India's Auto Industry Is In Danger

What looks like competition today is actually a shift in how industries are being shaped. In a recent conversation with Shrishti Sahu, we discussed what I call China’s 90% Model. The idea is straightforward. Build capacity to produce up to 90% of global demand, and operate at a scale others cannot match. We also spoke about how governments are prioritizing areas like defense, space, and artificial intelligence, and what that means for the future. These are shifts leaders need to observe carefully. You can watch the full conversation on my YouTube channel. (Link)