Concept Arbitrage: Web 3.0 & Enterprise 3.0

Last summer, I wrote a Concept Arbitrage series focusing on the Indian market. The market has moved, and Consumer Internet and Mobile Value Added Services, which were turning hot then, are much too hot now. Valuations are very high. Much too high. At this rate, I dread to think how long it would take to

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Concept Arbitrage: Looking For Love

India’s opportunity in niche matrimonials and online dating ventures.

Concept Arbitrage: Opportunities

Opportunities for Indian Entrepreneurs

Too Much Money, Too Few Deals

Seed Funds in India : Hole in the market.

Concept Arbitrage: Summary Trends

India’s Venture Business : A summary

Concept Arbitrage: Infosys

Animation is a large labor arbitrage opportunity with a more exciting future further out.

Concept Arbitrage: Electronic Arts

India excels in content production in a Domestic Producer : Domestic Consumer mode.

Concept Arbitrage: Juniper

India’s opportunity in Hardware.