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Senthil's Notes Posts

Surfing and the Hotelling Model

Should I read the book? Should I, having never surfed and having never been to Africa, Fiji or Australia? Surfing is a way of life and a “test of faith”. To be in water, is somewhat like exploring space with less-than-light-speed drives. We are simply suspending ourself in the medium, fighting ceaselessly against the wickedness of gravity.

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High Cost of Low-Cost Delivery

An economy that has grown beyond belief is the e-commerce delivery market in China. It has become so central to modern Chinese life that the “food-delivery” has been dubbed as one of the 4 great inventions of modern Chinese civilization. For instance, Luckin Coffee (second only to Starbucks in China) has grown on the legs of its delivery business. No other product, not even pizza, exemplifies the need for exceptionally fast delivery need than hot coffee. […]

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Understanding China: Books

To understand China, its growth and society, its trade, outsourcing and manufacturing relationship with the US, it is imperative to understand its history. In this article, I discuss books, films, podcasts and web resources that helped me begin my journey of learning more about China. First in the set of notes from a long China trip.

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