# displaced (blogs) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover displaced. Page: Feed: --- ## [The new-age PE joke was never the point.](https://betatoalpha.substack.com/p/the-new-age-pe-joke-was-never-the) _2026-08-20 · Saket Mehrotra · Beta to Alpha_ Eternal made ₹92 crore. Swiggy lost ₹791 crore. Same quarter, same market. ## [Indirect expenses are where new-age tech hides its losses](https://betatoalpha.substack.com/p/indirect-expenses-are-where-new-age) _2026-08-19 · Saket Mehrotra · Beta to Alpha_ Revenue growth gets the headline. Indirect expenses decide whether the story survives contact with a downturn. ## [The AI power buildout has a bottleneck, and one Indian company sits on five of them](https://betatoalpha.substack.com/p/the-ai-power-buildout-has-a-bottleneck) _2026-08-18 · Saket Mehrotra · Beta to Alpha_ Management said it themselves on the Q1 FY27 call: "We are not one product, we are making about 12 or 13 products, and every factory has its own set of worries." ## [All Growth Titans session sit in a unified portal](https://betatoalpha.substack.com/p/all-growth-titans-session-sit-in) _2026-08-17 · Saket Mehrotra · Beta to Alpha_ After 10+ hours of content and scanning 250+ companies for growth, we have everything in one place ## [The UPI fee isn't about Visa, It's about a subsidy running out](https://betatoalpha.substack.com/p/the-upi-fee-isnt-about-visa-its-about) _2026-08-17 · Saket Mehrotra · Beta to Alpha_ India’s payment network moved ₹29.9 lakh crore in July. It earned zero rupees on that flow. No system runs on that math forever. ## [Session 1 has scans over 148 companies](https://betatoalpha.substack.com/p/session-1-has-scans-over-148-companies) _2026-08-16 · Saket Mehrotra · Beta to Alpha_ This is the widest coverage we are ever doing in a single session and yet, it is not enough ## [The word "displaced" is doing a lot of hiding](https://betatoalpha.substack.com/p/the-word-displaced-is-doing-a-lot) _2026-08-15 · Saket Mehrotra · Beta to Alpha_ Everyone agrees IT services is "displaced" by AI. That agreement is the mistake, and the mistake is where the money is. ## [Power is the mitochondria of the AI value chain](https://betatoalpha.substack.com/p/power-is-the-mitochondria-of-the) _2026-08-14 · Saket Mehrotra · Beta to Alpha_ A direct peek into Session 1 of Growth Titans, Q1 FY27. ## [Nothing changes. You don't need to read this](https://betatoalpha.substack.com/p/nothing-changes-you-dont-need-to) _2026-08-14 · Saket Mehrotra · Beta to Alpha_ That is how Rajeev Thakkar opened his August note to unit-holders. It is the most confident first line I have read from an Indian fund manager in two years. ## [You cannot rate-hike a monsoon](https://betatoalpha.substack.com/p/you-cannot-rate-hike-a-monsoon) _2026-08-13 · Saket Mehrotra · Beta to Alpha_ The RBI's own August minutes make the case, if you read them backwards ## [AI publishing with human taste (Sponsored)](https://crawlproof.com/a/OzweGxqxSFK2) _2026-08-13 · **Sponsored**_ Convert AI research into blogs, podcasts, and newsletters with optional human review. ## [Growth Titans of Q1](https://betatoalpha.substack.com/p/growth-titans-of-q1) _2026-08-12 · Saket Mehrotra · Beta to Alpha_ Session Architecture, which session covers what and a surprise giveaway for all registrations ## [Beneficiaries on the Demand side of AI](https://betatoalpha.substack.com/p/beneficiaries-on-the-demand-side) _2026-08-12 · Saket Mehrotra · Beta to Alpha_ We spoke about a framework yesterday that encompasses Supply, Demand and Displaced businesses ## [The AI play in India sits in 3 buckets](https://betatoalpha.substack.com/p/the-ai-play-in-india-sits-in-3-buckets) _2026-08-11 · Saket Mehrotra · Beta to Alpha_ Power is the biggest beneficiary of the whole AI game, in this Growth Titans webinar we cover everything that you need to know in the India AI play ## [Your fund returned 15%. You returned 9%.](https://betatoalpha.substack.com/p/your-fund-returned-15-you-returned) _2026-08-10 · Saket Mehrotra · Beta to Alpha_ Same fund. Same two decades. The gap is not the market. The gap is you. ## [Buy and hold isn't dead. Buy and forget is.](https://betatoalpha.substack.com/p/buy-and-hold-isnt-dead-buy-and-forget) _2026-08-09 · Saket Mehrotra · Beta to Alpha_ A third of the Nifty is one sector. Sandeep Tandon thinks that number gets cut by two-thirds in a generation. He is not telling you to trade more. ## [The New Gold of the AI Boom Is Not a Metal](https://betatoalpha.substack.com/p/the-new-gold-of-the-ai-boom-is-not) _2026-08-09 · Saket Mehrotra · Beta to Alpha_ It just repriced more than 400% in a year, the whole buildout depends on it, and one under-owned Indian company sits right on the bottleneck. ## [Growth Titans is gearing for its biggest presentation](https://betatoalpha.substack.com/p/growth-titans-is-gearing-for-its) _2026-08-08 · Saket Mehrotra · Beta to Alpha_ We open up access to individual session too - instead of attending both the sessions, you can now attend individual sessions too ## [Burger King grew 12.6%. It still lost money.](https://betatoalpha.substack.com/p/burger-king-grew-126-it-still-lost) _2026-08-07 · Saket Mehrotra · Beta to Alpha_ That is the fastest same-store sales growth in fifteen quarters. The company that posted it is still in the red. The number everyone will celebrate is not the number that matters. ## [India changed who owns its market. That changed how it breaks.](https://betatoalpha.substack.com/p/india-changed-who-owns-its-market) _2026-08-06 · Saket Mehrotra · Beta to Alpha_ Foreign ownership just hit a 14-year low while the Nifty sits near its high. ## [The FCNR(B) money is real. The bull case built on it is softer than it looks](https://betatoalpha.substack.com/p/the-fcnrb-money-is-real-the-bull) _2026-08-05 · Saket Mehrotra · Beta to Alpha_ $40.8 billion has come in through the FCNR(B) window. Most of it is not going where the bulls think it is. ## [AI QA that opens fix PRs (Sponsored)](https://crawlproof.com/a/QVKqXddiTsng) _2026-08-05 · **Sponsored**_ Run a browser QA from plain-English instructions; get GitHub issues and optional fix PRs. ## [Bill Ackman was right about music. He still barely made money](https://betatoalpha.substack.com/p/bill-ackman-was-right-about-music) _2026-08-04 · Saket Mehrotra · Beta to Alpha_ The trade was right. The outcome wasn't. There's a difference. ## [Indian fintech isn't a sector anymore. It's a stack](https://betatoalpha.substack.com/p/indian-fintech-isnt-a-sector-anymore) _2026-08-03 · Saket Mehrotra · Beta to Alpha_ Two years ago you could buy the theme in two names. Now there are six businesses that share nothing but the label.