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Amit Govil

  • Money & Payments
Workers experiencing wage stagnation despite rising productivity

Why Economic Gains No Longer Reach Wages

Amit Govil

Economic theory teaches a simple relationship: when productivity rises, wages follow. For decades, this assumption underpinned policy, corporate strategy, and

6 min read

299 Reads

Feb 03, 2026

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Businesses reassessing investment decisions due to higher capital costs

Why Growth Models Built on Cheap Money No Longer Work

Amit Govil

The global economy operated on an unspoken assumption: capital would remain cheap. Low interest rates, abundant liquidity, and aggressive risk

6 min read

286 Reads

Feb 02, 2026

  • Money & Payments
Businesses and consumers navigating a slow-growth economy

How Economies Enter Stagnation Without Recession Headlines

Amit Govil

Recessions are loud. They arrive with collapsing GDP numbers, mass layoffs, emergency rate cuts, and political urgency. Headlines turn dramatic.

6 min read

307 Reads

Feb 02, 2026

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Corporate leadership reviewing divestment and focus strategy

Why Strategic Divestments Are Replacing Mega-Acquisitions

Amit Govil

Corporate strength was demonstrated through expansion. Large acquisitions, sprawling portfolios, and multi-vertical ambition were celebrated as signals of strategic confidence.

6 min read

567 Reads

Feb 02, 2026

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Former startup operator investing in early-stage companies

Operator-Led Venture Funds and the Shift Toward Execution-Aware Capital

Amit Govil

For most of venture capital’s history, investing and operating lived in adjacent worlds. Operators built companies. Investors evaluated them. Occasionally,

6 min read

317 Reads

Jan 31, 2026

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Venture capital firm operating as a media platform

When Capital Isn’t Enough: Why VC Firms Are Becoming Media Companies

Amit Govil

Venture capital firms differentiated themselves through capital access, pattern recognition, and networks. Founders chose investors based on check size, brand

6 min read

373 Reads

Jan 31, 2026

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Solo venture capitalist making fast investment decisions

Why Venture Capital Is Fragmenting Into Smaller, Faster Decision Units

Amit Govil

For most of venture capital’s modern history, scale was synonymous with legitimacy. Multi-partner firms, institutional processes, and large funds signaled

5 min read

365 Reads

Jan 31, 2026

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Venture capital fund size outgrowing optimal strategy

Why Large Venture Fund Sizes Are Becoming a Strategic Liability

Amit Govil

For years, venture capital treated fund size as a proxy for success. Larger funds signaled credibility, access, and ambition. General

6 min read

341 Reads

Jan 31, 2026

  • Startups & Capital
Flattening venture capital return distribution curve

The Shrinking Power Law: Why Venture Returns Are Becoming Less Extreme—and More Operational

Amit Govil

Venture capital has long justified its structure through a single idea: the power law. A small number of extraordinary outcomes

6 min read

378 Reads

Jan 30, 2026

  • Startups & Capital
Employees leaving organization gradually due to managed attrition

When Layoffs Go Quiet: Why Voluntary Attrition Is Replacing Forced Workforce Cuts

Amit Govil

Public layoffs carry cost beyond the balance sheet. They trigger reputational damage, invite regulatory scrutiny, unsettle customers, and fracture employee

6 min read

277 Reads

Jan 30, 2026

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