Playback speed×Share postShare post at current timeShare from 0:000:00/0:00Transcript813Substack’s Subscription GrandfatheringSajal KapoorOct 08, 2025813ShareTranscriptAntifragile Thinking PodcastSajal Kapoor's SubstackAuthor of 'Framing Business Uncertainty'Twitter @unseenvalueSajal Kapoor's Substack Author of 'Framing Business Uncertainty' Twitter @unseenvalueSubscribeListen onSubstack AppRSS FeedAppears in episodeSajal KapoorRecent EpisodesFrom Optionality to Dominance: A Tale of Two Electric Pioneers (Ather Energy vs Ola Electric Mobility)Oct 17 • Sajal KapoorDassault Systèmes: Evolving in Chaos, Dominating Through Change Oct 16 • Sajal KapoorChemicals: Economics of Science and RandomnessOct 15 • Sajal Kapoorॐ भवति भिक्षां देहि (2 Pharma Companies)Oct 14 • Sajal KapoorDifferent Worlds, One Lens: Cash Flow and Common Sense in Four BusinessesOct 13 • Sajal KapoorSyngene and AT20 (Important Update)Oct 12 • Sajal KapoorChemical Case Study: Fooled By The Randomness of Intangibles Oct 11 • Sajal KapoorEconomies of Scope: The CDMO Edge (SeQuent | Alivus | Solara)Oct 8 • Sajal Kapoor