§ VI · 6.1 Library
Thinking out loud.
Memos, market maps and essays from the Samarthya team — the analysis we wish existed when we were earlier in our own careers.
Market map12 min
India's defence-tech moment, indexed
A working map of indigenous capability across air, land, sea and space — and where capital should flow next.
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Memo6 min
Why we invested in Agnikul
On 3D-printed engines, single-piece chambers, and the case for sovereign launch.
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Essay8 min
Patient capital is a competitive advantage
Hard tech runs on its own clock. The funds that learn its rhythm own the decade.
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Market map15 min
Sovereign AI: India's compute roadmap
From foundation models to edge inference — where the moats actually live.
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Memo9 min
The case for in-orbit servicing
A decade of debris, a decade of opportunity. Why we're watching tugs and refuel platforms.
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Essay7 min
Founder/market fit at the frontier
What we look for in scientist-founders going from lab to launch.
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