VC hardware graveyard: software capital met a plant. Ola Electric lost e-scooter leadership after IPO. Log9 hit NCLT. Altigreen halted Malur. Euler is the contrast — a 2023 cut, then Hero capital.
Su-Kam 77 patents sat in a going manufacturer. CIRP scattered the R&D. By 2024 Chinese inverter brands held majority share in markets Su-Kam had built.
The India gold deposit scheme could unlock about $400 billion of household gold if jewellers and tax immunity make GMS 2.0 work.
Why Indian households hold an estimated 25,000–30,000+ metric tonnes of physical gold, why the Gold Monetization Trap fails against civilizational instinct, and the actionable blueprint from a four-part macro series.
Dark gold vaults and central bank gold hoarding are how official institutions prepare for a post-dollar world.
The 40 trillion debt trap is why $50,000 gold is a balance-sheet identity, not a forecast.
The 1971 petrodollar fraud ended gold convertibility and suppressed gold prices so unbacked dollars could remain the world’s reserve.
How Kunwer Sachdev created India’s first branded inverter in 1998 with quality obsession and market organization. The Su-Kam founding story told in detail.
How Indian solar manufacturing policy favored tariff-protected assembly over real R&D and squeezed out true hardware builders.
Kunwer Sachdev on why India academia hardware innovation fails—MoUs, rote colleges, and opaque startup budgets that deepen dependence on China.