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Stop Distracting Steve Jobs

Posted on Thursday, Jan 11th

After Personal Computing, Film, Music, Steve Jobs is now tackling the Cellular Phone business, and with such aplomb, that one wonders why the SEC and the media would not simply leave him alone to do his thing … work his magic, wave his wand, think, feel, play … whatever it is that gives him the

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Concept Arbitrage: Content & Community

Posted on Monday, Jan 8th

A while back, I wrote a popular series called Concept Arbitrage, about ideas that have been successful in America, and have potential in India. Here is the summary of that series from last June. I want to point you, now, to a set of ideas that have been gaining traction as content-community digital media properties

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Timeless!

Posted on Wednesday, Jan 3rd

It has always irritated me endlessly, the quintessential Indian lack of respect for time. Here’s Satish Dey‘s piece: Let’s Have More Watches To Make Up Lost Time Modern life demands that man should be strapped to a time-machine. Can you imagine managing your life without a watch? I remember the tension and inconveniences experienced on

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Investment Thesis: Paul Asel (IFC)

Posted on Monday, Jan 1st

Below is an interview with a long time friend, Paul Asel, who now works for the IFC’s venture investment arm. I worked with him a fair bit when he was at Telos. Paul’s Background Paul Asel is a Principal Investment Officer at the International Finance Corporation (IFC), the private sector arm of the World Bank,

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Sports Portals & Social Networking

Posted on Friday, Dec 15th

Being in India these past few days, I am reminded how much of the content that is marketed in India (and the world) is related to Sports. The newspapers devote a lot of front page real estate to Sourav Ganguly’s ups and downs, as India plays South Africa. The IFA Shield soccer tournament is on,

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From Calcutta, With A Frown

Posted on Wednesday, Dec 13th

Apologies to my readers for not writing for a week. In India at the moment for the annual visit. As usual, taking stock, scouting opportunities, and assessing progress … Today is a Bandh (strike) in Kolkata, in protest of the Tata Motors small car factory in Singur. Besides the fact that this small car is

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Bazaar Buster

Posted on Monday, Nov 27th

Amidst huge concerns about Walmart’s numbers, the giant announced its entry into India. I have said before, that Real Estate and Retail are better investment opportunities in India right now than technology, and it is not a surprise that the big retail companies are going to flock to take advantage of this situation. I’d rather

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Serial Entrepreneur: Manoj Saxena (Part 6)

Posted on Monday, Nov 20th

SM: Where are you now in your frame of mind? You are at IBM obviously, are you going to be at IBM? How does IBM jive with your current state of mind? Where do you want to go next? What motivates you? MS: Well I am at IBM right now. I’m still running the Webify

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