categories
HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
Concept Arbitrage: Navteq
As I wrote the Navteq piece, it struck me that the entire address data and mapping services category is a great one for India, and ripe for a Concept Arbitrage. A personal anecdote. Every time I visit India, and I go to visit relatives in North Calcutta, I wonder how on earth would I navigate
The Case for IPTV in India (Part 1)
by Dharma Kuthanur, Guest Author If you look at different elements of the quadruple play (wireline, wireless, broadband and cable TV), the Indian urban consumer has abundant choices for wireline, wireless and broadband services. In fact, in most areas, there is vibrant competition with 3-4 different service providers vying for the consumer – more choice
SAP in India
We’ve had a lot of discussion on this forum about why there are no Technology Product Companies in India, and why such companies are needed. Let’s take a look at a company that is selling lots of technology products in India, and intends to sell even more: SAP. Recently, the Economic Times reported about SAP’s
Indian Incubator Fund: Specs (Part 1)
I promised entrepreneur Sujai Karampuri that I would write a piece on what an Indian Incubator Fund should look like, in response to the discussion in my previous piece, India Needs More Incubator Funds. To begin, I will tell you a story. When I first arrived at the Laboratory for Computer Science at MIT, my
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
We Would Be Scary With Some Capital!
By Calvin McElroy, Guest Author Entrepreneurship in Canada is hard. I have spent over a decade leveraging skills, knowledge and relationships developed from a successful corporate career – while trying to master the art of starting and developing early stage companies. Although the job is challenging and gratifying, it seems a day doesn’t go by
Forum Launch
Friends, I have just put together a discussion forum to complement the Blog that I write, and you so enthusiastically read and comment on. The goal, of course, is to have more of your voices engaging in interactive discussions. I have arranged a few topics, as follows, but we will see how the conversation threads
Inside the $250 Billion Venture Capital Industry
WSJ reports that Mobius Capital, an erstwhile star venture firm in Silicon Valley, is folding. Worldview is also falling apart, abandoning its latest efforts to raise a new $250 Million fund. These are the larger departures. Many smaller funds that had cropped up during the boom era, have folded by the dozens. Nonetheless, the flow
