Category Startups
Google won’t be unseated by Bing. It will be unseated by ChatGPT, Perplexity, etc. Android/iOS won’t be unseated by another mobile OS. They will be unseated by a Voice/VR OS that uses AI to give outcomes with minimal user input…. Continue Reading →
Over coffee, Sumit Suman observed that PMF for Indian SaaS startups was simple to identify: Check if the founder/cofounder has moved to the US. I expand on the idea as to why this move is valuable: Customer Insights on Steroids:… Continue Reading →
While it’s easy to flame tech startups founders about their losses, we have to recognise that any innovative endeavour comes with inherent risks and uncertainties. Case in point: The Las Vegas Sphere’s first quarter loss of $98.4.This is especially painful… Continue Reading →
Sometimes, investors are sensitive to investing at high valuations, but at other times, the same VC invests at absurd valuations. Why is this? Today, I discuss reasons for investors to stick with a valuation hard-cap and reasons for them to… Continue Reading →
Startups flaunt fundraising, but why the hush on revenue? It’s strategy, not secrecy. I uncover the game behind the numbers.
Do traditional fundraising stages, such as “Seed” and “Pre-A”, truly encapsulate the essence of a startup’s journey? Or do we use them only as labels for fundraising amount? My video explains this
Let’s unbundle the term “Consumer Tech” when it comes to startups. This isn’t the catch-all umbrella term that it used to be. Business models, product focus, customer maturity, revenue model diversification and usage patterns have expanded and founders and investors… Continue Reading →
I’ve been mulling over why some online communities thrive while others spiral into chaos, for some time and I’ve observed a fascinating pattern. Imagine a fledgling online community (even a closed WhatsApp group). In its early stages, the group establishes… Continue Reading →
When it comes to tech, safety is about anti-virus, firewalls, backups, two-factor auth, etc. Manufacturing: It’s about Kanban, over engineering processes, safety equipment, etc. Healthcare: Deep cleaning equipment, measured dosage, tracking previous illnesses, etc. Each industry has its own contours… Continue Reading →
Looking at Twitter over the last year, I’m realising it had great Product-Market-Fit (PMF) but never great Business-Model-Fit (BMF) Millions use Twitter for consumption, and creators use it to increase distribution and followers. But Twitter itself has been unable to… Continue Reading →