The Pragmatic Optimist

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USA vs Google: Old Wine In A New Bottle
A landmark antitrust ruling that is expected to fizz out with a whimper.
 • 
Uttam Dey
 and 
Amrita Roy
6
For Starbucks to turn around, these two things need to change.
With Brian Niccol assuming role as CEO of Starbucks on Sept 9, his work is cut out. Strike balance between the digital and in-person experiences, while…
 • 
Uttam Dey
 and 
Amrita Roy
30
Nvidia’s earnings created a paradox for the AI boom/bust debate
Nvidia's stock has entered bear market as earnings beat & guidance were lackluster, with uncertainties around Blackwell, AI spending & competition…
 • 
Uttam Dey
 and 
Amrita Roy
42
1:04:58
Is genAI in a bubble?
A conversation with "The Pragmatic Optimist", Amrita Roy
Published on Stay Vigilant • 
From Goldilocks to Hard Landing- The economic whiplash begins
The Fed Dilemma is back again. Does the Fed cut to stimulate a weakening economy but exacerbate the yen trade by causing a massive selloff in stocks? Or…
 • 
Amrita Roy
38
Streaming TV broke its promise. So, Consumers are fighting back.
After a decade of keeping its promise to keep content ad free, welcome to the new streaming norm: higher subscription prices, walled content, more ads…
 • 
Uttam Dey
 and 
Amrita Roy
59
Small Teams, Big Impact: How AI Is Reshuffling The Future Of Work?
Teams are about to get smaller. Meanwhile, entrepreneurship is back in vogue. But let's not sugarcoat the future and instead have an have an honest…
 • 
Amrita Roy
32
AI is disrupting Customer Support. Salesforce is feeling the pinch.
As enterprises invest in AI proof-of-concepts for customer support, software companies are getting squeezed with acquisition costs rising. Will these…
 • 
Uttam Dey
 and 
Amrita Roy
43
The Real Test For Consumer’s AI Appetite Is About To Begin.
Apple finally threw its hat in the AI ring with Apple Intelligence. With Apple, Google, Samsung, and Microsoft all releasing their own AI-powered…
 • 
Uttam Dey
 and 
Amrita Roy
28
AI may take longer to monetize than most expect. How long will investor optimism last?
As the market cap of the top 10 mega-cap stocks reaches an all time high, coupled with 45% YoY increase in AI capex spend from the Big 4, when will…
 • 
Amrita Roy
35
The Pragmatic Optimist
The Pragmatic Optimist
I connect the dots in macroeconomics, technology & culture to help you understand the "big picture", build perspectives with clarity, identify great businesses & improve your financial & mental wellbeing to thrive in a better world tomorrow.
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