continue reading Tomorrow isn’t another day
The malevolent state Yesterday I sat through a 2-hour session on the Indian state. The speaker meticulously laid out the history of its failures, its pervasive interest in encroaching upon our freedoms and the whimsical way it designs public policy. The nub of the argument wasn’t new to me but there was a refreshing candour … Continue reading The State of India
Seedhe raste ki yeh tedhi chaal hai Like we discussed yesterday, Trump signed (no, he didn’t use his angutha) the US $2.2 trillion emergency relief bill to support the U.S. economy crippled by the Covid-19 pandemic. Barring a Republican representative (self-avowed libertarian), Thomas Massie of Kentucky, no one in the House of Representatives had any … Continue reading Golmaal Hai, Bhai, Sab Golmaal Hai
When $2 trillion isn’t enough A $ 2 trillion emergency relief package was passed by the U.S. senate yesterday. That’s almost 10% of the size of the economy! What’s more, almost everyone believes there will be more coming. The whole package came about in less than a week with detailed bipartisan discussions in the senate … Continue reading Bada Package and A Conradian Heart of Darkness