Tenali Explains

Chipflation is here.. Everyone has to pay…

Recently Apple has increased the prices of IPads, Macbooks and other products significantly. The AI revolution is bringing an unexpected side effect : Chipflation. As AI companies consume massive quantities of memory chips, manufacturers are prioritising high-margin AI hardware. The result? Everyday products like smartphones, laptops, cars, home appliances, and industrial equipment are becoming more […]

Amazon’s India Investment – A Lesson Beyond Billions

Amazon has announced a fresh investment commitment in India after discussions with Prime Minister Narendra Modi. The investment aims to strengthen AI, cloud infrastructure, logistics, and create thousands of employment opportunities over the coming years. Tenali Explains, “If a merchant tells you he has invested ₹1,000 crore, would you be impressed? You would first ask […]

KPMG and the Strategic Lesson Behind the Headlines

Australian lawmakers have questioned KPMG over concerns raised by whistleblowers and governance issues, with some lawmakers suggesting tighter regulation of the audit industry. The episode is a reminder that financial performance alone cannot sustain professional firms; trust and governance matter equally. Tenali Explains, “An audit firm does not manufacture products. It manufactures confidence. When organizations […]

When Big Revenue Numbers Are Not Enough

If a merchant claims he sold gold worth 1,000 gold coins, should we immediately believe he is successful? Most people would think, if the number is large, surely he must be! Tenali Explains, “Not so fast. Before praising the merchant, we must ask three questions: Who bought the gold? Where are the records? Can the […]

PCMC prepares SOPs for Fibre Optic Operators

PCMC has asked fibre optic operators to submit documents within 30 days as it prepares Standard Operating Procedures (SOPs) for fibre network installation across the city. The objective is simple: better coordination, reduced road damage, and accountability in infrastructure development. Tenali Explains… “Every fibre company wants to lay cables quickly. One digs today, another digs […]

India’s EV Race

India’s EV race is no longer just about launching new cars. It is now about building an entire ecosystem – manufacturing, localisation, battery capability, and supply chain control. Now, JSW Motors securing ₹8,000 crore funding from SBI for its new energy vehicle venture clearly signals one thing – Scale without strategic cost management can become […]

Air India’s Cost Cutting

Air India is cutting 145 additional weekly international flights due to rising fuel costs, airspace restrictions, and operational pressure. Most businesses see this as an aviation issue. Tenali Explains, “Maharaj, this is actually a lesson in ‘Theory of Constraints’. When conditions become unpredictable, protecting profitability becomes more important than chasing volume. Instead of operating every […]

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