# Upamanyu Acharya

> Senior Brand Manager at Procter & Gamble (Mumbai), ex-Google, IIM Ahmedabad MBA. P&L leader in eCommerce and consumer health who designs, builds, and operates production AI software solo.

Key facts: scaled Vicks eCommerce from $3.6M to $13.6M in 18 months; launched an OTC pharma product from $0 to $1.3M with 25% share in year one; authored P&G Healthcare's first eCommerce GTM playbook (launch velocity 1 per 18 months → 7 in 12); deployed enterprise AI across a Fortune 50 brand portfolio; founded a tech publication that reached 1M unique readers with zero paid media.

## Profile

- [Portfolio](https://upamanyuacharya.com/): career, shipped software, case studies, and contact
- [LinkedIn](https://linkedin.com/in/upamanyuacharya): professional profile
- [X / Twitter](https://x.com/upamanyuacharya): commentary on AI, markets, and consumer business

## Shipped software

- [Jeff — AI equity research analyst](https://jeff.upamanyuacharya.com/): conversational analyst producing institutional-grade equity deep-dives
- [The Memory Atlas](https://memory.upamanyuacharya.com/): interactive 3D explainer of the AI memory supply chain (HBM, CXL, co-packaged optics)
- Montgomery: stateful equity coverage engine building KPI models from SEC EDGAR filings (case study on the portfolio)

## Research

- [Research gallery](https://jeff.upamanyuacharya.com/reports/): all published equity deep-dives
- [TSMC — The AI Foundry Monopoly](https://jeff.upamanyuacharya.com/reports/tsmc-deep-dive/)
- [India T&D Supercycle — three small-caps](https://jeff.upamanyuacharya.com/reports/india-td-supercycle/)
- [ITC — when a tax shock crosses into value](https://jeff.upamanyuacharya.com/reports/itc-deep-dive/)
- [Zepto IPO — the DRHP, actually read](https://jeff.upamanyuacharya.com/reports/zepto-ipo-drhp/)
- [Credo — a physics-to-decision deep-dive](https://jeff.upamanyuacharya.com/reports/credo-physics-moat/)
- [Lam Research — fully priced excellence](https://jeff.upamanyuacharya.com/reports/lam-research/)

## Contact

- [LinkedIn](https://linkedin.com/in/upamanyuacharya) is the fastest way to reach him