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 →
Want to “start up”? What type of startup? Why you?To answer these questions, first, identify your strengths. How do you do this? I use a method called Triangulation to help potential founders recognise their superpower and unique differentiation. Start with… Continue Reading →
Apple’s Microsoft moment is coming along. Microsoft was the company with the maximum OS lock-in* during the 90s. Think of it as iOS’s consumer lock-in, but MSFT had it on consumer AND enterprise. With Apple:On the one hand, you have… 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 →
The various epochs of the technological world took a previously constrained resource and caused it to become unbundled, mass-producing and widely distributed. Early 1800s: Industrial Revolution, unbundling Labour as a resourceLate 1800s: Oil/Electricity, unbundling Energy as a resourceMid 1900s: Software,… 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
AI’s short memory can be refreshing, preventing echo chambers and encouraging our ever-changing curiosities; it keeps us exploring afresh
There are 2 tracks into Venture Capital. The Early Track, for 20-year olds, and the Senior Track for people in their 30s and 40s. I discuss how to get in via the Senior Track
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