EQ Saturday Sapience #149
Equity Intelligence 13th December 2025
Quote for the Week
“Intelligence has nothing to do with IQ or SAT scores. It simply means being patient, disciplined, and eager to learn;” ― Benjamin Graham
Picture for the Week
Podcast for the Week
Conversation with Anthropic C.E.O.: Massive A.I. Spending Could Haunt Some Companies… Watch more
Articles for the Week
Big Tech is doubling down on investing billions in India, drawn by its abundance of resources for building data centers, a large talent and digital user pool, and market opportunity. In under 24 hours, Microsoft and Amazon pledged more than $50 billion toward India’s cloud and AI infrastructure, while Intel on Monday announced plans to make chips in the country to capitalize on its growing PC demand and speedy AI adoption… Read more
The great Indian pizza reset: from exotic to everyday… India’s long standing Domino’s-Pizza Hut duopoly has weakened as artisanal and regional pizzerias surge. Chains still lead in volume but face pressure as consumers seek lighter, innovative and globally inspired formats… Read more
A Whole New Ballgame: India Has a New Security Paradigm… This evolution is institutional, not episodic. Indian deterrence is now pattern-based rather than event-based, signaling that retaliation is now to be expected rather than debated. Public expectations help shape policy, and citizens expect retaliation rather than investigation. The political reality, in which national strategy is tied to public sentiment, narrows the space for restraint… Read more
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