
The Daily Brief Meet The Writers ft. Pranav Manie
Dec 26, 2025
Pranav Mani, known as DJ Easy Money Sniper, is Zerodha's resident DJ and a savvy business commentator. He shares his passion for transforming dull topics into compelling narratives. Delving into creative destruction, he contrasts industries like restaurants and aerospace. Pranav goes down the AI supply chain rabbit hole, exploring Foxconn's influence and solar manufacturing complexities. He discusses the drawbacks of constant curiosity and highlights the urgent need for ambitious long-form reporting. Plus, he presents provocative questions shaping India's future.
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Episode notes
Find Meta-Principles Behind Industries
- Pranav Mani looks for meta-principles that explain why industries differ, like why airlines consolidate while restaurants don't.
- Understanding such patterns reveals how competition and industry structure shape outcomes.
A Week Chasing The AI Supply Chain
- A week of reporting pulled Pranav into the AI supply chain across financing, Foxconn's role, and memory chips.
- That rapid sequence exposed how interconnected global suppliers and financiers are around AI hardware.
Old Manufacturers Become AI Players
- AI hardware narratives reveal unexpected incumbents like Foxconn moving from phone assembly to data-center roles.
- These shifts show technological change can repurpose low-margin manufacturers into strategic suppliers.
